Relcu
Relcu is a SaaS-based customer relationship management (CRM) and lead-to-funding platform founded in 2020 and based in Saratoga, California. It is tailored for the mortgage and financial services industries, offering a unified application that integrates lead management, customer communication, pricing, loan pipeline management, and partner integrations. The platform focuses on...
Gravity Software
Gravity Software (Gravity) is the preferred cloud-based accounting solution for mid-sized organizations with multiple locations or entities, including family offices, franchises, healthcare, investment and holding companies.
With Gravity, CFOs and finance directors no longer have to log in and out of different databases to manage intercompany transactions. They can compile...
EverSource Wealth Advisors
Founded in 2017, EverSource Wealth Advisors® launched to help faith-driven financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation.
EverSource serves advisors, advisory teams, Independent RIA...
Coreware
Coreware is a robust, secure platform for accelerating website or web application development. Coreware provides content management, CRM, task and project management, e-commerce, customer service, blog capabilities, and more in one powerful solution that requires only a browser to access and manage.
The CoreWare framework has been host to numerous...
Cool Life Fintech
Cool Life Fintech CRM & VDR
Empowering M&A, Business Brokers & Financial Professionals with Secure, End-to-End Solutions
Cool Life Fintech CRM & VDR is a powerful, all-in-one platform designed to streamline workflows, secure data, and drive efficiency for M&A professionals, business brokers, financial firms, and enterprises managing complex transactions.
Our...
Clubessential Holdings
Founded in 1998 and headquartered in Cincinnati, OH, Clubessential Holdings provides Software as a Service and embedded payment solutions to private clubs, public golf courses, health & fitness clubs, spas, military organizations, municipalities, and camp organizations.
Across ten brands – Clubessential, foreUP, ClubReady, Exerp, Momence, myFitApp, Vermont Systems, RecDesk, CampBrain,...
Allvue
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private...
Advyzon
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management...
Accounting Seed
Accounting Seed is the #1 accounting solution powered by Salesforce.
We empower you to do your job at the highest capacity. At Accounting Seed, we believe your accounting solution should work for you, not against you.
Accounting Seed is a full accrual accounting and ERP application on Salesforce. Our application...