Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time
Founded 2015
Find 20 competitors in the Financial Services Software. Compare other SaaS such as CERTIFY, Vestd and fiskaly. These Yunzhangfang competitors have raised $129.5M and together serve more than 12.3K customers and employ over 1.8K team members.
Financial Services Software
CERTIFY is a leading provider of patient engagement and authentication globally which serves millions of patients, all with the common mandate to secure flexible engagement solutions in a HITRUST & HIPAA compliant environment. The best part? CERTIFY can be seamlessly integrated with your existing EHR to streamline and secure the patient journey.
Financial Services Software
Vestd is the leading sharetech platform for share schemes and business admin. The FCA-regulated platform makes light work of all of the most popular and tax-efficient share scheme types, empowering businesses to attract and retain their talent. Staff, advisors and consultants can log in to view their shares and model what their cut might look like if the company rises in value. An unrivalled motivator. Vestd makes share schemes a walk in the park. No wonder 95% say that Vestd has helped improve employee loyalty and 93% agree that it’s helped with employee attraction! And for investors, or those looking to secure investment… Vestd gets cap tables sparkling clean, makes cofounder prenups a walk in the park, makes shareholder comms and security as easy as pie and helps to make businesses irresistible to investors. Our mission Our big moonshot aim is to see one billion people worldwide invested in the companies that they work hard to grow. We are all about inclusion and fairness.
Financial Services Software
fiskaly develops state-of-the-art SaaS infrastructure for POS manufacturers and retailers in Europe. Our SIGN fiscalization software and APIs are designed to avoid tax tampering by generating unique digital signatures for transactions. 100% compliant with country-specific laws, we focus on cloud-based solutions without any additional hardware. Our certified TSS for Germany is the market leader in this area operating in more than 600 thousand cash registers. Millions of people get in touch with fiskaly’s services every day. By digitizing receipts in stationary outlets, we create a whole new customer experience through a sustainable, paperless alternative. Digital receipt by fiskaly enables companies to optimize their business processes and utilize an additional marketing channel. Our easy-to-integrate solutions and resource-saving mentality reflect our mission to make receipts simple. A dedicated team of more than 60 employees contributes to the company's success. Founded in Vienna in 2019, fiskaly now operates in Austria and Germany, running offices in Vienna, Berlin, and Frankfurt. fiskaly has been certified as Great Place to Work® since January 2023.
Financial Services Software
Developer of a cloud-based financial management platform created to track and manage finances. The company's cloud-based financial management platform tracks all finances in one application and uses cloud technology and real-time data analytics, enabling accountants and advisors to better understand the financial health and needs of their clients.
Financial Services Software
Developer of a cloud-based financial management platform created to track and manage finances. The company's cloud-based financial management platform tracks all finances in one application and uses cloud technology and real-time data analytics, enabling accountants and advisors to better understand the financial health and needs of their clients.
Financial Services Software
Clazar is the leading Cloud Sales Acceleration Platform for Go-to-Market teams to scale revenue on AWS, Azure and Google cloud marketplaces. From listing to co-sell to revenue reconciliation and recognition, our platform helps companies to streamline and automate their entire cloud sales journey from a single, unified platform — with zero operational overhead. Clazar integrates seamlessly with existing CRMs, offers robust governance controls, and complies fully with industry-leading security standards so that revenue teams can efficiently scale operations with complete peace of mind. Top companies like Pinecone, Perplexity, Cortex, CloudZero and Secureframe trust Clazar to power their success on cloud marketplaces. To learn more, visit www.clazar.io.
Financial Services Software
Manifold is an AI-powered clinical research platform that accelerates life sciences research through secure, AI-powered infrastructure. It streamlines manual workflows in study and data management, designed to support collaboration and regulatory compliance.
Financial Services Software
Provider of a data visualization and basic analytics platform designed to pull together financial data across all banks and asset classes into a single portfolio. The company's platform helps in customizing modules for complex data analysis, create template or customized reports using data, offers specific module for relationship managers to view their client data, access data without any limitations as well as sends out data and insights, enabling financial institutions and wealth managers to analyze their data and gain new insights into their business.
Financial Services Software
Provider of an insider threat protection platform designed to reduce data breaches and outsider infiltration. The company's insider threat protection platform offers unmatched visibility across all endpoints to stop intellectual property theft, malicious insider attacks and the accidental disclosure of sensitive materials, enabling enterprises to prevent cyber-security breaches from originating while protecting employee privacy.
Financial Services Software
Qplix delivers next generation SaaS solutions for wealth management and family office.
Financial Services Software
Developer of software for customer communications management (CCM) market. The company's hybrid cloud-based content management platform serves customer communications management needs of large enterprise customers including insurance, financial services, healthcare and print service providers offering an intuitive and secure environment for business users to directly own and control touchpoint messaging content and business rules driving the pace of change for customer-facing print and digital communications.
Financial Services Software
Chegamos para transformar o dia a dia das procuradorias com inteligência artificial e automações. O Attus é uma solução inteligente e completa que deixa as coisas mais simples e fáceis de verdade, permitindo que gestores, procuradores e assessores possam focar no que realmente importa. A Inteligência Artificial do Attus executa centenas de operações e automações nos bastidores para exibir tudo de forma simples e intuitiva. Tanto no desktop, quanto no mobile. Saiba tudo em attus.ai Reunindo expertise, inovação e tecnologia, Attus simplifica as atividades dos procuradores de forma segura, potencializa sua produtividade e incrementa os resultados da procuradoria.
Financial Services Software
CloudM empowers organizations to own and control their Google Workspace and Microsoft 365 data from an easy to use platform with automation at its core, delivering data resilience and portability. With over 80 million completed migrations, CloudM Migrate is the market leader when it comes to migrating and moving data into or around the cloud. Our products are purpose-built for Microsoft and Google to enable you to: - Migrate and move your data to wherever you want, whenever you want. - Improve governance and data resilience. - Save time and money by automating repetitive manual tasks such as onboarding and offboarding.
Financial Services Software
Payslip is an AI-powered global payroll control platform and the leading provider of automation and Integration as a Service technology for the delivery and management of global payroll at large multinational companies. Payslip automates the end-to-end payroll process: from pre-payroll data collection and validation through to post-payroll last-mile reporting. Our platform empowers multinationals to fix payroll challenges, digitize multi-country payroll and connect systems & processes for faster and smarter payroll management. A Workday Partner, Payslip standardizes and automates workflows across HR, Finance and Global Payroll, integrating the entire payroll ecosystem. Global organizations choose Payslip to manage their global payroll operations with visibility & control, achieve execution excellence, see a bigger picture and scale at any dimension. With Payslip they are able to harness payroll data for actionable insights and fully informed, real-time decision making. Payslip helps companies move from manual, disjointed legacy payroll to digitized and standardized processes across countries with powerful integrations which remove chokepoints in payroll operations.
Financial Services Software
Scopevisio is the first german cloud based ERP, CRM + ECM Suite solution for SME businesses. A highly integrated software which is also available as modules. Founded in 2007 Scopevisio offers Software as a Service (SAAS) to optimize your Workflows, processes and Teamwork. Our Software combines the whole process starting with CRM, Finance, until the real time data of your business. You can access your data from wherever you are, whenever you want and with every device (Tablet, Smartphone) In December 2013 we opened an office in Berlin as well as Cologne.
Financial Services Software
Jscrambler is the leader in Client-Side Protection and Compliance. We were the first to merge advanced polymorphic JavaScript obfuscation with fine-grained third-party tag protection in a unified Client-Side Protection and Compliance Platform. Our integrated solution ensures a robust defense against current and emerging client-side cyber threats, data leaks, misconfigurations, and IP theft. The Jscrambler Code Integrity product safeguards first-party JavaScript through state-of-the art obfuscation and exclusive runtime protection. The Jscrambler Webpage Integrity product mitigates threats and risks posed by third-party tags all while ensuring compliance with the new PCI DSS v4.0 standard. With Jscrambler, businesses adopt a unified, future-proof client-side security policy all while achieving compliance with emerging security standards. Jscrambler serves a diverse range of customers, including top Fortune 500 companies, online retailers, airlines, media outlets, and financial services firms whose success depends on safely engaging with their customers online. Join us in shaping the future of web security and enabling fearless digital innovation.
Financial Services Software
MSB Docs offers easy transition from traditional physical paperwork to digital signatures and workflows, improving ROI and efficiency by simplifying everyday processes and streamlining repetitive tasks and time-consuming work. MSB was conceptualized and developed as a platform that provides secure, efficient and compliant document workflow and management solutions for the life sciences and healthcare industries. With more than a decade of industry experience and deep domain expertise, we have expanded our software to serve other industries, offering customized solutions for education, financial and legal services. We have a proven track record of creating dependable and validated solutions for identity management, integration, multi-factor authentication, and fraud detection. Our rich history of professional services experience — including implementation, integration, adoption, custom module development, industry best practices, training and services support —helps us deliver a powerful and comprehensive solution to our clients. Our development never stops. We are constantly improving and adding new features based on clients’ feedback and industry changes. Our software development and robust testing methodology allows us to provide new features to our clients at a rapid pace. Many Life Science companies can take months to validate a solution as compliant with industry regulations and the process can be quite costly. MSB’s Comprehensive Validation Package accelerates this process, and has enabled many of our Life Science clients to adopt digital and electronic signatures within weeks rather than months and also passed along a tremendous savings. At MSB we believe software solutions can be good, fast, and affordable.
Financial Services Software
A Washington, D.C.-based professional services firm that offers a full range of cybersecurity, program management and strategic communications solutionsProfile
