Page 16 - Top Finance Apps - Philippines

Alto

altoira.com

Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture capital, cryptocurrency, real assets including farmland, real estate, fine wine and art, and more. Alto Solutions is a self-directed IRA administrator builds and operates easy-to-use technology that enables individual investors to access alternatives. Alto’s self-directed IRA products, the Alto IRA and Alto CryptoIRA® offer the same tax advantages as more conventional IRAs, while providing access to investment opportunities not offered by most custodians, without complicated or hidden fees. Alto Securities is a wholly-owned registered broker-dealer and member of FINRA/SIPC that allows Alto to market, sell and transact private placement securities opportunities to platform users, both investors and issuers alike. Alto Capital is an exempt reporting advisor used to provide unique alternative investment opportunities to individual accredited investors by lowering historically institutional barriers like minimum investment amounts.

ClearDil

cleardil.com

Cleardil is a cloud-based end-to-end Know Your Customer (KYC) compliance solution that streamlines the process of identity verification and customer due diligence. Our KYC API enables organizations to automate the KYC process, from customer onboarding to ongoing monitoring, to help ensure compliance with regulatory requirements and minimize the risk of financial crime. With features like real-time identity verification, document verification, and risk assessments, Cleardil helps organizations quickly and accurately assess their clients' identities and backgrounds. It helps organizations to reduce their risk of exposure to money laundering, terrorism financing, and other financial crimes.

TRES Finance

tres.finance

Get the full and accurate picture across all of your Web3 financial activity. Web3 finance teams, asset managers and crypto service providers can now make Web3 accounting, audit and reporting the easiest part of their financial workflow. Its enterprise-grade Financial Data Lake manages thousands of financial data points across wallets, exchanges, custodians and DeFi protocols to bring you the complete picture of all of your Web3 financial activity.

Klippa

klippa.com

Klippa is an innovative platform designed to streamline financial processes through powerful document and expense management solutions. It leverages advanced technology, including OCR (Optical Character Recognition) and AI, to automate the extraction and processing of data from receipts, invoices, and other financial documents.

Auditoria

auditoria.ai

Auditoria is an AI-driven SaaS automation provider for corporate finance that automates finance processes in vendor management, accounts payable and receivable, and accruals to accelerate cash performance. By leveraging natural language processing, generative artificial intelligence, and machine learning, Auditoria supercharges ERP systems, adding value to corporate investments. Auditoria removes friction and repetition from mundane tasks by automating complex functions, and providing real-time visibility into cash performance. Corporate finance and accounting teams at leading companies including use Auditoria to accelerate business value while minimizing IT involvement, improving business resilience, lowering attrition, and accelerating business insights. Purpose-built for finance, with next-gen advanced Auditoria integrates with systems of record and shared inboxes to engage key stakeholders to streamline and automate collections and payment processing, add controls to procurement spend, optimize spend and vendor management, and handle finance inquiries using automation that generates data to provide key insights into cash performance. Auditoria’s SmartFlow Skills and SmartBots allow organizations to regain thousands of hours the finance team would otherwise spend on administrative, transaction-based non-value-added tasks to help alleviate pressures and elevate the state of the finance back office. Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency for accounts receivable teams. Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy for vendor management. Auditoria's SmartGL reduces risk, improves accuracy, and simplifies close in the finance office. AP and AR Helpdesk automation works 24/7 to process email content and understand finance-specific intent, continuously checking inboxes and responding conversationally to items such as approval status, invoice payments, short pay issues, and missed invoices.

Kolleno

kolleno.com

Kolleno is an accounts receivable management software that brings receivables, payables, reconciliation and payments all in one place.

Alkymi

alkymi.io

Alkymi is the AI-powered end-to-end solution for managing your investment document processing. As the first technology service to offer both machine learning and safe and secure large language models inside financial document workflows, Alkymi is changing how the financial services industry accesses their data, empowering firms to service more clients, quickly pivot investment strategies, and review deals faster.

TradingKey

tradingkey.com

TradingKey is a dynamic platform that provides real-time market quotes, financial news, and in-depth analysis tailored for traders and investors. It covers a wide array of financial instruments, including cryptocurrencies, commodities, and forex, making it a comprehensive resource for market insights.

Tipsme

tipsme.online

Tipsme is a digital tipping platform that facilitates cashless tips for service providers, freelancers, and content creators, allowing users to seamlessly receive gratuities via NFC cards, QR codes, and online profiles. This solution is designed to cater to a wide range of professionals in the service industry, including bartenders, baristas, musicians, and other individuals or businesses that rely on tips as a part of their income. Tipsme ensures that tipping is convenient for customers who no longer carry cash, while also providing service providers with a modern, efficient way to manage their earnings. Key Features and Benefits: Digital Tipping Options: Tipsme provides various methods for receiving tips, including NFC cards, QR codes, and shareable online profiles. This flexibility allows service providers to receive tips both in-person and online, accommodating a variety of customer preferences. Seamless Payment Integration: The platform integrates with popular payment systems such as PayPal, Venmo, Stripe, Apple Pay, and Google Pay, making it easy for customers to tip using their preferred payment method. Comprehensive Dashboard: Tipsme offers a user-friendly dashboard where service providers can track their tips, view transaction history, and manage their accounts efficiently. This feature helps users stay organized and monitor their earnings in real-time. Customizable Profile: Users can create a personalized profile that includes their photo, bio, and social media links. This not only enhances their visibility but also helps build trust with customers, leading to more tips and better customer engagement. Global Accessibility: Tipsme is available worldwide, allowing users from different regions to access the platform and receive tips, regardless of geographical limitations. Use Cases: Service Industry Professionals: Bartenders, baristas, waitstaff, and other service providers who traditionally rely on cash tips can use Tipsme to offer digital tipping options to their customers. Freelancers and Content Creators: Individuals working online or in creative fields can use Tipsme to receive tips from clients or followers, either through direct online interactions or via their social media platforms. Musicians and Performers: Street performers, musicians, and entertainers can set up a Tipsme profile to receive tips from their audience, even if they don’t have cash on hand. Tipsme is a versatile solution designed to meet the needs of modern service providers, enabling them to adapt to the digital age and maximize their tipping potential. With its easy-to-use interface and flexible tipping options, Tipsme helps users enhance their earnings while offering customers a convenient way to show their appreciation.

Strike

strike.money

Strike, the ultimate stock market analytical tool created by Indiacharts! Their platform provides investors and traders with a comprehensive range of resources to excel in the stock market. ** Discover: Stay up-to-date with the latest stock market trends and events through their Discover section. Their scanners allow you to filter through thousands of stocks based on volume, price, and technical indicators. The news section keeps you informed, and their IPO calendar tracks upcoming IPOs, earnings calls, and company announcements. ** Analyse: In their Analyse section, you'll find all the tools necessary to analyze the stock market. Their heatmap provides a visual representation of market performance, enabling quick identification of strong-performing stocks and sectors. Gain insights from futures and option trades, stocks and indices, sentiment and diffusion indicators, as well as FII and DII participation. Their powerful Rohit Momentum Indicator, developed by their CEO Rohit Srivastava, helps identify stocks with strong momentum. ** Learn: Enhance your stock market knowledge and trading skills in their Learn section. Access webinars, mentorship programs, and informational videos. Their Insider Club offers exclusive insights from industry experts, while their mentorship program provides personalized coaching and support. Webinars cover various topics, from basic trading strategies to advanced technical analysis. ** Charts: Visualize and analyze stock performance using their user-friendly interface. Explore charts of your favorite stocks and utilize their comprehensive toolset for valuable insights. Strike brings together everything investors and traders need under one roof. Whether you're a beginner or experienced trader, their powerful tools, extensive resources, and user-friendly interface enable better investment decisions and help you achieve financial goals. Join Strike today and elevate your trading to new heights!

Resolve

resolvepay.com

Resolve allows b2b manufacturers & wholesalers to get paid upfront - while their business customers can pay in 30, 60, or 90 days. We're a complete net terms and credit management solution. Resolve at its core improves traditional and cumbersome b2b payments. We facilitate deferred payments between businesses, but in a way that benefits both businesses. This deferred payment is commonly referred to as ‘net terms’ in many industries, and it describes a payment delay of 30, 60, or 90 days that has come to be expected by business customers. The issue for the business seller is that they are required to act like a bank. They need to give short-term credit to their customers and ‘float’ these net terms invoice payments. Resolve takes care of every aspect of a business being able to offer net terms as a payment option. We solve for the credit checking process, provide invoice financing, automate accounts receivable processes, and speed up payments processing. Resolve enables b2b deferred payments through our end-to-end and embedded ‘credit billing’ solution. This refers to Resolve’s integration with an existing financial tech stack to automate and streamline all of the tasks associated with offering net terms. The results are simpler net terms that increase our customer’s cash flow and b2b sales, while reducing their financial risk and accounts receivable resourcing needs.

Bermuda Unicorn

bermudaunicorn.com

Bermuda Unicorn is a best NFT Marketplace for digital items for discover, sell, buy or hold in the form of digital currencies or NFTs.

Tellimer

tellimer.com

Tellimer is a leading provider of specialized knowledge and execution capabilities in equity and fixed-income markets and investment banking across developing economies, offering international investors access to some of the most complex financial markets and economies in the world. The company is committed to providing high-quality services to its investors. To further enhance this commitment, Tellimer (formerly Exotix Capital) has launched a new standalone research, analytics, and data division (RAD). This division will enable clients to benefit from the firm’s specialist industry and market knowledge.

DepositFix

depositfix.com

DepositFix is a robust invoicing and payment automation platform designed for service-based businesses and agencies seeking to streamline their billing processes. By integrating directly with popular CRMs like HubSpot, Monday.com, etc DepositFix empowers users to manage one-time and recurring payments within their existing workflows, creating a smoother, more efficient deal-to-cash experience. For agencies, consultancies, and other service providers, DepositFix automates essential invoicing tasks, minimizes manual entry, and improves cash flow by reducing the time to collect payments. How DepositFix Works: DepositFix connects seamlessly with CRM data to synchronize customer and deal information, allowing businesses to create and send invoices based on real-time data, without having to leave their CRM platform. It supports a range of payment options, including credit cards, ACH, and PayPal, giving clients a flexible, secure, and convenient way to pay. Key Benefits: • Automated Invoicing and Billing: DepositFix eliminates repetitive billing tasks by automating invoice creation, scheduling, and payment reminders, allowing businesses to focus on higher-value activities. Users can set up recurring invoices and update payment statuses automatically, reducing manual work and errors. • Seamless CRM Integration: Built specifically to integrate with HubSpot, Monday.com, DepositFix connects billing with customer management. This integration means users can handle their invoicing and payment processes within the same CRM environment, resulting in more accurate, up-to-date billing information and a unified client view. • Enhanced Revenue Insights: The platform provides real-time analytics and reporting, giving users a clear picture of revenue trends, outstanding payments, and cash flow. This enables smarter, data-driven decisions and better financial oversight. • Flexible Payment Options: DepositFix supports various payment methods, allowing businesses to offer clients a choice in how they pay. This flexibility improves the client experience, helping reduce payment friction and improve timely payments. Why Choose DepositFix? DepositFix is designed for companies that rely on efficient payment processes to maintain healthy cash flow. Unlike generic invoicing tools, DepositFix combines CRM integration, automated billing, and a focus on service-oriented businesses to deliver a solution that simplifies AR management and helps users get paid faster. With DepositFix, agencies can handle all billing functions within a single, familiar platform, helping them operate more effectively and grow their business. DepositFix lets you sell event tickets, courses, digital products, memberships, subscriptions and accept donations. Have full control over your payment process: - Accept payments on your landing pages and keep your clients on your website during the entire checkout process. - Add custom fields to your payment forms. - Send receipts using email workflows. - Catch and recover failed subscription charges. - Manage billing information without leaving your CRM. - Combine multiple products into a single form. - Create charges or subscriptions using marketing automation workflows.

Paidnice

paidnice.com

Paidnice is comprehensive accounts receivable automation for small and medium businesses using QuickBooks and Xero. Since 2022 Paidnice has facilitated on-time payments for over $4 billion in transactions across 3 million invoices. Our unique solution gives you the power to automate late fees, interest, reminders, and reporting on autopilot - saving credit controllers hours typically spent manually chasing late payments. Customizable rules and workflows allow tailoring Paidnice's functionality to match your payment terms and customer relationships - whether that's automated late penalties, SMS invoice reminders, expedited dispute resolution, or bulk customer statements. Core features and differentiators include: - Auto-apply late fees, interest charges, and prompt payment discounts. - Custom email & SMS invoice reminders and past-due notices. - Send quote reminders before they expire. - Escalation workflows e.g. automated dispute letters, credit reporting. - Automate & send bulk customer statements. - BYO email domain and branding. - Per-customer customization settings. By leveraging Paidnice's set-it-and-forget-it accounts receivable automation, small businesses can significantly accelerate payment cycles, improve customer communication, and strengthen financial resilience without adding more hours to their team's workloads. The bottom line? Getting paid on time, every time, without the typical frustration.

Nook

nook.io

Nook is a payments and accounts payable platform that helps businesses streamline their B2B payment workflows.

DocuClipper

docuclipper.com

DocuClipper is a modern, fully automatic bank statement converter that assists accountants, bookkeepers, fraud investigators, family law practitioners, and others. It automates data entry from bank statements to Excel, CSV, or QBO formats in seconds, eliminating the need for manual work.

ViCA

vica.chat

ViCA stands at the forefront of revolutionising compliance support and understanding within the financial sector and beyond. Designed to demystify the complexities of compliance, ViCA offers real-time assistance and tailored support across an extensive range of UK and EU regulatory frameworks. This makes ViCA an invaluable asset for professionals across all levels in the broader UK financial services sector. ViCA understands that each level of experience brings its own set of challenges and questions and adapts her assistance to fit each user’s needs, from junior to seasoned senior staff. ViCA simplifies and interconnects intricate regulations to make understanding compliance manageable and efficient, allowing teams to better allocate their time and resources.

Peek

peek.money

Peek is an intelligent net worth tracker designed to help you track, manage, and grow your net worth.

Tradervue

tradervue.com

Tradervue is a powerful trading journal and analytics platform that helps traders improve their performance.

Spliit

spliit.app

Spliit is a minimalist web application to share expenses with friends and family. No ads, no account, no problem.

Paytient

paytient.com

Paytient is an employee health payment platform that employers, health plans, or TPA’s embed in their benefit offering. Paytient enables employees to pay medical, dental, pharmacy, vision, or veterinary bills overtime via post-tax payroll-deducted, interest-free payments with the ability to link HSA’s/FSA’s, bank accounts. Providers are paid today, employees can better access and afford care, and employers/health plans can increase participation in lower-cost health plan designs (higher deductibles). Our mission is to help people live healthier lives by improving their ability to better access and afford care.

Quiltt

quiltt.dev

Quiltt enable financial innovators to access the best account aggregation and transaction enrichment providers through one lightweight integration and one simple contract. Our mission is to unlock the next wave of fintech innovation by removing technical and commercial barriers to build with financial data. Quiltt is backed by investors including Greycroft, Newark Venture Partners, Motivate Ventures and Abstraction Capital.

Deepvue

deepvue.com

Deepvue is a powerful, intuitive, and comprehensive trading platform providing cutting-edge tools, advanced financial analytics, visualizations, and resources that empower investors at every level to make well-informed decisions.

Bond Smartly

bondsmartly.com

Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.

Wallstreet.io

wallstreet.io

WallStreet.io provides innovative technical analysis tools, the best stocks & options university, and the #1 financial social network with live meetups hosted by professional traders.

cc:Monet

ccmonet.ai

cc:Monet provides automated accounting solutions. Simplifying tasks for accountants, bookkeepers, and businesses. Trusted tools for accurate data, efficiency, and productivity. Key Features: - 100% Data Accuracy: Depend on our precision-engineered software to deliver complete accuracy in all financial transactions, removing any potential for errors and discrepancies. - 90% Manpower Cost Savings: Dramatically reduce costs by minimizing the need for manual labor, allowing you to reallocate resources and focus on growth. - Automated Data Entry: Say goodbye to manual data entry with AI that intelligently handles data input, significantly reducing errors and freeing up your time. - Effortless Expense Management: Capture expenses with ease—snap a photo or forward an email, and our AI seamlessly extracts and categorizes pertinent details with unmatched precision. - Lightning-fast Processing: Manage and analyze your financial data in real-time with our responsive technology, enhancing your workflow by 100 times for maximized efficiency. - Intelligent Category Mapping: Automatically detects and allows for customizable expense categories, adapting perfectly to your industry’s specific needs. - Advanced Reconciliation: Our advanced algorithms ensure meticulous transaction matching across accounts, providing flawless financial reporting. - Bulk Importing Perfected: Streamline your operations with AI-enhanced bulk import capabilities. Our system accurately extracts and matches data from various documents, integrating seamlessly. - Seamless Sync: Keep your financial data synchronized effortlessly with your preferred accounting platforms, like Xero , quickbooks, ensuring it is always up-to-date and accessible.

MarketAlerts

marketalerts.com

Get AI to monitor your portfolio and watchlists 24/7, notifying you instantly and without noise, on need-to-know updates: Earnings Call AI-Summaries, Changes in Number Of Customers, Financial Guidance, Technical Patterns, Insider Transactions, New Product Announcements, Acquisition Offers, Filled Lawsuits, Analyst Rating changes, and more... Browse AI signals and patterns to find the right trade opportunities at the right time.

HedgeFlows

hedgeflows.com

HedgeFlows is a cloud-based treasury and risk management system for smaller corporates and scaleups that trade internationally. Integrate HedgeFlows with your accounting or ERP system and save up to 80% on managing global payments, liquidity and risks in 30 currencies with integrated analytics and seamless workflows. The company was founded in 2020 by industry experts, each experienced in running the global financial markets divisions of international banks. This experience has informed HedgeFlows’ design so that its users do not need to take long training courses nor rely on currency & treasury specialists to trade overseas. The platform leverages APIs and cloud-based data to help clients embed prudent principles into their existing processes and to capture timely insights that can assist “safer international growth without unnecessary costs”. HedgeFlows offers three modular solutions: 1) Multi-currency payments automation - Accurate & effortless payment automation for domestic and international invoices, reconciled in your ledger automatically in real-time. It saves time and effort, completely revolutionising how finance team can process vendor invoices and payments globally. 2) Cash visibility and management - for busy finance directors and managers who want full visibility as their business operates and grows internationally. Upgrade to the next-gen real-time reconciliations that keep your ledgers always in sync. As soon as your payments and transactions settle, HedgeFlows automatically applies them to invoices so that you can always be confident about your cash balances and focus on more valuable tasks instead of doing down the reconciliation spreadsheets. 3) FX Risk management - our award-winning FX Risk Management Platform ensures your finance team manages currencies and never gambles on them. Get full visibility from the moment FX risks arise and make informed and timely decisions without time-consuming processes or guesswork

ComplyFirst

complyfirst.co

ComplyFirst is a RegTech platform for financial services companies. We simplify regulatory compliance with our innovative Regulation-as-a-Service software, cutting compliance costs and saving time. Complyfirst is the must-have regulatory reporting tool for global payment and e-money companies. Submit reports 8x faster, slash the risk of fines (we're talking millions) and effortlessly scale into new jurisdictions - no extra hires necessary.

Holder.io

holder.io

A cryptocurrency asset management platform that offers users tools for storing, exchanging and investing in various cryptocurrencies.

Raiffeisen Online Romania

new.raiffeisenonline.ro

Raiffeisen Online is the digital banking platform of Raiffeisen Bank in Romania, designed to provide customers with convenient and secure access to their banking services. The platform enables users to manage their finances efficiently from anywhere, using a user-friendly interface.

Pazy

pazy.io

At Pazy, we're driven by a vision: to equip every finance leader with the power to understand every rupee spent, in real-time. We believe that seamless automation and insightful data should be the norm, not the exception, for finance leaders. Pazy is business spend management software that automates accounts payable workflows in real-time. The cloud platform streamlines invoice processing, approvals, accounting, and reporting.

Polaris Web3

polarisweb3.org

Polaris is a platform designed to provide an ecosystem of intuitive and accessible tools that enable users around the world to explore, interact and benefit from opportunities in the Web3 space. We seek to democratize access to the blockchain, ensuring that information and tools are Easy, Fast and Convenient for everyone.

Vergo

getvergo.com

Vergo is a credit card expense tracking software for the construction industry allowing accounting teams to automate the tracking and coding of transactions to different jobs.

LiveForexTV.com

liveforextv.com

LiveForexTV.com is a leading online platform dedicated to providing traders with real-time market insights, educational resources, and interactive content in the world of Forex trading. LiveForexTV.com's mission is to empower traders of all levels with the knowledge and tools they need to succeed in the dynamic and ever-changing Forex market.

Valutico

valutico.com

Started by a team of enthusiastic financial professionals, software engineers and data scientists, the concept for Valutico was born out of frustration with the lack of quality, user-friendly tools available for valuation practitioners to conduct their analysis thoroughly and efficiently. Today, we empower our clients around the world by enhancing their analysis and operations whilst simplifying their processes through the use of the Valutico platform.

Synaptic

synaptic.com

Synaptic helps investors and decision-makers get company insights from a wide spectrum of alternative data on a no-code platform. We unify data from proprietary and custom sources layered with a rich analytics toolkit, to make investment research more efficient—from sourcing and tracking to due diligence. We are trusted by top Venture Capital and Private Equity firms, Asset Managers, and Hedge Funds across the globe. Alternative datasets on Synaptic include website traffic, app and product reviews, employee and hiring data, search trends, funding information, tech mentions, and many more.

Profit.com

profit.com

Profit.com is a pioneering fintech company reshaping the landscape of trading analytics, financial research, and trading education. With a mission to democratize financial technology, we empower traders and investors of all levels to make smart investment decisions and achieve maximum profitability. Backed by state-of-the-art technology, cutting-edge solutions, and an experienced team, Profit.com is the go-to destination for individuals seeking a competitive edge in the financial markets, enabling them to unlock their full trading and investment potential.

Kwanti

kwanti.com

Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers. Kwanti is used daily by hundreds of firms to build model portfolios, analyze client portfolios, and generate proposals for prospects. The web-based portfolio analytics solution aids financial advisors and investment managers with prospect conversion, client acquisition and retention, model management, and much more by delivering portfolio analytics, investment performance data, stress testing, and proposals. Features: * Portfolio drill-down allocation, stress tests, performance, risk, hypotheticals, optimization, blended benchmarks * Custom client proposals and reports with built-in PDF editor * Integrations with third party vendors and custodians Visit Kwanti.com today for a free 30-day trial!

EquityList

equitylist.co

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/

Finbox

finbox.com

finbox.io provides investors a suite of online fundamental investing tools to help them dive deeper into their investments, faster.

PrivCo

privco.com

Discover valuable insights into the financial health, market position, and growth trajectory of private companies in the U.S. with PrivCo - your go-to source for industry-leading intelligence. Our platform provides comprehensive coverage of truly private companies, which make up the majority of U.S. businesses, and are often overlooked by other deal-focused resources. Whether you're looking for new targets or need to augment your due diligence, PrivCo offers the data and analysis you need to make informed decisions.

Aiera

aiera.com

Aiera is the only LIVE event monitoring and search platform covering all available Wall Street events, providing real-time transcription and one-click audio. The experience is available through an easy-to-use desktop and mobile app that also provides search and collaboration across filings, news, and other company-specific data, such as sentiment and key topic analysis. Aiera is set to cover over 60K investor conferences and earnings events each year (with an over 95% connection rate), spanning more than 13K companies worldwide. Aiera is available to everyone for one low subscription price, and can also be accessed via direct integration or API.

BeyondIRR

beyondirr.com

At BeyondIRR, our vision is to build a B2B wealth-tech business to empower investment specialists (RMs, Bankers, Advisors, IFAs, MFDs, RIAs) so that they can deliver a better experience to their clients. We intend to assist them with technology-enabled and insights-driven capabilities on markets, investment products as well as client portfolios. We also aim to provide them access to products that are currently accessible to only a select few, so that they can offer such niche products to their clients.

CEOBuySell

ceobuysell.com

CEOBuySell is a revolutionary platform that tracks and reports insider stock transactions by CEOs at public companies. With access to real-time data on their buying and selling activities, users can gain insights into corporate leaders’ investment strategies. This information helps investors make informed decisions, capitalizing on the actions of those who know the company best. The user-friendly interface ensures that even beginners can navigate the platform without hassle. Overall, CEOBuySell brings transparency to the stock market, allowing users to harness insider knowledge effectively.

Glean.ai

glean.ai

Unlock the power of intelligent financial control with Glean.ai, the cutting-edge AP software that offers unparalleled strategic insights. Harness the advanced capabilities of artificial intelligence to gain a deep understanding of your vendor spend. Identify areas of overspending and optimize your purchasing decisions to maximize your ROI. Leverage Glean.ai's unique line-item analysis to automate prepaid amortizations, accruals, and GL coding, streamlining your accounts payable processes. Collaborate effortlessly with your team, negotiate better pricing with vendors, and drive cost efficiencies across your organization. Experience the future of AP software with Glean.ai and take your financial management to new heights. Key benefits: • Unmatched Intelligence & Visibility: See hard-to-detect trends, get deep insights into core drivers, and uncover areas of overspending to increase your ROI with vendors. • Time-Saving Automation: Eliminate manual tasks with automated data extraction, GL coding, bill approvals & payments, prepaid amortizations, automated accruals, and more. • Robust Data Benchmarking: Leverage Glean.ai's proprietary benchmarking data to negotiate better deals with your vendors and drive increased spend efficiency for your company.

BlueGamma

bluegamma.io

Easy to use market data platform for financing teams to download EURIBOR, SONIA and SOFR curves.

Coinseeker.co

coinseeker.co

Coinseeker helps professional investors, businesses, and venture capital in identifying the most recent fundraising rounds for crypto and blockchain companies.

Databento

databento.com

Databento makes it simpler and faster to access institutional-grade financial data. Its self-service model allows users to instantly pick up live exchange feeds and terabytes of historical data for US equities and futures—and only pay for what they use. Databento’s servers are hosted in the colocation facilities of various trading venues for low-latency and high-fidelity data capture, direct from the source.

Hyphen Wallet

wallet.hyphensolutions.com

Hyphen Wallet provides an advanced invoice and payment solution for Home Builders to pay their Suppliers, Trades and Vendors. Hyphen Wallet automates accounts payables for Payors with its innovative payment solution.

Bitunix

bitunix.com

Founded in November 2021, the professional crypto derivative exchange Bitunix became a U.S. MSB registrant in late 2022 and received the SEC compliance license in the Philippines in February 2023. Bitunix aims to provide a better product experience and become the safest crypto derivatives exchange for users.

Banxa

banxa.com

Banxa (TSX-V:”BNXA”) is a Payments Service Provider (PSP) for the digital asset space. The company has a mission - to build the bridge between traditional financial systems and regulation and the digital asset space. Their goal is to onboard the general public to digital currency by building fully compliant payment infrastructure that enables simple and secure conversion of fiat currency to digital currency (e.g. USD/CAD to BTC/ETH). Banxa's flagship product is a “Plug-and-Play” Fiat Onramp which allows seamless access to digital currencies via multiple payment methods. The company’s product line is diversified by a B2B offering, or wholly owned, B2C (direct-to-consumer) websites. Upcoming products will focus around further development of digital payments, transfers and storage.

Hubly

myhubly.com

Hubly's software helps growing financial advisory firms deliver an exceptional client experience with a visual dashboard to manage best-practice workflows, processes, and individual client relationships. Hubly's easy to use technology prevents things from falling through the cracks for financial advisors and their teams.

Zapflow

zapflow.com

Zapflow is a power tool for professional investors purpose-built for deal flow, deal and portfolio management. It gives you more control; helps you make better decisions; and saves you time and stress.

TaskSuite

tasksuite.com

TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.

LeadCenter.AI

leadcenter.ai

The first AI-powered financial advisor sales and marketing automation platform that helps financial advisors automate sales and marketing processes to increase the conversion rate of leads to business.

Debtist

debtist.de

More growth, less cash flow stress – focus on what matters with Debtist as your receivables management and debt collection partner. As a global digital debt management and collection Partner we are not just a software tool, we actively increase your Cashflow and order to cash cycle through debt management, dunning & collection for both B2B and B2C debts and open invoices. Reduce risk through Credt checks, send automated payment reminders and let Debtist take over your dunning and legal claims. With letters, emails, phone calls, and SMS, Debtist actively handles all steps to recover the Cash. This relieves the financial team while simultaneously increasing cash flow and revenue. We integrate into your accounting stack, for seamless case collection, bringing you the real-time insights to increase your cash collection cycle from Credit checks, payment reminders up to debt dunning steps and legal case handlings.

Identifee

identifee.com

The Engagement Platform for Financial Services Deliver a connected experience, with automated data-driven insights and bite-sized training. Wow your customers, grow revenue and deposits.