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Top Financial Services Software Companies
Financial services software helps banks, fintechs, insurers, and investment firms manage operations, compliance, risk, and customer experiences efficiently. These platforms cover core banking, payment processing, digital banking, wealth management, accounting, and regulatory compliance. This directory highlights leading financial services software companies that provide solutions for payments, digital banking, risk management, accounting, and investment management, enabling organizations to optimize operations, enhance customer experience, and maintain regulatory compliance.
Trulioo
Trulioo's global headquarters is strategically located in the vibrant technology hub of Vancouver, British Columbia, Canada.
Overview
Trulioo is a leading global identity verification company. Its platform provides instant electronic identity and business verification for individuals and businesses, helping organizations onboard customers, mitigate fraud risk, and comply with anti-money laundering (AML) and know your customer (KYC) regulations worldwide. Trulioo offers access to hundreds of data sources to verify billions of people and millions of businesses across the globe.
Trulioo LinkedIn page
FloQast
FloQast's global headquarters is strategically located in Sherman Oaks, a prominent business district within Los Angeles, California, known for its accessibility and vibrant commercial environment.
Overview
FloQast is a provider of accounting workflow automation software created by accountants for accountants. Its platform helps finance and accounting teams close their books faster and more accurately by centralizing workflows, automating reconciliations, and improving collaboration. FloQast aims to streamline and modernize the month-end close process, financial reporting, and compliance for organizations of all sizes, from mid-market companies to large enterprises. The software integrates with existing ERPs and other financial tools, enhancing efficiency and providing greater visibility and control over financial operations.
FundKite
FundKite's main headquarters is located in the Chelsea neighborhood of Manhattan, New York City.
Overview
FundKite is a financial technology company that provides working capital solutions to small and medium-sized businesses across the United States. They specialize in offering quick and accessible funding options, such as merchant cash advances and business loans, to help businesses manage cash flow, invest in growth, or cover unexpected expenses. FundKite emphasizes a simple application process, fast approval times, and personalized customer service.
Digits
Digits Financial is headquartered in San Francisco, California, placing them in the heart of Silicon Valley's vibrant tech ecosystem.
Overview
Digits Financial provides a real-time, AI-powered financial management platform designed for modern businesses. Their technology automates accounting tasks, delivers actionable insights, and helps businesses make data-driven decisions. Digits aims to transform the way businesses understand and manage their finances, offering a more streamlined and insightful approach than traditional accounting methods.
Billd
Billd's main office is strategically located in Austin, Texas, a vibrant hub for technology and innovation.
Overview
Billd is a financial technology company revolutionizing the construction industry by providing innovative payment and financing solutions tailored for commercial contractors and material suppliers. They empower contractors to manage cash flow effectively, secure materials upfront, and take on larger projects without financial strain. Billd's platform offers tools like material financing and flexible payment terms, aiming to bridge the gap between project expenses and payment cycles common in construction, thereby fostering growth and stability for their clients.
Overview
Numerated is a fintech company that provides an AI-powered digital lending and sales automation platform for financial institutions. Their platform aims to make business banking more efficient and effective for banks and credit unions by automating key processes in commercial lending, from application to decisioning and closing. Numerated helps institutions grow relationships, streamline operations, and enhance the customer experience through data-driven insights and digital transformation. The platform is designed to sit on top of core banking systems to automate marketing, sales, and service functions, enabling relationship bankers to achieve new levels of efficiency.
FundApps
FundApps' global headquarters is located in the bustling heart of London, United Kingdom, a major global financial hub.
Overview
FundApps is a financial technology (FinTech) company that provides cloud-based, automated services to help financial institutions manage regulatory compliance. Their core offerings focus on Shareholding Disclosure, Sensitive Industries monitoring, and Position Limits. By automating these complex processes, FundApps enables firms to reduce manual effort, mitigate regulatory risk, and improve operational efficiency, serving some ofthe world's largest asset managers, hedge funds, and investment banks.
dakota
Dakota Software is headquartered in the historic Powerhouse building on the West Bank of the Flats in Cleveland, Ohio.
Overview
Dakota Software is a specialized provider of Environmental, Health, and Safety (EHS) software solutions. Their platform helps organizations proactively manage EHS compliance, reduce risk, and improve performance. Dakota's products are designed for heavily regulated industries, offering tools for audit management, incident tracking, permit management, and regulatory change monitoring. They aim to simplify complex EHS obligations for their clients through intuitive technology and deep domain expertise.
WINT Water Intelligence
WINT Water Intelligence is headquartered in Rosh HaAyin, Israel, with key regional offices globally, including a significant North American headquarters in New York.
Overview
WINT Water Intelligence is a technology company specializing in AI-powered solutions for water management and leak prevention in commercial buildings, construction sites, and industrial facilities. Their systems utilize artificial intelligence and machine learning to monitor water flow patterns, detect anomalies indicative of leaks or waste, and can automatically shut off water supplies to prevent damage. WINT's mission is to help organizations conserve water, reduce operational costs, lower carbon footprint associated with water heating and delivery, and mitigate the significant risks associated with water damage.
Xolopreneur
Xolopreneur's headquarters are located in the heart of Austin, Texas, a vibrant hub for tech startups and creative entrepreneurs.
Overview
Xolopreneur is dedicated to empowering individuals to build and scale successful solo businesses. We offer a comprehensive suite of online courses, mentorship programs, and community support designed to help xolopreneurs (solo entrepreneurs) navigate the challenges of entrepreneurship. Our mission is to provide the resources and connections needed to transform passion into profit.
Overview
Motorefi simplifies the car loan refinance process, connecting consumers with a network of lenders to find better interest rates and loan terms. They streamline the application and comparison process, saving users time and money on their auto loans.
m3ter
m3ter is headquartered in London, United Kingdom, a major global hub for technology and finance.
Overview
m3ter is a data infrastructure platform designed to enable SaaS businesses to intelligently deploy, manage, and optimize usage-based pricing (UBP). Their solution provides sophisticated metering capabilities to accurately track customer consumption, flexible pricing configuration tools, and automated, error-free invoice data generation. By simplifying the complexities of UBP, m3ter empowers companies to accelerate revenue growth, enhance customer satisfaction through transparent billing, and gain deeper insights into product usage patterns to inform strategic decisions.
Overview
Title Capture is a technology company specializing in automating and streamlining title and closing processes for title insurance agencies, settlement professionals, and real estate attorneys. Their platform offers features such as automated title order entry, document management, communication tools, and workflow automation, designed to improve efficiency, reduce errors, and enhance the overall closing experience.
MESH
MeshPayments is headquartered in New York City, strategically positioned in a major global financial and technology hub.
Overview
MeshPayments is a finance automation platform designed to help businesses manage and control their corporate spend. It provides a centralized system for companies to issue virtual and physical cards with custom spending policies, automate expense reporting, and gain real-time visibility into their expenditures. Mesh integrates with existing accounting software to streamline reconciliation processes, aiming to save finance teams time, reduce manual work, and prevent out-of-policy spending. Their solution is geared towards modern businesses looking for more efficient and transparent ways to handle employee expenses and vendor payments.
Lifestyle Management Made Simple
Our headquarters are located in the heart of Miami, Florida, providing easy access to our clientele and fostering a vibrant, collaborative work environment.
Overview
Lifestyle Management Made Simple is a concierge service dedicated to providing comprehensive lifestyle management solutions. We cater to high-net-worth individuals, busy executives, and anyone seeking to optimize their personal and professional lives. Our services include personal assistance, travel planning, event coordination, home management, and more, all tailored to individual needs.
Overview
Djaodjin is an open-source software framework built on Django, designed to simplify the creation and management of multi-tenant Software as a Service (SaaS) applications. It provides the core components and infrastructure needed for user authentication, billing, subscription management, and other essential SaaS functionalities, allowing developers to focus on building the unique features of their application.
Overview
Outseta is an all-in-one platform designed specifically for startups, offering a comprehensive suite of tools typically found in separate SaaS applications. Their focus is on providing CRM, billing, email marketing, and help desk functionalities within a single, integrated platform. This allows early-stage companies to focus on building their product and acquiring customers without the complexity and expense of managing multiple disparate systems. Outseta prides itself on being a bootstrapped company, reflecting their commitment to efficient growth and sustainable business practices.
Overview
Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, send payouts, and manage their businesses online. Its mission is to increase the GDP of the internet.
EP Wealth Advisors
EP Wealth Advisors is headquartered in Torrance, California, a significant city within the South Bay region of Los Angeles County.
Overview
EP Wealth Advisors is a fee-only registered investment adviser (RIA) and financial planning firm providing comprehensive wealth management services. Founded in 1999, the firm focuses on creating personalized financial plans and investment strategies tailored to the unique needs of individuals, families, and business owners. Their services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance analysis. EP Wealth Advisors emphasizes a client-first philosophy, aiming to build long-term relationships based on trust, transparency, and tailored advice.
JungleWorks
Jungleworks' headquarters is located in Gurugram, Haryana, India, a major technology and business hub.
Overview
Jungleworks is a comprehensive suite of on-demand technology solutions designed to empower businesses of all sizes. They offer a range of tools and platforms for creating and managing various on-demand services, including delivery management, online ordering, and customer engagement. Jungleworks aims to provide businesses with the technology they need to thrive in the rapidly evolving digital landscape.
Acturis Limited
Acturis is headquartered in London, the heart of the UK's financial and insurance sector.
Overview
Acturis is a leading provider of Software-as-a-Service (SaaS) solutions for the insurance industry. They offer a comprehensive technology platform that streamlines insurance distribution, underwriting, and claims management processes. Acturis connects insurers, brokers, and clients, enabling them to transact business efficiently and effectively. Their platform provides real-time pricing, policy administration, and data analytics capabilities, empowering insurance professionals to make informed decisions and deliver exceptional customer service.
Newfront
Newfront's main headquarters is strategically situated in San Francisco, California, a major hub for technology and finance.
Overview
Newfront is revolutionizing the insurance industry by combining the expertise of a traditional brokerage with modern technology. Their platform offers clients greater transparency, data-driven insights, and a more efficient way to manage their risk and insurance programs. Serving a wide range of industries, Newfront provides commercial insurance, employee benefits, retirement services, and private client services, focusing on a client-centric approach enhanced by a powerful tech stack.
Ramp
Ramp's headquarters is centrally located in the Flatiron District of Manhattan, New York City, a prominent hub for technology and finance companies.
Overview
Ramp is a finance automation platform designed to help businesses save time and money. It combines corporate cards with intelligent expense management software, bill payments, vendor management, and accounting integrations into a single solution. Ramp provides real-time visibility into company spending, automates tedious financial tasks, and proactively identifies savings opportunities for its customers.
Quinnox
Quinnox's primary corporate headquarters for North America is located in Warrenville, Illinois, USA, strategically positioned within the Chicago metropolitan area, a significant technology and business hub.
Overview
Quinnox is a global IT services and solutions provider focused on digital transformation. They specialize in leveraging agile methodologies to deliver application development, cloud services, data management, and automation solutions. Quinnox helps enterprises accelerate their digital journey, enhance customer experiences, and improve operational efficiency through innovative technology and industry expertise. They cater to various industries including financial services, manufacturing, retail, and healthcare.
FINEOS
FINEOS's global headquarters is strategically located in Dublin, Ireland, a major hub for technology and financial services in Europe.
Overview
FINEOS is a leading provider of core software solutions for life, accident, and health insurance carriers globally. The FINEOS Platform, an end-to-end SaaS core solution, includes policy administration, billing, claims, payments, and absence management. It empowers insurers to digitally transform, innovate, and deliver superior customer experiences. With a focus on the group and voluntary benefits market, FINEOS helps organizations navigate the complexities of the insurance landscape with modern, agile, and customer-centric technology.
Chargebee
Chargebee has a significant global presence with multiple key offices. One of its primary operational headquarters is located in Walnut, California, USA, serving as a hub for its North American operations. The company was co-founded in Chennai, India, which remains a major center for product development and operations.
Overview
Chargebee is a comprehensive subscription management and recurring billing platform designed for SaaS and subscription-based businesses of all sizes. It helps companies automate billing, manage subscriptions, streamline revenue operations, and gain critical insights into their financial performance. Chargebee aims to empower businesses to rapidly scale their subscription services globally by simplifying complex billing scenarios, supporting multiple payment gateways, and ensuring compliance with tax regulations.
Acquire.Fi
Acquire.Fi is a decentralized company with its core team distributed globally. However, its legal headquarters is located in Zug, Switzerland, often referred to as 'Crypto Valley' due to its supportive regulatory environment for blockchain and crypto companies.
Overview
Acquire.Fi is a platform that democratizes access to music royalty investments. It allows investors to purchase fractional ownership in music rights, enabling them to earn passive income from streaming revenue, licensing fees, and other sources. For creators, Acquire.Fi provides a way to unlock the value of their catalogs and raise capital while retaining some ownership.
Mambu
Mambu's global headquarters is strategically located in Amsterdam, Netherlands, a vibrant hub for technology and finance in Europe.
Overview
Mambu is a leading SaaS cloud banking platform that empowers financial institutions to build, launch, and service nearly any financial product. Its composable architecture allows banks, fintechs, and non-financial companies to design and deploy innovative banking and lending services rapidly. From an end-user perspective, Mambu enables financial providers to offer more personalized, flexible, and accessible digital financial experiences by allowing them to quickly adapt to market changes and customer needs.