- Revenue
- $61.4K
- Customers
- 1K
- Year founded
- 2018
- Funding
- -
- Team size
- 26
- 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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Find 20 competitors in the Financial Services Software. Compare other SaaS such as Financial Cents, Snaptech and StreamLoan. These Rate Tracker competitors have raised $1M and together serve more than 10.4K customers and employ over 3.2K team members.
Financial Services Software
Snaptech provides software applications and saas products for the financial, digital media, travel and medical sectors.
Financial Services Software
Provider of a mortgage lending platform intended to make the loan (purchase & refinance) process simple, efficient, and digital for both the lender and customer. The company's mortgage lending platform enables property buyers to collaborate with banks and financial institutions to secure home and property loans by keeping borrowers at the center of the home buying experience by giving them complete control of who sees what data, enabling them to significantly reduce transaction time by speeding all the steps in the lending process.
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
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
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
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
Worlds first hybrid Fintech and Legaltech B2B cloud platform which uses AI to facilitate operational risk management & create SaaS contracts
Financial Services Software
Developer of a fin-tech platform designed to enhance efficiency to field force and aid in senior management decision making. The company's platform offers 'designed by users' CRM, loan origination System, lead management system, underwriting platform, Business Intelligence & analytics platform in multi languages which also comes with an offline support and bank grade security intended to offer insight into business operations in real time and furnish the fin-tech need of financial institutions
Financial Services Software
Provider of SaaS and operational services to financial institutions. The company provides services with gamified and socialized wealth management programs. The company developed a stock market simulator where brokers can interact with users online and sell their products to minimized cost.
Financial Services Software
Solo & Smart is a digital platform dedicated to facilitating money management for the self-employed. Our app is designed to automate and systemise business administration for solo business owners, so they can focus on what they do best. All in one app catering for everything from free invoicing, quotes and receipt collection, along with automatic tax and super savings, detailed business reports, cash flow management to streamline your transfers, all in a simple set-and-forget nature. Solo and Smart also offers a game changing pay as you go insurance option. Never pay upfront premiums again; we make sure you only pay for what you use. ORGANISE - Send unlimited professional invoices and quotes from anywhere on any device. - Capture and store every receipt to ensure your tax return is the best it can be. - Easily view which invoices have been paid, viewed or awaiting payment. - Add your logo to personalise your documents. MANAGE - Automatically save for tax, super and other commitments without having to think about it. Simply set the percentages to be saved from each payment and always say in front. - Access pay as you go insurance. The Solo & Smart insurance initiative is based on a percentage to ensure you only pay when you’re working, so public liability and personal accident and sickness insurance is finally affordable. - Keep your money where it needs to be using streamlined transfers. The only way to stay in front of your financial obligations hassle free. GROW - Access powerful business reports. Solo & Smart automatically manages detailed reporting, keeping individuals on top of their business by generating professional and accurate reports on business financials. - Link your accountant to stay on top of your numbers all year round (coming soon). The ‘set and forget’ nature of Solo & Smart simplifies your business and accounting commitments, meaning consistency is guaranteed and admin time diminished.
Financial Services Software
Snapvision is a low-code, Intelligent Document Processing Platform. Our SaaS platform helps all types of businesses across Finance, Insurance, Mortgage, Health Care, Logistics, Operations, Manufacturing, and other industries to capture data from physical documents at reduced cost and provide a superior customer experience. Naksh is an eKYC solution to verify user identity in the blink of an eye. Contact us at [email protected] to book a demo!
Financial Services Software
Chiefsight. ai is a Decision Intelligence company offering a comprehensive suite of Gen AI -powered SaaS applications that empower mid-market companies (200 - 3,000 employees) to quickly, accurately, and confidently make data-driven financial decisions. Chiefsight. ai applications leverage industry-specific benchmarks...
