- Revenue
- $22.7K
- Customers
- 643
- Year founded
- 2017
- Funding
- -
- Team size
- 4
- 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 2019
Find 20 competitors in the Financial Services Software. Compare other SaaS such as AdvisorBOB, AdvisorBOB and AdvisorBOB. These MeuPortfolio competitors have raised $2M and together serve more than 3.2K customers and employ over 1.7K team members.
Financial Services Software
Alfaa is a simple, powerful invoicing and billing software designed for small businesses, freelancers, and boutique agencies. It helps you create professional invoices in seconds, track expenses, manage payments, and stay on top of your financial records—all without needing any accounting knowledge. With automated reminders, clean invoice templates, easy online payments, and a smart invoice management dashboard, Alfaa makes getting paid faster effortless. Built for non-finance-savvy users, Alfaa brings together invoicing, billing, and basic financial reporting in one intuitive platform so you can focus on your work instead of paperwork.
Financial Services Software
NetSol Technologies is a global leader in digital transformation and enterprise software solutions, specializing in the finance and leasing industry. Established in 1997 and headquartered in California, USA, with a major development and delivery center in Lahore, Pakistan, NetSol provides cutting-edge software platforms such as NFS Ascent® and NFS Digital to top asset finance and leasing companies worldwide. The company serves a broad spectrum of clients across North America, Europe, Asia-Pacific, and the Middle East, helping businesses automate operations, improve customer experience, and ensure compliance. NetSol is publicly traded on NASDAQ (symbol: NTWK) and is ISO-certified for quality and security standards.
Financial Services Software
Snaptech provides software applications and saas products for the financial, digital media, travel and medical sectors.
Financial Services Software
Rate Tracker is a technology company specializing in Payment Processing, POS Systems, and Business Lending. Our innovative tools help businesses streamline transactions, reduce costs, and boost profitability. The Rate Tracker software provides real-time transparency on credit card processing rates, while our advanced POS systems and tailored lending solutions drive efficiency and growth. At Rate Tracker, we deliver the technology to power your business.
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.
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.
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 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
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
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
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
Finex is a cutting-edge mobile application designed exclusively for small and medium-sized businesses (SMBs) that aims to revolutionize the way they manage their finances. This innovative app serves as an online current account platform, offering a comprehensive suite of features to simplify financial operations, streamline processes, and enhance overall business efficiency.
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
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.
