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Naehas

Delivers personalized, compliant financial offerings

Overview

Naehas provides a platform for financial institutions to speed up value creation by enabling personalized, compliant financial products and offers. The product works by integrating personalization at scale, streamlined compliance, and digitized workflows to shorten time-to-market and reduce operational risks. It differentiates itself by turning regulatory compliance into a strategic advantage, delivering faster, simpler, and smarter offerings that meet regulatory requirements without slowing innovation. The company’s goal is to help financial institutions innovate at fintech pace while staying fully compliant with regulations.

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About Naehas

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Industries

Enterprise SoftwareFinancial Services

Company Size

201-500

Company Stage

Debt Financing

Total Funding

$970K

Headquarters

Palo Alto, CA

Founded

2006

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Funding

Total Funding

$970k

Above

Industry Average

Funded Over

1 Rounds

Debt funding comparison data is currently unavailable. We're working to provide this information soon!
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Benefits

  • Health Insurance
  • Life Insurance
  • Flexible Work Hours
  • Hybrid Work Options

Company News

Yahoo Finance
Oct 26th, 2026
Zafin to acquire Naehas to add offer management and marketing compliance tech

Zafin, an AI platform company for regulated institutions, has signed a definitive agreement to acquire Naehas, a provider of offer management, disclosure automation and marketing compliance technology for US financial institutions. The companies announced the deal on October 26, 2026. The acquisition would add Naehas' technology to Zafin's portfolio, which includes Zafin AIOS, the Zafin Banking Platform and Zafin IO. Zafin sees product, pricing, marketing, offers and compliance becoming more interconnected across financial services. "Naehas brings proven capabilities across marketing, offers and compliance that complement this vision," said Charbel Safadi, chief executive officer of Zafin. The deal is expected to close in the fourth quarter of 2026, subject to customary closing conditions and regulatory approvals. Until then, the two companies will operate independently.

CUbroadcast
Jul 31st, 2026
Goodbuy recognized as 2026 Finovate Awards finalist.

Goodbuy recognized as 2026 Finovate Awards finalist. Cara Oppenheimer and Cary Telander Fortin Goodbuy, the small business rewards platform built for financial institutions, today announced it has been named a finalist in the 2026 Finovate Awards in the Best Marketing/Customer Acquisition Solution category. Winners will be announced September 10, 2026, at FinovateFall in New York City. The Finovate Awards recognize the banks, financial institutions and fintech companies pushing the industry forward. In the Best Marketing/Customer Acquisition Solution category, Goodbuy was named alongside fellow finalists Naehas, Paige and Policybazaar.ae. "Customer acquisition in financial services frequently means outspending your competition," said Greg Palmer, VP and Host of Finovate. "Goodbuy is proving there's a smarter path, turning a credit union's own membership into the growth engine. Applying that same logic to the small business side of the house is the kind of creative solution that we love to recognize at the Finovate Awards. Congrats to the Goodbuy team on making it to the final round!" Goodbuy's platform gives financial institutions a new way to grow small business relationships without adding headcount or overhauling existing systems. Small businesses gain access to an FI's member base through a white-label marketplace, members access discounts shopping locally, and financial institutions grow deposits and non-interest income while building out an underserved segment of their portfolio. The finalist nod comes on the heels of a strong stretch for the Boise-based company, which registered as a credit union service organization (CUSO) and secured a $1 million investment from a group of credit union partners earlier this year, following a 2025 win at NACUSO's Next Big Idea Competition. Goodbuy's platform is already live with credit unions including Georgia's Own Credit Union, which recently launched its partnership with Goodbuy to help members discover and support local businesses. "For decades, customer acquisition in financial services has meant buying awareness through bigger campaigns and sponsorships, results that are often hard to measure," said Cara Oppenheimer, CEO and co-founder of Goodbuy. "We built Goodbuy around a different idea: give members real value they'll come back for, and growth follows. Being named a finalist alongside some of the industry's most innovative companies tells us financial institutions are ready for that shift, one that's more local and more measurable." Oppenheimer will also be on hand at FinovateFall in person, alongside co-founder CaryTelander Fortin: Finovate Fall 2026 Demo Scholarship for women- and minority-founded fintech companies, and the two will take the stage for a live product demo during the event.

FF News
Oct 2nd, 2024
NTT DATA and Naehas Unite to Streamline Personalised Financial Solutions

NTT DATA, a global leader in IT services and consulting, is thrilled to announce its new partnership with Naehas, a leader in the financial services customer experience cloud space.

The Tech Panda
May 21st, 2024
Naehas Partners with Itea P2B AB to Improve Financial Services Billing and Disclosure Solutions

Naehas partners with Itea P2B AB to improve financial services billing and disclosure solutions.

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