As of May 2026, there are 615 SaaS companies in Financial Services Software. They have combined revenues of $14.2B and employ 108.2K people. They have raised $13.3B and serve 31.1M customers combined.
Financial Services Software encompasses a range of applications designed to support the various functions within the financial services industry, such as banking, investments, insurance, and financial planning. These software solutions facilitate essential tasks like transaction processing, account management, compliance, and risk assessment, enabling organizations to operate efficiently and securely. Key use cases for financial services software include customer relationship management, digital banking, payment processing, and financial analysis. Common features often found in these platforms include real-time data access, automated reporting, advanced analytics, and integration with other financial systems. Typical users include finance professionals, IT teams, and operational staff who require tools to streamline workflows and enhance decision-making in the financial sector. As the financial services landscape evolves, the demand for innovative solutions that leverage artificial intelligence and cloud capabilities continues to grow, offering businesses enhanced customer experiences and operational efficiencies. This segment of software development is vital for firms aiming to stay competitive and compliant in a rapidly changing regulatory environment.
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Showing 10 of 122 companies ranked by annual revenue.
New York, New York, United States
Repool is the leader in hedge fund software for emerging managers, firms and institutions, and finance professionals. Enabling easy hedge fund launch, management, and back office services.
Aventura, Florida, United States
Providing secure and reliable payment processing solutions to diverse industries, including traditional storefront retail and high-volume e-commerce brands
Miami, Florida, United States
B33: Revolutionizing Accounts Receivable with AI-Powered Automation B33 is a cutting-edge AI-powered accounts receivable automation platform for medium-sized businesses. We streamline payment processes, improve cash flow, and reduce Days Sales Outstanding (DSO). Our mission: empower businesses with intelligent workflows that transform financial operations, enabling efficiency, scalability, and growth. What We Do: • AI-Powered Automation: Reduce manual tasks by up to 80% • Cash Flow Optimization: Improve by 20%+ with smarter strategies • Seamless Integration: Connect with Salesforce, QuickBooks, Xero, NetSuite • Advanced Analytics: Real-time reporting and predictive insights • Customizable Workflows: Tailored for SaaS, property management, accounting, media, and more Why Choose B33? • Proven Results: Significant improvements in billing efficiency and cash flow • Scalable Solutions: Grow without compromising performance • Enhanced Customer Experience: Self-service portal for easy invoice management • Security & Compliance: Bank-grade encryption and industry standard adherence Our Vision: We’re leading the transition to agentic AI workflows, revolutionizing business operations. By leveraging advanced AI, we enable companies to unlock new efficiency levels and drive measurable growth. Join Us: Discover how B33 can transform your financial operations. Let’s redefine the future of accounts receivable automation together. #AI #Automation #AccountsReceivable #FinTech #Innovation
Pune, Maharashtra, India
Welcome to ConsoleCoder, a leading developer of algorithmic trading software solutions. We are dedicated to providing innovative and reliable software solutions for traders and financial institutions. At consoleCoder, we are committed to delivering the highest quality software solutions to our clients. Our team of experienced developers and financial experts work tirelessly to create cutting-edge technology that meets the needs of our clients. We specialise in developing algorithmic trading software that helps traders and financial institutions execute trades quickly and efficiently. Our software solutions are designed to provide traders with the tools they need to make informed decisions and maximize their profits. Our software is built using the latest technology and programming languages, ensuring that our clients have access to the most advanced trading tools available. We are constantly updating and improving our software to ensure that our clients are always ahead of the curve. At consoleCoder, we believe in providing exceptional customer service. Our team is available 24/7 to answer any questions or concerns that our clients may have. We are dedicated to providing the highest level of customer support to ensure that our clients are always satisfied. We take pride in our commitment to innovation, reliability, and customer satisfaction. Our goal is to continue to be the leading developer of algorithmic trading software solutions in the industry. Thank you for considering ConsoleCoder for your algorithmic trading software needs. We look forward to working with you to help you achieve your financial goals.
Hellerup, Denmark
Likvido.com is a danish Fintech startup. We help SMEs optimize cash flow with a digital invoice to cash platform that SMEs can integrate to their accounting software, and then lets them automate the accounts receivables process. In the future, we also want to use the transaction data on invoices and payments to offer our customers a line of credit and factoring solution.
United States
At Transaction Link we help companies around the globe to build tailored business onboarding processes in minutes, all with no code, saving huge amounts of time and money. We work with some of the biggest payment providers in the world as well as new challengers in the fintech space. For some established players we were able to reduce their onboarding costs by as much as 70% and for scale ups - speed up their geographic and product expansion by months. Our solution enables our clients to automate their business onboarding processes - from creating complex workflows, to adding risk and decision logic, and integrating with over 150 best-in-class KYC/KYB services across more than 100 geographies. The platform automates back-end checks and front-end customer interactions for a complete end-to-end experience.
United States
At CanPe, we are building the next generation intelligent SAAS engine (iCanPe) for debt collections. We seek to disrupt early arrears management and NPA recovery for financial institutions. Our engine is powered by sophisticated AI/ML algorithms and is based on a digital-first compassion-led approach. Lenders across the globe continue to face mounting losses despite enhanced focus on credit management operations. Our rigorous science-based approach enhances collections and recovery while bringing transparency and efficiency to your process. We do so by honoring customer choices and respecting their right to privacy.
United States
We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.
- Must provide features that support transaction processing and account management - Should include tools for compliance tracking and risk assessment - Must offer real-time data access and reporting capabilities - Should cater to financial professionals in banking, investment, and insurance sectors - Must enable integrations with other financial systems and platforms - Not just for general accounting; must also support specific financial services functions
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