financial-software
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LoanStreet makes the loan sale the beginning of the story
A loan can change hands in days and demand attention for years. LoanStreet connects the marketplace to the machinery that keeps lenders, investors, and borrowers on the same page.
Fi-Tek and the fine art of knowing whose money it is
Behind the polished world of private wealth lies a less glamorous question: which dollar belongs to whom? Fi-Tek has built a business around getting the answer into the books.
How SS&C Turned a $20,000 Bet Into Wall Street’s $6 Billion Back Office
Bill Stone nearly watched his software company disappear. Then he stopped selling tools alone, started taking on the work, and assembled a financial-infrastructure empire one unglamorous workflow at a time.
Numerix Built the Math Wall Street Trusts. Then It Had to Rebuild the Machine.
Numerix began by making exotic-derivative calculations run faster. Thirty years later, its harder job is making every desk, risk officer and regulator arrive at the same number - quickly enough to act on it.
The $257 Billion Plumbing Job: How Versapay Turned Accounts Receivable Into Software
Versapay spent two decades learning that the hard part of B2B payments is not moving money. It is explaining what the money was for - and getting that answer back into the books without a scavenger hunt.
Boldin
Boldin (formerly NewRetirement) is a Mill Valley, California fintech that makes comprehensive financial and retirement planning software affordable and self-directed. What began as a spreadsheet built to help founder Steve Chen's mother draw down her retirement savings has grown into a platform where more than 350,000 people have built plans covering over $300 billion in assets. Boldin sells a low-cost consumer subscription (PlannerPlus) plus a free planner, live classes, coaching, and CFP advice, and licenses its planning engine to enterprises like Nationwide and RTX.