Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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Founded 2021
Find 20 competitors in the Financial Services Software. Compare other SaaS such as Kanastra, Contabilizei and Contabilizei. These Wealth.com competitors have raised $780.5M and together serve more than 2.4M customers and employ over 12.2K team members.
Financial Services Software
Kanastra is the technological backoffice for alternative investments, using proprietary technology for structured fund trust services and securitization services.
Financial Services Software
Developer of an online accounting platform intended to offer tax reporting and accounting automation services. The company's SaaS-based platform replaces manual accounting practices with a proprietary web and mobile-enabled service, enabling small and medium businesses in Brazil to regulate their businesses through accounting easily.
Financial Services Software
Developer of an online accounting platform intended to offer tax reporting and accounting automation services. The company's SaaS-based platform replaces manual accounting practices with a proprietary web and mobile-enabled service, enabling small and medium businesses in Brazil to regulate their businesses through accounting easily.
Financial Services Software
Finom is a European tech startup headquartered in Amsterdam—and we’re on a journey towards revolutionizing the financial landscape for entrepreneurs worldwide. Our mission is to develop an all-in-one financial B2B solution that integrates banking functions, accounting, financial management, and invoicing into a seamless, mobile-first platform. Over the past two years, our team has fueled exponential growth, securing $50 million in investments and propelling us into hyper-growth mode. We’re on track to become a unicorn startup by 2025, backed by global funds like General Catalyst (known for supporting Airbnb, HubSpot, KAYAK, and Stripe). Finom has expanded its reach across 10+ EU countries, with a strong presence in key markets like Germany and France. At Finom, we’re not just redefining the entrepreneurial experience—we’re empowering our employees to make a real difference. Your work matters, and your impact extends far beyond product metrics. We nurture innovation and an inspiring work environment where bold ideas thrive, prioritizing thorough research, swift implementation of solutions, and ensuring that every effort we make benefits our users, employees, partners, and our business as a whole.
Financial Services Software
Spendesk is a financial technology company that provides a spend management platform for businesses. Spendesk's platform includes features such as virtual and physical payment cards, expense management, invoice processing, and budget tracking. The platform is designed to help businesses simplify their financial operations, improve expense control and visibility, and automate administrative tasks. Spendesk serves clients across various industries, including e-commerce, consulting, and technology.
Financial Services Software
ZILO is a London-based technology company transforming the financial industry with innovative, cloud-native solutions, focused on creating sustainable value for global asset and wealth management firms.
Financial Services Software
Developer of a fintech platform designed to offer employee expense management, corporate gifting and co-branded debit and credit cards. The company's platform provides a cloud-based neo-banking platform to enterprises, allowing them to issue co-branded debit, credit and prepaid products to employees as well as manage employee benefit and allowances, enabling companies to have greater employee engagement through retail and corporate products.
Financial Services Software
FOO is an award-winning, B2B SAAS solution provider, headquartered in the UAE, that specialises in empowering businesses through digital transformation. FOO provides innovative Fintech solutions, built entirely in-house, that optimise digital capabilities for clients across diverse industries and enable them to deliver an unparalleled user experience. FOO works with banks, fintech companies and key retailers across the MENA region, Africa, Europe and USA, including Mastercard, Visa, Benefits, Zain Group, PwC and MAF. FOO’s innovative platform is modular, built on digital micro-services that can be assembled to meet the specific requirements of each client. This approach, coupled with extensive regional experience, enables FOO to create super personalized digital products with a fast time to market. FOO’s key products include solutions for remittances, digital wallets, tokenized transactions, fully automated micro-lending and BNPL.
Financial Services Software
A Vindi ajuda empresas e empreendedores a venderem mais e sempre. Somos uma fintech de pagamentos online focada em cobrança recorrente e billing. Ajudamos milhares de empresas de serviços, e-commerces, negócios de assinaturas, SaaS, academias, contabilidades e diversos setores a profissionalizar o faturamento através de tecnologia inovadora e confiável. Somos uma das empresas que mais cresce no país. Parte disso é fruto de 3 aquisições que fizemos: Smartbill, Aceita Fácil e Fast Notas.
Financial Services Software
A Vindi ajuda empresas e empreendedores a venderem mais e sempre. Somos uma fintech de pagamentos online focada em cobrança recorrente e billing. Ajudamos milhares de empresas de serviços, e-commerces, negócios de assinaturas, SaaS, academias, contabilidades e diversos setores a profissionalizar o faturamento através de tecnologia inovadora e confiável. Somos uma das empresas que mais cresce no país. Parte disso é fruto de 3 aquisições que fizemos: Smartbill, Aceita Fácil e Fast Notas.
Financial Services Software
OpenWay Group is the developer of Way4, a digital banking and payment software platform. It covers every aspect of the payments business — account management, card issuing, merchant acquiring, transaction switching, digital wallets, tokenization, and fleet cards. Headquartered in Belgium, OpenWay has office locations around the globe and serves clients in 83 countries. Way4 software solutions are used globally by banks, fintechs, payment processing companies, e-commerce and POS acquirers, national payment schemes, PSPs, oil and telecommunication companies, including both tier-1 organizations and startups. Our clients can choose between on-premises, cloud, SaaS or a hybrid deployment of OpenWay solutions depending on their operational model. OpenWay holds a #1 global ranking in software solutions for Payment Processing Platforms by Aite, also by Gartner and Omdia. It was ranked "Market Leader in Digital Wallets" by Omdia and awarded as "Best Payment Software Solution Provider in the Cloud" by PayTech.
Financial Services Software
R A I N M A K E R™ provides a comprehensive transaction management tool designed specifically for capital markets. Our platform streamlines deal processes, enhances collaboration, and offers insightful analytics to help you close deals faster and more efficiently. With features like custom workflows, secure data sharing, and automated reporting, we empower private capital market professionals to manage their transactions seamlessly.
Financial Services Software
The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also forward-thinking in its mode of action. The company’s modular product, the BSI Customer Suite, is a holistic customer platform that encompasses everything needed to provide a first-rate customer experience. This includes, among other features, a CRM solution with a generative 360° customer view, the AI-based BSI Companion, and automation through AI agents. BSI places great emphasis on long-term, partnership-based relationships. In its focus industries –banking, insurance, retail, and energy & utilities – the company combines in-depth industry knowledge with technological excellence. In the DACH region, BSI Software is the market leader in its focus industries. Customers include well known companies such as ADAC, Hornbach, Techem, PostFinance, Raiffeisen Banking Group, and Signal Iduna. Software and people working together – that's what BSI stands for.
Financial Services Software
The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also forward-thinking in its mode of action. The company’s modular product, the BSI Customer Suite, is a holistic customer platform that encompasses everything needed to provide a first-rate customer experience. This includes, among other features, a CRM solution with a generative 360° customer view, the AI-based BSI Companion, and automation through AI agents. BSI places great emphasis on long-term, partnership-based relationships. In its focus industries –banking, insurance, retail, and energy & utilities – the company combines in-depth industry knowledge with technological excellence. In the DACH region, BSI Software is the market leader in its focus industries. Customers include well known companies such as ADAC, Hornbach, Techem, PostFinance, Raiffeisen Banking Group, and Signal Iduna. Software and people working together – that's what BSI stands for.
Financial Services Software
Vestmark is a leading provider of portfolio management/trading solutions and outsourced services, offering a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts.
Financial Services Software
Agicap is a French financial technology company that provides a cash flow management platform for small and medium-sized businesses. Agicap's platform allows businesses to track their cash flow in real-time, create forecasts, and automate financial reporting. The platform also includes features such as customizable dashboards, analytics, and integrations with accounting software.
Financial Services Software
CoreCard is a leading issuer-processor and provider of card management and transaction processing systems. CoreCard offers an array of account management and system of record solutions to support the complex requirements of the evolving global financial services industry. The CoreCard platform provides the market's most feature-rich design for card processing and managing accounts. The platform supports a full range of card products including prepaid/stored-value, fleet, revolving credit, loans, pay-day lending, debit, commercial, government, healthcare and private-label cards.
Financial Services Software
Founded in 1980, ARGO is a leader in mission-critical and analytical software. Financial services solutions include payment transaction processing, sales, service, and relationship management, and retail and commercial lending. Fraud solutions detect and prevent fraud across multiple channels at the point of presentment with proactive positive pay functionality, BSA/AML monitoring, and transaction/image analysis. Healthcare solutions address patient matching with biometric verification; duplicate record detection and prevention; care coordination, referrals, and risk mitigation; and patient financing/provider cash flow.
Financial Services Software
Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.
