Bay Leaf Digital
Southlake, Texas, United States
Top Bay Leaf Digital Alternatives, Competitors & Similar Software
Looking for alternatives and similar software to Bay Leaf Digital?
Find 20 competitors in the Financial Services Software. Compare other SaaS such as OnceHub, Buxfer and Smart Retail.
These Bay Leaf Digital competitors have raised $12.8M and together serve more than 19.6K customers and employ over 374 team members.
Financial Services Software
Virtual Personal Finance Practice Servicing First Generation Trailblazers. We specialize in working with First Generation Immigrants, First Generation Asian-Americans, First Generation Medical Students, Resident and Fellow Physicians. We believe that even greater value can be created for our clients through a comprehensive planning process, especially with a focus on tax efficient growth and human capital value security at the incline of their careers. "Being first gen means trailblazing through uncharted territory to help those following behind you. It means pushing the limits of what has already been done to continue achieving and providing for the generations to come" - Andrew Martinez To all our fellow First Generations, you are trailblazing. We simply provide the resources and knowledge to help you secure the financial rewards you've worked so hard to gain access to, and help you plan to continue providing for the generations to come. Schedule A Meeting With Us: https://go.on
Financial Services Software
Provider of online money management software designed to help people make better spending decisions. The company's online money management software is flexible and easy to use, offers powerful analytics and deep insights into money habits, delivers real-time, actionable advise for changing user behavior, enabling users to encourage proactive planning and goal-setting for the future.
Financial Services Software
Smart Retail is a communication and marketing automation platform offline stores and mobilized customers.
Financial Services Software
SaaS for merchants that want to create recurring payments and invoices easily.
Financial Services Software
Com Granatum Financeiro você tem organização e inteligência financeira para sua empresa fazer poderosos relatórios, organizar e facilitar o dia a dia.
Financial Services Software
whatifi.io is a company that offers 'What If' scenarios for founders and fractional CFOs. They provide financial planning tools and services to help entrepreneurs and CFOs make informed decisions.
Financial Services Software
Developer of a cloud based financial software. The company provides financial data, planning, reporting and analytics to users.
Financial Services Software
Developer of platform that helps entrepreneurs sell their businesses or buy a business or franchise for sale. The company's platform connects entrepreneurs and companies with investment professionals and has an inventory of over $1 billion of broker-vetted businesses for sale.
Financial Services Software
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Financial Services Software
Showcache is a cloud-based content platform that offers B2B video production, asset management, booking, distribution and social media.
Financial Services Software
LegacyTracker is a web-based personal financial and estate organizing software that helps individuals and families bring all of their important information and documents together in a simple, central, accessible, and secure location. Simplify, safeguard, and share important financial, estate, and legal information for success. As a white label or co-branded solution, Legacy Tracker offers organizations a meaningful way to create more valued (and profitable) relationships with clients/account holders/members or even employees. The core mission of Legacy Tracker is to reduce the financial risk to individuals and families who are losing track of their financial assets (Estimated to be $4-$6 billion in Canada/$585 billion in the USA). Unclaimed financial assets take a variety of forms including unclaimed bank accounts, savings bonds, insurance policies, stock certificates, pensions, RESP's, dividends etc. But, Legacy Tracker will also help facilitate important family discussions that many families have put off.
Financial Services Software
Developer of an expense management software designed to offer mobile expense reimbursement services. The company's software offers a cloud based interface that helps companies to manage reimbursement claims, as well as helps individual consumers to manage their personal finances, enabling clients to manage their money efficiently and prevent frauds.
Financial Services Software
Developer of a financial platform intended to make recommendations as to how to achieve their business goals. The company's platform offers service like building financial models and operational budgets, setting and reviewing KPIs, creating investor presentations, developing financial policies and procedures, and more, enabling clients to enhance their efficiency.
Financial Services Software
Provider of a SaaS based platform designed to create long-term financial plan and optimize portfolio. The company's SaaS based platform offers personalized asset allocation, automatic rebalancing, tax-loss harvesting and account monitoring services enabling financial advisors to collaborate with clients to help them reach their financial goals.
Financial Services Software
Nude Solutions specializes in providing solutions for the insurance industry and offers SaaS services.
Financial Services Software
Removing friction from collections by offering the most customer-centric software-as-a-service to world-class companies.