As of Jan 2020, these 4 SaaS companies are the largest in the Financial Services space.

The Top Financial Services SaaS Companies

This list tracks the largest private B2B Financial Services SaaS companies by revenue. In total, this list features 4 companies with combined revenues of $3.4M.

These companies have raised a total of $24.3M. Together, these Financial Services saas companies serve 0 customers and employ over 49 on their teams.



Top SaaS Companies with $1 - $5M ARR

Top SaaS Companies with $5 - $10M ARR

Top SaaS Companies with $10M+ ARR


Financial Services

Toku enables B2C companies to intelligently automate collections and facilitate the payment process.

Refined Investment Technologies GmbH

Financial Services

Die R.I.T. Refined Investment Technologies GmbH (im Folgenden RIT) erbringt technische Beratungsleistungen und unterstützt private und institutionelle Kunden bei der Einrichtung und Administration elektronischer Handelsplattformen sowie Programmierung, Parametrisierung, Vermietung und Verkauf auf solchen Plattformen auszuführender automatisierter Handelssysteme. Die von RIT entwickelte Softwareplattform Refined Investment System (RIS) wird von institutionellen und Privatinvestoren eingesetzt, um Ihre Handels- und Investmentaktivitäten auf elektronischen Handelsplattformen zu überwachen, zu steuern und auszuwerten. Über die Internetpräsentation www.refinedinvest.com besteht die Möglichkeit ein kostenfreies Demokonto zu eröffnen und die Software RIS sowie das Unternehmen kennen zu lernen.


Financial Services

United States
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What are the fastest growing companies doing?

83 of the fastest growing companies that also have the most revenue have a clear expansion revenue strategy. On average, sales reps are selling plans where starting contract value is $4,606.

Those same companies employ 1,678 sales reps that carry a quota. The most common compensation plan used by these companies is a 1:5 ratio of sales rep on target earnings (OTE) to quota. Meaning if a rep can earn $200k in base and commissions, quota target for that year is set at 5x, or $1m in new ARR closed.

If you’re going to build a high growth SaaS company, you need to figure out how to scale with quota carrying sales reps.

Which CEO’s are the most efficient capital allocators?

We can measure this a variety of ways. Which company has the most revenue per employee? What about dollars in revenue compared to dollars raised? What about time, which founder went from $0 to $10m the fastest?

Looking deeper at dollars in revenue compared to dollars raised, bootstrappers take the cake because they self fund (denominator zero). When we look at companies that have raised at least $1m, Actito is the clear winner generating $21m in revenue, growing 100% yoy, on just 1m raised ($.05 dollars raised for every $1 of revenue).

Omnisend comes in a close second with $.08 dollars raised for every dollar of revenue. Doing $19m as of December 2020. Proposify gets honorable mention with $0.46 dollars raised (3.25m) for every dollar of revenue ($7m).

The worst performers here are companies like YayPay with $3.68 dollars raised ($14m) per dollar of revenue ($3.8m). Many of the worst performers just did a round of funding and haven’t had a chance to deploy to drive growth yet. That makes this data less valuable but still illustrative.