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eMoney Testimonials

  • “eMoney had a higher level of sophistication and user friendliness that we knew our clients would respond to.”

    Becky WalenSVP/Senior Wealth Management Advisor

  • “Financial planning has become a key differentiator. Advisors who aren’t using financial planning tools but are instead competing head-on with low-cost providers run the risk of losing money.”

    Alex ChalekianFounder
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    4.7 / 5.0
    Customer References58 total
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    Capchase is a flexible financing partner helping SaaS companies grow faster and with more predictability using our tools. Our capital solution, Grow, has made more than $2B in funding available to the SaaS industry. Our revenue management tools, Pay and Collect, help SaaS vendors sell more and collect cash faster. Founded in 2020 and headquartered in NYC, we've worked with over 5,000 businesses and partners to date. Capchase operates in 10 countries in North America and Europe and was recognized as one of Fast Company's Most Innovative Companies and Forbes' Next Billion Dollar Startups in 2023. To learn more about Capchase, visit capchase.com.

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    4.7 / 5.0
    Customer References21 total
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    Global Cash Card offers payroll, incentive, gift, travel and per diem prepaid cards to its customers through a proprietary software the company developed and owns. Global Cash Card strives to lead in the creation, development, and implementation of the industry’s most advanced financial transaction processing and information technology systems. The team translates these advanced technologies into value for its customers through professional solutions and services worldwide. Certified as a direct processor on multiple financial networks, Global Cash Card operates in Visa/MasterCard certified operation centers with a primary network operations center in San Diego, CA and a secondary data center in Las Vegas, NV.

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    Customer References42 total
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    Xignite, Inc. empowers innovation across financial services. Xignite provides cloud-based real-time and reference market data to financial services and fintech companies for easy integration with websites, apps, and software. Xignite’s clients include more than 1,000 financial services, media and software companies from disruptive fintech firms, such as Betterment, FutureAdvisor, Motif Investing, Personal Capital, Robinhood, StockTwits, Wealthfront and Yodlee, to leading financial institutions, exchanges and market data vendors.

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