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Financial services

Software for banks, lenders, and the products moving money.

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Financial services Products

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Salesforce

Software

Salesforce is the market-leading customer relationship management platform, uniting sales, service, marketing, and commerce teams around a single shared view of every customer.

AI AgentsOrder Management

Price$25 / user / month

Price position: below the category median.
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Basis Theory

Billing & Payments

Tokenization platform providing compliant data vaulting and payments infrastructure for developers.

Free planPCI DSSSOC 2ISO 27001HIPAATiered plans

Price$995 / month

Price position: above this category's displayed range.
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Observe.AI

Conversation Intelligence

Observe.AI provides AI-powered conversation intelligence for contact centers with real-time agent assist, QA automation, and coaching analytics.

ISO 27001PCI DSSGDPRCCPASOC 2Per seat

Price$69+ / agent / month

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Token.io

Payment Processors

Open banking payment infrastructure provider enabling businesses to initiate payments directly from bank accounts via API.

Usage-basedReal-Time PaymentsPayment Processors

PriceUsage-based

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Belvo Brasil

Open Banking and BaaS

Open Finance API for Brazilian fintechs to connect banking data.

ISO 27001PCI DSSTiered plansZero Trust SecurityFinance & Accounting

Price$1,000+ / month

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Fiserv

Core Banking Systems

Financial technology company providing account processing, digital banking, payments, and lending solutions for banks and credit unions.

Usage-basedBanking SoftwareCore Banking Systems

PriceUsage-based

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Modern Treasury

Payment Processors

Modern Treasury automates payment flows, reconciliation, and compliance.

PCI DSSSOC 2GDPRCCPAUsage-basedDigital Wallet Platforms

PriceContact sales

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OpenFGA

Identity & Access Management

OpenFGA is an authorization system for modeling fine-grained permissions and relationship-based access control in software products and internal platforms.

Free planFree trialSecurityIdentity & Access Management
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Elastic

Software

Elastic is the Search AI company behind Elasticsearch and Kibana, powering search applications, observability, and security analytics on one platform.

Free planFree trialTiered plansSecurity Information and Event Management (Expanded)Observability Platforms
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Salesloft

Software

Salesloft is the revenue orchestration platform — cadences, conversation intelligence, deal management, and forecasting that keep sellers on their highest-value actions.

Custom quoteMeeting SchedulingSales Coaching
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Nect

Identity Verification

German self-service identity verification for financial and insurance.

Customer Identity and Access ManagementIdentity Verification
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Interact Software

Employee Experience Platforms

Intranet software with personalized content, social tools, and enterprise integrations for creating engaging digital employee experiences.

ISO 27001GDPRSOC 2Custom quoteIntranet PlatformsEmployee Communication Platforms

PriceContact sales

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Attest

Market Research Platforms

Consumer research platform for brand, product, and ad testing with panels across 58 countries.

Usage-basedData VisualizationBrand Tracking Software
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Silobreaker

Decision Intelligence

Intelligence platform aggregating open-source and dark web data to produce strategic and tactical threat intelligence at scale.

Custom quoteDark Web MonitoringThreat Intelligence Platforms

PriceContact sales

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CredAble

Trade Finance Software

Supply chain finance platform for enterprises and SMEs across India.

Custom quoteFinance & AccountingSupply Chain Management
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Ecessa

SD-WAN

SD-WAN and WAN optimization for multi-ISP environments.

Custom quoteRemote Access & VPNSD-WAN

PriceContact sales

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Rasan

Insurtech Platforms

Digital insurance and InsurTech platform for Saudi Arabian consumers.

Insurtech PlatformsInsurance Technology
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