Industry AI Adoption Leaderboard
AI Adoption Leaderboard — financial services
Top 1700 AI-adopting financial services companies. Average score: 69.
1700
Companies Scored
69
Avg Adoption Score
Advanced
Top Stage
| # | Company | Stage | Key Opportunity | Location |
|---|---|---|---|---|
| 1 | Tether.io | Advanced | Automated Client Onboarding and KYC Verification | Seattle, Washington |
| 2 | Lab49 | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 3 | Kestra Financial | Advanced | Automated Client Onboarding and Account Opening | Austin, Texas |
| 4 | Performance Trust Capital | Advanced | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 5 | Betterment | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 6 | Hightower Advisors | Advanced | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 7 | ClientPay | Advanced | Automated Resolution of Payment Inquiries and Disputes | Austin, Texas |
| 8 | Rectangle Health | Advanced | Automated Accounts Receivable Follow-up and Collections | Thornwood, New York |
| 9 | Mission Wealth | Advanced | Automated Client Onboarding and Document Management | Santa Barbara, California |
| 10 | TRG Screen | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 11 | Convergex | Advanced | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 12 | Pathstone | Advanced | Automated Client Onboarding and Document Verification | Englewood, New Jersey |
| 13 | Global PayEX | Advanced | Automated Customer Inquiry Triage and Routing | Rockville, Maryland |
| 14 | Safe-Guard Products International | Advanced | Automated Underwriting and Risk Assessment | Atlanta, Georgia |
| 15 | Galaxy | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 16 | Enterslice | Advanced | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 17 | StarCompliance | Advanced | Automated Compliance Monitoring and Reporting | Rockville, Maryland |
| 18 | Globalfy | Advanced | Automated Client Onboarding and KYC Verification | Orlando, Florida |
| 19 | Lumber | Advanced | Automated Client Onboarding and KYC Verification | San Jose, California |
| 20 | MoneyLion | Advanced | Automated Customer Inquiry Triage and Resolution | New York, New York |
| 21 | Papaya Global | Advanced | Automated Invoice Processing and Data Entry | New York, New York |
| 22 | alphastream.ai | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 23 | indinero | Advanced | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 24 | Quavo Fraud & Disputes | Advanced | Automated Fraud Case Triage and Prioritization | Wilmington, Delaware |
| 25 | Vertical Relevance | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 26 | Green Street | Advanced | Automated Client Onboarding and KYC Verification | Newport Beach, California |
| 27 | Comply | Advanced | Automated KYC and AML Compliance Checks | New York, New York |
| 28 | Collective | Advanced | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 29 | Ownwell | Advanced | Automated Client Onboarding and Document Verification | Austin, Texas |
| 30 | National Business Capital | Advanced | Automated Loan Application Pre-qualification and Data Validation | Hauppauge, New York |
| 31 | Facet | Advanced | Automated Client Onboarding and Document Verification | West Palm Beach, Florida |
| 32 | Reflexivity | Advanced | Automated client onboarding and KYC verification | New York, New York |
| 33 | Prospect 33 | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 34 | Maestro | Advanced | Automated client onboarding and KYC verification | New York, New York |
| 35 | Aduro Advisors | Advanced | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 36 | Savvy Wealth | Advanced | Automated Client Onboarding and Document Management | New York, New York |
| 37 | Crux | Advanced | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 38 | Octus | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 39 | BARR Credit Services Inc. A Caine & Weiner Company | Advanced | Automated Outbound Collections Communication | Tucson, Arizona |
| 40 | BTIG | Advanced | Automated Trade Reconciliation and Exception Handling | San Francisco, California |
| 41 | Chatham Financial | Advanced | Automated Client Onboarding and KYC Verification | Kennett Square, Pennsylvania |
| 42 | Zenmonics | Advanced | Automated Client Onboarding and KYC Verification | Charlotte, North Carolina |
| 43 | Roc360 | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 44 | EquityZen | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 45 | Jordan Park Group | Advanced | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 46 | First Analysis | Advanced | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 47 | ARS National Services | Advanced | Automated Account Validation and Data Enrichment | Escondido, California |
| 48 | Equify Financial | Advanced | Automated Underwriting Document Review and Data Extraction | Fort Worth, Texas |
| 49 | FE International | Advanced | Automated Client Onboarding and Document Verification | New York, New York |
| 50 | Third Road Management | Advanced | Automated Client Onboarding and Document Verification | Glen Ellyn, Illinois |
| 51 | Abrigo | Advanced | Automated Commercial Loan Application Processing | Raleigh, North Carolina |
| 52 | Numerix | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 53 | Schechter | Advanced | Automated Client Onboarding and Document Verification | Birmingham, Michigan |
| 54 | Curinos | Advanced | Automated Customer Onboarding and KYC Verification | New York, New York |
| 55 | Kalshi | Advanced | Automated Trade Surveillance and Anomaly Detection | New York, New York |
| 56 | Clarity AI | Advanced | Automated KYC and AML compliance verification | New York, New York |
| 57 | Clark Capital Management Group | Advanced | Automated Client Onboarding and Document Processing | Philadelphia, Pennsylvania |
| 58 | Burford Capital | Advanced | Automated Due Diligence Document Review | New York, New York |
| 59 | Derivative Path | Advanced | Automated Client Onboarding and KYC Verification | Walnut Creek, California |
| 60 | Hamilton Lane | Advanced | Automated Client Onboarding and KYC Verification | Conshohocken, Pennsylvania |
| 61 | Zions Capital Markets | Advanced | Automated Client Onboarding and KYC Verification | Salt Lake City, Utah |
| 62 | Concierge Business Broker /MergersCorp Global M&A | Advanced | Automated Client Onboarding and Data Verification | New York, New York |
| 63 | Metro Credit Union | Advanced | Automated Member Inquiry and Support Agent | Chelsea, Massachusetts |
| 64 | PHOENIX | Advanced | Automated Client Onboarding and KYC Verification | Denver, Colorado |
| 65 | KE Andrews | Advanced | Automated Client Onboarding and Document Collection | Dallas, Texas |
| 66 | Trellance Cooperative Holdings | Advanced | Automated Member Inquiry Resolution for Credit Unions | Tampa, Florida |
| 67 | IQVentures | Advanced | Automated Client Onboarding and KYC Verification | Dublin, Ohio |
| 68 | Wealth.com | Advanced | Automated Client Onboarding and KYC Verification | Tempe, Arizona |
| 69 | Luma Financial | Advanced | Automated Loan Application Pre-qualification and Data Validation | Cincinnati, Ohio |
| 70 | BGM | Advanced | Automated Client Onboarding and Document Verification | Bloomington, Minnesota |
| 71 | Tax1099.com | Advanced | Automated Tax Form Processing and Validation | Fayetteville, Arkansas |
| 72 | Axletree Solutions | Advanced | Automated Client Onboarding and KYC Verification | East Brunswick, New Jersey |
| 73 | Graphite | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 74 | Trajan Wealth | Advanced | Automated Client Onboarding and Document Verification | Scottsdale, Arizona |
| 75 | Tidal Financial Group | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 76 | VestGen Wealth | Advanced | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 77 | Nitra | Advanced | Automated Client Onboarding and KYC Verification | New York, New York |
| 78 | Siepe | Advanced | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 79 | Dynasty Financial | Advanced | Automated Client Onboarding and Document Management | Saint Petersburg, Florida |
| 80 | DCS | Advanced | Automated Claims Processing and Verification | Savannah, Georgia |
| 81 | Ocean Tomo a part of J.S. Held | Advanced | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 82 | MONTICELLOAM | Advanced | Automated Client Onboarding and Document Verification | New York, New York |
| 83 | Axos® Clearing A Subsidiary of Axos Financial | Advanced | Automated Trade Reconciliation and Exception Handling | Omaha, Nebraska |
| 84 | CFO Strategic | Advanced | Automated Client Onboarding and KYC Verification | Winter Park, Florida |
| 85 | Investments & Wealth Institute | Advanced | Automated Client Onboarding and KYC Verification | Greenwood Village, Colorado |
| 86 | Hantz Group | Moderate | Automated Client Onboarding and Data Verification | Southfield, Michigan |
| 87 | Premium Merchant Funding | Moderate | Automated Underwriting Document Verification | New York, New York |
| 88 | First Foundation | Moderate | Automated Client Onboarding and KYC Verification | Irvine, California |
| 89 | Meduit | Moderate | Automated Insurance Eligibility Verification | Charlotte, North Carolina |
| 90 | AmeriBen | Moderate | Automated Client Onboarding and Document Verification | Meridian, Idaho |
| 91 | Covius | Moderate | Automated Mortgage Loan Boarding and Data Entry | Glendale, Colorado |
| 92 | HC Global Fund Services | Moderate | Automated KYC and AML compliance checks | San Francisco, California |
| 93 | ACAMS | Moderate | Automated KYC and AML compliance checks | Washington, District of Columbia |
| 94 | Gordon Brothers | Moderate | Automated Due Diligence Document Review | Boston, Massachusetts |
| 95 | Global Credit Union | Moderate | Automated Member Inquiry and Support Resolution | Anchorage, Alaska |
| 96 | Solytics | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 97 | Droit | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 98 | Blue Trust | Moderate | Automated Customer Inquiry Triage and Routing | Alpharetta, Georgia |
| 99 | RegEd | Moderate | Automated Client Onboarding and KYC Verification | Morrisville, North Carolina |
| 100 | ICON International | Moderate | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 101 | Rewards Network | Moderate | Automated Merchant Onboarding and Verification | Chicago, Illinois |
| 102 | Ontop | Moderate | Automated Client Onboarding and KYC Verification | Cleveland, Wisconsin |
| 103 | Davenport & Company | Moderate | Automated Client Onboarding and KYC Verification | Richmond, Virginia |
| 104 | NEPC | Moderate | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 105 | The MJ Companies | Moderate | Automated Client Onboarding and Document Verification | Carmel, Indiana |
| 106 | ClearBridge Investments | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 107 | Lighthouse Investment | Moderate | Automated Client Onboarding and Document Management | Palm Beach Gardens, Florida |
| 108 | CSSI Services | Moderate | Automated Client Onboarding and Document Verification | Baton Rouge, Louisiana |
| 109 | McAdam Financial | Moderate | Automated Client Onboarding and Data Verification | Philadelphia, Pennsylvania |
| 110 | Coastal Wealth | Moderate | Automated Client Onboarding and Document Verification | Fort Lauderdale, Florida |
| 111 | Synergy Consulting | Moderate | Automated Client Onboarding and KYC Verification | Reston, Virginia |
| 112 | Talus | Moderate | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 113 | Curi | Moderate | Automated Client Onboarding and KYC Verification | Raleigh, North Carolina |
| 114 | OTR Solutions | Moderate | Automated Customer Onboarding and Verification | Roswell, Georgia |
| 115 | The CCS Companies | Moderate | Automated Debt Resolution and Payment Plan Negotiation | Norwood, Massachusetts |
| 116 | ValuTeachers | Moderate | Automated Client Onboarding and Data Verification | Ponte Vedra Beach, Florida |
| 117 | SVA | Moderate | Automated Client Onboarding and Document Management | Madison, Wisconsin |
| 118 | Farther | Moderate | Automated Client Onboarding and Data Verification | New York, New York |
| 119 | KnovaOne | Moderate | Automated Fraud Detection and Alerting | West Palm Beach, Florida |
| 120 | Apex Global Solutions | Moderate | Automated Client Onboarding and KYC Verification | Montebello, New York |
| 121 | Health Advocates | Moderate | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 122 | Rabo AgriFinance | Moderate | Automated Loan Application Pre-screening and Data Validation | Chesterfield, Missouri |
| 123 | Daiwa Capital Markets America | Moderate | Automated Trade Documentation and Reconciliation | New York, New York |
| 124 | LaSalle Investment Management | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 125 | LIMRA | Moderate | Automated Underwriting Data Collection and Verification | Windsor, Connecticut |
| 126 | World Investment Advisors | Moderate | Automated Client Onboarding and KYC Verification | Middletown Township, New Jersey |
| 127 | FlexTecs | Moderate | Automated Customer Onboarding and KYC Verification | Atlanta, Georgia |
| 128 | The Openwork Partnership | Moderate | Automated Client Onboarding and KYC Verification | Germantown, Maryland |
| 129 | QT-Group | Moderate | Automated Client Onboarding and KYC Verification | Beverly Hills, California |
| 130 | USI Consulting Group | Moderate | Automated Client Onboarding and Data Intake | Glastonbury, Connecticut |
| 131 | Virtual Financial | Moderate | Automated Client Onboarding and Document Verification | Placerville, California |
| 132 | SRM | Moderate | Automated Client Onboarding and KYC Verification | Minneapolis, Minnesota |
| 133 | Everence Financial | Moderate | Automated Client Onboarding and Document Processing | Goshen, Indiana |
| 134 | BetaNXT | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 135 | Jet Support Services | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 136 | Centiva Capital | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 137 | Data Analysis | Moderate | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 138 | Scottrade | Moderate | Automated Client Onboarding and Account Opening | St. Louis, Missouri |
| 139 | Consolidated Analytics | Moderate | Automated Client Onboarding and KYC Verification | Santa Ana, California |
| 140 | Beacon Pointe | Moderate | Automated Client Onboarding and Document Management | Newport Beach, California |
| 141 | Merit Financial Advisors | Moderate | Automated Client Onboarding and Document Management | Alpharetta, Georgia |
| 142 | Sourcepoint | Moderate | Automated Loan Application Pre-Screening and Data Validation | Palm Bay, Florida |
| 143 | GreenPoint Global | Moderate | Automated Client Onboarding and KYC Verification | Rye, New York |
| 144 | Verition Fund Management | Moderate | Automated Trade Reconciliation and Exception Handling | Greenwich, Connecticut |
| 145 | CryptoFury | Moderate | Automated KYC/AML Compliance Verification | San Francisco, California |
| 146 | McCarthy Burgess & Wolff | Moderate | Automated Client Onboarding and KYC Verification | Bedford Heights, Ohio |
| 147 | HDH Advisors | Moderate | Automated Client Onboarding and Document Management | Atlanta, Georgia |
| 148 | Sequoia Financial Group | Moderate | Automated Client Onboarding and KYC Verification | Akron, Ohio |
| 149 | Factual Data | Moderate | Automated Client Onboarding and Verification | Pittsburgh, Pennsylvania |
| 150 | HCLTech – Financial Services | Moderate | Automated KYC and Customer Onboarding Verification | Irvine, California |
| 151 | ISS-Corporate | Moderate | Automated client onboarding and KYC verification | Rockville, Maryland |
| 152 | MPC Capital AG | Moderate | Automated KYC and AML Compliance Verification | Delaware, |
| 153 | Century Consulting Services | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 154 | Abra | Moderate | Automated Client Onboarding and KYC Verification | Mountain View, California |
| 155 | D&S Global Solutions a Cadex Company | Moderate | Automated Client Onboarding and KYC Verification | Melville, New York |
| 156 | Corporate Payroll Services | Moderate | Automated Client Onboarding and Data Verification | Peachtree Corners, Georgia |
| 157 | Total Expert | Moderate | Automated Lead Qualification and Routing | Saint Louis Park, Minnesota |
| 158 | Quiktrak | Moderate | Automated Customer Onboarding and KYC Verification | Beaverton, Oregon |
| 159 | Brighton Jones | Moderate | Automated Client Onboarding and Document Management | Seattle, Washington |
| 160 | Tiger Capital Group | Moderate | Automated Due Diligence Document Review | New York, New York |
| 161 | LCG Advisors | Moderate | Automated Client Onboarding and KYC Verification | Tampa, Florida |
| 162 | Equity Services | Moderate | Automated Client Onboarding and Document Verification | Montpelier, Vermont |
| 163 | MiCamp Solutions | Moderate | Automated Client Onboarding and Document Verification | Scottsdale, Arizona |
| 164 | STP Investment Services | Moderate | Automated Client Onboarding and KYC Verification | West Chester, Pennsylvania |
| 165 | Debtwire | Moderate | Automated client onboarding and KYC verification | New York, New York |
| 166 | VettaFi | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 167 | GCC7 Services ltd. Malta | Moderate | Automated Client Onboarding and KYC Verification | Malta, Montana |
| 168 | PFM | Moderate | Automated Client Onboarding and KYC Verification | Philadelphia, Pennsylvania |
| 169 | Vistra + iiPay | Moderate | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 170 | Province Firm | Moderate | Automated Client Onboarding and KYC Verification | Henderson, Nevada |
| 171 | Forge | Moderate | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 172 | Coldstream | Moderate | Automated Client Onboarding and Document Verification | Bellevue, Washington |
| 173 | KALANI & CO | Moderate | Automated Client Onboarding and Document Verification | Santa Ana, California |
| 174 | Blue Ridge Associates | Moderate | Automated Client Onboarding and Document Verification | Charlottesville, Virginia |
| 175 | uFinancial Group | Moderate | Automated Client Onboarding and Document Verification | Mechanicsburg, Pennsylvania |
| 176 | Cambridge Trust | Moderate | Automated Customer Inquiry Triage and Routing | Boston, Massachusetts |
| 177 | Signature Estate & Investment Advisors | Moderate | Automated Client Onboarding and Document Management | Los Angeles, California |
| 178 | FIG Talent Solutions | Moderate | Automated Candidate Sourcing and Screening | Cornelius, North Carolina |
| 179 | Apollon Wealth Management | Moderate | Automated Client Onboarding & KYC Verification | Mount Pleasant, South Carolina |
| 180 | Itaú USA | Moderate | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 181 | NorthRock | Moderate | Automated Client Onboarding and KYC Verification | Minneapolis, Minnesota |
| 182 | Apex Capital | Moderate | Automated Client Onboarding and KYC Verification | Fort Worth, Texas |
| 183 | Clutch | Moderate | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 184 | Nexo | Moderate | Automated Client Onboarding and KYC Verification | Georgetown, Kentucky |
| 185 | MedSrv | Moderate | Automated Client Onboarding and Document Verification | Chattanooga, Tennessee |
| 186 | CIAL Dun & Bradstreet | Moderate | Automated Client Onboarding and KYC Verification | Sunrise, Florida |
| 187 | Lenox Advisors | Moderate | Automated Client Onboarding and Data Verification | New York, New York |
| 188 | Marubeni America | Moderate | Automated Trade Document Processing and Reconciliation | New York, New York |
| 189 | VIVENTA | Moderate | Automated Client Onboarding and KYC Verification | Coral Gables, Florida |
| 190 | October Three Consulting | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 191 | RIVO Holdings | Moderate | Automated Client Onboarding and KYC Verification | San Diego, California |
| 192 | Abacus Global Management | Moderate | Automated Client Onboarding and Document Verification | Orlando, Florida |
| 193 | Imperial Capital | Moderate | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 194 | Clark Consulting | Moderate | Automated Client Onboarding and Document Verification | Walnut Creek, California |
| 195 | First National Bankers Bank | Moderate | Automated Commercial Loan Application Pre-screening | Baton Rouge, Louisiana |
| 196 | Tax Defense Network | Moderate | Automated Tax Notice Response and Resolution | Jacksonville, Florida |
| 197 | TurboDebt | Moderate | Automated Client Onboarding and Document Verification | Sunrise, Florida |
| 198 | TradeLink Holdings | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 199 | FIRST Insurance Funding | Moderate | Automated Underwriting Document Review and Data Extraction | Northbrook, Illinois |
| 200 | DCM Services | Moderate | Automated Client Onboarding and Verification | Bloomington, Minnesota |
| 201 | 20/20 Tax Resolution | Moderate | Automated Client Onboarding and Document Collection | Broomfield, Colorado |
| 202 | Definiti | Moderate | Automated Client Onboarding and KYC Verification | Cary, North Carolina |
| 203 | Merchants Against Unfair Interchange | Moderate | Automated Merchant Onboarding and Verification | DuPont, Washington |
| 204 | Optima Tax Relief | Moderate | Automated Client Onboarding and Document Collection | Santa Ana, California |
| 205 | Teacher's Pension Services | Moderate | Automated Client Onboarding and KYC Verification | Oakdale, California |
| 206 | Global System Solutions | Moderate | Automated Client Onboarding and KYC Verification | Boca Raton, Florida |
| 207 | TEL | Moderate | Automated Customer Onboarding and Account Opening | Chattanooga, Tennessee |
| 208 | Generational Equity | Moderate | Automated Client Onboarding and KYC Verification | Richardson, Texas |
| 209 | ExED | Moderate | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 210 | Merchants Fleet | Moderate | Automated Commercial Lease Application Processing | Hooksett, New Hampshire |
| 211 | ADM Investor Services | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 212 | Newbridge Securities | Moderate | Automated Client Onboarding and KYC Verification | Boca Raton, Florida |
| 213 | Community State Bank | Moderate | Automated Customer Inquiry Triage and Routing | Ankeny, Iowa |
| 214 | Gravity Payments | Moderate | Automated Merchant Onboarding and Verification | Seattle, Washington |
| 215 | Communify | Moderate | Automated Client Onboarding and KYC Verification | Santa Monica, California |
| 216 | APM Help | Moderate | Automated Client Onboarding and Document Verification | Houston, Texas |
| 217 | Vantage Financial Alliance | Moderate | Automated Client Onboarding and Data Verification | Cumming, Georgia |
| 218 | PAI | Moderate | Automated Client Onboarding and Document Verification | Louisville, Kentucky |
| 219 | Citizens Bank & Trust | Moderate | Automated Customer Inquiry Triage and Routing | Kansas City, Missouri |
| 220 | EMS Management & Consultants | Moderate | Automated Client Onboarding and Document Verification | Lewisville, North Carolina |
| 221 | SagePoint Financial | Moderate | Automated Client Onboarding and Document Management | Phoenix, Arizona |
| 222 | Mike Albert Fleet Solutions | Moderate | Automated Commercial Lease Agreement Processing | Cincinnati, Ohio |
| 223 | Curi Capital | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 224 | Intelica | Moderate | Automated Client Onboarding and Document Verification | Miami, Florida |
| 225 | PB&T Bank | Moderate | Automated Customer Inquiry Triage and Routing | Pueblo, Colorado |
| 226 | Quantum Capital Group | Moderate | Automated Client Onboarding and Document Verification | Houston, Texas |
| 227 | July Business Services | Moderate | Automated Client Onboarding and Document Verification | Waco, Texas |
| 228 | Legends Bank | Moderate | Automated Customer Inquiry Triage and Routing | Clarksville, Tennessee |
| 229 | Exbo Group | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 230 | Incenter Lender Services | Moderate | Automated Loan Application Intake and Verification | Fort Washington, Pennsylvania |
| 231 | CMG | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 232 | VWi Vengroff Williams | Moderate | Automated Accounts Receivable Follow-Up and Collections | Sarasota, Florida |
| 233 | Saphyre | Moderate | Automated Client Onboarding and KYC Verification | Hoboken, New Jersey |
| 234 | Enduring Planet | Moderate | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 235 | The Forge Companies | Moderate | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 236 | Qatalyst | Moderate | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 237 | HD Vest Financial Services | Moderate | Automated Client Onboarding and Document Management | Irving, Texas |
| 238 | TD Ameritrade Institutional | Moderate | Automated Client Onboarding and Document Verification | Jersey City, New Jersey |
| 239 | Diameter Capital Partners LP | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 240 | Propeller Industries | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 241 | RightCapital | Moderate | Automated Client Onboarding and Data Aggregation | Shelton, Connecticut |
| 242 | Rothschild Wealth | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 243 | Clearstead | Moderate | Automated Client Onboarding and Document Verification | Cleveland, Ohio |
| 244 | Arcadia Settlements Group | Moderate | Automated Claims and Payout Processing | Austin, Texas |
| 245 | CCMR3 | Moderate | Automated Client Onboarding and KYC Verification | Syracuse, New York |
| 246 | FINTRX | Moderate | Automated Client Onboarding and KYC Verification | Cambridge, Massachusetts |
| 247 | American Trust Retirement | Moderate | Automated Retirement Plan Onboarding & Enrollment | Lexington, Kentucky |
| 248 | Oxford Financial Group | Moderate | Automated Client Onboarding and Document Processing | Carmel, Indiana |
| 249 | Beacon Founders | Moderate | Automated Client Onboarding and KYC Verification | Wilmington, Delaware |
| 250 | Canoe Intelligence | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 251 | Galatea Associates | Moderate | Automated Client Onboarding and Document Verification | Somerville, Massachusetts |
| 252 | iLending | Moderate | Automated Loan Application Pre-screening and Data Validation | Centennial, Colorado |
| 253 | Foundry | Moderate | Automated Client Onboarding and KYC Verification | Rochester, New York |
| 254 | Orchard Global | Moderate | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 255 | LiftFund | Moderate | Automated Loan Application Pre-screening and Data Validation | San Antonio, Texas |
| 256 | The Impact Partnership | Moderate | Automated Client Onboarding and KYC Verification | Marietta, Georgia |
| 257 | Ballentine | Moderate | Automated Client Onboarding and Document Management | Waltham, Massachusetts |
| 258 | AMR | Moderate | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 259 | Larson Financial | Moderate | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 260 | Freestone Capital Management | Moderate | Automated Client Onboarding and Document Management | Seattle, Washington |
| 261 | IEQ Capital | Moderate | Automated Client Onboarding and Document Verification | San Francisco, California |
| 262 | OpenArc Corporate Advisory | Moderate | Automated client onboarding and document verification | Atlanta, Georgia |
| 263 | EnTrust Global | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 264 | American Financing | Moderate | Automated Loan Application Pre-qualification and Data Validation | Aurora, Colorado |
| 265 | Alleviate Tax | Moderate | Automated Client Onboarding and Document Verification | Irvine, California |
| 266 | CFP International | Moderate | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 267 | G2 Risk Solutions | Moderate | Automated Client Onboarding and KYC Verification | Hillsborough, California |
| 268 | GTreasury | Moderate | Automated Client Onboarding and KYC Verification | Buffalo Grove, Illinois |
| 269 | Audax Private Debt | Moderate | Automated KYC and AML compliance checks | New York, New York |
| 270 | Paro | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 271 | Wolfe | Moderate | Automated Client Onboarding and Document Verification | Pittsburgh, Pennsylvania |
| 272 | Mpire Financial Group LLC NMLS#2108504 | Moderate | Automated Lead Qualification and Routing | Maitland, Florida |
| 273 | GuideStone Financial Resources | Moderate | Automated Retirement Plan Onboarding and Enrollment | Dallas, Texas |
| 274 | Wall Street Oasis | Moderate | Automated Client Onboarding and KYC Verification | Saratoga, California |
| 275 | ATLAS SP | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 276 | TASC | Moderate | Automated Client Onboarding and Account Setup | Madison, Wisconsin |
| 277 | First Citizens Bank | Moderate | Automated customer inquiry and support routing | Mason City, Iowa |
| 278 | NBC Securities | Moderate | Automated Client Onboarding and Document Management | Birmingham, Alabama |
| 279 | Capital Funding Group | Moderate | Automated Client Onboarding and KYC Verification | Baltimore, Maryland |
| 280 | American Classic Agency | Moderate | Automated Client Onboarding and Data Intake | Jacksonville, Florida |
| 281 | myCUmortgage | Moderate | Automated Loan Application Pre-Screening and Data Validation | Beavercreek, Ohio |
| 282 | Streamline | Moderate | Automated Client Onboarding and KYC Verification | Warrenville, Illinois |
| 283 | MAP Retirement | Moderate | Automated Plan Participant Inquiry Resolution | Appleton, Wisconsin |
| 284 | Credit Union National Association | Moderate | Automated Member Inquiry Triage and Routing | Madison, Wisconsin |
| 285 | Diversified Consultants | Moderate | Automated Debt Collection Communication and Negotiation | Jacksonville, Florida |
| 286 | Bank of the Orient | Moderate | Automated Customer Inquiry Triage and Routing | San Francisco, California |
| 287 | Essex Bank | Moderate | Automated Customer Inquiry Triage and Response | Henrico, Virginia |
| 288 | Directions Credit Union | Moderate | Automated Member Inquiry Response and Triage | Toledo, Ohio |
| 289 | Summit Trail Advisors | Moderate | Automated Client Onboarding and Document Management | New York, New York |
| 290 | MoneySolver | Moderate | Automated Client Onboarding and Document Verification | Jacksonville, Florida |
| 291 | Community Tax | Moderate | Automated Client Onboarding and Document Verification | Jacksonville, Florida |
| 292 | Slavic401k | Moderate | Automated 401(k) plan onboarding and enrollment support | Boca Raton, Florida |
| 293 | Madison Resources | Moderate | Automated Client Onboarding and Document Verification | Portsmouth, New Hampshire |
| 294 | The Benchmark Company a subsidiary of StoneX Group | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 295 | PrivoCorp | Moderate | Automated Client Onboarding and KYC Verification | Austin, Texas |
| 296 | RGS Financial | Moderate | Automated Client Onboarding and Document Verification | Richardson, Texas |
| 297 | NewtekOne (NASDAQ | Moderate | Automated SBA Loan Application Pre-screening and Data Validation | Boca Raton, Florida |
| 298 | Smartland | Moderate | Automated Client Onboarding and Document Verification | Miami, Florida |
| 299 | Paymaster | Moderate | Automated Client Onboarding and Document Verification | Boynton Beach, Florida |
| 300 | American Financial | Moderate | Automated Customer Inquiry Triage and Routing | Silverton, Oregon |
| 301 | Robertson Stephens | Moderate | Automated Client Onboarding and Document Management | San Francisco, California |
| 302 | AlphaCore Wealth Advisory | Moderate | Automated Client Onboarding and Document Management | San Diego, California |
| 303 | Mayatax | Moderate | Automated Client Onboarding and Document Collection | Houston, Texas |
| 304 | Cash Management Solutions | Moderate | Automated Client Onboarding and KYC Verification | Seminole, Florida |
| 305 | Lido Advisors | Moderate | Automated Client Onboarding and Document Management | Los Angeles, California |
| 306 | Burkland | Moderate | Automated Client Onboarding & Document Verification | San Francisco, California |
| 307 | Rockbridge | Moderate | Automated Client Onboarding and KYC Verification | Columbus, Ohio |
| 308 | M3 | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 309 | United Bank of Michigan | Moderate | Automated Loan Application Pre-Screening and Data Verification | Grand Rapids, Michigan |
| 310 | a360inc | Moderate | Automated Debt Collection Communication and Negotiation | San Antonio, Texas |
| 311 | Finanzdienstleister | Moderate | Automated Client Onboarding and Document Verification | Delaware, |
| 312 | Independent Capital Management | Moderate | Automated Client Onboarding and Document Verification | Costa Mesa, California |
| 313 | GPARENCY | Moderate | Automated client onboarding and KYC verification | Howell, New Jersey |
| 314 | TRICOM | Moderate | Automated Client Onboarding and Document Verification | Menomonee Falls, Wisconsin |
| 315 | Strategic Financial Group | Moderate | Automated Client Onboarding and Data Intake | Houston, Texas |
| 316 | Meridian Leasing | Moderate | Automated Lease Application Pre-screening and Data Validation | Deerfield, Illinois |
| 317 | Creative Financial Network | Moderate | Automated Client Onboarding and Document Verification | Fort Lauderdale, Florida |
| 318 | Out of the Box | Moderate | Automated Client Onboarding and Document Verification | Tigard, Oregon |
| 319 | Arete Wealth | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 320 | ExpoCredit | Moderate | Automated Loan Application Pre-screening and Data Validation | Miami, Florida |
| 321 | JFG Family Office | Moderate | Automated Client Onboarding and Document Management | Denver, Colorado |
| 322 | CV Advisors | Moderate | Automated Client Onboarding and Document Verification | Aventura, Florida |
| 323 | Financial Analysts | Moderate | Automated Client Onboarding and KYC Verification | Raleigh, North Carolina |
| 324 | GEM | Moderate | Automated Client Onboarding and KYC Verification | Charlotte, North Carolina |
| 325 | Viking Mergers & Acquisitions | Moderate | Automated Lead Qualification and Initial Outreach | Charlotte, North Carolina |
| 326 | Buckingham Strategic Wealth | Moderate | Automated Client Onboarding and Data Collection | Clayton, Missouri |
| 327 | Elements | Moderate | Automated Client Onboarding and Data Verification | South Jordan, Utah |
| 328 | STAT | Moderate | Automated Client Onboarding and KYC Verification | Bentonville, Arkansas |
| 329 | Healthrise | Moderate | Automated Customer Onboarding and KYC Verification | Farmington Hills, Michigan |
| 330 | Beaird Harris | Moderate | Automated Client Onboarding & Data Collection | Dallas, Texas |
| 331 | The Franchise Consulting Company | Moderate | Automated Lead Qualification and Routing | Coral Gables, Florida |
| 332 | VEDC | Moderate | Automated Loan Application Pre-screening and Data Validation | Los Angeles, California |
| 333 | Lone Star Funds | Moderate | Automated KYC and AML compliance checks | Hamilton, Kansas |
| 334 | Magellan Financial & Insurance Services | Moderate | Automated Client Onboarding and Data Verification | Topeka, Kansas |
| 335 | BorrowWorks | Moderate | Automated Loan Application Pre-screening and Data Validation | Fort Worth, Texas |
| 336 | Samuel A. Ramirez & | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 337 | CompIntelligence | Moderate | Automated Client Onboarding and KYC Verification | Oxford, Connecticut |
| 338 | Strategic Link Consulting | Moderate | Automated Client Onboarding and KYC Verification | Kennesaw, Georgia |
| 339 | BDT & MSD | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 340 | Mesirow | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 341 | UATP | Moderate | Automated Account Reconciliation and Exception Handling | Washington, District of Columbia |
| 342 | Ren | Moderate | Automated Client Onboarding and Document Verification | Indianapolis, Indiana |
| 343 | Independent Financial | Moderate | Automated Client Onboarding and Document Verification | Tampa, Florida |
| 344 | Insigneo | Moderate | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 345 | Spartan Capital Securities | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 346 | BAFT | Moderate | Automated KYC and AML compliance monitoring | Washington, District of Columbia |
| 347 | 4Pines Fund Services | Moderate | Automated Investor Onboarding and KYC Verification | Stamford, Connecticut |
| 348 | Financial Finesse | Moderate | Automated client onboarding and KYC verification | El Segundo, California |
| 349 | Generational Group | Moderate | Automated Client Onboarding and Document Management | Richardson, Texas |
| 350 | GSCF | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 351 | Banorte Wealth Management | Moderate | Automated Client Onboarding and Document Verification | Houston, Texas |
| 352 | Stock & Option Solutions | Moderate | Automated Client Onboarding and Document Verification | Nashville, Tennessee |
| 353 | Longevity Holdings | Moderate | Automated Client Onboarding and KYC Verification | Minneapolis, Minnesota |
| 354 | Harvey & Company | Moderate | Automated Client Onboarding and KYC Verification | Newport Beach, California |
| 355 | Mercer Capital | Moderate | Automated Client Onboarding and KYC Verification | Memphis, Tennessee |
| 356 | DebtBook | Moderate | Automated Client Onboarding and Document Verification | Charlotte, North Carolina |
| 357 | The Fitzpatrick Group | Moderate | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 358 | BAFS | Moderate | Automated Client Onboarding and Document Verification | Monroe, Louisiana |
| 359 | Claims Recovery Financial Services | Moderate | Automated Client Onboarding and Document Verification | Albion, New York |
| 360 | Apella Wealth | Moderate | Automated Client Onboarding and Document Processing | West Hartford, Connecticut |
| 361 | Eastern Funding | Moderate | Automated Underwriting Document Analysis and Verification | New York, New York |
| 362 | Community First Credit Union | Moderate | Automated Member Inquiry Triage and Routing | Neenah, Wisconsin |
| 363 | Pickwick Capital | Moderate | Automated Client Onboarding and KYC Verification | White Plains, New York |
| 364 | Pacer ETFs | Moderate | Automated Client Onboarding and KYC Verification | Malvern, Pennsylvania |
| 365 | Engine by Gen | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 366 | CW | Moderate | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 367 | XYPN | Moderate | Automated Client Onboarding and Document Management | Bozeman, Montana |
| 368 | ECS Financial Services | Moderate | Automated Client Onboarding and Document Verification | Northbrook, Illinois |
| 369 | ESL Federal Credit Union | Moderate | Automated Member Inquiry Resolution for Frontline Staff | Rochester, New York |
| 370 | Carolina Finance and Investment Association | Moderate | Automated Client Onboarding and Document Verification | Columbia, South Carolina |
| 371 | American Retirement Association | Moderate | Automated Member Inquiry Triage and Routing | Arlington, Virginia |
| 372 | EP Wealth Advisors | Moderate | Automated Client Onboarding and Document Management | Torrance, California |
| 373 | Sage Settlement Consulting | Moderate | Automated Client Onboarding and Document Verification | Austin, Texas |
| 374 | Prosperity Behavioral Health | Moderate | Automated Client Onboarding and Document Verification | Cherry Hill, New Jersey |
| 375 | Clearview | Moderate | Automated Client Onboarding and Document Verification | San Antonio, Texas |
| 376 | CU Business Group | Moderate | Automated Loan Application Pre-screening and Data Extraction | Portland, Oregon |
| 377 | Ritholtz Wealth | Moderate | Automated Client Onboarding and Document Management | New York, New York |
| 378 | GeoWealth | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 379 | Loomis Sayles | Moderate | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 380 | DCG | Moderate | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 381 | Ash | Moderate | Automated Client Onboarding and Account Opening | Fort Wayne, Indiana |
| 382 | Marquette Associates | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 383 | Engage fi | Moderate | Automated Customer Inquiry Triage and Routing | Tampa, Florida |
| 384 | Synergy | Moderate | Automated Client Onboarding and Document Verification | Kyle, Texas |
| 385 | iA American Warranty Group | Moderate | Automated Claims Processing and Adjudication | Austin, Texas |
| 386 | Hilco Global | Moderate | Automated Client Onboarding and KYC Verification | Northbrook, Illinois |
| 387 | Michigan Financial Companies | Moderate | Automated Client Onboarding and Document Verification | Southfield, Michigan |
| 388 | Bilthouse | Moderate | Automated Client Onboarding and KYC Verification | Delaware, |
| 389 | The Keane Organization | Moderate | Automated Client Onboarding and Document Verification | Wayne, Pennsylvania |
| 390 | First Choice Business Brokers | Moderate | Automated Lead Qualification and CRM Enrichment | Henrico, Virginia |
| 391 | Statebridge Company | Moderate | Automated Client Onboarding and Document Verification | Greenwood Village, Colorado |
| 392 | The Leaders Group | Moderate | Automated Client Onboarding and Data Collection | Summit, New Jersey |
| 393 | Volunteer Corporate Credit Union | Moderate | Automated Member Inquiry Triage and Routing | Nashville, Tennessee |
| 394 | Bridge Alternatives | Moderate | Automated Client Onboarding and Data Verification | Lake Forest, Illinois |
| 395 | TFC Consulting | Moderate | Automated Client Onboarding and Document Verification | Rockville, Maryland |
| 396 | Galway Holdings | Moderate | Automated Client Onboarding and Document Verification | Morgantown, West Virginia |
| 397 | Rosenblatt Securities | Moderate | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 398 | RBC Clearing & Custody | Moderate | Automated Trade Reconciliation and Exception Handling | Minneapolis, Minnesota |
| 399 | The Northstar Companies | Moderate | Automated Client Onboarding and Data Verification | Cheektowaga, New York |
| 400 | Georgia Financial Advisors | Moderate | Automated Client Onboarding and Document Management | Atlanta, Georgia |
| 401 | Gulf Coast | Moderate | Automated Client Onboarding and KYC Verification | Sarasota, Florida |
| 402 | Monogram | Moderate | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 403 | Consider It Done! | Moderate | Automated Client Onboarding and KYC Verification | Birmingham, Alabama |
| 404 | Crescent Tax Filing | Moderate | Automated Client Onboarding and Document Collection | Winston-Salem, North Carolina |
| 405 | ARF Financial | Moderate | Automated Client Onboarding and Document Verification | Beverly Hills, California |
| 406 | Loss Prevention Services LP | Moderate | Automated Fraud Detection and Alerting for Transactions | Natchez, Mississippi |
| 407 | Symmetry | Moderate | Automated Client Onboarding and Document Management | Glastonbury, Connecticut |
| 408 | eMoney Advisor | Moderate | Automated Client Onboarding and Data Collection | Pennsylvania, |
| 409 | Professional | Moderate | Automated Client Onboarding and Document Verification | Vancouver, Washington |
| 410 | Payday HCM | Moderate | Automated Client Onboarding and Data Verification | Albuquerque, New Mexico |
| 411 | Retirement Plan Advisors | Moderate | Automated Client Onboarding and Data Collection | Chicago, Illinois |
| 412 | R&G Brenner Tax + Accounting | Moderate | Automated Client Onboarding and Document Collection | Valley Stream, New York |
| 413 | Toyon Associates | Moderate | Automated Client Onboarding and Document Verification | Concord, California |
| 414 | Income Tax Consultant | Moderate | Automated Client Onboarding and Document Collection | Austin, Texas |
| 415 | Silver Leaf | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 416 | Neovest | Moderate | Automated Client Onboarding and KYC Verification | Orem, Utah |
| 417 | PINE Advisor Solutions | Moderate | Automated Client Onboarding and Document Management | Denver, Colorado |
| 418 | MoFi | Moderate | Automated Loan Application Pre-Screening and Data Verification | Missoula, Montana |
| 419 | Guido Anwar Consulting | Moderate | Automated Client Onboarding and KYC Verification | Idaho, |
| 420 | STRATOS | Moderate | Automated Client Onboarding and Document Processing | Beachwood, Ohio |
| 421 | LEVEL5 | Moderate | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 422 | First Empire | Moderate | Automated Customer Onboarding and KYC Verification | Hauppauge, New York |
| 423 | Performant Healthcare | Moderate | Automated Loan Application Pre-screening and Data Validation | Plantation, Florida |
| 424 | The Wealth Consulting Group | Moderate | Automated Client Onboarding and Document Management | Las Vegas, Nevada |
| 425 | FSC Securities | Moderate | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 426 | The Entrust Group | Moderate | Automated Client Onboarding and Document Verification | Oakland, California |
| 427 | Truxton | Moderate | Automated Client Onboarding and KYC Verification | Nashville, Tennessee |
| 428 | Broniec Associates | Moderate | Automated Client Onboarding and Data Intake | Berkeley Lake, Georgia |
| 429 | Global Shared Services | Moderate | Automated Client Onboarding and KYC Verification | McLean, Virginia |
| 430 | Brinker Simpson | Moderate | Automated Client Onboarding and Data Gathering | Media, Pennsylvania |
| 431 | Retirement Planners of America | Moderate | Automated Client Onboarding and Document Management | Plano, Texas |
| 432 | Prime Pensions | Moderate | Automated Client Onboarding and Document Verification | Florham Park, New Jersey |
| 433 | DMI | Moderate | Automated Client Onboarding and KYC Verification | Hingham, Massachusetts |
| 434 | Auditec Solutions | Moderate | Automated Client Onboarding and Document Verification | Gilbert, Arizona |
| 435 | Merit Advisors | Moderate | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 436 | Valens Research | Moderate | Automated Client Onboarding and KYC Verification | Cambridge, Massachusetts |
| 437 | X1 | Moderate | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 438 | Aiera | Moderate | Automated Earnings Call Transcription and Analysis | New York, New York |
| 439 | Pure Financial Advisors | Moderate | Automated Client Onboarding and Document Management | San Diego, California |
| 440 | Triad | Moderate | Automated Client Onboarding and Data Verification | Lawrence, Kansas |
| 441 | The AaSys Group | Moderate | Automated Client Onboarding and Document Verification | Thonotosassa, Florida |
| 442 | Wealth Partners A private wealth advisory practice of Ameriprise Financial Services | Moderate | Automated Client Onboarding and KYC Verification | Omaha, Nebraska |
| 443 | AdvisorNet Financial | Moderate | Automated Client Onboarding and Document Management | Minnetonka, Minnesota |
| 444 | AXYS | Moderate | Automated Client Onboarding and KYC Verification | Huntsville, Alabama |
| 445 | LCG Associates | Moderate | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 446 | Annex Wealth Management | Moderate | Automated Client Onboarding and Document Management | Brookfield, Wisconsin |
| 447 | Pioneer Trust Bank | Moderate | Automated Customer Onboarding and Account Opening | Salem, Oregon |
| 448 | Tompkins Financial | Moderate | Automated Customer Inquiry Triage and Resolution | Ithaca, New York |
| 449 | Haberfeld | Moderate | Automated Customer Inquiry Triage and Routing | Lincoln, Nebraska |
| 450 | Lenderworks | Moderate | Automated Loan Application Pre-screening and Data Verification | Fairfax, Virginia |
| 451 | New York Tribeca Group | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 452 | Fidelity TalentSource | Moderate | Automated Client Onboarding and Document Verification | Boston, Massachusetts |
| 453 | CDS | Moderate | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 454 | SelmaBipiemme Leasing | Moderate | Automated Underwriting Document Review and Data Extraction | Souderton, Pennsylvania |
| 455 | Merchants' Choice Payment Solutions | Moderate | Automated Merchant Onboarding and Verification | The Woodlands, Texas |
| 456 | GDS Link | Moderate | Automated Underwriting Document Review and Data Extraction | Dallas, Texas |
| 457 | Nova 401 Associates | Moderate | Automated Client Onboarding and Document Processing | Houston, Texas |
| 458 | Informa Business | Moderate | Automated Client Onboarding and KYC Verification | Flushing, Michigan |
| 459 | Sprintax | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 460 | Cornerstone Advisors | Moderate | Automated Loan Application Triage and Data Extraction | Scottsdale, Arizona |
| 461 | First Business Bank | Moderate | Automated Commercial Loan Application Pre-screening and Data Verification | Madison, Wisconsin |
| 462 | Lafayette Square | Moderate | Automated KYC and Customer Onboarding Verification | New York, New York |
| 463 | Investcorp | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 464 | Strategic Insight | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 465 | NewEdge Advisors | Moderate | Automated Client Onboarding and Document Management | New Orleans, Louisiana |
| 466 | Advyzon | Moderate | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 467 | Revere Securities | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 468 | William O'Neil + | Moderate | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 469 | Calamos Wealth Management | Moderate | Automated Client Onboarding and KYC Verification | Naperville, Illinois |
| 470 | Markaaz | Moderate | Automated Client Onboarding and Document Verification | Austin, Texas |
| 471 | Charlesbridge | Moderate | Automated Client Onboarding and KYC Verification | Dedham, Massachusetts |
| 472 | RFG Advisory | Moderate | Automated Client Onboarding and Document Management | Vestavia Hills, Alabama |
| 473 | IHT Wealth Management | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 474 | Forecastr | Moderate | Automated Client Onboarding and Document Verification | Louisville, Kentucky |
| 475 | Merge | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 476 | Tide Rock | Moderate | Automated Client Onboarding and KYC Verification | Solana Beach, California |
| 477 | Kasasa | Moderate | Automated Loan Application Processing and Underwriting Support | Austin, Texas |
| 478 | Precision Tax | Moderate | Automated Client Onboarding and Document Collection | Coeur d'Alene, Idaho |
| 479 | Practifi | Moderate | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 480 | KBW | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 481 | Chargeback Gurus | Moderate | Automated fraud detection and dispute initiation | Plano, Texas |
| 482 | Restaurant Solutions | Moderate | Automated Client Onboarding and Document Verification | Littleton, Colorado |
| 483 | Lord Abbett | Moderate | Automated Client Onboarding and KYC Verification | Jersey City, New Jersey |
| 484 | Foundation Source | Moderate | Automated Client Onboarding and Document Verification | Fairfield, Connecticut |
| 485 | Strategic Wealth Designers | Moderate | Automated Client Onboarding and Document Management | Louisville, Kentucky |
| 486 | Manay CPA Accounting & Tax Services | Moderate | Automated Client Onboarding and Document Collection | Marietta, Georgia |
| 487 | Geller | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 488 | Cerulli Associates | Moderate | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 489 | Redaptive | Moderate | Automated KYC and AML Compliance Verification | Denver, Colorado |
| 490 | CAZ Investments | Moderate | Automated Client Onboarding and Document Management | Houston, Texas |
| 491 | Rise North Capital | Moderate | Automated Client Onboarding and KYC Verification | Braintree, Massachusetts |
| 492 | Oxford Finance | Moderate | Automated Loan Application Pre-screening and Data Verification | Alexandria, Virginia |
| 493 | Bison Wealth | Moderate | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 494 | Edgewater Markets | Moderate | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 495 | DataScan | Moderate | Automated Client Onboarding and KYC Verification | Alpharetta, Georgia |
| 496 | Infinity IPS | Moderate | Automated Client Onboarding and Document Verification | Rockville, Maryland |
| 497 | Centerbridge Partners L.P | Moderate | Automated Due Diligence Document Review | New York, New York |
| 498 | Bravera | Moderate | Automated Loan Application Processing and Underwriting Support | Dickinson, North Dakota |
| 499 | Strategic Financial | Moderate | Automated Client Onboarding and Document Verification | Mono Vista, California |
| 500 | National Corporate Credit | Moderate | Automated Loan Application Pre-screening and Data Validation | West Palm Beach, Florida |
| 501 | Viewpost | Moderate | Automated Invoice Processing and Data Extraction | Orlando, Florida |
| 502 | Thornburg Investment Management | Moderate | Automated Client Onboarding and KYC Verification | Santa Fe, New Mexico |
| 503 | The Alta Group | Moderate | Automated Client Onboarding and Document Verification | Glenbrook, Nevada |
| 504 | Innovayte | Moderate | Automated KYC and AML compliance verification | Dallas, Texas |
| 505 | Community Investment | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 506 | Kingswood U.S | Moderate | Automated Client Onboarding and Document Management | New York, New York |
| 507 | Aurus | Moderate | Automated Client Onboarding and KYC Verification | Norwood, Massachusetts |
| 508 | Corelation | Moderate | Automated Member Inquiry Triage and Routing | San Diego, California |
| 509 | Glenmede | Moderate | Automated Client Onboarding and KYC Verification | Philadelphia, Pennsylvania |
| 510 | Choreo | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 511 | Integrated | Moderate | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 512 | West Capital Lending | Moderate | Automated Loan Application Pre-Screening and Data Validation | Irvine, California |
| 513 | National Association of Credit Management | Moderate | Automated Member Inquiry Triage and Routing | Columbia, Maryland |
| 514 | Radian | Moderate | Automated Mortgage Application Data Verification | Wayne, Pennsylvania |
| 515 | AdvisorLaw | Moderate | Automated Client Onboarding and Document Management | Broomfield, Colorado |
| 516 | Snowden Lane | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 517 | Risk Management Advisors | Moderate | Automated Client Onboarding and Data Intake | Irvine, California |
| 518 | Kora | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 519 | PlanMember Financial | Moderate | Automated Client Onboarding and Data Verification | Carpinteria, California |
| 520 | PEI Global | Moderate | Automated Client Onboarding and KYC Verification | Tampa, Florida |
| 521 | Hawes Group | Moderate | Automated Client Onboarding and Document Verification | Eugene, Oregon |
| 522 | Steward | Moderate | Automated Client Onboarding and Data Verification | Chesapeake, Virginia |
| 523 | Acorn Financial Services | Moderate | Automated Client Onboarding and Document Verification | Reston, Virginia |
| 524 | Buck | Moderate | Automated Client Inquiry Triage and Routing | Rolling Meadows, Illinois |
| 525 | GreenPath Financial Wellness | Moderate | Automated Client Onboarding and Needs Assessment | Farmington Hills, Michigan |
| 526 | ExodusPoint Capital Management LP | Moderate | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 527 | Magic FinServ | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 528 | Innovest Portfolio Solutions | Moderate | Automated Client Onboarding and Document Verification | Denver, Colorado |
| 529 | Clayton Services | Moderate | Automated Client Onboarding and Document Verification | Tampa, Florida |
| 530 | Liquidnet | Moderate | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 531 | Compliance Risk Concepts | Moderate | Automated Regulatory Filings and Reporting | New York, New York |
| 532 | Big Think Capital | Moderate | Automated Client Onboarding and Document Verification | Melville, New York |
| 533 | J.C. Flowers | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 534 | Root Financial | Moderate | Automated Client Onboarding and Document Verification | Encinitas, California |
| 535 | Gladstone Capital | Moderate | Automated Client Onboarding and KYC Verification | McLean, Virginia |
| 536 | GranthamPoole PLLC | Moderate | Automated Client Onboarding and Document Verification | Ridgeland, Mississippi |
| 537 | AgStar Financial Services ACA | Moderate | Automated Loan Application Pre-screening and Data Validation | Aledo, Illinois |
| 538 | Backstop Solutions Group | Moderate | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 539 | Wedbush | Moderate | Automated Client Onboarding and KYC Verification | Pasadena, California |
| 540 | Salem Five Bank | Moderate | Automated Customer Inquiry Triage and Response | Salem, Massachusetts |
| 541 | SHP Financial | Moderate | Automated Client Onboarding and Document Verification | Plymouth, Massachusetts |
| 542 | Robertson Anschutz Vetters | Moderate | Automated Client Onboarding and Document Verification | Houston, Texas |
| 543 | Bank of the Bluegrass & Trust | Moderate | Automated Customer Inquiry Triage and Routing | Lexington, Kentucky |
| 544 | Formidium | Moderate | Automated Client Onboarding and KYC Verification | Downers Grove, Illinois |
| 545 | Investment Placement Group | Moderate | Automated Client Onboarding and KYC Verification | San Diego, California |
| 546 | Merchant Financial Group | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 547 | U.S. OMNI & TSACG Compliance Services | Moderate | Automated Client Onboarding and KYC Verification | Fort Walton Beach, Florida |
| 548 | Augusta Financial | Moderate | Automated Client Onboarding and Document Management | Stevenson Ranch, California |
| 549 | Canaccord Genuity | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 550 | Berger Financial Group | Moderate | Automated Client Onboarding and Data Entry | Plymouth, Minnesota |
| 551 | Farm Credit Illinois | Moderate | Automated Loan Application Pre-screening and Data Validation | Mahomet, Illinois |
| 552 | DEVAL | Moderate | Automated Client Onboarding and Document Verification | Irving, Texas |
| 553 | FMS Solutions | Moderate | Automated Client Onboarding and KYC Verification | Fort Lauderdale, Florida |
| 554 | Northeast Planning Associates | Moderate | Automated Client Onboarding and Data Intake | Bedford, New Hampshire |
| 555 | Visionary Wealth Advisors | Moderate | Automated Client Onboarding and Document Management | St. Louis, Missouri |
| 556 | Soltis Investment Advisors | Moderate | Automated Client Onboarding and Document Management | Saint George, Utah |
| 557 | Employee Fiduciary | Moderate | Automated Client Onboarding and KYC Verification | Mobile, Alabama |
| 558 | New York Life Investment Management | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 559 | Xtend | Moderate | Automated Loan Application Pre-Screening and Data Verification | Grand Rapids, Michigan |
| 560 | 2nd Order Solutions | Moderate | Automated Client Onboarding and KYC Verification | Glen Allen, Virginia |
| 561 | Business Debt Adjusters | Moderate | Automated Client Onboarding and Document Verification | Englewood Cliffs, New Jersey |
| 562 | UCLA Undergraduate Business Society | Moderate | Automated Lead Qualification and Routing | Los Angeles, California |
| 563 | RSI Enterprises | Moderate | Automated Client Onboarding and Document Verification | Glendale, Arizona |
| 564 | WPS Advisory | Moderate | Automated Client Onboarding and Document Verification | New Castle, Delaware |
| 565 | The Benefit Practice | Moderate | Automated Client Onboarding and Data Collection | Stamford, Connecticut |
| 566 | Virtuity Financial | Moderate | Automated Client Onboarding and Document Verification | San Diego, California |
| 567 | DANIELLS PHILLIPS VAUGHAN & BOCK CPAs & Advisors | Moderate | Automated Client Onboarding and Data Collection | Bakersfield, California |
| 568 | Argotechno | Moderate | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 569 | KingsRock Advisors | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 570 | Advance Trading | Moderate | Automated Client Onboarding and Document Verification | Bloomington, Illinois |
| 571 | AscensionPoint Recovery Services | Moderate | Automated Debt Collection Communication & Negotiation | Coon Rapids, Minnesota |
| 572 | Apogee Financial | Moderate | Automated Client Onboarding and Document Verification | Atlanta, Georgia |
| 573 | Commodore Capital Group | Moderate | Automated Client Onboarding and Document Verification | Nashville, Tennessee |
| 574 | FBR | Moderate | Automated Client Onboarding and KYC Verification | Arlington, Virginia |
| 575 | USCB AMERICA-Revenue Cycle Solutions for Healthcare Entities | Moderate | Automated Insurance Eligibility Verification | Los Angeles, California |
| 576 | MAJOR MORTGAGE | Moderate | Automated Loan Application Pre-qualification and Data Verification | Grand Junction, Colorado |
| 577 | Texas Financial Advisors | Moderate | Automated Client Onboarding & Document Management | Dallas, Texas |
| 578 | Argent Financial Group | Moderate | Automated Client Onboarding and KYC Verification | Ruston, Louisiana |
| 579 | Harbour Investments | Moderate | Automated Client Onboarding and KYC Verification | Madison, Wisconsin |
| 580 | Loan Science | Moderate | Automated Loan Application Pre-screening and Data Validation | Austin, Texas |
| 581 | Credit Saint | Moderate | Automated Client Onboarding and Document Verification | Mahwah, New Jersey |
| 582 | Nicholas Pension Consultants | Moderate | Automated Client Onboarding and Data Collection | Rancho Cordova, California |
| 583 | Gelfand Rennert & Feldman | Moderate | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 584 | National Securities | Moderate | Automated Client Onboarding and Document Verification | New York, New York |
| 585 | HPS Investment | Moderate | Automated Due Diligence and Document Review | New York, New York |
| 586 | MedCo Services | Moderate | Automated Client Onboarding and Document Verification | Huntsville, Alabama |
| 587 | GoldBook Financial | Moderate | Automated Client Onboarding and Document Verification | Scottsdale, Arizona |
| 588 | NCCI Field Services | Moderate | Automated Loan Application Pre-screening and Data Validation | Irvine, California |
| 589 | Nyhart part of FuturePlan by Ascensus | Moderate | Automated Client Onboarding and Data Ingestion | Indianapolis, Indiana |
| 590 | Wipfli Financial Advisors | Moderate | Automated Client Onboarding and KYC Verification | Wauwatosa, Wisconsin |
| 591 | Lively | Moderate | Automated Client Onboarding and Document Verification | San Francisco, California |
| 592 | GCM Grosvenor | Moderate | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 593 | Back Office Support Service | Moderate | Automated Invoice Processing and Reconciliation | Vista, California |
| 594 | TPC The Payroll Company | Moderate | Automated Client Onboarding and Data Verification | Las Vegas, Nevada |
| 595 | Vizo Financial Corporate CU | Moderate | Automated Member Inquiry Triage and Routing | Greensboro, North Carolina |
| 596 | World Wide Solutions | Moderate | Automated Client Onboarding and Document Verification | Irving, Texas |
| 597 | Mom and Pop Business Funding | Moderate | Automated Underwriting Document Review and Data Extraction | Chicago, Illinois |
| 598 | Kataman | Moderate | Automated Client Onboarding and Document Verification | Clayton, Missouri |
| 599 | InvestiNet | Moderate | Automated Client Onboarding and Document Verification | Greenville, South Carolina |
| 600 | World Equity Group | Moderate | Automated Client Onboarding and Document Management | Arlington Heights, Illinois |
| 601 | Crosspoint Capital | Moderate | Automated client onboarding and KYC verification | Menlo Park, California |
| 602 | Savant Wealth Management | Moderate | Automated Client Onboarding and Document Management | Rockford, Illinois |
| 603 | Numera | Moderate | Automated Customer Inquiry Triage and Routing | Plano, Texas |
| 604 | Cypress Bank & Trust | Moderate | Automated Customer Onboarding and Account Opening | Palm Beach, Florida |
| 605 | Portico Benefit Services | Moderate | Automated Claims Processing and Verification | Minneapolis, Minnesota |
| 606 | Tectonic Financial | Moderate | Automated Client Onboarding and Document Verification | Houston, Texas |
| 607 | Great-West Investments | Moderate | Automated Client Onboarding and KYC Verification | Greenwood Village, Colorado |
| 608 | O'Keefe | Moderate | Automated Client Onboarding and Data Verification | Bloomfield Hills, Michigan |
| 609 | Diamond Wealth | Moderate | Automated Client Onboarding and Document Management | Northbrook, Illinois |
| 610 | TMS Financial | Moderate | Automated Client Onboarding and Document Verification | Green Bay, Wisconsin |
| 611 | Quality Healthcare Resources | Moderate | Automated Client Onboarding and Document Verification | Lakewood Township, New Jersey |
| 612 | Wakefield | Moderate | Automated Client Onboarding and KYC Verification | Knoxville, Tennessee |
| 613 | Equi | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 614 | PSB*MARS | Moderate | Automated Client Onboarding and Document Verification | Anoka, Minnesota |
| 615 | Dedicated Financial GBC | Moderate | Automated Client Onboarding and Document Verification | Shoreview, Minnesota |
| 616 | JFS Wealth Advisors | Moderate | Automated Client Onboarding and Document Management | Hermitage, Pennsylvania |
| 617 | Skyline Financial | Moderate | Automated Client Onboarding and Document Verification | Miami, Florida |
| 618 | Mezzo | Moderate | Automated client onboarding and KYC verification | Rancho Santa Margarita, California |
| 619 | Union Leasing | Moderate | Automated Lease Application Underwriting and Risk Assessment | Oak Brook, Illinois |
| 620 | AR Capital Group | Moderate | Automated Client Onboarding and Document Verification | Hollywood, Florida |
| 621 | Fair Collections & Outsourcing | Moderate | Automated Account Verification and Data Validation | Beltsville, Maryland |
| 622 | Alliant Credit Union | Moderate | Automated Member Inquiry Triage and Routing | Chicago, Illinois |
| 623 | Farm Credit East ACA | Moderate | Automated Loan Application Pre-screening and Data Validation | Enfield, Connecticut |
| 624 | FUTURE IT.COM | Moderate | Automated Client Onboarding and Document Verification | San Antonio, Texas |
| 625 | Alvarez & Marsal Capital | Moderate | Automated Investment Fund Data Ingestion and Validation | Greenwich, Connecticut |
| 626 | Vigilant Compliance | Moderate | Automated KYC/AML Compliance Verification | Chadds Ford, Pennsylvania |
| 627 | Smith Hamilton A Convergint Technologies Company | Moderate | Automated Customer Onboarding and KYC Verification | Amarillo, Texas |
| 628 | Northern Leasing | Moderate | Automated Underwriting and Risk Assessment | Jersey City, New Jersey |
| 629 | Team FESA | Moderate | Automated client onboarding and KYC verification | Austin, Texas |
| 630 | Earned | Moderate | Automated Client Onboarding and KYC Verification | New York, New York |
| 631 | Townsend | Moderate | Automated Client Onboarding and Document Management | Westminster, Colorado |
| 632 | Blaylock Van | Moderate | Automated Client Onboarding and KYC Verification | Oakland, California |
| 633 | MidCap Financial | Moderate | Automated Client Onboarding and KYC Verification | Bethesda, Maryland |
| 634 | Summit Global Investments | Moderate | Automated Client Onboarding and KYC Verification | Bountiful, Utah |
| 635 | Everhart Advisors | Moderate | Automated Client Onboarding and Data Intake | Dublin, Ohio |
| 636 | Summit Financial Group | Moderate | Automated Client Onboarding and Document Management | San Ramon, California |
| 637 | Roth&Co | Moderate | Automated Client Onboarding and Document Verification | Midland, Texas |
| 638 | Penserra | Moderate | Automated Client Onboarding and KYC Verification | Orinda, California |
| 639 | Gresham | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 640 | CPC Marketing | Moderate | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 641 | Mountain West Bank | Basic | Automated Customer Inquiry and Support Agent | Coeur d'Alene, Idaho |
| 642 | Scalar | Basic | Automated Client Onboarding and KYC Verification | Draper, Utah |
| 643 | Venturity | Basic | Automated Accounts Payable Invoice Processing | Dallas, Texas |
| 644 | Centura Wealth Advisory | Basic | Automated Client Onboarding and KYC Verification | San Diego, California |
| 645 | Summitry | Basic | Automated Client Onboarding and Document Management | Foster City, California |
| 646 | doo.FINANCE | Basic | Automated Client Onboarding and Document Verification | Charlotte, North Carolina |
| 647 | MassDevelopment | Basic | Automated Loan Application Pre-screening and Data Validation | Boston, Massachusetts |
| 648 | Monroe Community Credit Union | Basic | Automated Member Inquiry and Support | Monroe, Michigan |
| 649 | Home State Bank | Basic | Automated Customer Inquiry Triage and Routing | Crystal Lake, Illinois |
| 650 | Nuvision Benefits | Basic | Automated Client Onboarding and Data Verification | Pittsburgh, Pennsylvania |
| 651 | U.S. Bancorp Asset Management | Basic | Automated Client Onboarding and KYC Verification | Minneapolis, Minnesota |
| 652 | JG Wentworth | Basic | Automated Pre-Qualification and Lead Scoring for Structured Settlements | Chesterbrook, Pennsylvania |
| 653 | Centrinex | Basic | Automated Loan Application Pre-qualification and Data Validation | Lenexa, Kansas |
| 654 | ThinkEquity | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 655 | Main Street | Basic | Automated Client Onboarding and KYC Verification | Birmingham, Alabama |
| 656 | Wintrust Wealth Management | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 657 | Velocity Merchant Services | Basic | Automated Merchant Onboarding and Verification | Downers Grove, Illinois |
| 658 | FP Transitions | Basic | Automated Client Onboarding and Data Verification | Lake Oswego, Oregon |
| 659 | Woodbury Financial Services | Basic | Automated Client Onboarding and Document Verification | Oakdale, Minnesota |
| 660 | First Tryon Advisors | Basic | Automated Client Onboarding and Data Collection | Charlotte, North Carolina |
| 661 | AB401k | Basic | Automated 401k Plan Onboarding and Enrollment Support | Scottsdale, Arizona |
| 662 | Blackhawk Community Credit Union | Basic | Automated Member Inquiry Triage and Routing | Janesville, Wisconsin |
| 663 | Callan | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 664 | Sentinel Group | Basic | Automated Client Onboarding and Document Verification | Wakefield, Massachusetts |
| 665 | Sidoti & Company | Basic | Automated Due Diligence and Research Information Gathering | New York, New York |
| 666 | SignatureFD | Basic | Automated Client Onboarding and Document Management | Atlanta, Georgia |
| 667 | The Mather Group | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 668 | Source Advisors | Basic | Automated Client Onboarding and Data Verification | Arlington, Texas |
| 669 | Esquire Bank | Basic | Automated Customer Inquiry and Support Handling | Jericho, New York |
| 670 | Swan Bitcoin | Basic | Automated Client Onboarding and KYC Verification | Calabasas, California |
| 671 | NewCo Capital Group | Basic | Automated Client Onboarding and Document Verification | North Miami, Florida |
| 672 | BakerAvenue Wealth Management | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 673 | KKM Financial | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 674 | Waterfall Asset Management | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 675 | Compass | Basic | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 676 | Conning | Basic | Automated Client Onboarding and KYC Verification | Hartford, Connecticut |
| 677 | ZMC | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 678 | Canyon | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 679 | ITG | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 680 | Novo | Basic | Automated KYC and AML Compliance Verification | New York, New York |
| 681 | Seven Seven Six 7️⃣7️⃣6️⃣ | Basic | Automated KYC/AML compliance document verification | San Francisco, California |
| 682 | Prime Capital Financial | Basic | Automated Client Onboarding and Document Verification | Overland Park, Kansas |
| 683 | Finance of America Reverse | Basic | Automated Loan Application Data Extraction and Validation | Tulsa, Oklahoma |
| 684 | The Quantum Group USA | Basic | Automated Client Onboarding and KYC Verification | Scottsdale, Arizona |
| 685 | Hightower Signature Wealth | Basic | Automated Client Onboarding and Document Processing | Chicago, Illinois |
| 686 | BrightStar Credit Union | Basic | Automated Member Inquiry and Support Agent | Cooper City, Florida |
| 687 | Thoma Bravo | Basic | Automated Investor Relations Inquiry Handling | Chicago, Illinois |
| 688 | SageSpring Wealth | Basic | Automated Client Onboarding and Document Management | Franklin, Tennessee |
| 689 | Carson Group | Basic | Automated Client Onboarding and Document Management | Omaha, Nebraska |
| 690 | Crewcial | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 691 | Financial Services Volunteer Corps | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 692 | U.S. Retirement & Benefits | Basic | Automated Client Onboarding and Data Verification | Woodbridge Township, New Jersey |
| 693 | Advantage Capital | Basic | Automated Client Onboarding and KYC Verification | New Orleans, Louisiana |
| 694 | Deerfield Management | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 695 | AtoB | Basic | Automated Customer Onboarding and KYC Verification | San Francisco, California |
| 696 | The Marshall Group | Basic | Automated Client Onboarding and KYC Verification | League City, Texas |
| 697 | Cohen & Steers | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 698 | Benchmark International | Basic | Automated Client Onboarding and KYC Compliance | Tampa, Florida |
| 699 | Capital Financial Group | Basic | Automated Client Onboarding and Document Verification | Brentwood, Tennessee |
| 700 | NettWorth Financial Group | Basic | Automated Client Onboarding and Document Verification | Mount Clemens, Michigan |
| 701 | Smartleaf | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 702 | dakota | Basic | Automated Client Onboarding and Document Verification | Bryn Mawr, Pennsylvania |
| 703 | Confluence Financial | Basic | Automated Client Onboarding and Document Management | Canonsburg, Pennsylvania |
| 704 | Broadhaven Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 705 | PCBB | Basic | Automated Compliance Monitoring and Reporting | Sarasota, Florida |
| 706 | Chargebacks911 | Basic | Automated Fraudulent Transaction Detection and Prevention | Clearwater, Florida |
| 707 | Global Association of Risk Professionals | Basic | Automated Membership Renewal and Engagement Campaigns | Jersey City, New Jersey |
| 708 | Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv | Basic | Automated Loan Application Pre-screening and Data Verification | Glastonbury, Connecticut |
| 709 | Capstone Investment Advisors | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 710 | IMAP | Basic | Automated Client Onboarding and KYC Verification | Wilmington, Delaware |
| 711 | ARB Trading Group | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 712 | QuantumStreet AI | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 713 | Ubiquity Retirement + Savings | Basic | Automated Participant Onboarding and Plan Enrollment | San Francisco, California |
| 714 | Cove Hill | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 715 | Priority Tax Relief | Basic | Automated Client Onboarding and Document Collection | San Francisco, California |
| 716 | Service First Processing | Basic | Automated Customer Inquiry Triage and Routing | Boynton Beach, Florida |
| 717 | HUB Financial Services | Basic | Automated Client Onboarding and Document Verification | Irving, Texas |
| 718 | Inclusiv | Basic | Automated Loan Application Pre-Screening and Data Validation | New York, New York |
| 719 | TMG | Basic | Automated Customer Inquiry Triage and Routing | Des Moines, Iowa |
| 720 | Mission Capital Advisors | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 721 | U.S. Financial Advisory and Audit Firm | Basic | Automated Client Onboarding and KYC Verification | Minneapolis, Minnesota |
| 722 | Strategic Retirement | Basic | Automated Client Onboarding and Document Management | Los Angeles, California |
| 723 | Liberty Group | Basic | Automated Client Onboarding and Document Verification | Oakland, California |
| 724 | Tristate Financial Advisors | Basic | Automated Client Onboarding and Document Management | Philadelphia, Pennsylvania |
| 725 | The Retirement Advantage | Basic | Automated Client Onboarding and Data Collection | Appleton, Wisconsin |
| 726 | TaxRise | Basic | Automated Tax Document Intake and Verification | Irvine, California |
| 727 | JonesTrading | Basic | Automated Client Onboarding and KYC Verification | Thousand Oaks, California |
| 728 | Sentora | Basic | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 729 | First Western Trust | Basic | Automated Client Onboarding and KYC Verification | Denver, Colorado |
| 730 | ACE | Basic | Automated Loan Application Pre-screening and Data Validation | Cleveland, Georgia |
| 731 | Yellow | Basic | Automated Client Onboarding and KYC Verification | South Carolina, |
| 732 | Chicago Atlantic | Basic | Automated Underwriting Data Collection and Verification | Chicago, Illinois |
| 733 | Portfolio BI | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 734 | CreativeOne | Basic | Automated Client Onboarding and Document Verification | Overland Park, Kansas |
| 735 | Seneca Holdings | Basic | Automated Client Onboarding and Document Verification | Salamanca, New York |
| 736 | CU*Answers | Basic | Automated Member Inquiry Resolution | Grand Rapids, Michigan |
| 737 | Royal Alliance Associates | Basic | Automated Client Onboarding and KYC Verification | Jersey City, New Jersey |
| 738 | Renaissance Financial | Basic | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 739 | QC Ally | Basic | Automated Client Onboarding and Document Verification | Rock Hill, South Carolina |
| 740 | Cliffwater | Basic | Automated Client Onboarding and KYC Verification | Marina del Rey, California |
| 741 | George Smith | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 742 | The Raine Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 743 | Whittier Trust Company | Basic | Automated Client Onboarding and KYC Verification | Pasadena, California |
| 744 | Auriemma Roundtables | Basic | Automated Client Onboarding and Data Verification | New York, New York |
| 745 | M3 Capital | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 746 | Better Debt Solutions | Basic | Automated Client Onboarding and Document Verification | Irvine, California |
| 747 | Mitsubishi HC Capital America | Basic | Automated Underwriting Document Review and Data Extraction | Norwalk, Connecticut |
| 748 | FPD Solutions | Basic | Automated Client Onboarding and Document Verification | Peachtree Corners, Georgia |
| 749 | Sanctuary Wealth | Basic | Automated Client Onboarding and KYC Verification | Indianapolis, Indiana |
| 750 | Prosperity | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 751 | VR Business Brokers | Basic | Automated Lead Qualification and Routing for Business Brokerage | Fort Lauderdale, Florida |
| 752 | Manning & Napier | Basic | Automated Client Onboarding and KYC Verification | Fairport, New York |
| 753 | Integrated Financial Group | Basic | Automated Client Onboarding and Document Verification | Atlanta, Georgia |
| 754 | Baltimore-Washington Financial Advisors | Basic | Automated Client Onboarding and Document Management | Columbia, Maryland |
| 755 | Charter Oak Financial | Basic | Automated Client Onboarding and Data Verification | Holyoke, Massachusetts |
| 756 | LifeSci Advisors | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 757 | Keane | Basic | Automated Client Onboarding and KYC Verification | New York, |
| 758 | Consello | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 759 | Vcheck | Basic | Automated KYC and AML compliance checks | New York, New York |
| 760 | Citizens JMP | Basic | Automated Client Onboarding and KYC Verification | Providence, Rhode Island |
| 761 | Horizon Farm Credit | Basic | Automated Loan Application Pre-Screening and Data Validation | Mechanicsburg, Pennsylvania |
| 762 | Good Life Companies | Basic | Automated Client Onboarding and Document Verification | Reading, Pennsylvania |
| 763 | Karr Barth Associates | Basic | Automated Client Onboarding and Data Verification | Bala Cynwyd, Pennsylvania |
| 764 | The Financial Architects | Basic | Automated Client Onboarding and Document Management | Chino Hills, California |
| 765 | Trilogy Financial | Basic | Automated Client Onboarding and Data Verification | Irvine, California |
| 766 | Kingsbridge Holdings | Basic | Automated client onboarding and KYC verification | Lake Forest, Illinois |
| 767 | Executive Scheduling Associates | Basic | Automated Client Onboarding and Data Verification | Redding, California |
| 768 | IBM Promontory | Basic | Automated Regulatory Change Monitoring and Impact Analysis | Washington, District of Columbia |
| 769 | Idea Financial | Basic | Automated Loan Application Pre-screening and Data Validation | Miami, Florida |
| 770 | TENA Companies | Basic | Automated Client Onboarding and Document Verification | Saint Paul, Minnesota |
| 771 | C2FO | Basic | Automated Invoice Processing and Data Extraction | Kansas City, Missouri |
| 772 | Beneco part of FuturePlan by Ascensus | Basic | Automated Client Onboarding and Document Verification | Parkville, Missouri |
| 773 | Stone Rudolph & Henry PLC | Basic | Automated Client Onboarding and Data Collection | Clarksville, Tennessee |
| 774 | Valley Strong Credit Union | Basic | Automated Member Inquiry Resolution and Routing | Bakersfield, California |
| 775 | CAPITAL DIRECTORS | Basic | Automated Client Onboarding and Document Verification | Santa Fe, New Mexico |
| 776 | Spire Investment | Basic | Automated Client Onboarding and KYC Verification | McLean, Virginia |
| 777 | Savant Tax & Business Services | Basic | Automated Client Onboarding and Document Collection | Lanham, Maryland |
| 778 | Accurate Advisory Group | Basic | Automated Client Onboarding and Document Verification | Wesley Chapel, Florida |
| 779 | TAMCO | Basic | Automated Loan Application Pre-screening and Data Verification | Clearwater, Florida |
| 780 | B.O.S.S. Retirement Solutions | Basic | Automated Client Onboarding and Document Management | Lehi, Utah |
| 781 | CUCollaborate | Basic | Automated Member Inquiry Triage and Response | Washington, District of Columbia |
| 782 | Credit Service Company | Basic | Automated AI for Debt Collection Communication | Colorado Springs, Colorado |
| 783 | 101 Financial Workplace Wellness | Basic | Automated Client Onboarding and Document Management | Orem, Utah |
| 784 | Wall Street Access | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 785 | All In One Accounting | Basic | Automated Client Onboarding and Document Verification | Eagan, Minnesota |
| 786 | Avior Wealth Management | Basic | Automated Client Onboarding and Document Processing | Omaha, Nebraska |
| 787 | Arlington® Family Offices | Basic | Automated Client Onboarding and KYC Verification | Birmingham, Alabama |
| 788 | Busine | Basic | Automated Client Onboarding and Document Verification | San Diego, California |
| 789 | Optimized Payments | Basic | Automated Customer Inquiry Triage and Routing | Atlanta, Georgia |
| 790 | FSA Wealth | Basic | Automated Client Onboarding and Document Management | Rockville, Maryland |
| 791 | Clearpoint.org | Basic | Automated client onboarding and data verification | Stafford, Texas |
| 792 | LCS Financial Services | Basic | Automated client onboarding and KYC verification | Centennial, Colorado |
| 793 | Regal Securities | Basic | Automated Client Onboarding and Document Management | Glenview, Illinois |
| 794 | Student Choice | Basic | Automated Loan Application Pre-screening and Data Validation | Washington, District of Columbia |
| 795 | RetireWise Tax and Wealth Advisors | Basic | Automated Client Onboarding and Data Collection | Topeka, Kansas |
| 796 | Vanderbilt Financial Group | Basic | Automated Client Onboarding and KYC Verification | Woodbury, New York |
| 797 | GFG Capital | Basic | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 798 | Georgeson | Basic | Automated Investor Relations Inquiry Triage and Response | New York, New York |
| 799 | Advisor.com | Basic | Automated Client Onboarding and Document Verification | Charleston, South Carolina |
| 800 | Private Firm | Basic | Automated Client Onboarding and Document Verification | Rochester, Michigan |
| 801 | TransGlobal Holding | Basic | Automated Client Onboarding and KYC Verification | Las Vegas, Nevada |
| 802 | Regents Capital | Basic | Automated Client Onboarding and KYC Verification | Costa Mesa, California |
| 803 | FullscopeRMS | Basic | Automated Client Onboarding and KYC Verification | Portland, Maine |
| 804 | Summit Financial | Basic | Automated Client Onboarding and Document Management | Parsippany-Troy Hills, New Jersey |
| 805 | DAAM | Basic | Automated Client Onboarding and Document Verification | Tennessee, |
| 806 | IDB Invest | Basic | Automated KYC and Client Onboarding Verification | Washington, District of Columbia |
| 807 | Strategic Financial Solutions NY | Basic | Automated Client Onboarding and KYC Verification | Amherst, New York |
| 808 | The Pangburn Group | Basic | Automated Client Onboarding and KYC Verification | New Roads, Louisiana |
| 809 | WHI | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 810 | HighGround Advisors | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 811 | Marquis | Basic | Automated Client Onboarding and Document Verification | Plano, Texas |
| 812 | Glass Jacobson Wealth Advisors | Basic | Automated Client Onboarding and Document Management | Owings Mills, Maryland |
| 813 | The Servion Group | Basic | Automated Loan Application Pre-screening and Data Validation | New Brighton, Minnesota |
| 814 | Money Concepts | Basic | Automated Client Onboarding and Document Verification | Palm Beach Gardens, Florida |
| 815 | Archipelago | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 816 | Bryn Mawr Trust | Basic | Automated Customer Onboarding and Account Opening | Villanova, Pennsylvania |
| 817 | Providence Capital Funding | Basic | Automated Loan Application Pre-screening and Data Verification | Brea, California |
| 818 | Bulltick | Basic | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 819 | National Benefit Services | Basic | Automated Client Onboarding and Document Verification | Salt Lake City, Utah |
| 820 | Acorn Financial Services | Basic | Automated Client Onboarding and Document Verification | Livingston, New Jersey |
| 821 | The Pinnacle Group | Basic | Automated Client Onboarding and Document Verification | Jacksonville, Florida |
| 822 | Axos Advisor Services | Basic | Automated Client Onboarding and KYC Verification | Centennial, Colorado |
| 823 | CMS Analytics | Basic | Automated Client Onboarding and KYC Verification | Sarasota, Florida |
| 824 | Cain Watters & Associates | Basic | Automated Client Onboarding and Document Verification | Frisco, Texas |
| 825 | Ascent Financial Solutions | Basic | Automated Client Onboarding and Document Verification | Fresno, California |
| 826 | PLLC | Basic | Automated Client Onboarding and Document Verification | Union Park, Florida |
| 827 | JSD Management Inc. dba James Stevens & Daniels | Basic | Automated Client Onboarding and Data Verification | Dover, Delaware |
| 828 | Asurity | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 829 | Level Four Financial | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 830 | Money Management International | Basic | Automated Client Onboarding and Document Verification | Stafford, Texas |
| 831 | Selene Finance LP | Basic | Automated Loan Application Pre-Screening and Data Validation | Dallas, Texas |
| 832 | Prospera Financial | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 833 | Future Energy Solutions | Basic | Automated Client Onboarding and Document Verification | Fort Lauderdale, Florida |
| 834 | The Retirement Plan Company | Basic | Automated Client Onboarding and Data Verification | Nashville, Tennessee |
| 835 | Building Hope | Basic | Automated Loan Application Processing and Underwriting Support | Washington, District of Columbia |
| 836 | RTR Financial Services | Basic | Automated Client Onboarding and KYC Verification | New York, |
| 837 | Fairview | Basic | Automated Client Onboarding and KYC Verification | Raleigh, North Carolina |
| 838 | Tarkenton Financial | Basic | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 839 | Harvard Federal Credit Union | Basic | Automated Member Inquiry Triage and Routing | Cambridge, Massachusetts |
| 840 | Funding Metrics | Basic | Automated Client Onboarding and Document Verification | Bensalem, Pennsylvania |
| 841 | Laird Norton Wealth Management | Basic | Automated Client Onboarding and Data Intake | Seattle, Washington |
| 842 | Celink | Basic | Automated Loan Servicing Inquiry Response | Lansing, Michigan |
| 843 | Lee Financial | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 844 | Mortgage Financial Services | Basic | Automated Loan Application Pre-Screening and Data Verification | Southlake, Texas |
| 845 | Business Services | Basic | Automated Client Onboarding and Document Management | St. Louis, Missouri |
| 846 | GRYPHON FINANCIAL GROUP | Basic | Automated Client Onboarding and Document Verification | Morgan Hill, California |
| 847 | ADMIN | Basic | Automated Client Onboarding and Document Verification | Cherry Hill, New Jersey |
| 848 | Member Business Financial Services | Basic | Automated Member Onboarding and Account Setup | Feasterville-Trevose, Pennsylvania |
| 849 | Centaurus Financial Inc.® | Basic | Automated Client Onboarding and Document Verification | Anaheim, California |
| 850 | Five Rings Financial | Basic | Automated Client Onboarding and Document Verification | Littleton, Colorado |
| 851 | Glass Lewis | Basic | Automated Client Onboarding and Data Ingestion | San Francisco, California |
| 852 | Foster & Motley | Basic | Automated Client Onboarding and Document Management | Cincinnati, Ohio |
| 853 | Vantage Credit Union | Basic | Automated Member Inquiry and Support Resolution | Saint Charles, Missouri |
| 854 | CASHet | Basic | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 855 | Federal Financial Group | Basic | Automated Client Onboarding and Document Verification | Draper, Utah |
| 856 | Prevail Strategies | Basic | Automated Client Onboarding and Data Verification | Leawood, Kansas |
| 857 | Gradient Financial Group | Basic | Automated Client Onboarding and Document Verification | Arden Hills, Minnesota |
| 858 | The Clearing House | Basic | Automated KYC and AML compliance verification | New York, New York |
| 859 | LenCred | Basic | Automated Loan Application Pre-screening and Data Validation | Scottsdale, Arizona |
| 860 | Skyline | Basic | Automated Client Onboarding and KYC Verification | Saint George, Utah |
| 861 | Commonwealth Financial Group | Basic | Automated Client Onboarding and Document Management | Boston, Massachusetts |
| 862 | Universal Retirement | Basic | Automated Client Onboarding and Document Verification | Las Vegas, Nevada |
| 863 | R&B Solutions | Basic | Automated Client Onboarding and Document Verification | Waukegan, Illinois |
| 864 | Paradigm Life | Basic | Automated Client Onboarding and Data Verification | Salt Lake City, Utah |
| 865 | INVEST Financial | Basic | Automated Client Onboarding and Document Verification | Appleton, Wisconsin |
| 866 | Safra National Bank | Basic | Automated Customer Onboarding and KYC Verification | New York, New York |
| 867 | Nichols Cauley | Basic | Automated Client Onboarding and Data Collection | Peachtree Corners, Georgia |
| 868 | Mortgage Capital Trading | Basic | Automated Trade Reconciliation and Exception Handling | San Diego, California |
| 869 | Bolton | Basic | Automated Client Onboarding and Document Verification | Baltimore, Maryland |
| 870 | ALTUS Commercial Receivables | Basic | Automated Debt Collection Communication and Negotiation | Kenner, Louisiana |
| 871 | Vitae Group | Basic | Automated Client Onboarding and KYC Verification | Coral Gables, Florida |
| 872 | WealthVest | Basic | Automated Client Onboarding and Document Verification | Bozeman, Montana |
| 873 | BizXchange | Basic | Automated Client Onboarding and KYC Verification | Bellevue, Washington |
| 874 | SIB | Basic | Automated Client Onboarding and KYC Verification | Charleston, South Carolina |
| 875 | Metavante | Basic | Automated Customer Inquiry Triage and Routing | Brown Deer, Wisconsin |
| 876 | Finance Foresight | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 877 | FIA | Basic | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 878 | Maxim Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 879 | Leo Berwick | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 880 | HGI | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 881 | 1919 Investment Counsel | Basic | Automated Client Onboarding and Document Management | Baltimore, Maryland |
| 882 | Palm Plantation | Basic | Automated Client Onboarding and Document Verification | Riverside, California |
| 883 | Quality Back Office | Basic | Automated Client Onboarding and Document Verification | Naperville, Illinois |
| 884 | Emory Impact Investing Group | Basic | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 885 | Patrick Puorro | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 886 | ValueACompany | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 887 | Coastal States Bank | Basic | Automated Customer Inquiry Triage and Routing | Hilton Head Island, South Carolina |
| 888 | Pentegra Retirement Services | Basic | Automated Retirement Plan Participant Inquiry Handling | White Plains, New York |
| 889 | PCS Retirement | Basic | Automated Client Onboarding and Data Verification | Philadelphia, Pennsylvania |
| 890 | SRS Acquiom | Basic | Automated Due Diligence Document Review | Denver, Colorado |
| 891 | Mercadien | Basic | Automated Client Onboarding and KYC Verification | Princeton, New Jersey |
| 892 | Heitman | Basic | Automated Due Diligence and Data Extraction for Investment Analysis | Chicago, Illinois |
| 893 | GLP Financial Group | Basic | Automated Client Onboarding and Document Verification | Farmington, Michigan |
| 894 | VRC | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 895 | Elian Capital | Basic | Automated Client Onboarding and KYC Verification | San Antonio, Texas |
| 896 | Payment Guru | Basic | Automated Inbound Customer Inquiry Triage and Routing | Watertown, Massachusetts |
| 897 | Charlesbank Capital | Basic | Automated KYC and AML compliance verification | Boston, Massachusetts |
| 898 | Compare Private Capital | Basic | Automated Client Onboarding and KYC Verification | Newport Beach, California |
| 899 | The Retirement Planning Group | Basic | Automated Client Onboarding and Document Management | Leawood, Kansas |
| 900 | NYDIG | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 901 | Wilshire | Basic | Automated Client Onboarding and KYC Verification | Santa Monica, California |
| 902 | THL | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 903 | Aegis Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 904 | Markets Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 905 | Sekure Payment Experts | Basic | Automated Merchant Onboarding and Verification | New York, New York |
| 906 | AlTi Tiedemann Global | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 907 | Merchant | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 908 | Vestwell | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 909 | IFF | Basic | Automated Loan Application Triage and Data Extraction | Chicago, Illinois |
| 910 | Kayne Anderson Rudnick | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 911 | Forest Hills Financial Group | Basic | Automated Client Onboarding and Document Management | Melville, New York |
| 912 | CRIF Lending Solutions | Basic | Automated Loan Application Pre-screening and Data Validation | Atlanta, Georgia |
| 913 | Essex Lake Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 914 | PCR Financial Aggregation | Basic | Automated Client Onboarding and Document Verification | Wilton, Connecticut |
| 915 | Don Hughes Insurance and Tax | Basic | Automated Client Onboarding and Document Intake | Lapeer, Michigan |
| 916 | Pioneer | Basic | Automated Customer Inquiry Triage and Routing | Albany, New York |
| 917 | Ziegler | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 918 | Studio Bank | Basic | Automated Customer Inquiry Triage and Resolution | Nashville, Tennessee |
| 919 | GoldenSource | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 920 | SOLVE | Basic | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 921 | Globalli | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 922 | North Star Resource Group | Basic | Automated Prospect Qualification and Lead Nurturing | Minneapolis, Minnesota |
| 923 | Aquarian Holdings | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 924 | MAI Capital Management | Basic | Automated Client Onboarding and Document Management | Independence, Ohio |
| 925 | Wall Street Services | Basic | Automated client onboarding and KYC verification | New York, New York |
| 926 | Shield | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 927 | Woori America Bank | Basic | Automated Customer Inquiry Resolution | New York, New York |
| 928 | MIAC | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 929 | DTA Public Finance | Basic | Automated Municipal Bond Issuance Document Review | Irvine, California |
| 930 | South River Mortgage | Basic | Automated Loan Application Data Extraction and Verification | Annapolis, Maryland |
| 931 | Commonwealth Financial Group | Basic | Automated Client Onboarding and KYC Verification | Charleston, South Carolina |
| 932 | Nomad Credit | Basic | Automated Loan Application Triage and Data Extraction | Chicago, Illinois |
| 933 | BIP Wealth | Basic | Automated Client Onboarding and Document Management | Atlanta, Georgia |
| 934 | Conrad Siegel | Basic | Automated Client Onboarding and Data Collection | Harrisburg, Pennsylvania |
| 935 | Private Advisor Group | Basic | Automated Client Onboarding and Document Verification | Morristown, New Jersey |
| 936 | RC Billing | Basic | Automated Client Onboarding and Document Verification | Cedar Park, Texas |
| 937 | Summit Financial Group | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 938 | PGIM Investments | Basic | Automated Client Onboarding and KYC Verification | Newark, New Jersey |
| 939 | Horizon Payments | Basic | Automated Customer Inquiry Triage and Routing | Vancouver, Washington |
| 940 | Moody's Local | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 941 | FEG Investment Advisors | Basic | Automated Client Onboarding and Document Management | Cincinnati, Ohio |
| 942 | Merchant Advocate | Basic | Automated Client Onboarding and Document Verification | New Jersey, |
| 943 | Delphos | Basic | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 944 | Waverly Advisors | Basic | Automated Client Onboarding and Document Verification | Birmingham, Alabama |
| 945 | Brown & Joseph AR Management | Basic | Automated Insurance Eligibility Verification | Itasca, Illinois |
| 946 | On Q Home Loans | Basic | Automated Loan Application Pre-qualification and Data Verification | Scottsdale, Arizona |
| 947 | Acuris | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 948 | Asset Recovery Solutions | Basic | Automated Client Onboarding and Document Verification | Des Plaines, Illinois |
| 949 | Sequium Asset Solutions | Basic | Automated Debt Collection Communication and Negotiation | Marietta, Georgia |
| 950 | ALM First | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 951 | Prime Buchholz | Basic | Automated Client Onboarding and Document Management | Portsmouth, New Hampshire |
| 952 | Fifth Avenue Financial | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 953 | TS Imagine formerly TradingScreen | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 954 | Siebert Financial | Basic | Automated Client Onboarding and KYC Verification | Miami Beach, Florida |
| 955 | Ashton Thomas Private Wealth | Basic | Automated Client Onboarding and Document Management | Scottsdale, Arizona |
| 956 | Alex. Brown | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 957 | Callahan & Associates | Basic | Automated Member Onboarding and Account Setup | Washington, District of Columbia |
| 958 | ADVANTAGE powered by JMFA | Basic | Automated Loan Application Pre-Screening and Data Validation | Houston, Texas |
| 959 | Hilltop Securities | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 960 | PRMIA | Basic | Automated Client Onboarding and KYC Verification | Northfield, Minnesota |
| 961 | Clarion | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 962 | Marshall & Stevens | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 963 | Granite Bank | Basic | Automated Customer Inquiry Triage and Routing | Cold Spring, Minnesota |
| 964 | EPIC Retirement Plan Services | Basic | Automated Participant Inquiry Resolution for Retirement Plans | Rochester, New York |
| 965 | Corporate One Federal Credit Union | Basic | Automated Member Inquiry and Support Resolution | Columbus, Ohio |
| 966 | Strongpoint | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 967 | Tax & Financial Group | Basic | Automated Client Onboarding and Document Verification | Newport Beach, California |
| 968 | ROK Financial | Basic | Automated Client Onboarding and Document Verification | East Islip, New York |
| 969 | Battea Class Action Services | Basic | Automated Intake and Verification of Class Action Claims | Stamford, Connecticut |
| 970 | Freedom Equity Group | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 971 | Quick Med Claims | Basic | Automated Claims Status Inquiry and Follow-Up | Pittsburgh, Pennsylvania |
| 972 | PrimeRevenue | Basic | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 973 | EDGECo Holdings LP | Basic | Automated Client Onboarding and KYC Verification | Pittsburgh, Pennsylvania |
| 974 | Corporate America Credit Union | Basic | Automated Member Inquiry Triage and Routing | Irondale, Alabama |
| 975 | Ren Payments | Basic | Automated Client Onboarding and KYC Verification | Leawood, Kansas |
| 976 | TAFS | Basic | Automated Client Onboarding and Document Verification | Lenexa, Kansas |
| 977 | SAMCO Capital Markets | Basic | Automated Client Onboarding and KYC Verification | Austin, Texas |
| 978 | Excel for CFOs | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 979 | Moneta | Basic | Automated Client Onboarding and Document Verification | Clayton, Missouri |
| 980 | Omni Tax Solutions | Basic | Automated Client Onboarding and Document Collection | Broomfield, Colorado |
| 981 | PMA | Basic | Automated Client Onboarding and Document Verification | Naperville, Illinois |
| 982 | Canandaigua National Bank | Basic | Automated Customer Inquiry Triage and Routing | Canandaigua, New York |
| 983 | Korea Deposit Insurance | Basic | Automated Claims Processing and Verification | New York, New York |
| 984 | Navitas Credit | Basic | Automated Loan Application Pre-screening and Data Validation | Ponte Vedra Beach, Florida |
| 985 | Credit Cash | Basic | Automated Customer Inquiry Triage and Routing | New York, New York |
| 986 | Trinity Enterprises | Basic | Automated Client Onboarding and Document Verification | Winter Park, Florida |
| 987 | Ardea | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 988 | Packerland Brokerage Services | Basic | Automated Client Onboarding and KYC Verification | Green Bay, Wisconsin |
| 989 | SouthWinds Financial Strategies | Basic | Automated Client Onboarding and Document Verification | Houston, Texas |
| 990 | TBS Factoring Service | Basic | Automated Invoice Processing and Verification | Oklahoma City, Oklahoma |
| 991 | HFS | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 992 | Banyan Tree Advisors Pvt | Basic | Automated Client Onboarding and Document Verification | Torrance, California |
| 993 | TIAA Kaspick | Basic | Automated Client Onboarding and Document Verification | Redwood City, California |
| 994 | Revenue Enterprises | Basic | Automated Client Onboarding and Document Verification | Aurora, Colorado |
| 995 | Lightkeeper | Basic | Automated client onboarding and KYC verification | Boston, Massachusetts |
| 996 | Forte Capital Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 997 | Catalyst Corporate Federal Credit Union | Basic | Automated Member Inquiry Triage and Routing | Plano, Texas |
| 998 | Fiducient Advisors | Basic | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 999 | Axioma | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1000 | Continental Stock Transfer & Trust Company | Basic | Automated Investor Communication and Inquiry Management | New York, New York |
| 1001 | Cabinet Roux | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1002 | Jain Global | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1003 | CFO Plans | Basic | Automated Client Onboarding and Data Collection | Burbank, California |
| 1004 | Growth Management Group | Basic | Automated Client Onboarding and Data Intake | Fenton, Michigan |
| 1005 | Ascent Private Capital Management of U.S. Bank | Basic | Automated Client Onboarding and Document Management | Minneapolis, Minnesota |
| 1006 | Prime Trading | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1007 | Northeast Financial Network | Basic | Automated Client Onboarding and Document Verification | Holmdel, New Jersey |
| 1008 | Northland Securities | Basic | Automated Client Onboarding and Document Verification | Minneapolis, Minnesota |
| 1009 | AFCO Direct | Basic | Automated client onboarding and KYC verification | Lake Forest, Illinois |
| 1010 | Parametric | Basic | Automated Client Onboarding and KYC Verification | Seattle, Washington |
| 1011 | Star Equity Holdings | Basic | Automated Client Onboarding and KYC Verification | Greenwich, Connecticut |
| 1012 | Phoenix Financial Services | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1013 | Strategic Consulting | Basic | Automated Client Onboarding and Data Collection | Buffalo, New York |
| 1014 | SingleSource Property Solutions | Basic | Automated Loan Application Pre-screening and Data Verification | Canonsburg, Pennsylvania |
| 1015 | Wealth Advisory Group | Basic | Automated Client Onboarding and Document Management | New York, New York |
| 1016 | Keel Point | Basic | Automated Client Onboarding and Document Management | Huntsville, Alabama |
| 1017 | My Secure Advantage® | Basic | Automated Client Onboarding and KYC Verification | Roseville, California |
| 1018 | Harris & Harris | Basic | Automated Client Onboarding and Verification | Chicago, Illinois |
| 1019 | Wealth Strategies | Basic | Automated Client Onboarding and KYC Verification | Greenwood Village, Colorado |
| 1020 | Capitas Financial | Basic | Automated Client Onboarding and Document Management | Minneapolis, Minnesota |
| 1021 | Industry FinTech | Basic | Automated KYC/AML compliance verification | Miami, Florida |
| 1022 | NSN Revenue Resources | Basic | Automated Client Onboarding and Document Verification | Tampa, Florida |
| 1023 | FCTI | Basic | Automated Client Onboarding and Document Verification | Plano, Texas |
| 1024 | Torro Funding | Basic | Automated Loan Application Pre-screening and Data Validation | Salt Lake City, Utah |
| 1025 | Financial Engines | Basic | Automated Client Onboarding and Document Verification | Sunnyvale, California |
| 1026 | The Piedmont Group | Basic | Automated Client Onboarding and KYC Verification | Dunwoody, Georgia |
| 1027 | Airtel Communication | Basic | Automated Customer Inquiry Triage and Routing | Waterbury, Connecticut |
| 1028 | Finex Outsourcing | Basic | Automated Client Onboarding and KYC Verification | Tower City, Pennsylvania |
| 1029 | Crisil Coalition Greenwich | Basic | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 1030 | American Trust Custody | Basic | Automated client onboarding and KYC verification | Pittsburgh, Pennsylvania |
| 1031 | First Choice Business Brokers | Basic | Automated Lead Qualification and Routing | Las Vegas, Nevada |
| 1032 | Triton Management Group | Basic | Automated Client Onboarding and Document Verification | Montgomery, Alabama |
| 1033 | Lake Ridge Bank | Basic | Automated Customer Inquiry Triage and Response | Monona, Wisconsin |
| 1034 | Florida Financial Advisors | Basic | Automated Client Onboarding and Document Management | Tampa, Florida |
| 1035 | FCS Financial | Basic | Automated Loan Application Pre-screening and Data Validation | Jefferson City, Missouri |
| 1036 | Center for Wealth Preservation | Basic | Automated Client Onboarding and Document Verification | Woodbury, New York |
| 1037 | MountainSeed | Basic | Automated Loan Application Pre-processing and Data Extraction | Atlanta, Georgia |
| 1038 | AG FinTax | Basic | Automated Client Onboarding and Document Verification | Frisco, Texas |
| 1039 | Nilson Report | Basic | Automated Client Onboarding and KYC Verification | Santa Barbara, California |
| 1040 | Lakeshore Financial Group | Basic | Automated Client Onboarding and Document Management | Chicago, Illinois |
| 1041 | Tucker Albin and Associates | Basic | Automated Accounts Receivable Follow-Up and Collections | Richardson, Texas |
| 1042 | NWPS | Basic | Automated Client Onboarding and Data Verification | Seattle, Washington |
| 1043 | DSJ Companies | Basic | Automated Client Onboarding and Document Verification | Westbury, New York |
| 1044 | Certified Mortgage Planners | Basic | Automated Loan Application Pre-Screening and Data Validation | Lake Mary, Florida |
| 1045 | Summit Financial | Basic | Automated Client Onboarding and Document Verification | Boca Raton, Florida |
| 1046 | Ascendant | Basic | Automated Client Onboarding and KYC Verification | Pleasant Hill, California |
| 1047 | Elevate Financial Planning and Wealth Management | Basic | Automated Client Onboarding and Document Verification | Saint Petersburg, Florida |
| 1048 | Central Trust | Basic | Automated Customer Onboarding and Account Opening | Jefferson City, Missouri |
| 1049 | Caliber Financial Services | Basic | Automated Client Onboarding and Document Verification | Tulsa, Oklahoma |
| 1050 | Lion Street | Basic | Automated Client Onboarding and Data Verification | Austin, Texas |
| 1051 | CRT Capital Group | Basic | Automated Client Onboarding and KYC Verification | Darien, Connecticut |
| 1052 | Cledara | Basic | Automated KYC and AML Compliance Verification | New York, New York |
| 1053 | ABGi USA | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1054 | W3 Financial Group | Basic | Automated Client Onboarding and Document Verification | Akron, Ohio |
| 1055 | Procyon | Basic | Automated Client Onboarding and KYC Verification | Shelton, Connecticut |
| 1056 | Dragoneer Investment Group | Basic | Automated Due Diligence Document Review | San Francisco, California |
| 1057 | ampliFI Loyalty Solutions | Basic | Automated Customer Onboarding and KYC Verification | Naperville, Illinois |
| 1058 | SK Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1059 | Velocity Clearing | Basic | Automated Client Onboarding and Document Verification | Hazlet, New Jersey |
| 1060 | Grove Bank & Trust | Basic | Automated Customer Inquiry Triage and Routing | Miami, Florida |
| 1061 | Astor | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1062 | Optima | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1063 | Capital Investment Companies | Basic | Automated Client Onboarding and KYC Verification | Raleigh, North Carolina |
| 1064 | Frontier Farm Credit | Basic | Automated Loan Application Pre-screening and Data Validation | Manhattan, Kansas |
| 1065 | Capital Investment Advisors | Basic | Automated Client Onboarding and Document Management | Atlanta, Georgia |
| 1066 | TS Banking Group | Basic | Automated Loan Application Pre-Screening and Data Validation | Treynor, Iowa |
| 1067 | CRS Credit API | Basic | Automated Customer Inquiry Triage and Routing | San Francisco, California |
| 1068 | Greenmantle | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1069 | M Financial Group | Basic | Automated Client Onboarding and Document Verification | Portland, Oregon |
| 1070 | DJE Kapital AG | Basic | Automated Client Onboarding and KYC Verification | Delaware, |
| 1071 | The World Bank Group Treasury | Basic | Automated Trade Finance Document Verification | Washington, District of Columbia |
| 1072 | vcfo | Basic | Automated Client Onboarding and KYC Verification | Austin, Texas |
| 1073 | Hodes Weill & Associates | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1074 | Great Hill | Basic | Automated client onboarding and KYC verification | Boston, Massachusetts |
| 1075 | Vining Sparks | Basic | Automated Client Onboarding and Document Verification | Memphis, Tennessee |
| 1076 | EMTECH | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1077 | F2 Strategy | Basic | Automated client onboarding and KYC verification | Chicago, Illinois |
| 1078 | SupraBrokers | Basic | Automated Client Onboarding and KYC Verification | Coral Gables, Florida |
| 1079 | XP Investments | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1080 | Woodbridge | Basic | Automated Client Onboarding and KYC Verification | Woodbridge, Connecticut |
| 1081 | StrategyCorps | Basic | Automated Client Onboarding and Document Verification | Brentwood, Tennessee |
| 1082 | CUSG | Basic | Automated Client Onboarding and KYC Verification | Livonia, Michigan |
| 1083 | DSMA | Basic | Automated Client Onboarding and Document Verification | Naples, Florida |
| 1084 | The Bahnsen Group | Basic | Automated Client Onboarding and Document Management | Newport Beach, California |
| 1085 | The Lafayette Life Insurance Company | Basic | Automated Underwriting Document Review and Data Extraction | Cincinnati, Ohio |
| 1086 | Fortis Lux Financial | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1087 | Sage Rutty & | Basic | Automated Client Onboarding and Document Management | Rochester, New York |
| 1088 | Petra Funds Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1089 | PHG Advisory | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1090 | Parkside Financial Bank & Trust | Basic | Automated Customer Inquiry Triage and Routing | Clayton, Missouri |
| 1091 | Innisfree M&A | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1092 | Opus Capital Markets Consultants | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1093 | Valmark Financial Group | Basic | Automated Client Onboarding and Data Verification | Akron, Ohio |
| 1094 | Matrix Executions | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1095 | Platte Valley Companies | Basic | Automated Customer Inquiry Triage and Routing | Scottsbluff, Nebraska |
| 1096 | BAI | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1097 | Arca | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 1098 | GSB | Basic | Automated Client Onboarding and KYC Verification | Manassas, Virginia |
| 1099 | Greenspring Advisors | Basic | Automated Client Onboarding and Data Collection | Towson, Maryland |
| 1100 | BNY Archer | Basic | Automated Client Onboarding and KYC Verification | Berwyn, Pennsylvania |
| 1101 | Weeden | Basic | Automated Client Onboarding and Document Verification | Greenwich, Connecticut |
| 1102 | GLC Advisors & | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1103 | Foster Group | Basic | Automated Client Onboarding and KYC Verification | West Des Moines, Iowa |
| 1104 | Select Equity Group L.P | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1105 | Dynamo | Basic | Automated KYC and AML compliance checks for new account onboarding | Watertown, Massachusetts |
| 1106 | Harbor Capital Advisors | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 1107 | HFR | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1108 | AgAmerica | Basic | Automated Loan Application Pre-screening and Data Validation | Lakeland, Florida |
| 1109 | Muzinich | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1110 | Hoxton Wealth | Basic | Automated Client Onboarding and Document Management | De Pere, Wisconsin |
| 1111 | Concurrent | Basic | Automated Client Onboarding and KYC Verification | Tampa, Florida |
| 1112 | SageView Advisory Group | Basic | Automated Client Onboarding and Document Management | Newport Beach, California |
| 1113 | SCS Financial | Basic | Automated Client Onboarding and Document Management | Boston, Massachusetts |
| 1114 | Marwood Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1115 | 1st Global | Basic | Automated Client Onboarding and Document Verification | Hallandale Beach, Florida |
| 1116 | Guidant Financial | Basic | Automated Client Onboarding and Document Verification | Boise, Idaho |
| 1117 | Revenew International | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1118 | IdealTax | Basic | Automated Client Onboarding and Document Verification | Costa Mesa, California |
| 1119 | Slatt Capital | Basic | Automated Client Onboarding and Document Verification | Burlingame, California |
| 1120 | Amerant Bank | Basic | Automated Customer Inquiry Triage and Routing | Coral Gables, Florida |
| 1121 | Arctos | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 1122 | Falfurrias Management | Basic | Automated Client Onboarding and Document Verification | Charlotte, North Carolina |
| 1123 | Rochdale | Basic | Automated Client Onboarding and Document Verification | Overland Park, Kansas |
| 1124 | Waldron Private Wealth | Basic | Automated Client Onboarding and Document Management | Bridgeville, Pennsylvania |
| 1125 | Synergent | Basic | Automated Member Inquiry and Support Agent | Westbrook, Maine |
| 1126 | Taktile | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1127 | Nearwater Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1128 | Digital Matrix | Basic | Automated Client Onboarding and KYC Verification | Plano, Texas |
| 1129 | Meeder Investment Management | Basic | Automated Client Onboarding and Document Processing | Dublin, Ohio |
| 1130 | PARS | Basic | Automated Client Onboarding and KYC Verification | Newport Beach, California |
| 1131 | Teamshares | Basic | Automated Client Onboarding and Data Verification | PRINCE, New York |
| 1132 | Capital Premium Financing | Basic | Automated Underwriting Document Review and Data Extraction | Draper, Utah |
| 1133 | Next Level Administrators | Basic | Automated Client Onboarding and Document Verification | Bradenton, Florida |
| 1134 | NCS Credit | Basic | Automated Client Onboarding and Data Verification | Highland Heights, Ohio |
| 1135 | CTI | Basic | Automated Client Onboarding and Document Verification | Folsom, California |
| 1136 | Jordan & Jordan | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1137 | The Fry Group | Basic | Automated Client Onboarding and Document Verification | Orlando, Florida |
| 1138 | GTM Payroll & HR | Basic | Automated Client Onboarding and Data Verification | New York, |
| 1139 | University Lending Group | Basic | Automated Loan Application Pre-Screening and Data Validation | Clinton, Michigan |
| 1140 | CSSI Solutions | Basic | Automated Client Onboarding and KYC Verification | King of Prussia, Pennsylvania |
| 1141 | GB Collects | Basic | Automated Account Reconciliation and Data Entry | Voorhees Township, New Jersey |
| 1142 | Capital Wealth Advisors | Basic | Automated Client Onboarding and Document Verification | Naples, Florida |
| 1143 | Quaestor Advisors | Basic | Automated Client Onboarding and KYC Verification | Jacksonville, Florida |
| 1144 | Wildfire Credit Union | Basic | Automated Member Inquiry Triage and Routing | Saginaw, Michigan |
| 1145 | Apprisen | Basic | Automated Client Onboarding and Document Verification | Gahanna, Ohio |
| 1146 | Cornerstone Resources | Basic | Automated Client Onboarding and Document Verification | Plano, Texas |
| 1147 | Hartfield Titus and Donnelly | Basic | Automated Client Onboarding and Document Verification | Jersey City, New Jersey |
| 1148 | Capital Strategies Beyond Wealth | Basic | Automated Client Onboarding and Document Verification | Austin, Texas |
| 1149 | Retirement Plan Consultants | Basic | Automated Participant Inquiry Resolution for Retirement Plans | Norfolk, Nebraska |
| 1150 | DIMONT | Basic | Automated Loan Servicing Inquiry Response | Plano, Texas |
| 1151 | Goetzman Group | Basic | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 1152 | Bruin Women in Business | Basic | Automated Client Onboarding and Data Verification | Los Angeles, California |
| 1153 | Sage Financial Group | Basic | Automated Client Onboarding and Document Management | Conshohocken, Pennsylvania |
| 1154 | Truepoint Wealth Counsel | Basic | Automated Client Onboarding and Document Management | Cincinnati, Ohio |
| 1155 | VeriFacts | Basic | Automated Client Onboarding and Document Verification | Sterling, Illinois |
| 1156 | INVEX | Basic | Automated Client Onboarding and Document Verification | Coral Gables, Florida |
| 1157 | Northeast Securities | Basic | Automated Client Onboarding and KYC Verification | Uniondale, New York |
| 1158 | Seafax | Basic | Automated Client Onboarding and Document Verification | Portland, Maine |
| 1159 | LT Trust A Division of American Trust | Basic | Automated Client Onboarding and Document Verification | Centennial, Colorado |
| 1160 | PPB Capital | Basic | Automated KYC and AML Compliance Checks | West Conshohocken, Pennsylvania |
| 1161 | UFS | Basic | Automated Client Onboarding and Document Verification | Kalispell, Montana |
| 1162 | TAVAS | Basic | Automated Client Onboarding and Data Verification | Las Vegas, Nevada |
| 1163 | Foguth Financial Group | Basic | Automated Client Onboarding and Data Verification | Brighton, Michigan |
| 1164 | KCC Capital | Basic | Automated Client Onboarding and KYC Verification | Newport Beach, California |
| 1165 | NPPG | Basic | Automated Client Onboarding and Document Verification | Shrewsbury, New Jersey |
| 1166 | Avidian Wealth Solutions | Basic | Automated Client Onboarding and Document Management | Houston, Texas |
| 1167 | Heartland Payment Solutions | Basic | Automated Merchant Onboarding and Verification | Princeton, New Jersey |
| 1168 | Wealth Design Group | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1169 | TPC | Basic | Automated Client Onboarding and KYC Verification | El Segundo, California |
| 1170 | Fisher\SMB™ | Basic | Automated client onboarding and KYC verification | Plano, Texas |
| 1171 | MB Trading | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1172 | J D Factors | Basic | Automated Client Onboarding and Document Verification | Rancho Palos Verdes, California |
| 1173 | JMG Financial Group | Basic | Automated Client Onboarding and Document Management | Downers Grove, Illinois |
| 1174 | Medivest | Basic | Automated Client Onboarding and KYC Verification | Oviedo, Florida |
| 1175 | TRAKAmerica | Basic | Automated Debt Collection Communication and Negotiation | Bonita Springs, Florida |
| 1176 | Virginia Asset Management | Basic | Automated Client Onboarding and Document Verification | Midlothian, Virginia |
| 1177 | Investment Property Exchange Services | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 1178 | USA Financial | Basic | Automated Client Onboarding and Document Verification | Ada, Michigan |
| 1179 | Vikas Datta | Basic | Automated Client Onboarding and Document Verification | Corona, California |
| 1180 | CCK Strategies | Basic | Automated Client Onboarding and Document Verification | Tulsa, Oklahoma |
| 1181 | RefiJet | Basic | Automated Lead Qualification and Routing | Greenwood Village, Colorado |
| 1182 | AMG National Trust | Basic | Automated Client Onboarding and Document Verification | Greenwood Village, Colorado |
| 1183 | Credent Wealth Management | Basic | Automated Client Onboarding and Data Verification | Auburn, Indiana |
| 1184 | Premia Relocation Mortgage | Basic | Automated Loan Application Data Intake and Verification | Troy, Michigan |
| 1185 | Gateway Financial | Basic | Automated Client Onboarding and Document Verification | Glastonbury, Connecticut |
| 1186 | FBFM | Basic | Automated Client Onboarding and Document Management | Urbana, Illinois |
| 1187 | American Consumer Credit Counseling | Basic | Automated Client Onboarding and Document Verification | Newton, Massachusetts |
| 1188 | J.W. Cole Financial | Basic | Automated Client Onboarding and Document Verification | Tampa, Florida |
| 1189 | First Allied Securities | Basic | Automated Client Onboarding and Document Management | San Diego, California |
| 1190 | River City Federal Credit Union | Basic | Automated Member Inquiry Triage and Routing | San Antonio, Texas |
| 1191 | DFP | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1192 | Independent Financial Group | Basic | Automated Client Onboarding and Document Processing | San Diego, California |
| 1193 | Nottingham | Basic | Automated client onboarding and data verification | Rocky Mount, North Carolina |
| 1194 | Advocate Capital | Basic | Automated Client Onboarding and Document Verification | Nashville, Tennessee |
| 1195 | Fincent | Basic | Automated Client Onboarding and Data Verification | Fremont, California |
| 1196 | Journey Business Solutions | Basic | Automated Client Onboarding and Document Verification | Irving, Texas |
| 1197 | EGPS | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1198 | Roquemore & Roquemore | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 1199 | Tolleson Wealth Management | Basic | Automated Client Onboarding and Document Management | Dallas, Texas |
| 1200 | Maybern | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1201 | Home Mortgage Alliance Corporation NMLS #1165808 | Basic | Automated Loan Application Data Extraction and Verification | Santa Ana, California |
| 1202 | MullinTBG a Prudential Financial company | Basic | Automated Client Onboarding and Data Verification | El Segundo, California |
| 1203 | Diamond State Financial Group | Basic | Automated Client Onboarding and KYC Verification | Newark, Delaware |
| 1204 | AOC Solutions | Basic | Automated Client Onboarding and KYC Verification | Fairfax, Virginia |
| 1205 | Zeal Credit Union | Basic | Automated Member Inquiry Handling and Routing | Livonia, Michigan |
| 1206 | Manulife | Basic | Automated Client Onboarding & KYC Verification | West Palm Beach, Florida |
| 1207 | Segal Marco Advisors | Basic | Automated Client Onboarding and Data Collection | New York, New York |
| 1208 | RWA Wealth | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 1209 | CEI | Basic | Automated client onboarding and document verification | Brunswick, Maine |
| 1210 | Synergy Wealth Solutions | Basic | Automated Client Onboarding and Document Management | Chesterfield, Missouri |
| 1211 | Touchstone Investments | Basic | Automated Client Onboarding and Document Processing | Cincinnati, Ohio |
| 1212 | Sand Castle Field Services | Basic | Automated Client Onboarding and Document Verification | Brookfield, Wisconsin |
| 1213 | Holistiplan | Basic | Automated Client Onboarding and Document Verification | College Station, Texas |
| 1214 | MKM | Basic | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 1215 | Hansei Solutions | Basic | Automated Client Onboarding and Document Verification | Franklin, Tennessee |
| 1216 | Expansion Capital Group | Basic | Automated Underwriting Document Verification | Sioux Falls, South Dakota |
| 1217 | Speedpay | Basic | Automated Customer Inquiry Triage and Routing | San Antonio, Texas |
| 1218 | American Portfolios | Basic | Automated Client Onboarding and Document Management | Holbrook, New York |
| 1219 | The Cynosure Group | Basic | Automated Client Onboarding and Document Verification | Salt Lake City, Utah |
| 1220 | Allsec Financial Services | Basic | Automated Client Onboarding and Document Verification | Irving, Texas |
| 1221 | Chartwell Financial Advisory | Basic | Automated Client Onboarding and Document Verification | Minneapolis, Minnesota |
| 1222 | Benetrends Financial | Basic | Automated Client Onboarding and Document Verification | Lansdale, Pennsylvania |
| 1223 | Trade | Basic | Automated Client Onboarding and Document Verification | Austin, Texas |
| 1224 | D.F. King | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1225 | intellicents | Basic | Automated Client Onboarding and KYC Verification | Albert Lea, Minnesota |
| 1226 | S3 | Basic | Automated Client Onboarding and Document Verification | Austin, Texas |
| 1227 | Zoe Financial | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1228 | Tradebank | Basic | Automated Client Onboarding and KYC Verification | Canton, Georgia |
| 1229 | AGFinancial | Basic | Automated Client Onboarding and Document Verification | Springfield, Missouri |
| 1230 | National Service Bureau | Basic | Automated Debt Collection and Payment Reminders | Bothell, Washington |
| 1231 | First Colony Wholesale | Basic | Automated Loan Application Pre-screening and Data Validation | Pleasant Grove, Utah |
| 1232 | Ausdal Financial | Basic | Automated Client Onboarding and KYC Verification | Davenport, Iowa |
| 1233 | GOVERNMENT EMPLOYEE BENEFIT INSTITUTE | Basic | Automated Claims Processing and Verification | Honolulu, Hawaii |
| 1234 | Island Mountain Development Group | Basic | Automated Client Onboarding and Document Verification | Hays, Montana |
| 1235 | Ground Control Business Management | Basic | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 1236 | Birch Gold Group | Basic | Automated Client Onboarding and Document Verification | Des Moines, Iowa |
| 1237 | OMNICOMMANDER | Basic | Automated Client Onboarding and Document Verification | Miramar Beach, Florida |
| 1238 | Evercore Wealth Management | Basic | Automated Client Onboarding and Document Management | New York, New York |
| 1239 | CCR Wealth Management | Basic | Automated Client Onboarding and Document Management | Westborough, Massachusetts |
| 1240 | Pike Creek Mortgage Services | Basic | Automated Loan Application Pre-qualification and Data Validation | Newark, Delaware |
| 1241 | UPTIQ | Basic | Automated Client Onboarding and Document Verification | McKinney, Texas |
| 1242 | Milestone | Basic | Automated Client Onboarding and Document Verification | Armonk, New York |
| 1243 | Alliance Financial Group | Basic | Automated Client Onboarding and Document Verification | Fort Myers, Florida |
| 1244 | NXGEN a Payroc Company | Basic | Automated Merchant Onboarding and Verification | Tinley Park, Illinois |
| 1245 | Savi | Basic | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 1246 | One William Street Capital Management L.P | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1247 | Shift Markets | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1248 | Altimeter | Basic | Automated Client Onboarding and KYC Verification | Menlo Park, California |
| 1249 | Bluecrest Financial Alliances | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 1250 | TaxConnex® | Basic | Automated Sales Tax Exemption Certificate Management | Alpharetta, Georgia |
| 1251 | Altium Wealth | Basic | Automated Client Onboarding and Document Management | Harrison, New York |
| 1252 | Customer Intelligence | Basic | Automated KYC and AML Compliance Verification | Weston, Florida |
| 1253 | ASSET CONSULTING GROUP | Basic | Automated Client Onboarding and Document Management | St. Louis, Missouri |
| 1254 | Central Payments | Basic | Automated Customer Inquiry Triage and Routing | Sioux Falls, South Dakota |
| 1255 | Candidly | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1256 | Pearl Capital Business Funding | Basic | Automated Small Business Loan Application Pre-screening | Jersey City, New Jersey |
| 1257 | Metallicus | Basic | Automated KYC/AML compliance verification | San Francisco, California |
| 1258 | KSL Capital | Basic | Automated Client Onboarding and Document Verification | Denver, Colorado |
| 1259 | White Oak Global Advisors | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 1260 | Fund&Grow | Basic | Automated Client Onboarding and Document Verification | Spring Hill, Florida |
| 1261 | Zacks Investment Management | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1262 | RAK International Corporate Centre Government of Ras Al Khaimah | Basic | Automated KYC and AML Compliance Verification | Duluth, Georgia |
| 1263 | Trinity Capital | Basic | Automated Client Onboarding and KYC Verification | Phoenix, Arizona |
| 1264 | Tassat | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1265 | ZCG | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1266 | Association Reserves | Basic | Automated Client Onboarding and Data Verification | Calabasas, California |
| 1267 | Clocktower Group | Basic | Automated Client Onboarding and KYC Verification | Santa Monica, California |
| 1268 | FS Vector | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1269 | Saluda Grade | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1270 | Intac Actuarial Services part of FuturePlan by Ascensus | Basic | Automated Claims Adjudication Support | Woodcliff Lake, New Jersey |
| 1271 | FRG | Basic | Automated Client Onboarding and Document Verification | Cary, North Carolina |
| 1272 | Eaton | Basic | Automated Client Onboarding and KYC Verification | Stamford, Connecticut |
| 1273 | X-Caliber | Basic | Automated Client Onboarding and KYC Verification | Irvington, New York |
| 1274 | WE Family Offices | Basic | Automated Client Onboarding and KYC Verification | Coral Gables, Florida |
| 1275 | Eminence Capital | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1276 | ISS Sustainability Solutions | Basic | Automated Client Onboarding and KYC Verification | Rockville, Maryland |
| 1277 | Inspiration Mobility Group | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1278 | Springs Valley Bank & Trust Company | Basic | Automated Customer Inquiry Resolution via Chatbot | Jasper, Indiana |
| 1279 | KEATING | Basic | Automated Client Onboarding and Document Verification | Manhattan, Kansas |
| 1280 | Transparent Value | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1281 | Balentine | Basic | Automated Client Onboarding and Document Management | Duluth, Georgia |
| 1282 | Advantax | Basic | Automated Client Onboarding and Document Verification | Elgin, Illinois |
| 1283 | Ancora Holdings Group | Basic | Automated Client Onboarding and Document Verification | Mayfield Heights, Ohio |
| 1284 | FIA Tech | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1285 | Syven Global Services | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1286 | Primax | Basic | Automated Loan Application Pre-screening and Data Validation | Tampa, Florida |
| 1287 | Anchor | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1288 | Pinney Insurance Center | Basic | Automated Commercial Insurance Policy Renewal Processing | Roseville, California |
| 1289 | Bookkeeping Express | Basic | Automated Invoice Processing and Data Entry | Reston, Virginia |
| 1290 | Taconic Capital Advisors | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1291 | Arta Finance | Basic | Automated Client Onboarding and KYC Verification | Mountain View, California |
| 1292 | TSG | Basic | Automated Client Onboarding and KYC Verification | Omaha, Nebraska |
| 1293 | Commercial Funding | Basic | Automated Underwriting Data Extraction and Validation | Salt Lake City, Utah |
| 1294 | Savage and Associates | Basic | Automated Client Onboarding and Data Collection | Maumee, Ohio |
| 1295 | The Weatherspoon Agencies | Basic | Automated Client Onboarding and Data Verification | Norcross, Georgia |
| 1296 | SeaComm | Basic | Automated Member Inquiry and Support Agent | Massena, New York |
| 1297 | Beacon | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1298 | PayProTec | Basic | Automated Client Onboarding and Document Verification | Warsaw, Indiana |
| 1299 | CG Financial Services | Basic | Automated Client Onboarding and Document Verification | Bath Township, Michigan |
| 1300 | Wall Street Prep | Basic | Automated Client Onboarding and KYC Verification | Newton, Massachusetts |
| 1301 | Abacus Wealth | Basic | Automated Client Onboarding and Document Management | Santa Monica, California |
| 1302 | InvestiFi | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1303 | Locus | Basic | Automated Client Onboarding and Document Verification | Henrico, Virginia |
| 1304 | Purshe Kaplan Sterling Investments | Basic | Automated Client Onboarding and KYC Verification | Albany, New York |
| 1305 | M&O Marketing | Basic | Automated Client Onboarding and Document Verification | Southfield, Michigan |
| 1306 | Moors & Cabot | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 1307 | C.L. King & Associates | Basic | Automated Client Onboarding and KYC Verification | Albany, New York |
| 1308 | Access Capital | Basic | Automated Commercial Loan Application Pre-Screening | New York, New York |
| 1309 | Shepherd Financial | Basic | Automated Client Onboarding and Document Processing | Carmel, Indiana |
| 1310 | Haven | Basic | Automated client onboarding and KYC verification | New York, New York |
| 1311 | Rethink Wealth | Basic | Automated Client Onboarding and Data Ingestion | Austin, Texas |
| 1312 | The GMS Group | Basic | Automated Client Onboarding and Document Verification | East Hanover, New Jersey |
| 1313 | Financial Crest | Basic | Automated client onboarding and KYC verification | Wilmington, Delaware |
| 1314 | VIRIDIS Fund Solutions | Basic | Automated KYC and AML compliance checks | Vancouver, Washington |
| 1315 | SFA | Basic | Automated Client Onboarding and Document Verification | Atlanta, Georgia |
| 1316 | Sirius AI | Basic | Automated Client Onboarding and KYC Verification | Jersey City, New Jersey |
| 1317 | Concourse Distributors | Basic | Automated Client Onboarding and Document Verification | Birmingham, Alabama |
| 1318 | Verdence Capital Advisors | Basic | Automated Client Onboarding and Document Management | Cockeysville, Maryland |
| 1319 | The Chamberlin Group | Basic | Automated client onboarding and data verification | St. Louis, Missouri |
| 1320 | CastleOak Securities | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1321 | West Coast Financial | Basic | Automated Client Onboarding and KYC Verification | Santa Barbara, California |
| 1322 | CSI Group | Basic | Automated Client Onboarding and KYC Verification | Wall Township, New Jersey |
| 1323 | Curiman Brokers Group | Basic | Automated Client Onboarding and Data Verification | Houston, Texas |
| 1324 | Capitol Financial Solutions | Basic | Automated Client Onboarding and Data Verification | Raleigh, North Carolina |
| 1325 | ViewPoint | Basic | Automated Client Onboarding and Document Verification | Raleigh, North Carolina |
| 1326 | Financial Integrators | Basic | Automated Client Onboarding and Data Verification | Des Moines, Iowa |
| 1327 | CampusDoor | Basic | Automated Loan Application Pre-screening and Data Verification | Mechanicsburg, Pennsylvania |
| 1328 | PACE Equity | Basic | Automated Client Onboarding and KYC Verification | Milwaukee, Wisconsin |
| 1329 | Firstrust Financial Resources | Basic | Automated Client Onboarding and Document Verification | Conshohocken, Pennsylvania |
| 1330 | The Welch Group | Basic | Automated Client Onboarding and Document Management | Birmingham, Alabama |
| 1331 | My 6-Figure Side Hustle! | Basic | Automated Client Onboarding and Data Collection | Nashville, Tennessee |
| 1332 | Tarsus | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1333 | OS | Basic | Automated Client Onboarding and Document Verification | Waukesha, Wisconsin |
| 1334 | Strategic Wealth Specialists | Basic | Automated client onboarding and document verification | Mobile, Alabama |
| 1335 | Capita Financial Network | Basic | Automated Client Onboarding and Document Verification | Draper, Utah |
| 1336 | Lucia Capital Group | Basic | Automated Client Onboarding and KYC Verification | San Diego, California |
| 1337 | Tompkins Financial Advisors | Basic | Automated Client Onboarding and Document Verification | Ithaca, New York |
| 1338 | Greenbucks Comtrade | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 1339 | ESSG | Basic | Automated Client Onboarding and KYC Verification | Edina, Minnesota |
| 1340 | National Credit Care | Basic | Automated Client Onboarding and Document Verification | Westminster, Colorado |
| 1341 | CMB Regional Centers | Basic | Automated Client Onboarding and Document Verification | Rock Island, Illinois |
| 1342 | eServMD | Basic | Automated Client Onboarding and Document Verification | Coral Springs, Florida |
| 1343 | River Run | Basic | Automated Document Processing and Data Extraction for Client Onboarding | Newburyport, Massachusetts |
| 1344 | National Association of Registered Social Security Analysts | Basic | Automated Member Inquiry Triage and Routing | Melville, New York |
| 1345 | Axtella | Basic | Automated Client Onboarding and Document Verification | Ann Arbor, Michigan |
| 1346 | Oak Street Funding | Basic | Automated Loan Application Pre-Screening and Data Validation | Indianapolis, Indiana |
| 1347 | Compass Funding Solutions | Basic | Automated Client Onboarding and Document Verification | Clarendon Hills, Illinois |
| 1348 | Heritage Financial Consultants | Basic | Automated Client Onboarding and Document Management | Cockeysville, Maryland |
| 1349 | Illumis Global | Basic | Automated Client Onboarding and Document Verification | Mount Pleasant, South Carolina |
| 1350 | Interstate Billing Service | Basic | Automated Accounts Payable Invoice Processing | Decatur, Alabama |
| 1351 | National Advisors Trust | Basic | Automated Client Onboarding and Document Verification | Leawood, Kansas |
| 1352 | MD Global | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1353 | Kovack Financial Network | Basic | Automated Client Onboarding and KYC Verification | Fort Lauderdale, Florida |
| 1354 | MPI | Basic | Automated Client Onboarding and Document Verification | Princeton, New Jersey |
| 1355 | R. Seelaus & | Basic | Automated Client Onboarding and Document Verification | Chatham, New Jersey |
| 1356 | Concorde | Basic | Automated Client Onboarding and KYC Verification | Ann Arbor, Michigan |
| 1357 | ZAIS Group | Basic | Automated Client Onboarding and KYC Verification | Holmdel, New Jersey |
| 1358 | Debt.com® | Basic | Automated Lead Qualification and Routing for Debt Resolution Services | Davie, Florida |
| 1359 | Intrepid Financial | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1360 | MSI Credit Solutions | Basic | Automated Credit Report Analysis and Dispute Generation | Dallas, Texas |
| 1361 | Andrew Davidson & | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1362 | Dunbar Bender & Zapf | Basic | Automated Client Onboarding and Document Verification | Pittsburgh, Pennsylvania |
| 1363 | Hiatus | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1364 | International Payments Processing | Basic | Automated KYC and AML Compliance Verification | Marietta, Georgia |
| 1365 | MuniCap | Basic | Automated Loan Application Pre-screening and Data Verification | Columbia, Maryland |
| 1366 | SmartPro Financial | Basic | Automated Client Onboarding and Document Verification | Bradenton, Florida |
| 1367 | AMI Strategies | Basic | Automated Client Onboarding and Document Verification | Livonia, Michigan |
| 1368 | YMCA Retirement Fund | Basic | Automated Member Inquiry Triage and Response | New York, New York |
| 1369 | AMS Financial Solutions Group | Basic | Automated Client Onboarding and Document Verification | Baton Rouge, Louisiana |
| 1370 | Lender Toolkit | Basic | Automated Loan Application Pre-qualification and Data Verification | Bountiful, Utah |
| 1371 | Laurel Hill Advisory Group | Basic | Automated Client Onboarding and Document Verification | Jericho, New York |
| 1372 | BDO Consulting's Valuation Services | Basic | Automated Due Diligence Data Extraction for M&A | New York, New York |
| 1373 | R.M. Davis | Basic | Automated Client Onboarding and Document Verification | Portland, Maine |
| 1374 | ONESCO | Basic | Automated Client Onboarding and Data Intake | Cincinnati, Ohio |
| 1375 | Corporate Central Credit Union | Basic | Automated Member Inquiry Triage and Routing | Hales Corners, Wisconsin |
| 1376 | Allegheny Financial Group | Basic | Automated Client Onboarding and Document Management | Pittsburgh, Pennsylvania |
| 1377 | Paragon Planners | Basic | Automated Client Onboarding and Document Verification | West Linn, Oregon |
| 1378 | Foster & Foster | Basic | Automated Client Onboarding and Document Verification | Fort Myers, Florida |
| 1379 | BVA Group | Basic | Automated Client Onboarding and KYC Verification | Plano, Texas |
| 1380 | TNB Financial Services | Basic | Automated Client Onboarding and Document Verification | Thomasville, Georgia |
| 1381 | Founders Financial | Basic | Automated Client Onboarding and Document Management | Towson, Maryland |
| 1382 | B:Side Capital + B:Side Fund | Basic | Automated Loan Application Pre-screening and Data Validation | Denver, Colorado |
| 1383 | Mutual Group | Basic | Automated Client Onboarding and KYC Verification | Camarillo, California |
| 1384 | 1847Financial | Basic | Automated Client Onboarding and Document Verification | South Jordan, Utah |
| 1385 | The Wolf Group PC | Basic | Automated Client Onboarding and Document Verification | Fairfax, Virginia |
| 1386 | Touchstone Wealth | Basic | Automated Client Onboarding and KYC Verification | Scottsdale, Arizona |
| 1387 | Chilton Trust | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1388 | Amerisource Business Capital | Basic | Automated Loan Application Pre-screening and Data Validation | Houston, Texas |
| 1389 | Atlas Protection | Basic | Automated Client Onboarding and Document Verification | Skokie, Illinois |
| 1390 | CommLoan | Basic | Automated Commercial Loan Application Pre-Screening and Data Validation | Scottsdale, Arizona |
| 1391 | GP Fund Solutions | Basic | Automated Investor Onboarding and KYC Verification | Latham, New York |
| 1392 | Veri-Tax | Basic | Automated Client Onboarding and Document Verification | Irvine, California |
| 1393 | Citizens National Bank | Basic | Automated Customer Inquiry Triage and Response | Henderson, Texas |
| 1394 | Practolytics | Basic | Automated Client Onboarding and Data Verification | Columbia, South Carolina |
| 1395 | Boston Financial Advisory Group | Basic | Automated Client Onboarding and KYC Verification | Monroeville, Pennsylvania |
| 1396 | Randall + Hurley | Basic | Automated Client Onboarding and Document Verification | Liberty Lake, Washington |
| 1397 | Farm Credit Services of Mandan | Basic | Automated Loan Application Pre-Screening and Data Validation | Mandan, North Dakota |
| 1398 | Pioneer | Basic | Automated Client Onboarding and Document Verification | Moorestown, New Jersey |
| 1399 | The Blueshirt Group | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 1400 | Haver Analytics | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1401 | Family First of NY Federal Credit Union | Basic | Automated Member Inquiry Triage and Routing | Rochester, New York |
| 1402 | Sovereign Wealth Fund Institute | Basic | Automated Due Diligence and Data Analysis for Investment Screening | Las Vegas, Nevada |
| 1403 | Oechsli | Basic | Automated Client Onboarding and Document Management | Greensboro, North Carolina |
| 1404 | U.S. Capital Wealth | Basic | Automated Client Onboarding and Document Management | Houston, Texas |
| 1405 | SeatonHill | Basic | Automated Client Onboarding and KYC Verification | Fort Worth, Texas |
| 1406 | Neighborhood Loans | Basic | Automated Mortgage Application Intake and Data Verification | Downers Grove, Illinois |
| 1407 | Young & Associates | Basic | Automated Client Onboarding and Document Verification | Kent, Ohio |
| 1408 | Confluent Strategies | Basic | Automated client onboarding and KYC verification | Memphis, Tennessee |
| 1409 | ArightCo | Basic | Automated Client Onboarding and Document Verification | San Jose, California |
| 1410 | Triad Advisors | Basic | Automated Client Onboarding and Document Management | Peachtree Corners, Georgia |
| 1411 | University Finance Association | Basic | Automated Client Onboarding and Document Verification | Austin, Texas |
| 1412 | Credit Management Association | Basic | Automated Debt Collection Communication and Negotiation | Mesa, Arizona |
| 1413 | United Financial Consultants | Basic | Automated Client Onboarding and Document Verification | Miami, Florida |
| 1414 | The Angell Pension Group | Basic | Automated Client Onboarding and Document Processing | East Providence, Rhode Island |
| 1415 | Gust | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1416 | Graypoint | Basic | Automated Client Onboarding and Document Verification | Albany, New York |
| 1417 | Invoke Tax | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 1418 | PayForward | Basic | Automated Customer Onboarding and KYC Verification | Santa Clarita, California |
| 1419 | Benefit Plans Plus | Basic | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 1420 | Credit Management Services | Basic | Automated Debt Collection Workflow Management | Grand Island, Nebraska |
| 1421 | ORGEL WEALTH MANAGEMENT | Basic | Automated Client Onboarding and Document Verification | Altoona, Wisconsin |
| 1422 | Debt.Help | Basic | Automated Client Onboarding and Document Verification | Rancho Cordova, California |
| 1423 | Henssler Financial | Basic | Automated Client Onboarding and Document Management | Kennesaw, Georgia |
| 1424 | TSG Wealth Management | Basic | Automated Client Onboarding and Document Management | Long Beach, California |
| 1425 | Visa Acceptance Solutions | Basic | Automated Fraud Detection and Alerting for Transactions | Foster City, California |
| 1426 | United Capital Financial Advisors | Basic | Automated Client Onboarding and Document Management | Irving, Texas |
| 1427 | Lighthouse Financial | Basic | Automated Client Onboarding and Document Verification | Rogers, Arkansas |
| 1428 | Akoya | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 1429 | D. Hilton Associates | Basic | Automated Client Onboarding and Document Verification | The Woodlands, Texas |
| 1430 | MMBB Financial Services | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1431 | Taycor Financial | Basic | Automated Client Onboarding and Document Verification | El Segundo, California |
| 1432 | Pluto | Basic | Automated client onboarding and KYC verification | San Francisco, California |
| 1433 | Global Processing | Basic | Automated Client Onboarding and KYC Verification | La Verne, California |
| 1434 | Tuna Payments | Basic | Automated Customer Onboarding and KYC Verification | Dover, Delaware |
| 1435 | Coast | Basic | Automated Customer Inquiry Triage and Routing | PRINCE, New York |
| 1436 | EdgarAgents | Basic | Automated client onboarding and KYC verification | New York, New York |
| 1437 | SteelPeak Wealth | Basic | Automated Client Onboarding and Document Management | Los Angeles, California |
| 1438 | The World Changers | Basic | Automated client onboarding and KYC verification | Miami, Florida |
| 1439 | Financial Services Institute | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1440 | Fay Group | Basic | Automated Client Onboarding and KYC Verification | Tampa, Florida |
| 1441 | VantagePointe Financial Group | Basic | Automated Client Onboarding and Document Verification | Grand Rapids, Michigan |
| 1442 | PCG | Basic | Automated Client Onboarding and KYC Verification | Winter Garden, Florida |
| 1443 | tZERO Group | Basic | Automated KYC/AML Compliance Checks | Jersey City, New Jersey |
| 1444 | General Cannabis | Basic | Automated KYC and AML Compliance Checks | Denver, Colorado |
| 1445 | CoFi | Basic | Automated Loan Application Pre-screening and Data Verification | Pleasant Grove, Utah |
| 1446 | Quest CE | Basic | Automated Compliance Training Enrollment and Tracking | Milwaukee, Wisconsin |
| 1447 | NFP Advisor Services | Basic | Automated Client Onboarding and Document Management | Austin, Texas |
| 1448 | Mendoza Ventures | Basic | Automated Client Onboarding and KYC Verification | Boston, Massachusetts |
| 1449 | Telsey Advisory Group | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1450 | Lions Financial | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1451 | Raffa PC | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1452 | KOR | Basic | Automated Client Onboarding and Document Verification | Marietta, Georgia |
| 1453 | UTGL | Basic | Automated client onboarding and document verification | Lewes, Delaware |
| 1454 | A and N Mortgage Services | Basic | Automated Loan Application Intake and Data Verification | Chicago, Illinois |
| 1455 | Korhorn Financial Group | Basic | Automated Client Onboarding and Data Verification | Granger, Indiana |
| 1456 | Credit Glory | Basic | Automated Client Onboarding and Document Verification | Henderson, Nevada |
| 1457 | Fund Launch | Basic | Automated Client Onboarding and Document Verification | Lehi, Utah |
| 1458 | Hold Brothers Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1459 | Sandton Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1460 | LibreMax Capital | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1461 | GlassRatner | Basic | Automated Client Onboarding and KYC Verification | Atlanta, Georgia |
| 1462 | Gravity Team | Basic | Automated Client Onboarding and Document Verification | Minot, North Dakota |
| 1463 | Formations | Basic | Automated Client Onboarding and Document Verification | Kirkland, Washington |
| 1464 | Rosewood Family Advisors | Basic | Automated Client Onboarding and Document Collection | Palo Alto, California |
| 1465 | Brean Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1466 | Resource Bank N.A | Basic | Automated customer inquiry and support routing | DeKalb, Illinois |
| 1467 | Primark Benefits | Basic | Automated Client Onboarding and Document Verification | Foster City, California |
| 1468 | Johnson Brunetti | Basic | Automated client onboarding and data verification | Wethersfield, Connecticut |
| 1469 | RAI Group | Basic | Automated Client Onboarding and Document Verification | Hackensack, New Jersey |
| 1470 | Lucrotec | Basic | Automated Client Onboarding and KYC Verification | Rockaway, New Jersey |
| 1471 | Willow Street | Basic | Automated Client Onboarding and KYC Verification | Jackson, Wyoming |
| 1472 | Stone Point Capital | Basic | Automated Due Diligence Document Review | Greenwich, Connecticut |
| 1473 | WeFi Technology Group | Basic | Automated KYC and AML Compliance Verification | Greenwood Village, Colorado |
| 1474 | Waycrosse | Basic | Automated Client Onboarding and Document Verification | Bellingham, Washington |
| 1475 | Monterey Financial Services | Basic | Automated Client Onboarding and Document Verification | Oceanside, California |
| 1476 | Boenning & Scattergood | Basic | Automated Client Onboarding and KYC Verification | Conshohocken, Pennsylvania |
| 1477 | SAI Financial Services | Basic | Automated Client Onboarding and Document Verification | Warrenville, Illinois |
| 1478 | Wind River Payments | Basic | Automated Merchant Onboarding and Verification | Madison, Wisconsin |
| 1479 | Matter Family Office | Basic | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 1480 | Andres Medical Billing | Basic | Automated Claims Status Inquiry and Follow-up | Arlington Heights, Illinois |
| 1481 | Ridgetop Research | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1482 | Bishop Gold Group | Basic | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 1483 | Flexible Plan Investments | Basic | Automated Client Onboarding and Document Verification | Bloomfield Hills, Michigan |
| 1484 | Knollwood Investment Advisory | Basic | Automated Client Onboarding and Document Management | Cockeysville, Maryland |
| 1485 | Entrepreneur Fund | Basic | Automated Loan Application Pre-screening and Data Validation | Duluth, Minnesota |
| 1486 | The Interface Financial Group | Basic | Automated Client Onboarding and KYC Verification | Bethesda, Maryland |
| 1487 | airCFO | Basic | Automated Client Onboarding and Document Management | Cleveland, Ohio |
| 1488 | iFAST Financial | Basic | Automated Client Onboarding and KYC Verification | Washington, District of Columbia |
| 1489 | First Heartland® Companies | Basic | Automated Client Onboarding and Document Verification | Lake Saint Louis, Missouri |
| 1490 | David White & Associates | Basic | Automated Client Onboarding and Document Verification | San Ramon, California |
| 1491 | Velocity Investments | Basic | Automated Client Onboarding and Document Verification | Belmar, New Jersey |
| 1492 | RMR Wealth Builders | Basic | Automated Client Onboarding and Document Management | Montclair, New Jersey |
| 1493 | Common Sense Financial | Basic | Automated client onboarding and document verification | American Fork, Utah |
| 1494 | Argus Research | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1495 | First Housing Development | Basic | Automated Loan Application Intake and Verification | Tampa, Florida |
| 1496 | Ehlers | Basic | Automated client onboarding and document verification | Minneapolis, Minnesota |
| 1497 | Collection Agency Information | Basic | Automated Debt Validation and Dispute Resolution | Anchorage, Alaska |
| 1498 | Municipal Accounts & Consulting L.P | Basic | Automated Municipal Bond Issuance Document Review | Houston, Texas |
| 1499 | SouthStar Capital | Basic | Automated Loan Application Pre-screening and Data Validation | Mount Pleasant, South Carolina |
| 1500 | SIMM Associates | Basic | Automated Client Onboarding and KYC Verification | Newark, Delaware |
| 1501 | SILL Public Adjusters | Basic | Automated Claims Triage and Documentation Review | Independence, Ohio |
| 1502 | DWC | Basic | Automated Client Onboarding and Data Intake | Saint Paul, Minnesota |
| 1503 | Welcome Tech | Basic | Automated Customer Onboarding and KYC Verification | Los Angeles, California |
| 1504 | San Blas Securities | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 1505 | Colorado Enterprise Fund | Basic | Automated Loan Application Pre-screening and Data Validation | Denver, Colorado |
| 1506 | Envisant | Basic | Automated Client Onboarding and Document Verification | Naperville, Illinois |
| 1507 | Berkley Professional Liability | Basic | Automated Underwriting Data Collection and Verification | New York, New York |
| 1508 | Specialized Accounting Services | Basic | Automated Client Inquiry Triage and Routing | Pleasant Prairie, Wisconsin |
| 1509 | Texas Stock Exchange | Basic | Automated Regulatory Compliance Monitoring and Reporting | Dallas, Texas |
| 1510 | Legacy Group Capital | Basic | Automated Client Onboarding and Document Verification | Bellevue, Washington |
| 1511 | Wheeler Associates | Basic | Automated Client Onboarding and Document Verification | Duluth, Minnesota |
| 1512 | Empyreal Logistics | Basic | Automated Client Onboarding and Document Verification | Denver, Colorado |
| 1513 | TFO Family Office | Basic | Automated Client Onboarding and KYC Verification | Phoenix, Arizona |
| 1514 | Asset Marketing | Basic | Automated Client Onboarding and Document Verification | San Diego, California |
| 1515 | InvestEdge | Basic | Automated Client Onboarding and KYC Verification | Canonsburg, Pennsylvania |
| 1516 | Omni Tax Help | Basic | Automated Client Onboarding and Document Collection | Vero Beach, Florida |
| 1517 | Fineman West | Basic | Automated Client Onboarding and Document Verification | Los Angeles, California |
| 1518 | PenServ Plan Services | Basic | Automated Inquiry Triage and Routing for Customer Support | West Columbia, South Carolina |
| 1519 | Intrinsic | Basic | Automated Client Onboarding and KYC Verification | Denver, Colorado |
| 1520 | Wymer Brownlee Wealth Strategies | Basic | Automated Client Onboarding and Document Management | Edmond, Oklahoma |
| 1521 | Unity National Bank | Basic | Automated Customer Inquiry Triage and Resolution | Houston, Texas |
| 1522 | Metropolitan Capital | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1523 | Carolina Small Business Development Fund | Basic | Automated Loan Application Pre-screening and Data Verification | Raleigh, North Carolina |
| 1524 | Sharp Financial | Basic | Automated Client Onboarding and Document Verification | Horsham, Pennsylvania |
| 1525 | InCharge Debt Solutions | Basic | Automated Client Onboarding and Document Verification | Orlando, Florida |
| 1526 | Provenance Wealth Advisors | Basic | Automated Client Onboarding and Document Management | Fort Lauderdale, Florida |
| 1527 | Halbert Hargrove | Basic | Automated Client Onboarding and Document Management | Long Beach, California |
| 1528 | CORD Financial Services | Basic | Automated Client Onboarding and Document Verification | Temple, Texas |
| 1529 | McQueen Financial Advisors | Basic | Automated Client Onboarding and Document Management | Clawson, Michigan |
| 1530 | Private Client Services Member FINRA SIPC | Basic | Automated Client Onboarding and KYC Verification | Louisville, Kentucky |
| 1531 | 1834 a division of Old National Bank | Basic | Automated Client Onboarding and KYC Verification | Evansville, Indiana |
| 1532 | Aux | Basic | Automated Client Onboarding and Document Verification | Lakewood, Colorado |
| 1533 | Argot | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1534 | MD Solutions | Basic | Automated Client Onboarding and Document Verification | Fort Myers, Florida |
| 1535 | TriBridge | Basic | Automated Client Onboarding and KYC Verification | Columbia, Maryland |
| 1536 | Front Office | Basic | Automated Client Onboarding and Document Verification | Edwardsville, Illinois |
| 1537 | ShareBuilder 401k | Basic | Automated Client Onboarding and Document Verification | Seattle, Washington |
| 1538 | TIGRESS FINANCIAL | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1539 | Link Asset Management | Basic | Automated Client Onboarding and KYC Verification | Soldotna, Alaska |
| 1540 | UQUAL | Basic | Automated Client Onboarding and Document Verification | Westminster, Colorado |
| 1541 | AE Wealth Management | Basic | Automated Client Onboarding and Data Verification | Topeka, Kansas |
| 1542 | GCRA | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1543 | Penn State Finance Society | Basic | Automated Client Onboarding and KYC Verification | Pennsylvania, |
| 1544 | Twain Financial | Basic | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 1545 | Guerra Wealth Advisors | Basic | Automated Client Onboarding and Document Verification | Miami, Florida |
| 1546 | RTD Financial | Basic | Automated Client Onboarding and Document Processing | Philadelphia, Pennsylvania |
| 1547 | Travois | Basic | Automated Client Onboarding and Document Verification | Kansas City, Missouri |
| 1548 | Advance Capital Management | Basic | Automated Client Onboarding and KYC Verification | Southfield, Michigan |
| 1549 | Webster Equity | Basic | Automated Client Onboarding and KYC Verification | Waltham, Massachusetts |
| 1550 | First Financial Equipment Leasing | Basic | Automated Lease Application Pre-screening and Data Validation | Orange, California |
| 1551 | DCF Group | Basic | Automated Client Onboarding and Document Verification | Newburyport, Massachusetts |
| 1552 | Evensky & Katz | Basic | Automated Client Onboarding and Document Management | Coral Gables, Florida |
| 1553 | US Business Funding | Basic | Automated Underwriting Document Review and Data Extraction | Santa Ana, California |
| 1554 | Northeast Retirement Services | Basic | Automated Client Onboarding and Document Management | Woburn, Massachusetts |
| 1555 | Ethic | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1556 | Gover Financial Planning | Basic | Automated client onboarding and document management | Puyallup, Washington |
| 1557 | JMI.AI | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1558 | SB360 Capital | Basic | Automated Client Onboarding and KYC Verification | Needham, Massachusetts |
| 1559 | Churchill Stateside Group | Basic | Automated Client Onboarding and KYC Verification | Clearwater, Florida |
| 1560 | Wells Real Estate Funds | Basic | Automated Investor Relations Inquiry Response | Peachtree Corners, Georgia |
| 1561 | Americana | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1562 | GreatBanc Trust Company | Basic | Automated Client Onboarding and KYC Verification | Lisle, Illinois |
| 1563 | LP Analyst | Basic | Automated Client Onboarding and KYC Verification | Dallas, Texas |
| 1564 | Mason Investment Advisory Services | Basic | Automated Client Onboarding and Document Management | Reston, Virginia |
| 1565 | Future Bright | Basic | Automated Client Onboarding and Document Verification | Easton, Connecticut |
| 1566 | Newcleus | Basic | Automated Client Onboarding and KYC Verification | Yardley, Pennsylvania |
| 1567 | Windsor Mortgage | Basic | Automated Loan Application Pre-qualification and Data Gathering | Sioux Falls, South Dakota |
| 1568 | BCP Securities | Basic | Automated Client Onboarding and KYC Verification | Greenwich, Connecticut |
| 1569 | Globe Life AIL Division | Basic | Automated Underwriting and Policy Issuance | Oakville, California |
| 1570 | Orbiss | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1571 | Onboard | Basic | Automated Client Onboarding and Document Verification | Boston, Massachusetts |
| 1572 | Diversified Trust | Basic | Automated Client Onboarding and Document Verification | Memphis, Tennessee |
| 1573 | 414 Capital | Basic | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 1574 | The League of Credit Unions & Affiliates | Basic | Automated Member Inquiry Triage and Routing | Tallahassee, Florida |
| 1575 | ISC Group | Basic | Automated Client Onboarding and Document Verification | Dallas, Texas |
| 1576 | ProFinance | Basic | Automated Client Onboarding and Document Verification | Saint Johns, Florida |
| 1577 | Globe Life American Income Division | Basic | Automated Underwriting Document Review | Wexford, Pennsylvania |
| 1578 | Centre Lane | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1579 | American Appraisal a division of Duff & Phelps | Basic | Automated Client Inquiry Triage and Response | Milwaukee, Wisconsin |
| 1580 | PARCO | Basic | Automated Client Onboarding and Document Verification | Washington, District of Columbia |
| 1581 | Zeni | Basic | Automated Client Onboarding and KYC Verification | Palo Alto, California |
| 1582 | TydeCo | Basic | Automated Client Onboarding and Document Verification | Bethesda, Maryland |
| 1583 | Advantage One Tax Consulting | Basic | Automated Tax Document Intake and Categorization | Sterling, Virginia |
| 1584 | CMT Association | Basic | Automated Member Onboarding and Support | New York, New York |
| 1585 | OnePoint BFG Wealth | Basic | Automated Client Onboarding and KYC Verification | Parsippany-Troy Hills, New Jersey |
| 1586 | USG Consulting | Basic | Automated Client Onboarding and Document Verification | Tampa, Florida |
| 1587 | Northwest Asset Management | Basic | Automated Client Onboarding and KYC Verification | Mercer Island, Washington |
| 1588 | Oyster Consulting | Basic | Automated Client Onboarding and Data Verification | Glen Allen, Virginia |
| 1589 | Patomak Global | Basic | Automated Regulatory Filings and Compliance Checks | Washington, District of Columbia |
| 1590 | Nasdaq Private Market | Basic | Automated Investor Onboarding and KYC Verification | New York, New York |
| 1591 | Joseph Gunnar & | Basic | Automated Client Onboarding and KYC Verification | Uniondale, New York |
| 1592 | The Oakleaf Group | Basic | Automated Client Onboarding and Document Verification | Bethesda, Maryland |
| 1593 | ExpiTrans | Basic | Automated Client Onboarding and Document Verification | Rancho Santa Margarita, California |
| 1594 | Avadian Credit Union | Basic | Automated Member Inquiry and Support Triage | Birmingham, Alabama |
| 1595 | Peak Trust Company | Basic | Automated Client Onboarding and Document Verification | Anchorage, Alaska |
| 1596 | Potomac | Basic | Automated Client Onboarding and KYC Verification | Bethesda, Maryland |
| 1597 | National Association of Certified Valuators and Analysts | Basic | Automated Member Inquiry and Support Triage | Sandy, Utah |
| 1598 | Strategic Financial Services | Basic | Automated Client Onboarding and Document Verification | Utica, New York |
| 1599 | Evolution Markets | Basic | Automated Trade Reconciliation and Exception Handling | BOWLING GREEN, New York |
| 1600 | Trinity Real Estate Solutions | Basic | Automated Loan Application Pre-screening and Data Validation | Irving, Texas |
| 1601 | Uplinq | Basic | Automated Client Onboarding and Document Verification | Tempe, Arizona |
| 1602 | The Auctus Group | Basic | Automated Client Onboarding and KYC Verification | Bannockburn, Illinois |
| 1603 | eSecLending | Basic | Automated Trade Reconciliation and Exception Handling | Boston, Massachusetts |
| 1604 | Platinum Equity | Basic | Automated Due Diligence Data Extraction and Analysis | Beverly Hills, California |
| 1605 | Financial Modeling World Cup | Basic | Automated Client Onboarding and KYC Verification | Las Vegas, Nevada |
| 1606 | Howden Capital Markets & Advisory | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1607 | Associated Pension Consultants | Basic | Automated Client Onboarding and Data Collection | Chico, California |
| 1608 | Ameritech Financial | Basic | Automated Client Onboarding and Document Verification | Rohnert Park, California |
| 1609 | TI-TRUST | Basic | Automated Client Onboarding and Document Verification | Quincy, Illinois |
| 1610 | First Clearing | Basic | Automated Client Onboarding and Document Verification | St. Louis, Missouri |
| 1611 | Sagient | Basic | Automated Client Onboarding and KYC Verification | Beverly Hills, California |
| 1612 | Redstone Payment Solutions | Basic | Automated Customer Inquiry Triage and Routing | Houston, Texas |
| 1613 | Independent Wealth Management - | Basic | Automated Client Onboarding and Document Management | Wall Township, New Jersey |
| 1614 | Adventis | Basic | Automated Client Onboarding and Document Verification | Chicago, Illinois |
| 1615 | Rescue One Financial | Basic | Automated Debt Management and Client Onboarding | Irvine, California |
| 1616 | Financial Recovery | Basic | Automated Client Onboarding and Verification | Medford, Massachusetts |
| 1617 | InstaMortgage | Basic | Automated Loan Application Pre-Screening and Data Validation | San Jose, California |
| 1618 | Meritage Group LP | Basic | Automated Client Onboarding and KYC Verification | San Francisco, California |
| 1619 | LERETA | Basic | Automated Property Tax Payment and Escrow Management | Pomona, California |
| 1620 | Electronic Payment | Basic | Automated Merchant Onboarding and Verification | Englewood, Colorado |
| 1621 | Debt Collection Consultants | Basic | Automated Debt Validation and Dispute Resolution | Tustin, California |
| 1622 | Stern Brothers | Basic | Automated Client Onboarding and KYC Verification | Clayton, Missouri |
| 1623 | International Assets Advisory | Basic | Automated Client Onboarding and Document Verification | Orlando, Florida |
| 1624 | University of Washington Investment Banking Accelerator | Basic | Automated Client Onboarding and KYC Verification | Seattle, Washington |
| 1625 | Financial Recovery Strategies | Basic | Automated Debt Collection Communication | Englewood Cliffs, New Jersey |
| 1626 | Moneco Advisors | Basic | Automated client onboarding and KYC verification | Fairfield, Connecticut |
| 1627 | R.W. Pressprich | Basic | Automated Trade Reconciliations and Exception Handling | New York, New York |
| 1628 | Raptor Trading | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1629 | Argus Information and Advisory Services | Basic | Automated Client Inquiry Triage and Response | Chicago, Illinois |
| 1630 | WallachBeth Capital | Basic | Automated Trade Reconciliation and Exception Handling | Jersey City, New Jersey |
| 1631 | GreensLedge | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1632 | Ascend UC Berkeley | Basic | Automated Client Onboarding and Document Verification | Berkeley, California |
| 1633 | Regal Holdings | Basic | Automated Client Onboarding and Document Verification | Kentwood, Michigan |
| 1634 | Altfest Personal Wealth Management | Basic | Automated Client Onboarding and Document Management | New York, New York |
| 1635 | SII Investments | Basic | Automated Client Onboarding and Document Management | Appleton, Wisconsin |
| 1636 | FINCAD | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1637 | DCA | Basic | Automated Client Onboarding and KYC Verification | Roseville, California |
| 1638 | Krilogy | Basic | Automated Client Onboarding and KYC Verification | Creve Coeur, Missouri |
| 1639 | Kelso | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1640 | AXIS Brokers | Basic | Automated Client Onboarding and Document Verification | Miami, Florida |
| 1641 | Diversified Benefit Services | Basic | Automated Client Onboarding and Document Verification | Hartland, Wisconsin |
| 1642 | Zelman | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1643 | ConnectPay Payroll Services | Basic | Automated Client Onboarding and Data Verification | Mansfield, Massachusetts |
| 1644 | Beta Sigma Investment Group | Basic | Automated Client Onboarding and KYC Verification | Los Angeles, California |
| 1645 | Questar Capital | Basic | Automated Client Onboarding and Document Verification | Paramus, New Jersey |
| 1646 | CDC Small Business Finance | Basic | Automated Loan Application Pre-screening and Data Validation | San Diego, California |
| 1647 | AEGIS Hedging | Basic | Automated Client Onboarding and KYC Verification | The Woodlands, Texas |
| 1648 | Pickering Energy | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1649 | C2P Enterprises | Basic | Automated Client Onboarding and Document Verification | Westlake, Ohio |
| 1650 | Northeastern University Private Equity and Venture Capital Club | Basic | Automated Due Diligence Document Review | Boston, Massachusetts |
| 1651 | ACES Quality Management | Basic | Automated Loan Application Pre-screening and Data Validation | Denver, Colorado |
| 1652 | Summit Wealth Group | Basic | Automated Client Onboarding and Document Management | Colorado Springs, Colorado |
| 1653 | BTQ Financial | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1654 | Eastern Union | Basic | Automated Commercial Loan Application Pre-Screening | New York, New York |
| 1655 | Mulberry | Basic | Automated Customer Onboarding and KYC Verification | New York, New York |
| 1656 | Wells Fargo Advisors Finet | Basic | Automated Client Onboarding and Document Processing | Andover, Kansas |
| 1657 | RedBird Capital | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1658 | Aksia | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1659 | Elite Consulting | Basic | Automated Client Onboarding and KYC Verification | Moorestown, New Jersey |
| 1660 | Taskforce on Nature-related Financial Disclosures | Basic | Automated ESG data ingestion and validation for TNFD reporting | Vancouver, Washington |
| 1661 | CRC-IB | Basic | Automated Client Onboarding and KYC Verification | New York, New York |
| 1662 | Fund Services Group | Basic | Automated Client Onboarding and KYC Verification | Houston, Texas |
| 1663 | Financial & Consulting | Basic | Automated Client Onboarding and KYC Verification | Pasadena, California |
| 1664 | American Fidelity Mortgage Services | Basic | Automated Mortgage Application Intake and Verification | Wheaton, Illinois |
| 1665 | Zhang Financial | Basic | Automated Client Onboarding and Document Verification | Portage, Michigan |
| 1666 | CMDC | Basic | Automated Small Business Loan Application Pre-screening | Andover, Minnesota |
| 1667 | Trust Point | Basic | Automated Client Onboarding and Document Verification | La Crosse, Wisconsin |
| 1668 | Eliant Trade Finance LP | Basic | Automated Trade Finance Document Processing and Verification | New York, New York |
| 1669 | Linscomb Wealth | Basic | Automated Client Onboarding and Document Management | Houston, Texas |
| 1670 | 7 Figures Funding | Basic | Automated Client Onboarding and Document Verification | American Fork, Utah |
| 1671 | Cantella | Basic | Automated Client Onboarding and Document Management | Lexington, Massachusetts |
| 1672 | The Oak Ridge Financial Group | Basic | Automated Client Onboarding and Document Management | Golden Valley, Minnesota |
| 1673 | Globe Life American Income Division | Basic | Automated Claims Processing and Verification | Indianapolis, Indiana |
| 1674 | United Debt Settlement | Basic | Automated Client Onboarding and Document Verification | New York, New York |
| 1675 | NL Financial | Basic | Automated Client Onboarding and Document Verification | Cockeysville, Maryland |
| 1676 | Shoonya Tax Solutions | Basic | Automated Tax Document Ingestion and Data Extraction | Lewes, Delaware |
| 1677 | Secure Income Management | Basic | Automated Client Onboarding and Document Verification | Tucson, Arizona |
| 1678 | Milliman Financial Risk Management | Basic | Automated Client Onboarding and KYC Verification | Chicago, Illinois |
| 1679 | Fortis Management Group | Basic | Automated Client Onboarding and Document Verification | Waltham, Massachusetts |
| 1680 | Qualicentric | Basic | Automated Client Onboarding and Document Verification | San Francisco, California |
| 1681 | Estate Planning Team | Basic | Automated Client Onboarding and Document Collection | Indian Wells, California |
| 1682 | FSV Payment | Basic | Automated Customer Inquiry Triage and Routing | Jacksonville, Florida |
| 1683 | Actualize Consulting | Basic | Automated Client Onboarding and KYC Verification | Reston, Virginia |
| 1684 | Totus | Basic | Automated Client Onboarding and Document Verification | Scottsdale, Arizona |
| 1685 | SYM Financial Advisors | Basic | Automated Client Onboarding and Document Management | Winona Lake, Indiana |
| 1686 | Alyeska Investment Group | Basic | Automated Trade Reconciliation and Exception Handling | Chicago, Illinois |
| 1687 | CSC Leasing | Basic | Automated Commercial Lease Abstraction and Data Extraction | Richmond, Virginia |
| 1688 | Atlantic Avenue Mortgage | Basic | Automated Loan Application Data Extraction and Validation | Delray Beach, Florida |
| 1689 | Society of Financial Service Professionals | Basic | Automated Member Onboarding and Welcome Communication | Ardmore, Pennsylvania |
| 1690 | First Children's Finance | Basic | Automated Loan Application Pre-screening and Data Validation | Minneapolis, Minnesota |
| 1691 | Nationwide Loan Consultants | Basic | Automated Loan Application Pre-screening and Data Validation | Pompano Beach, Florida |
| 1692 | VIERGE GROUP | Basic | Automated Client Onboarding and KYC Verification | Miami, Florida |
| 1693 | AdvisorEngine | Basic | Automated Client Onboarding and Document Management | Raleigh, North Carolina |
| 1694 | Sachetta | Basic | Automated Client Onboarding and Data Verification | Lynnfield, Massachusetts |
| 1695 | RDG Filings | Basic | Automated Client Onboarding and Document Verification | Salem, Virginia |
| 1696 | Balanced Healthcare Receivables | Basic | Automated Insurance Eligibility Verification Agent | Nashua, New Hampshire |
| 1697 | Platinum Mortgage | Basic | Automated Loan Application Pre-qualification and Data Validation | Saint George, Utah |
| 1698 | LiquidityBook A FactSet Company | Basic | Automated Trade Reconciliation and Exception Handling | New York, New York |
| 1699 | MyFEDBenefits | Basic | Automated Client Onboarding and Data Verification | Waco, Texas |
| 1700 | Mortgage Quality Management & Research | Basic | Automated Loan Underwriting Document Review | Los Angeles, California |
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