- Revenue
- $120K
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 1
- Location
- United States
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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Founded 2023
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Growthier, Tailride and FINENGIN. These Finex Banks competitors have raised $2M and together serve more than 13.5K customers and employ over 232 team members.
Financial Services Software
Tailride is an AI-powered invoice and receipt automation tool that captures invoices from connected email inboxes and online billing portals, then extracts key invoice fields and organizes documents for accounting. It also supports forwarding invoices and structured data to destinations like accounting software and Google Drive/Sheets, and includes AI-assisted bank statement reconciliation to match transactions with invoices and flag missing receipts or discrepancies. Tailride offers a Chrome extension to automatically fetch invoices from many vendor portals and route them into your Tailride account.
Financial Services Software
Developer of a Saas platform designed for financial planning and budgeting. The company's cloud-based platform offers business intelligence dashboard, reporting tools, data integration and processing which calculates loan repayments & interests, discounted bills, overdrafts, term loan and links them to the overall financial budget, enabling businesses to analyze performance accurately and easily across different departments.
Financial Services Software
Developer of a Saas platform designed for financial planning and budgeting. The company's cloud-based platform offers business intelligence dashboard, reporting tools, data integration and processing which calculates loan repayments & interests, discounted bills, overdrafts, term loan and links them to the overall financial budget, enabling businesses to analyze performance accurately and easily across different departments.
Financial Services Software
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client's wealth journey.
Financial Services Software
Developer of Web a based insurance and reinsurance software designed to develop and deploy reinsurance transaction management system. The company's software is used for providing services such as placement and contract management, fiduciary accounting and ledger control, claims management, multi-currency settlements, bordereau processing and comprehensive MI reporting, enabling reinsurance brokers, managing general agencies and reinsurers, to manage all of their Treaty and Facultative business online.
Financial Services Software
Developer of Web a based insurance and reinsurance software designed to develop and deploy reinsurance transaction management system. The company's software is used for providing services such as placement and contract management, fiduciary accounting and ledger control, claims management, multi-currency settlements, bordereau processing and comprehensive MI reporting, enabling reinsurance brokers, managing general agencies and reinsurers, to manage all of their Treaty and Facultative business online.
Financial Services Software
PayTraq is a cloud-based business suite that offers online accounting and other business management solutions.
Financial Services Software
DecisioningIT is a SaaS automated decisioning platform that uses AI to match various financial institutions credit parameters to consumers.
Financial Services Software
DecisioningIT is a SaaS automated decisioning platform that uses AI to match various financial institutions credit parameters to consumers.
Financial Services Software
SaaS, Metadata Matching, Accounting, Music, API, Developer Tools
Financial Services Software
Developer of commission software. The company provides a software for finance and sales professionals which helps in generating quotes, calculating commissions and management of billings.
Financial Services Software
Developer of a cloud based financial software. The company provides financial data, planning, reporting and analytics to users.
Financial Services Software
Provider of an interactive 3D visual interpretation software intended to serve the financial services industry. The company's software combines data streams for faster consumption of actionable information and streamlines execution, as well as offers high-performance, interactive, real-time aggregation of data from multiple data sources to gain contextual insight, enabling clients to extract more value out of their quoted and proprietary data in a hassle free manner.
Financial Services Software
Worlds first hybrid Fintech and Legaltech B2B cloud platform which uses AI to facilitate operational risk management & create SaaS contracts
Financial Services Software
Developer of a cloud-based ERP software. The company develops business management, customer management and resource planning software for small and medium sized enterprises in Bangladesh.
Financial Services Software
CRM and ERP for agile companies. From proposals to sales, from purchases to cash flow managment, inventory
Financial Services Software
CRM and ERP for agile companies. From proposals to sales, from purchases to cash flow managment, inventory
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
Provider of a cloud-based fixed income analytics and portfolio management platform designed to provide market participants enhanced transparency and affordable access to high-quality data. The company's platform integrates with portfolio management, market data and analytics to determine optimal bond prices with price calculation tools, generate fully customizable charts and presentation quality reports, receive automatic email alerts if portfolios fall outside of customized guidelines, run scenario analysis using portfolio modelling tools to assess performance and review quotes, issuer financials, consensus estimates and bond terms and conditions, enabling fixed income investors to efficiently monitor portfolios and make better investment decisions.
