Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual asset managers, and some government-sponsored enterprises.
Fiserv, Inc. is an American multinational Fortune 500 company headquartered in Brookfield, Wisconsin that provides financial technology services to clients across the financial services sector, including: banks, thrifts, credit unions, securities broker dealers, mortgage, insurance, leasing and finance companies, and retailers.
Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.
BigMachines is a software company, founded in 2000 by Godard Abel and Christopher Shutts, and its software is designed to integrate with enterprise resource planning (ERP), customer relationship management (CRM), and other business systems.
WSFS Financial Corporation is a financial services company. Its primary subsidiary, WSFS Bank, a federal savings bank, is the largest and longest-standing locally managed bank and trust company headquartered in Delaware and the Greater Delaware Valley. WSFS operates from 122 offices, 94 of which are banking offices, located in Pennsylvania (63), Delaware (39), New Jersey (18), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.
Madison Dearborn Partners (MDP) is an American private equity firm specializing in leveraged buyouts of privately held or publicly traded companies, or divisions of larger companies; recapitalizations of family-owned or closely held companies; balance sheet restructurings; acquisition financings; and growth capital investments in mature companies. MDP operates using an industry-focused investment approach and focuses on the following sectors: basic industries, business & government software and services, financial & transaction services, health care, and TMT services. Since the founders established MDP as an independent firm in 1992, the firm has raised seven funds with aggregate capital of approximately $23 billion, and has completed investments in more than 130 companies.
TIBCO Software Inc. is an American business intelligence software company founded in 1997 in Palo Alto, California.
Kronos Incorporated was an American multinational workforce management and human capital management cloud provider headquartered in Lowell, Massachusetts, United States, which employed more than 6,000 people worldwide.
Enterprise application software providers CDC Software Corporation and Consona Corporation, with a total of 1,500 employees and 5,000 customers, merged in August 2012 to form Aptean Corporation.
Solera Inc is an American company based in Texas which provides risk management and asset protection software and services to the automotive industry and property insurance marketplace. Solera also provides digital identity management services, as well as re-underwriting and data analytics for the automotive, property and casualty insurance industries. Solera is active in 88 countries across six continents.
SumTotal Systems, Inc. is a software company based in Gainesville, Florida that provides human resource management software and services to private and public sector organizations. The company uses multiple cloud-based channels, including software as a service (SaaS), hosted subscription, and premises-based licensure.
MRI Software, LLC is a provider of real estate and investment management software to real estate owners, investors, and operators. The company was founded in 1971 under the name Management Reports Incorporated and was later known as Management Reports International and, once acquired by Intuit in 2002, Intuit Real Estate Solutions (IRES). In 2009, the private equity firm based in San Francisco, Vista Equity Partners, acquired IRES and renamed the company MRI Software. In 2015, MRI Software was acquired by private equity firm GI Partners. In 2017, MRI received additional strategic investment from TA Associates. In 2020, Harvest Partners, LP, made a strategic investment in MRI, joining existing investors TA Associates and GI Partners.
Vista Equity Partners is an American investment firm focused on financing and forwarding software, data and technology-enabled startup businesses. Vista has invested in hundreds of companies, including Misys, Ping Identity, and Marketo.
Quest CE is a privately held company in the United States that specializes in providing compliance training and continuing education to the financial services industry.
Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin. Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation, along with continuing education. It is ultimately a subsidiary of Graham Holdings Company.
Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services. Northwestern Mutual ranked No. 90 on the 2021 Fortune 500 list of the largest United States corporations by total revenue and is in the top 30 by assets held. The firm distributes a portion of its earnings to eligible policyholders as annual dividends.
Infogix, Inc. is a multinational data controls and analytics software company for businesses to manage, analyze and monitor their data for business operations. The company is based in the United States with headquarters in Naperville, Illinois and primarily serves clients in the healthcare, financial services, property and casualty insurance, telecommunications and retail industries.
Quickbase, Inc., provides a low-code application development platform called Quickbase. Headquartered in Boston, Massachusetts, the company was divested from Intuit in March 2016. In Jan 2019, Private-Equity firm Vista Equity Partners announced buying a majority stake in Quickbase from Welsh, Carson, Anderson & Stowe for a reported $1 billion. Quickbase is used by more than 6,000 customers, including half of the Fortune 100, across a variety of industries and use cases, including process and project management, asset and order tracking, customer and contracts management, time and expense, sales and HR applications. Competitors include Appian, Oracle APEX, Microsoft PowerApps, Smartsheet, Mendix, and OutSystems.
DST Systems, Inc. is an American company that was acquired by SS&C Technologies in 2018. The company provided advisory, technology and operations outsourcing services to the financial services and healthcare industries. It was founded in February 1969 as Data·Sys·Tance, a subsidiary of Kansas City Southern Industries (KCSI) and is headquartered in Kansas City, Missouri, United States. As of 2016, DST employed 13,420 people worldwide.
SS&C Technologies Holdings, Inc. is an American multinational holding company headquartered in Windsor, Connecticut, that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.
