Latka logo

Top Portfolio+ Alternatives, Competitors & Similar Software

Founded 1988

Find 20 competitors in the Financial Services Software. Compare other SaaS such as Navatar, OS33 and SmartDev. These Portfolio+ competitors have raised $871.7M and together serve more than 1.3K customers and employ over 3.7K team members.

Compare Portfolio+ with Navatar
1
Navatar

Financial Services Software

Navatar Group provides cloud-based software solutions for the financial services industry. Their products include solutions for client relationship management, deal management, fund management, and more. Navatar Group's goal is to help financial professionals streamline their operations and improve productivity.

Revenue
$27M
Customers
600
Year founded
2004
Funding
-
Team size
121
Location
United States
Compare Portfolio+ with OS33
2
OS33

Financial Services Software

Workplace by OS33 is the leading SaaS platform for compliance and productivity enablement for the wealth management marketplace.

Revenue
$26.8M
Customers
-
Year founded
2006
Funding
-
Team size
21
Location
United States
Compare Portfolio+ with SmartDev
3
SmartDev

Financial Services Software

SmartDev was established in 2014 and was acquired by Verysell group in 2019 with the aim to become Top 10 Technology Companies in Vietnam. We are a Swiss company built and managed by highly experienced Europeans with a dedication to technical excellence, passed on to promising Vietnamese developers. We have outsourced development centers in Danang and Hanoi (Vietnam) with up to 500 headcounts. In late 2021, we was chosen as Winner of SME100® Fast Moving Companies. And in 2024, we has won 2 Sao Khue Award - the most prestigious award of IT in Vietnam. We have been delivering complex technology projects for Fintech, Enterprise, Start-Up and Scale-Up companies since 2014. The SmartDev team has expertise in APIs, mobile banking apps, FinTech app development, insurance software and more. Smartdev's culture is described as a multi-cultural working environment with Agile processes; work-life balance and great benefits such as hybrid working policy, 20 days of annual leave, PVI insurance healthcare and Udemy account. ------- How the top newspapers talk about us: 1. Vnexpress: https://vnexpress.net/smartdev-nhan-hai-giai-sao-khue-2024-4738610.html. 2. Government News - English version: https://en.baochinhphu.vn/global-it-services-provider-wins-double-victory-at-sao-khue-awards-2024-111240424141322748.htm 3. Vietnamnet: https://vietnamnet.vn/smartdev-gianh-cu-dup-giai-thuong-sao-khue-2024-2274102.html ----- Reach SmartDev at: - Website: https://smartdev.com - Linkedin: https://www.linkedin.com/company/smartdev-llc-/ - Facebook: https://www.facebook.com/SmartDevLLC - Youtube: https://www.youtube.com/@smartdevllc/ Get in touch with us if you have any enquiries: [email protected]

Revenue
$26.7M
Customers
-
Year founded
-
Funding
-
Team size
243
Location
Vietnam
Compare Portfolio+ with GTreasury
7
GTreasury

Financial Services Software

Provider of a SaaS-based treasury management software for the digital treasurer. The company's software facilitates the treasury's liquidity management by centralizing all incoming and outgoing banking activities, along with tracking all financial instrument activities ensuring its practitioner's real-time insight and access into their global liquidity. Its modular platform and infrastructure allow any size treasury operation the ability to customize a system that is best suited to their needs.

Revenue
$25.7M
Customers
-
Year founded
1986
Funding
$42M
Team size
222
Location
United States
Compare Portfolio+ with GTreasury
8
GTreasury

Financial Services Software

Provider of a SaaS-based treasury management software for the digital treasurer. The company's software facilitates the treasury's liquidity management by centralizing all incoming and outgoing banking activities, along with tracking all financial instrument activities ensuring its practitioner's real-time insight and access into their global liquidity. Its modular platform and infrastructure allow any size treasury operation the ability to customize a system that is best suited to their needs.

Revenue
$25.7M
Customers
-
Year founded
1986
Funding
$42M
Team size
222
Location
United States
Compare Portfolio+ with Billd
9
Billd

Financial Services Software

Billd is a B2B SAAS platform that provides construction materials financing solutions. They offer trade credit to contractors and suppliers, allowing them to purchase materials upfront and pay later. Their goal is to help contractors manage cash flow and grow their businesses.

Revenue
$28.4M
Customers
350
Year founded
2018
Funding
$90M
Team size
100
Location
United States
Compare Portfolio+ with Esusu Financial
10
Esusu Financial

Financial Services Software

Esusu is the leading financial technology platform that leverages data solutions to empower tenants and improve property performance.

Revenue
$25.3M
Customers
-
Year founded
2017
Funding
$141.6M
Team size
160
Location
United States
Compare Portfolio+ with Amount
11
Amount

Financial Services Software

Lending executives choose Amount to achieve a Performance Advantage for high-velocity account origination. With battle-tested lending intelligence baked in, powerful cognitive decisioning for credit, fraud, and compliance, and adaptive customer journeys, only Amount’s Digital Origination and Decisioning SaaS Platform enables lenders to grow with confidence and experience new levels of profitability. Power new and unique digital banking experiences in just months--not years.

Revenue
$25.1M
Customers
-
Year founded
2020
Funding
-
Team size
228
Location
United States
Compare Portfolio+ with Amount
12
Amount

Financial Services Software

Lending executives choose Amount to achieve a Performance Advantage for high-velocity account origination. With battle-tested lending intelligence baked in, powerful cognitive decisioning for credit, fraud, and compliance, and adaptive customer journeys, only Amount’s Digital Origination and Decisioning SaaS Platform enables lenders to grow with confidence and experience new levels of profitability. Power new and unique digital banking experiences in just months--not years.

Revenue
$25.1M
Customers
-
Year founded
2020
Funding
-
Team size
228
Location
United States
Compare Portfolio+ with smartTrade Technologies
13
smartTrade Technologies

Financial Services Software

smartTrade Technologies is a leading global provider of multi-asset electronic trading and payments platforms, helping customers achieve business growth through our cost-efficient, technologically advanced secure private SaaS end-to-end solutions. smartTrade in-house hosted solutions support Foreign Exchange, Fixed Income, Crypto and Derivatives asset classes with connectivity to 130+ liquidity providers, enabling tailored aggregation, smart execution, risk management, order management, analytics, payments and multi-channel distribution. smartTrade supports a variety of regulated and un-regulated Financial Institutions.

Revenue
$29M
Customers
-
Year founded
1999
Funding
-
Team size
264
Location
United States
Compare Portfolio+ with TrueLayer
14
TrueLayer

Financial Services Software

TrueLayer is a software company that provides open banking APIs for developers and businesses. Their platform enables businesses to access and use financial data from their customers' bank accounts, allowing them to build innovative financial products and services. TrueLayer's APIs provide secure access to banking data, allowing developers to build applications such as payment services, personal finance management tools, and investment platforms. The company was founded in 2016 and is based in London, United Kingdom.

Revenue
$24.9M
Customers
-
Year founded
2016
Funding
$236.8M
Team size
281
Location
United Kingdom
Compare Portfolio+ with TrueLayer
15
TrueLayer

Financial Services Software

TrueLayer is a software company that provides open banking APIs for developers and businesses. Their platform enables businesses to access and use financial data from their customers' bank accounts, allowing them to build innovative financial products and services. TrueLayer's APIs provide secure access to banking data, allowing developers to build applications such as payment services, personal finance management tools, and investment platforms. The company was founded in 2016 and is based in London, United Kingdom.

Revenue
$24.9M
Customers
-
Year founded
2016
Funding
$236.8M
Team size
281
Location
United Kingdom
Compare Portfolio+ with MarketForce
16
MarketForce

Financial Services Software

MarketForce bridges the gap in retail distribution by delivering an end-to-end platform that enables consumer brands to deliver essential goods and digital financial services to retailers and consumers in Africa. We provide a B2B retail marketplace that empowers informal merchants in Africa to source, order and pay for inventory digitally and conveniently, access financing, collect digital payments and make extra money by reselling digital financial services such as airtime, electricity tokens and bill payments.

Revenue
$24.9M
Customers
-
Year founded
2018
Funding
-
Team size
226
Location
United Kingdom
Compare Portfolio+ with MarketForce
17
MarketForce

Financial Services Software

MarketForce bridges the gap in retail distribution by delivering an end-to-end platform that enables consumer brands to deliver essential goods and digital financial services to retailers and consumers in Africa. We provide a B2B retail marketplace that empowers informal merchants in Africa to source, order and pay for inventory digitally and conveniently, access financing, collect digital payments and make extra money by reselling digital financial services such as airtime, electricity tokens and bill payments.

Revenue
$24.9M
Customers
-
Year founded
2018
Funding
-
Team size
226
Location
United Kingdom
Compare Portfolio+ with PayComplete
18
PayComplete

Financial Services Software

PayComplete is the global leader in cash management solutions, combining bleeding edge hardware with game changing software, unifying cash management with other key payments and operational systems. Dedicated to innovating self-service experiences and operations for both consumers and employees, The PayComplete IoT platform is made up of an adaptable set of SaaS and machine software, intelligent devices, and professional, technical and merchant services. PayComplete Connect unifies the management of transactions, users, devices, and data across the enterprise, bringing digital precision to cash transactions and systems. PayComplete serves a broad range of industries, including retail, transportation, financial services, vending, cash centers, mints and more. Industry leaders, work with PayComplete to make their cash transaction-based businesses more innovative, agile and efficient. Reach out to us at [email protected]

Revenue
$24.8M
Customers
-
Year founded
2020
Funding
-
Team size
225
Location
United States
Compare Portfolio+ with PayComplete
19
PayComplete

Financial Services Software

PayComplete is the global leader in cash management solutions, combining bleeding edge hardware with game changing software, unifying cash management with other key payments and operational systems. Dedicated to innovating self-service experiences and operations for both consumers and employees, The PayComplete IoT platform is made up of an adaptable set of SaaS and machine software, intelligent devices, and professional, technical and merchant services. PayComplete Connect unifies the management of transactions, users, devices, and data across the enterprise, bringing digital precision to cash transactions and systems. PayComplete serves a broad range of industries, including retail, transportation, financial services, vending, cash centers, mints and more. Industry leaders, work with PayComplete to make their cash transaction-based businesses more innovative, agile and efficient. Reach out to us at [email protected]

Revenue
$24.8M
Customers
-
Year founded
2020
Funding
-
Team size
225
Location
United States
Compare Portfolio+ with Alphastream
20
Alphastream

Financial Services Software

Alphastream is the leading AI platform transforming private credit workflows. We leverage advanced natural language processing to turn complex credit agreements, loan documents, and financial reports into actionable insights – in a matter of minutes. Private credit investors and analysts use Alphastream to accelerate deal due diligence, monitor portfolio performance, and unlock data-driven insights that were once buried in paperwork. Our AI models are purpose-built and trained by veteran credit professionals, delivering over 800 key data points from each document with industry-leading accuracy. From automatically summarizing covenants in a $500M loan agreement to updating financial metrics as soon as a borrower’s report is out, Alphastream empowers you to make faster, smarter decisions in the private credit market. Alphastream seamlessly integrates with your existing tools (including DealCloud) and adheres to enterprise security standards (single-tenant cloud deployment, SSO, full audit trails). We’re proud to be trusted by the world's largest credit investors to drive efficiency and innovation in credit investing. Founded in 2019, Alphastream is backed by Motive Ventures and led by a team with deep experience in credit markets and AI technology. Join us in revolutionizing private credit analysis with AI-driven intelligence.

Revenue
$24.6M
Customers
-
Year founded
2019
Funding
-
Team size
224
Location
United States
Top Portfolio+ Alternatives, Competitors & Similar Software | GetLatka