Fenergo develops leading SaaS financial technology solutions to improve client lifecycle management (CLM) and support regulatory compliance. We connect the world’s financial institutions with their customers to transform the overall experience and relationship. We help firms feel safe by continuously monitoring risks and ensuring regulatory compliance. By enabling operational efficiency and digital transformation, we drive value creation to solve the problems of today and anticipate those of tomorrow. Our technology enables financial institutions to transform the end-to client onboarding and lifecycle experience; continuously monitor risks and ensure regulatory compliance (across KYC, AML, ESG, Tax, SFTR, and Data Privacy frameworks); and …

223 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Navigate all market conditions with CloudMargin CloudMargin’s SaaS solution transforms collateral management workflows across the buy-side, banking & outsourcing industries. Delivering full STP workflows, market-leading technology & powerful, real-time analytics, CloudMargin empowers leading institutions across the globe to achieve collateral resilience, end-to-end efficiencies, cost savings & risk mitigation. Collateral Management, OTC Derivatives, Corporate Treasury, Central Clearing, SaaS, margin call, inventory management, Cleared OTC, ETD, Repo, MSFTA, Securities Lending margining, STP workflow, managed connectivity, real time analytics, collateral reslience, and risk mitigation

Type: Startup Activities: it services Technologies: SaaS

Redesigning fintech We are building something unusual and unexpected with a different mindset! Our team of vast experience and diverse skills in digital entrepreneurship, financial services industry, telecommunications business, system integration, product management, technology and management consulting, with curiosity and courage, we elevate each other to change the game in finance and technology industry. BaaS and Open Banking expert! financial services, innovation, digital, entrepreneurship, api management, product management, and system integration

277 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

We help corporate finance professionals execute a data-driven approach to deal origination Businesses use only a fraction of the data they need to make financial decisions because that data is difficult to retrieve and analyse at scale. As a result, most financial analysis is wrong. We’re building a new kind of tool called a knowledge engine, for the finance industry. We're starting with deal origination and monitoring for corporate finance clients (e.g. PE/M&A). Over time we're aiming to build an AI-enabled financial analysis platform, changing not only the way the data is represented on the back-end, but also how users …

108 similar entities Type: Startup Activities: fintech Technologies: A.I. - Natural Language Processing A.I. A.I. - Deep Learning A.I. - Machine Learning Data Analytics

Automated financial performance, member/customer profitability, & planning & budgeting for banks & credit unions Our vision is a world where CFOs and CEOs in banks and credit unions can use accurate, up-to-date information to make decisions. Our mission is to alleviate the pressure on finance professionals by removing laborious, manual work and providing access to information that helps people work more effectively, whenever and wherever it’s needed. We’re very much ‘on mission’. Through a combination of experience and our automated financial and banking performance management software, we’ve helped customers transform raw data into the daily, relevant business insights that drive …

58 similar entities Type: Startup Activities: fintech Technologies: Data Analytics SaaS

Powering today's best financial advice At Synaptic, our mission is to provide independent, whole-of-market financial advisor planning and research software, which delivers due diligence and streamlines customer journeys – from onboarding clients to client reviews. We know that you’re constantly balancing the need to onboard new customers quickly, with the requirement to meet due diligence obligations and avoid bias. That’s why at Synaptic we focus on providing independent, whole-of-market research and planning technology, for the retail financial sector. And why we design software tools which enable you to streamline end-customer onboarding, and present informed, independent advice in a way your …

45 similar entities Type: Startup Activities: fintech Technologies: SaaS

Arboel offers automated investment solutions to help fund managers improve their returns. Arboel is a fintech company whose mission is to help fund managers improve their returns through automated investment solutions. We believe technology plays a crucial role in portfolio management and financial decision-making. Our trading algorithms are developed using the latest advances in artificial intelligence and machine learning. They are designed to analyze market data, identify trends, and investment opportunities. At Arboel, we take pride in delivering innovative and customized solutions to our clients. We work closely with them to understand their needs and provide tailored solutions that meet …

111 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. - Machine Learning A.I.

Experts in building heritage, promoting intelligent financial decisions In Funtual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading technology company in investments in Mexico and Chile, helping our clients build assets and financial knowledge over time. We honor our experts so much, that create our innovative investment solutions, as well as our clients, professionals from various areas that trust our platform to manage their finances and investments. We have the support of the most recognized investors in the world, including …

418 similar entities Type: Startup Activities: fintech Technologies: SaaS

We develop customer-centered advisory software for credit institutions and insurance companies. In financial advice, customers and consultants will work together digitally in any sales channel. We develop the software for it. You can find our products in many banks and savings banks. Imprint: https://www.moneymets.com/impressum Digital financial management, FinTech, Insurtech, Robo Advisor, digital asset management, investment funds, Robo Advisory, Robo Advisor Insurance, Robo Advisor Professional investment strategies, and financial technology

70 similar entities Type: Startup Activities: fintech insurtech Technologies: SaaS

Leading Finance/EPM Implementer in North America Macrospect: Experts in helping Finance executives see the numbers clearly. We leverage the power of the world’s most advanced finance software to help finance executives gain clarity where it counts. A diverse team of dynamic minds from both the IT and business world, Macrospect people provide the intellectual expertise and focused perspective that forward-thinking companies count on to make better financial decisions. Founded in 2005, we have since implemented over 800 Consolidations and Planning applications across multiple industries throughout the USA and Canada. Due to our business-centric implementation approach, we have a strong track …

60 similar entities Type: SMB Activities: consulting fintech Technologies: SaaS

Digital solutions for investment advice and Wealth Management. We make money a better support for what comes next. Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial savings solutions to their clients efficiently. The platform supports the digital journey of investors—from profiling and financial planning to investment and reporting—within a multi-investment service (discretionary management or advisory) and multi-product/wrapper framework. Clients’ portfolio construction relies on an optimizer algorithm enabling hyper-personalization in the investment advice according to the client needs. A key strength of the platform is the high industrialization …

45 similar entities Type: Startup Activities: fintech Technologies: SaaS

Building an all-in-one software solution to optimize and simplify financial management of Mid-Caps and SMEs. A352 offers the Financial Navigator – a powerful software solution enhancing the decision-relevant financial data for Mid-Caps and large SMEs. The Financial Navigator combines the best features of treasury management systems and corporate performance management solutions in one platform. Our solution creates transparency for decision makers and finance teams. The Financial Navigator integrates and aggregates all relevant financial information in one platform, enabling seamless collaboration between departments and teams – independent of geography and corporate structure.

21 similar entities Type: Startup Activities: fintech Technologies: SaaS

Risk and Regulatory Technology for the Financial Industry (we are hiring) RiskConcile develops Risk and Regulatory Technology for the financial sector, mainly the asset management industry. Our areas of expertise include PRIIPs, Transaction Costs, AIFMD Annex IV, ESG, Supply Chain and general Risk Management. We are also consulted on a regular basis to develop bespoke technological solutions or provide assistance with complex data science engagements. Our team consists of software developers, data scientists and experienced former financial services professionals, which allows us to speak the language of our clients. Our headquarters are based in Leuven, next to the buildings of …

114 similar entities Type: Startup Activities: fintech Technologies: Data Analytics A.I. A.I. - Machine Learning

Power more possibilities. Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. CRM and practice management for financial advisers, brokers and accountants

84 similar entities Type: Startup Activities: fintech Technologies: SaaS Data Analytics

Transforming Finance Systems, Process & People We help CFO's and their teams to transform their organisations through systems, process and people. Our core focus is to help finance teams to transition from old outdated legacy environments into newer and more scalable finance systems. Digital transformation isn't something that can be ignored by finance, it must be embraced. At Think Numbers we are perfectly positioned to support teams as they undertake significant change to make the process as smooth as possible. We specialise by providing the necessary support and experience in implementation of ERP, Financial Planning & Analysis and other Enterprise …

56 similar entities Type: Startup Activities: fintech Technologies: SaaS

Digital solutions for banks and financial institutes. Founded in 2011, Keeros is at the forefront of digital transformation in the financial sector, dedicated to simplifying and automating the complex processes within the banking and finance industries. Our Swedish Fintech company has developed a suite of innovative solutions tailored to enhance the management of invoice financing, accounts receivable, and business lending, addressing the entire lifecycle of receivables. Our approach combines simplicity, automation, scalability, and cost-effectiveness, enabling finance companies in the Nordic region to operate more efficiently, safely, and profitably. Through our comprehensive ecosystem of integrated partners, we optimize lending processes and …

72 similar entities Type: Startup Activities: fintech

Driving the derivatives industry as one Acadia is building the future of risk management for the derivatives industry. We combine vast data sets, emerging innovations and real-world expertise to move the industry forward. ‍ Acadia is a leading industry provider of integrated risk management services, enabling over $1 trillion in collateral exchanges daily for over 3000 firms. We combine a bulletproof infrastructure with integrated, data-driven risk management, and near real-time reporting of exposure and settlement. We’re committed to providing an open, integrated, and industry-backed risk management platform, utilizing upstream trade capture and shared data to create full front-to-back automation of …

47 similar entities Type: SMB Activities: fintech regtech Technologies: Data Analytics

Empowering finance leaders to create strategic value for their businesses. Serrala is a pioneer in financial automation with a global track record of nearly 40 years, currently serving over 2,500 customers around the globe. Through our precision-engineered, award-winning suite of finance automation applications that use advanced and emerging technologies to automate all working capital related processes from Order to Cash, Procure to Pay, Cash and Treasury Management, transforming finance into a strategic engine. We empower leaders to create a quality-driven autonomous finance machine that enables finance departments to deliver unmatched operational excellence where working capital is continually optimized, insights are …

10 similar entities Type: SMB Activities: fintech Technologies: SaaS

Providing a holistic insight into the financial situation of your customers Festina Finance develops cutting-edge advisory systems for personal financial management. Our focus is on creating knowledge-based solutions that keep track of an individual's economic situation and calculate the major and minor changes affecting that situation. Our success is the unique combination of our team; our innovative solutions - based on strong standard products that are designed with a high degree of client customization in mind; and our ability to reduce the total cost of ownership and enable short time-to-market implementations together with our clients. Holistic financial advisor, Digital solutions …

85 similar entities Type: Startup Activities: fintech Technologies: SaaS

Part of Capgemini Invent | Global management consulting firm dedicated to the financial services CH & Co. is a consulting firm, part of Capgemini Invent, operating globally via 5 main offices in Europe, Asia, and North America (Paris, Geneva, New York, Montreal, Hong Kong) with around 200 consultants. Thinkers & doers, seizing the future of financial services, we specialise in management consulting for the financial services sector. Our Clients, which include the leading European banks and insurers, choose us to oversee projects relating to business development and innovation, operations and risk control. We take pride in proving ourselves to be …

228 similar entities Type: SMB Activities: fintech consulting insurtech Technologies: Blockchain/Cryptocurrency

Growing business, Securing success One Source Risk Management is the largest specialist credit risk & insurance broker in North America. Acting as a true specialist, we deliver comprehensive tools to manage and mitigate credit risk through insurance, bonds, trade finance, credit consulting, credit monitoring, collections, credit management, and more. We use a combination of traditional, non-traditional, and capital market solutions, specifically tailored to your business needs. We maintain a market leading position and reputation with a large network of carriers worldwide, backed with an unparalleled model for delivering service beyond the traditional role of a broker. Our team is made …

46 similar entities Type: SMB Activities: insurtech Technologies: A.I. - Machine Learning

We provide Quality Assurance solutions to the BFSI industry, with a focus on increasing the utility of automation. We are a software solutions firm invested in building the next generation of tools and solutions to improve the quality of digital technologies being adopted within the BFSI industry. Founded by seasoned senior Fintech professionals, we bring years of domain expertise and global experiences to play. Our clients currently span across India, South East Asia, Europe, Africa and the Middle-East. Our close partnerships with clients, unique methodology, subject matter expertise, global experience and unique set of tools help us deliver innovative, effective …

132 similar entities Type: Startup Activities: fintech it services Technologies: RPA Robotics

"Your Finance lights up" ARGAFIN, your financial support. We are a consulting firm that provides financial management services for both small and large companies. Created in 2015, it is in full expansion and currently employs 40 people. Thanks to our expertise in the field of financial advice and the complementarity of our team members, we assist our clients with a constant goal of quality and integrity. Our approach is pragmatic and flexible. We support CEOs in the development of their companies. We offer support services: - For development or reorganization - For the optimization of financial processes - For the …

175 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

FinTech Recruitment worldwide - USA | EMEA | APAC Our team has over 20 years’ FinTech Recruitment experience, and is dedicated to partnering with clients all over the world to hire the very best in FinTech Americas | EMEA | APAC Our clients develop, sell and deliver the most innovative technologies, solutions and services to the financial markets. We're passionate about supporting clients to hire the best talent. We have the most comprehensive FinTech network in the industry so we can proactively engage the best industry professionals quickly. OUR CLIENTS ​ FinTech Vendors: Front, Middle and Back office FinTech including …

134 similar entities Type: Startup Activities: fintech hrtech insurtech regtech Technologies: Data Analytics A.I. A.I. - Machine Learning IoT Blockchain/Cryptocurrency

Financial automation for business-critical workflows ARKK began amid the 2009 financial crisis. Richard Metcalfe and Roi Lustik-Cohen, two IT architects from the corporate world, had a vision that technology and automation could enhance the finance function. Over ten years later, ARKK provides innovative solutions to finance teams allowing them to add more value to an organisation. Our award-winning financial automation platform allows companies to eliminate tedious, error-prone, repetitive tasks and replace them with AI-powered workflow technology. Meaning finance teams can achieve greater efficiency, accuracy and insights while adding more strategic value. Over 850 industry-leading companies across the world trust ARKK's …

8 similar entities Type: Startup Activities: fintech Technologies: SaaS

Wealth Simplified. Get your personal WealthTech Radar Copy: https://www.fincite.de/en/wealthtech-radar-2024 fincite is a WealthTech Software Provider and one of Germany's fastest-growing companies (awarded by Gründerszene, Focus, WealthTech100, CIO). In a world where "human financial advice"​ gets more expensive by the day, Fincite empowers financial institutions to provide digital investment services to their clients. All, seamlessly integrated into their current processes, channels, ​and architectures via one software. More than 10 major financial service providers co-create solutions based on our software. Together, we improve how the world saves, retires, and invests. Providing superior benefits to our customer's clients, we help our customers to …

71 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

Empowering every team globally with equity. We’re Ledgy, the compliant equity management platform with best-in-class automation. Stay audit-ready, save time, and align your team with innovative equity management features and intuitive dashboards. From incorporation to post-IPO, we’re committed to supporting our customers at every stage of their lifecycle. Trusted by over 3500 companies worldwide, you can count on Ledgy’s modern platform and supportive team to match your company’s ambitions, making your equity work every step of the way. cap table, share register, esop, round modeling, investors, startup, portfolio, investor relations, equity management, startups, digital signatures, employee participation plans, automated workflows, …

16 similar entities Type: Startup Activities: fintech Technologies: SaaS

Software solutions for processing financial transactions Allevo provides software solutions that help banks, companies, microfinance and public administration process financial transactions and achieve compliance. Open software for financial flow automation, with support and complete outlook over the development process. Our purpose is to increase the number of companies who succeed with better financial management. Financial transactions processing, Solutions for public administrations, Solutions for banks, Solutions for microfinance, Solutions for companies, SWIFT services, automation and reconciliation, reconciliation, payments, automation, and process automation

70 similar entities Type: SMB Activities: fintech it services Technologies: RPA SaaS

🔰 Leading the way to safe and transparent markets 🔰 ABN AMRO Clearing is recognised as a global leading provider of integrated solutions in clearing, execution, custody, financing and risk management. With 10 offices globally, we are able to service clients on 160+ exchanges, MTFs and FX liquidity centres, processing over 20 million trades daily. Our service is tailored to the needs of Principal Trading groups, Brokers, Financial Institutions, Corporates active in the physical commodity value chain and of Hedge Funds that apply strategies in multiple asset classes based on CTA/Managed Futures, Relative Value Volatility Arbitrage, and Long/Short positions including …

67 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Connecting the F&I World. Part of the AutoProtect Group. Welcome to DealTrak! We link motor dealers and finance brokers with hundreds of finance, insurance, data and other value-added product and service providers, allowing them to offer F&I products to car buyers compliantly, and efficiently. Our platform acts as a connector between multiple systems and boasts a simple, elegant interface that can be used for daily F&I administration, management and reporting activities. We’ve been doing this for over 15-years, so we have built plenty of strong, long-lasting relationships with dealerships and finance houses across the country. Delivering a quality service is …

11 similar entities Type: SMB Activities: fintech insurtech Technologies: SaaS

Providing software and advice to the financial services sector around the world for over 25 years Corfinancial provides software and advice to the financial services sector around the world. Our clients rely upon our products and advisory services to run key parts of their operations and solve some of the critical business problems they contend with every day. We are headquartered in London with offices in Boston, we serve banking and financial services organisations across the UK, Europe, the United States, the Middle East and the Pacific Rim. Our software products and advice make a key difference to client front, …

101 similar entities Type: SMB Activities: fintech it services Technologies: SaaS

Manage the complexity of investment decision making Ortec Finance delivers leading technologies and solutions for investment decision making to financial institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results. High-quality models We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients …

63 similar entities Type: SMB Activities: fintech Technologies: SaaS

Streamlined Solutions for Financial Services A leading Irish FinTech company. Our experienced team specialises in the Global Funds industry, delivering tailored solutions to partners, streamlining service delivery and the automation of manual tasks for optimised efficiency. Our approach is simple, we work with clients to solve complex problems by recreating their world in ours. Our product and technical experts work in partnership with clients to meet their objectives and requirements. Our stakeholders are top tier financial institutions including JP Morgan, Archer IMS and Jupiter. For more details or to book a demo visit www.geckogovernance.io Fund Management, Compliance Task Management, Professional …

207 similar entities Type: SMB Activities: fintech Technologies: Blockchain/Cryptocurrency