Quirion
Quirion provides professional asset management starting at 10,000, with a low annual fee of 0.48%, and no hidden costs or commissions.
Finmark
Finmark is financial planning software for startups, allowing users to create financial plans, manage expenses, and forecast revenue without using spreadsheets.
Fluidly
Fluidly is a financial management app that helps businesses forecast cash flow, integrate with accounting systems, and optimize financial decision-making.
Chaser
Chaser automates invoice reminders and payment tracking, streamlining accounts receivable processes for faster payments and improved cash flow management.
Anchor
Anchor is a cloud-based billing solution that automates B2B billing, collections, and payments, reducing errors and fraud risks to help businesses get paid on time.
Fuelfinance
Fuelfinance is a cloud-based app for financial management and planning, helping startups automate bookkeeping, generate reports, and streamline decision-making.
Moolahmore
Moolahmore is an accounting app that manages and forecasts transaction data, helping users track finances, set budgets, and optimize cash flow.
Tidely
Tidely is a cash flow management software that offers AI-based forecasting and scenario analysis for businesses to monitor and manage their financial liquidity in real time.
Budgyt
Budgyt is a budgeting app for organizations, simplifying financial planning across multiple departments with user-friendly features and integration with other platforms.
SimpliCapital
SimpliCapital is a SaaS app that streamlines invoice collections and suggests optimal payment schedules using AI for improved cash flow management.
MODLR
MODLR is a collaborative planning software that streamlines financial modeling and budgeting processes for growing businesses, integrating with ERP systems and Excel.
Altruist
Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.
Vumi
Vumi is a wealth management app for investment firms, providing a unified view of client investments and tools for analyzing portfolio performance and risks.
FINSYNC
FINSYNC is an all-in-one payments platform that helps businesses manage finances, track expenses, and streamline accounting tasks from anywhere.
PlanGuru
PlanGuru is a budgeting and forecasting tool for small to mid-sized companies, aiding in financial projections and strategic planning with integrations for accurate data.
Tesorio
Tesorio is a financial management platform that automates cash flow processes, providing visibility and insights for better financial forecasting and decision-making.
Pepper
Pepper is a cloud-based platform that helps asset managers manage data and make informed investment decisions through seamless collaboration and accessibility.
Ziggma
Tool for investors to link and consolidate accounts, track performance, risk, dividends and carbon footprint, receive stock scores and alerts, and simulate portfolio changes.
SigFig
SigFig develops software for financial services, providing digital wealth management for advisors and tools for retail banking needs assessment.
Asora
Asora is a SaaS platform for family offices that tracks assets, automates data capture, and offers secure, on-demand reporting online and via mobile.
Primetric
Primetric helps plan and track resource availability and project profitability in professional service companies, optimizing resource management and scheduling.
Apruve
Apruve automates B2B trade credit and accounts receivable, simplifying financial processes and improving cash flow management for global enterprises.
Trezy
Trezy is a cash management app that offers real-time financial insights, automated forecasting, and bank balance consolidation for improved business financial planning.
Invoiced
Invoiced is an accounts receivable app that automates billing processes, facilitates payment collection, and offers customizable invoice management for businesses.
Tresmark
Tresmark provides real-time access to global financial markets, offering live rates, news, and tools for analysis, alerts, and customizable dashboards.
SoftLedger
SoftLedger is a cloud-native accounting software that provides real-time financial visibility, multi-entity support, and integration with existing ERP systems.
PennyFlo
PennyFlo is an AI-driven platform for managing company cash flow, automating payments, and consolidating financial data from multiple accounts.
Vyzer
Vyzer is a digital wealth management platform that tracks public and private investments, offering financial planning tools, projections, and benchmarking.
Treasure
Treasure is a cash management app that helps organizations invest idle cash for better returns, managed by a professional investment team.
COMMITLY
COMMITLY is a liquidity planning app that helps businesses manage cash flows through forecasting, budgeting, and data visualization.
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