Founded 2020
Find 20 competitors in the Financial Services Software. Compare other SaaS such as AssetBook, Blooma and Income Lab. These MoneyHash competitors have raised $41.3M and together serve more than 949K customers and employ over 521 team members.
Financial Services Software
The Next Chapter in Portfolio Management Introducing the financial industry’s most robust portfolio monitoring and reporting system. Save time, deliver precise portfolio reporting, and demonstrate your value to clients
Financial Services Software
Developer of AI driven decision making platform intended to simplify commercial loan processing decisions. The company's offerings include configurable workflows and risk settings, document management, underwriting management and deal pipeline management, enabling banking firms to prioritize the right deals, reduce loan origination costs and gain simplicity and productivity.
Financial Services Software
Income Lab develops software for retirement income management planning, providing financial advisors with cutting-edge tools to manage ongoing retirement income and improve client engagement.
Financial Services Software
A break through SaaS-based sales enablement platform focused on the complex permanent life and annuity income products niche. Traditional life and annuity income sales still hinge on a manual time-consuming process requiring users to interface with multiple platforms each with their own non-uniform workflows. Our Ensight Intelligent Quote and Proposal Visualization solutions capitalize on internal and external data sources radically changing the end to end quote to presentation experience all in a unified and compliant manner to meet best interest regulations. The result is our cloud-based solutions have a demonstrated ROI and impact for Carriers, distribution, producers and advisor's and increases the ease in creating product comparisons, product bench marking with a selection of outputs based on individual preference. We deliver significant time savings while creating better collaboration between departments and ultimately driving more sales and increased premium dollars. All of th
Financial Services Software
CRM.COM is a global specialist in designing and developing commerce, fintech and subscription-based solutions, ideal for the new generation digital consumers. CRM.COM delivers in a SaaS model ready made processes allowing our customers to launch enterprise class subscription, rewards and wallet based projects in weeks and not months. Founded in 2005 and headquartered in London, with regional offices in Cyprus and Vietnam, CRM.COM supports its software, clients and partners across the globe. We are 100% Product Led and cloud native, allowing us to scale worldwide at a fast pace.
Financial Services Software
AI technology that assesses probabilities as trades take place. Giving our subscribers an unparalleled advantage navigating today's volatile market. Trade-Ideas provides real-time decision support and risk management for trading equity and derivative instruments based on statistical analysis of market technicals. Trade-Ideas specializes in Idea Generation Technology (IGT) to deliver filtered trading opportunities and risk managment around each opportunity. Hedge funds, Asset Managers, RIAs, Institutions, Online Brokers, and direct access traders use the software as a premier idea generation and risk management tool.
Financial Services Software
CRM.COM is a global specialist in designing and developing commerce, fintech and subscription-based solutions, ideal for the new generation digital consumers. CRM.COM delivers in a SaaS model ready made processes allowing our customers to launch enterprise class subscription, rewards and wallet based projects in weeks and not months. Founded in 2005 and headquartered in London, with regional offices in Cyprus and Vietnam, CRM.COM supports its software, clients and partners across the globe. We are 100% Product Led and cloud native, allowing us to scale worldwide at a fast pace.
Financial Services Software
FinTech SaaS for SMEs: All-rounder solution for financial management in small business covering liquidity management, non banking finance, payment.
Financial Services Software
FinTech SaaS for SMEs: All-rounder solution for financial management in small business covering liquidity management, non banking finance, payment.
Financial Services Software
Link Investment Management provides business solutions for workplace savings, equity, and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions to provide better retirements for all Canadians. Our innovative, fully digital, SaaS business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management. We work directly with companies of all sizes and through channel partners to create the best solutions at an affordable price.
Financial Services Software
GenRocket is a market leader in synthetic test data. The company works closely with IT services companies and enterprise customers to reduce cycle times and increase the quality of software development and testing caused by a lack of test data. GenRocket has been selected as the synthetic test data standard for over 50 of the world's largest organizations in banking, financial services, insurance and healthcare. To learn more please visit www.genrocket.com
Financial Services Software
ZenLedger is the leading software focused on cryptocurrency tax management and accounting. ZenLedger’s platform helps both crypto investors and tax professionals with tax filings and financial analysis by providing a digital workflow to simplify, optimize, and automate the tax and accounting process. Founded in 2017, and built by industry veterans in technology, finance, and accounting, ZenLedger helps investors stay compliant by aggregating user transaction information across thousands of exchanges, wallets, and tokens into one simple dashboard. ZenLedger makes it easy to calculate tax liability and make financial decisions by offering direct integration support for over 400+ exchanges, 40+ blockchains, 20+ DeFi protocols, and all wallets. The company has grown customer and revenue 500% YoY and has now exceeded $5 billion in cryptocurrency transactions processed. Drop us a line at [email protected].
Financial Services Software
Provider of a cloud based biometric banking platform created to empower its customers to take their business to the next level. The company's cloud based biometric banking platform offers microcredit management services as well as digitizes credit management, risk management and portfolio management processes, enabling unregulated microfinance providers in sub-Saharan Africa to digitize whole business processes and share credit information between lenders.
Financial Services Software
Provider of a cloud based biometric banking platform created to empower its customers to take their business to the next level. The company's cloud based biometric banking platform offers microcredit management services as well as digitizes credit management, risk management and portfolio management processes, enabling unregulated microfinance providers in sub-Saharan Africa to digitize whole business processes and share credit information between lenders.
Financial Services Software
Developer of a banking platform intended to implement financial solutions faster. The company's platform covers the implementation process from the system and acceptance testing to deployment and production monitoring, enabling banks to improve the quality and reduce the cost and risk of banks' implementations.
Financial Services Software
Developer of a banking platform intended to implement financial solutions faster. The company's platform covers the implementation process from the system and acceptance testing to deployment and production monitoring, enabling banks to improve the quality and reduce the cost and risk of banks' implementations.
Financial Services Software
Tradeworks is an independent software developer specializing in financial trade automation technology.
Financial Services Software
Finagraph directly gathers and organizes financials from accounting systems, providing clear and actionable information.
Financial Services Software
ProfitBooks is a leading cloud-based accounting and invoicing software company. With a user-friendly interface and robust features, ProfitBooks helps small and medium-sized businesses streamline their financial processes efficiently. The platform offers comprehensive tools for managing invoicing, expense tracking, inventory management, and financial reporting. By providing real-time insights into business finances, ProfitBooks empowers organizations to make informed decisions and achieve financial success. With its emphasis on simplicity and affordability, ProfitBooks aims to simplify accounting for businesses and facilitate their growth in a competitive marketplace.
Financial Services Software
Developer of an accounting software created to simplify the life of sole traders by reinventing the business bank account. The company's accounting software is a one-person enterprises business banking and accounting software which is merged to automate bookkeeping and filing accounts. It offers services like a current account, corporate contactless MasterCard, Automated receipts, automated accounting and tax calculated and filed, enabling businesses to get everything they want in one software to run their organization.
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