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Customer Lifecycle Management
Overview
Focus
Customer Lifecycle Management
Compliance & KYC
Product
Digital client lifecycle management for buy-side firms with pre-trade onboarding automation.
Client lifecycle management platform for financial institutions automating KYC, AML, and onboarding.
Headquarters
New York, New York
Dublin, Ireland
Company size
51-200 employees
501-1,000 employees
Founded
2017
2009
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026