Financial Services

Software for banks, lenders, investment firms, and other financial institutions across operations and customer-facing systems.

28 Sub Categories

Financial AI Assistants

Zocks

Pulse360

Auquan

Wealthbox CRM

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Practifi

Banking as a Service

Airapi

Square Instant Transfers

SunTec

Weavr

Finzly

Treezor

Brokerage Trading

Kite

Dotbig platform

Galileo FX

Atrad

IEX

Adenza

Construction Loan Management

LoanBase

nCino's Mortgage Suite

The Mortgage Office Loan Servicing

Land Gorilla

Rabbet

Built

Core Banking

Temenos Transact

MX

Pismo

Finacle

iCBS

Apache Fineract

Deal Sourcing

Acquire.com

Grata

Sourcescrub

Gain

Gain.pro

Cyndx

Debt Management

Cascade Debt

Finley

9fin

LeadSquared Lending Cloud

Chaser

TurnKey Lender

Digital Banking

Lumin Digital

Alkami

Relay

Finacle Online Banking

Finacle for digital-only banks

TCS BaNCS™ Digital

Digital Customer Onboarding

OnlineApplication

Temenos Infinity

Know Your Customer

OnBoard by MVSI

Signzy

Backbase the AI-Native Banking OS

Digital Mortgage Closing

eClosing by Snapdocs

Docusign Rooms for Mortage

Blend Mortgage Suite

DocMagic

Ice Mortgage Technology Platform

nCino's Mortgage Suite

Financial Analytics

Asset-Map

eMoney

TradingView

Amazon Finspace

Nasdaq eVestment™

RightCapital

Financial Data APIs

Flinks

TrueLayer

Codat

Excel Price Feed

RapidRatings

RESTful JSON API

Financial Predictive Analytics

Equifax Ignite® for Financial Services

Cotality HPI and HPI Forecasts

NeuroShell Trader

KapitalGPT.ai

Orion AI for Stocks & Crypto

OptiHedge

Financial Research

Koyfin

YCharts

PitchBook

Ideagen Audit Analytics

Eilla AI

Inven

Financial Risk Management

SAS Risk Management

Company Watch

Comply

Nitrogen

SAS Risk Modeling

Smart RIA

Financial Services CRM

Wealthbox CRM

Redtail Technology

Backstop Solutions Suite

Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

Merchant Central by NMI

Practifi

Fixed Income Pricing Data

FINCAD

Bloomberg Terminal

FactSet Workstation

FactSet Portfolio Analytics

SOLVE Quotes

Investment Accounting

Altair

MProfit for Accounting

Axys

CAMRA

Total Return

Backstop Solutions Suite

Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

Orion Advisor Technology

Betterment Advisor Solutions

Altruist

Ziggma

Morningstar Direct

Investor Relations

Notified Investor Relations Websites

Irwin

Vessel

Nasdaq IR Insight

Flowlie

DFIN ArcPro

Loan

CloudBankin

nCino's Mortgage Suite

LendingPad

The Mortgage Office Loan Servicing

Floify

Total Expert

M&A

Midaxo

DealRoom

Devensoft

MergerWare

Searcher OS

DeelFlo

Mobile Banking

STARLING

Cash App

BankingON

N26 Bank Account

BankWorld Mobile

Bankingly

Mortgage Point of Sale (POS)

Shape Mortgage Software

BeSmartee Mortgage POS

LiteSpeed

Loanzify

Cloudvirga Enterprise POS

Touchless Lending®

Other Finance

Eltropy

Capitaliz

BBVA Payments API

AppNomu

Safeguard Capital

BBVA Customer API

Robo-Advisory

Bambu

Jemstep

T-Advisor

VestmarkONE

RobotFX Fluid

Scalable

Tax Practice Management

TaxDome

Financial Cents

Drake Tax

Truss

TaxFlow

Holistiplan

Venture Capital Management

VESTBERRY

Affinity

Roundtable

Visible

Aumni

Zapflow

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