# Cheetah

> Cheetah is an Accutech Systems Corporation subsidiary providing cloud-based trust accounting and wealth management software to banks, trust companies, and wealth managers across the United States. Its platform connects accounting, investments, trading, reporting, onboarding, and client access, with implementation consulting and optional outsourced back-office operations.

- **Founded:** 1987
- **Headquarters:** Muncie, United States
- **Founders:** Ray Unger (Co-founder of predecessor and parent Accutech Systems Corporation), Carol Unger (Co-founder of predecessor and parent Accutech Systems Corporation)
- **Products:** Cheetah trust accounting and wealth management, Automated account opening, Cheetah APIs, Cheetah Financial Planning, Cheetah Artificial Intelligence
- **Notable:** Launched the Cheetah software platform in 2013., Reported hundreds of bank and wealth management customers nationwide in its February 2023 rebrand announcement., A July 2024 customer case study reported IconTrust had reached 1,300 accounts and more than $3 billion in assets after about three years; this is customer performance, not Cheetah revenue or independently demonstrated causation.

## Products & services

- **Cheetah trust accounting and wealth management** — Cloud-based platform for trust administration, investment management, trades and settlements, fee management, asset pricing, reporting, and client access.
- **Automated account opening** — Configurable digital onboarding workflows for collecting information, processing applications, and coordinating approvals.
- **Cheetah APIs** — API library for connecting third-party systems, data, and operational workflows.
- **Cheetah Financial Planning** — Moneytree-powered planning with scenario modeling, reports, and client self-service tools.
- **Cheetah Artificial Intelligence** — Trust document extraction with traceable findings and a natural-language Insights query builder, both subject to user review.
- **Professional Services** — Implementation support, custom training, integrations, custom reporting, and three-day on-site utilization studies.
- **Business Process Outsourcing** — Optional back-office services including cash and disbursement processing, trade settlement, statements, and daily balancing and reconciliation.

## Achievements

- Launched the Cheetah software platform in 2013.
- Reported hundreds of bank and wealth management customers nationwide in its February 2023 rebrand announcement.
- A July 2024 customer case study reported IconTrust had reached 1,300 accounts and more than $3 billion in assets after about three years; this is customer performance, not Cheetah revenue or independently demonstrated causation.
- Announced an Orion trust accounting and portfolio management integration on April 2, 2026.

## Latest updates

- **2025-12** — Year-end report described a redesigned client portal, expanded investment tools, account-opening upgrades, and improvements guided by customer feedback.
- **2026-04** — Announced integration with Orion on April 2.
- **2026-04** — Published Peninsula Bay case study on April 22 covering training, account reviews, and BPO adoption.
- **2026-11** — The Hunt client conference is scheduled for November 10-13 in Savannah, Georgia; upcoming as of October 26, 2026.

## Links

- Website: https://cheetahinc.com/
- LinkedIn: https://www.linkedin.com/company/cheetah-inc/
- Twitter/X: https://twitter.com/cheetah__inc
- YouTube: https://www.youtube.com/@cheetahinc
- Instagram: https://www.instagram.com/cheetah__inc/
- Facebook: https://www.facebook.com/CheetahInc/

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Profile page: https://yespress.io/cheetah
Published by YesPress — https://yespress.io
Last updated: 2026-10-26