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Top UploadOnce Alternatives, Competitors & Similar Software

Founded 2014

Find 20 competitors in the Financial Services Software. Compare other SaaS such as Salusion, Salusion and BFile System. These UploadOnce competitors have raised $19.3M and together serve more than 1M customers and employ over 83 team members.

Compare UploadOnce with Salusion
1
Salusion

Financial Services Software

Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.

Revenue
$627.8K
Customers
-
Year founded
2020
Funding
$100K
Team size
5
Location
United States
Compare UploadOnce with Salusion
2
Salusion

Financial Services Software

Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.

Revenue
$627.8K
Customers
-
Year founded
2020
Funding
$100K
Team size
5
Location
United States
Compare UploadOnce with BFile System
3
BFile System

Financial Services Software

An automated software system that scripts & guides a Licensed P&C insurance salesperson to have a conversation focused around liability coverage. The system will then take the gathered data a recommend a liability limit that will help protect what a customer Owns, Earns & Saves. This data is then used to have a Financial services conversation with that customer.

Revenue
$629.3K
Customers
-
Year founded
2014
Funding
-
Team size
3
Location
United States
Compare UploadOnce with Seepath Solutions
4
Seepath Solutions

Financial Services Software

Seepath Solutions implement business solutions in the Cloud using Software as a Service model (SaaS) realizing compelling business benefits for SMB as well as Enterprise Customers By partnering with Microsoft Online Services and Salesforce.com, Seepath provides SaaS Advisory Services, Business Process Review, SaaS Strategy, Technology Selection, Implementation, SaaS transition and on-going support. Seepath serves customers across industries - Financial Services, Banking, Telecom,and Media & Public Sector.Seepath is a Small and Minority Business Enterprise certified by State of NJ and DMBE Virginia.gov. (1) Build and Run the business on the Cloud using Force.com & Microsoft Technologies. (2) Implement CRM Business Solutions based on Microsoft Dynamics CRM & Salesforce.com (on-demand as well as on-premise) (3) System Integration and Remote IT Infrastructure Management (4) Management and Technology Consulting

Revenue
$629.3K
Customers
-
Year founded
2000
Funding
-
Team size
3
Location
United States
Compare UploadOnce with Channel Portal
5
Channel Portal

Financial Services Software

Provider of cloud-based software platform intended to offer integrated customer and partner management services. The company's platform maximizes account monetization, optimize sales and partner productivity, enabling OEMs and Resellers to use their data to grow customer relationships and simplify partner relationships.

Revenue
$629.3K
Customers
2K
Year founded
2015
Funding
-
Team size
3
Location
United States
Compare UploadOnce with PowerBiz
6
PowerBiz

Financial Services Software

O PowerBiz é uma plataforma em tempo real que utiliza as mais modernas tecnologias para identificar, entender e interagir com o visitante, incentivando-o a realizar ações para satisfazê-lo, aumentando assim a sua taxa de conversão.

Revenue
$630.1K
Customers
-
Year founded
2009
Funding
-
Team size
4
Location
Brazil
Compare UploadOnce with infoMicroFin
7
infoMicroFin

Financial Services Software

infoMicroFin is a SaaS Banking Platform that delivers digital finance solutions for any financial Institution.

Revenue
$630.9K
Customers
-
Year founded
2017
Funding
-
Team size
2
Location
India
Compare UploadOnce with OnTrack Retirement
8
OnTrack Retirement

Financial Services Software

OnTrack has designed a digital retirement advice platform utilizing an automated, artificial intelligence based retirement planning application in concert with pay per minute micro-advice. The purpose is to provide ongoing, updated, independent, expert advice cost-effectively to the under-serviced mass market that has been orphaned by the traditional financial advice industry. OnTrack's hybrid platform will enable employers, banks, financial advisors, fund managers and/or insurance companies to deliver value added customized retirement planning to many more of their customers than is commercially viable today. The end user will have access to a user friendly and intuitive retirement planning application that enables them to dynamically plan, adapt and monitor their retirement to ensure they remain on track to achieving their retirement goals according to their unique circumstances, needs and goals. OnTrack brings the product, technology and investment frameworks developed by its fou

Revenue
$630.9K
Customers
500K
Year founded
2017
Funding
-
Team size
2
Location
Singapore
Compare UploadOnce with OnTrack Retirement
9
OnTrack Retirement

Financial Services Software

OnTrack has designed a digital retirement advice platform utilizing an automated, artificial intelligence based retirement planning application in concert with pay per minute micro-advice. The purpose is to provide ongoing, updated, independent, expert advice cost-effectively to the under-serviced mass market that has been orphaned by the traditional financial advice industry. OnTrack's hybrid platform will enable employers, banks, financial advisors, fund managers and/or insurance companies to deliver value added customized retirement planning to many more of their customers than is commercially viable today. The end user will have access to a user friendly and intuitive retirement planning application that enables them to dynamically plan, adapt and monitor their retirement to ensure they remain on track to achieving their retirement goals according to their unique circumstances, needs and goals. OnTrack brings the product, technology and investment frameworks developed by its fou

Revenue
$630.9K
Customers
500K
Year founded
2017
Funding
-
Team size
2
Location
Singapore
Compare UploadOnce with infoMicroFin
10
infoMicroFin

Financial Services Software

infoMicroFin is a SaaS Banking Platform that delivers digital finance solutions for any financial Institution.

Revenue
$630.9K
Customers
-
Year founded
2017
Funding
-
Team size
2
Location
India
Compare UploadOnce with Exquance Software
11
Exquance Software

Financial Services Software

Developer of financial modeling and simulation software designed to help investment analysts around the globe increase performance and accuracy of results in their everyday tasks. The company's software offers features such as financial modeling, analyzing, asset management, reporting and top-down visualization of investment performance for a real estate portfolio of any complexity and international scale, enabling financial market professionals to optimize their business processes.

Revenue
$633.4K
Customers
-
Year founded
2012
Funding
-
Team size
22
Location
Finland
Compare UploadOnce with Backpack.io
12
Backpack.io

Financial Services Software

Developer of a back office platform intended for financial market. The company's platform offers services like payment gateway, reporting, security model, integration process and other related services, enabling clients to access their platform for electronic trading and reducing operational cost.

Revenue
$612.3K
Customers
60
Year founded
2016
Funding
-
Team size
1
Location
Singapore
Compare UploadOnce with Backpack.io
13
Backpack.io

Financial Services Software

Developer of a back office platform intended for financial market. The company's platform offers services like payment gateway, reporting, security model, integration process and other related services, enabling clients to access their platform for electronic trading and reducing operational cost.

Revenue
$612.3K
Customers
60
Year founded
2016
Funding
-
Team size
1
Location
Singapore
Compare UploadOnce with BIGcontrols
14
BIGcontrols

Financial Services Software

BIGcontrols is a tax technology solution for corporate tax credits & incentives.

Revenue
$634K
Customers
-
Year founded
2014
Funding
-
Team size
4
Location
United States
Compare UploadOnce with Ugru
15
Ugru

Financial Services Software

Provider of a financial practice management platform intended to provide financial advisory services to their clients. The company's cloud-based online financial practice management platform offers proUGRU, a cloud-based fully integrated mobile software suite that helps to organize, connect and scale businesses in any industry enabling the clients improve relational intelligence by organizing and tagging clients for search.

Revenue
$634K
Customers
-
Year founded
2011
Funding
-
Team size
4
Location
United States
Compare UploadOnce with ClickSWITCH
16
ClickSWITCH

Financial Services Software

ClickSWITCH is an automated account switching solution for financial institutions and FinTechs.

Revenue
$634.2K
Customers
450
Year founded
2014
Funding
$19.1M
Team size
3
Location
United States
Compare UploadOnce with Clariti AI
17
Clariti AI

Financial Services Software

Pricing software for retail banks powered by machine learning. Clariti's SaaS solution can improve your mortgage or savings margins significantly.

Revenue
$603.2K
Customers
-
Year founded
2019
Funding
-
Team size
5
Location
United Kingdom
Compare UploadOnce with Clariti AI
18
Clariti AI

Financial Services Software

Pricing software for retail banks powered by machine learning. Clariti's SaaS solution can improve your mortgage or savings margins significantly.

Revenue
$603.2K
Customers
-
Year founded
2019
Funding
-
Team size
5
Location
United Kingdom
Compare UploadOnce with FunnelAmplified
19
FunnelAmplified

Financial Services Software

FunnelAmplified is a SaaS brand launched in 2019 with the purpose of helping small to medium size businesses grow revenue faster and easier. WHAT WE CAN DO FOR YOU: 1. Social Expansion Our software enables you to easily build an employee advocacy program. As you give brand-approved content to your employees for sharing on their social media, their social connections discover and follow your brand. That's how your social footprint expands. 2. Content Amplification Our platform enables you to distribute brand-approved content to your entire organization. You send them great content. They share it on their social platforms. The content gets amplified with just a few clicks. 3. SEO Maximization Our lead-hubs allow you to increase the SEO value of your website by improving your domain authority. We do it by leveraging canonical tags to attribute the organic value of cross-posted content to your site. 4. Brand Magnification Our products give you an opportunity to enlarge your brand .

Revenue
$644.2K
Customers
-
Year founded
2015
Funding
-
Team size
4
Location
United States
Compare UploadOnce with Woohoo
20
Woohoo

Financial Services Software

Developer of an e-commerce engagement technology designed to bring gamification intelligence to increase engagement delivering personalization and custom audience creation. The company's technology uses gamification, machine learning, and artificial intelligence to increase user engagement by adding gamification to pop-ups, enabling companies to increase subscribers and boost sales.

Revenue
$644.2K
Customers
5K
Year founded
2017
Funding
-
Team size
3
Location
Israel
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