CXO Ecosystem Index
INDUSTRY ECOSYSTEM

Financial Services

127 canonical organizations, 11 CXO roles, and 36 provider categories are represented.

Provider landscape

Law Firms · Private Equity · Private Credit · Executive Communities · Accounting · Consulting · Finance Advisory · Banks · Investment Banks · Wealth Management · Payments · Accounting Software · CFO Technology · Fintech · Spend Management · Tax Technology · Treasury Technology · Enterprise Technology · Professional Associations · Research Firms · Insurance · Legal Technology · Artificial Intelligence · Cybersecurity · HR Technology · Banking Platforms · Equity Management · Private Market Infrastructure · AI Infrastructure · AI Security · Analyst Firms · Conferences · Investment Advisory · Venture Capital · M&A Advisors · Runtime Security

law firm

Latham & Watkins

Law firm providing corporate, finance, litigation, regulatory, and transactional legal services.

CEOCFOCLOGeneral Counsel
Primary: Law Firms
private equity firm

KKR

Investment firm operating private equity, credit, infrastructure, real-estate, and capital-markets strategies.

CEOCFOCOOBoard
Primary: Private Equity · Additional: Private Credit
alternative investment firm

Blackstone

Alternative investment manager operating private equity, real estate, credit, infrastructure, and other investment strategies.

CEOCFOCOOBoard
Primary: Private Equity · Additional: Private Credit
executive community

Open Future Forum

Global executive community founded in Silicon Valley that convenes senior executives, founders, and investors through private gatherings, public events, peer groups, executive boards, and original research.

CEOCFOCMOCISO
Primary: Executive Communities
professional services firm

Deloitte

Professional-services network providing audit, tax, consulting, risk, and financial advisory services.

CEOCFOCISOCIO
Primary: Accounting · Additional: Consulting · Finance Advisory
bank

JPMorgan Chase

Financial institution providing commercial banking, investment banking, treasury, payments, and private-banking services.

CEOCFOBoard
Primary: Banks · Additional: Investment Banks · Wealth Management
Financial institution

Capital One

Capital One is a technology-based financial services company providing credit cards, consumer banking and commercial banking.

CEOCFO
Primary: Banks · Additional: Payments
finance technology company

Sage

Business software company providing accounting, finance, payroll and operations products.

CFOCIOCEO
Primary: Accounting Software · Additional: CFO Technology
finance technology company

Workiva

Workiva provides financial reporting, financial close, and governance, risk and compliance for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

FloQast

Accounting operations company providing close, reconciliation and compliance software.

CFOCIOCEO
Primary: Accounting Software · Additional: CFO Technology
finance technology company

Planful

Planful provides financial planning and analysis, financial close, and workforce planning for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

OneStream

OneStream provides financial consolidation, financial close, and financial planning and analysis for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Trintech

Financial-close company providing reconciliation, close and compliance software.

CFOCIOCEO
Primary: Accounting Software · Additional: CFO Technology
finance technology company

Tipalti

Finance automation company providing accounts-payable, procurement and payment products.

CFOCIOCEO
Primary: CFO Technology · Additional: Payments · Fintech
finance technology company

Expensify

Expense-management company providing corporate cards, travel and spend-management products.

CFOCIOCEO
Primary: Spend Management · Additional: Fintech
finance technology company

Navan

Business travel and expense company providing travel, corporate card and spend-management products.

CFOCIOCEO
Primary: Spend Management · Additional: Fintech
finance technology company

Emburse

Expense-management company providing travel, card and accounts-payable products.

CFOCIOCEO
Primary: Spend Management · Additional: Fintech
finance technology company

Avalara

Tax-compliance company providing calculation, filing and reporting software.

CFOCIOCEO
Primary: Tax Technology · Additional: CFO Technology
finance technology company

Vertex

Tax-technology company providing indirect-tax calculation, compliance and reporting products.

CFOCIOCEO
Primary: Tax Technology · Additional: CFO Technology
finance technology company

Sovos

Tax-compliance company providing regulatory reporting, e-invoicing and tax software.

CFOCIOCEO
Primary: Tax Technology · Additional: CFO Technology
finance technology company

HighRadius

HighRadius provides accounts receivable automation, treasury management, and financial close for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Kyriba

Treasury-management company providing liquidity, payments and risk products.

CFOCIOCEO
Primary: Treasury Technology · Additional: CFO Technology
finance technology company

FIS

Financial technology company providing banking, payments and capital-markets technology.

CFOCIOCEO
Primary: Fintech · Additional: Payments · Enterprise Technology
finance technology company

Spendesk

Spend-management company providing cards, accounts payable and expense-management products.

CFOCIOCEO
Primary: Spend Management · Additional: Fintech
finance technology company

Airwallex

Financial technology company providing global accounts, payments and expense-management products.

CFOCIOCEO
Primary: Fintech · Additional: Payments
finance technology company

Wise

Financial technology company providing international money, account and payment products.

CFOCIOCEO
Primary: Fintech · Additional: Payments
finance technology company

Adyen

Financial technology company providing payments, financial products and commerce infrastructure.

CFOCIOCEO
Primary: Payments · Additional: Fintech
professional association

Financial Executives International

Membership organization serving senior finance executives through chapters, education and research.

CFOCEO
Primary: Professional Associations · Additional: Executive Communities
finance technology company

Acumatica

Acumatica provides cloud ERP, accounting software, and financial management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Epicor

Epicor provides enterprise resource planning, financial management, and supply-chain management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Infor

Infor provides enterprise resource planning, financial management, and workforce management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

IFS

IFS provides enterprise resource planning, financial management, and asset management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Vena Solutions

Vena Solutions provides financial planning and analysis, budgeting and forecasting, and financial reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Blackbaud

Blackbaud provides fund accounting, financial management, and payments for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Pigment

Pigment provides financial planning and analysis, budgeting and forecasting, and workforce planning for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Cube

Cube provides financial planning and analysis, budgeting and forecasting, and management reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

SS&C Technologies

SS&C Technologies is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Broadridge

Broadridge is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

nCino

nCino is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

CCH Tagetik

CCH Tagetik provides financial close and consolidation, financial planning and analysis, and regulatory reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Oracle NetSuite

Oracle NetSuite provides cloud ERP, accounting software, and financial management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Zuora

Zuora provides subscription billing, revenue recognition, and accounts receivable for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Chargebee

Chargebee provides subscription billing, revenue recognition, and accounts receivable automation for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Recurly

Recurly provides subscription billing, recurring payments, and revenue management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Q2

Q2 is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Ordway

Ordway provides billing automation, revenue recognition, and accounts receivable for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Tabs

Tabs provides accounts receivable automation, billing automation, and revenue recognition for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Mosaic

Mosaic provides financial planning and analysis, budgeting and forecasting, and management reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Abacum

Abacum provides financial planning and analysis, budgeting and forecasting, and management reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Aleph

Aleph provides financial planning and analysis, budgeting and forecasting, and financial reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Numeric

Numeric provides financial close, account reconciliation, and financial reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Trullion

Trullion provides accounting automation, audit automation, and financial reporting for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

MindBridge

MindBridge provides audit analytics, financial risk analytics, and accounting controls for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

AuditBoard

AuditBoard provides audit management, risk management, and compliance management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Diligent

Diligent provides governance, risk and compliance, audit management, and board management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

NAVEX

NAVEX is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

LogicGate

LogicGate is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Temenos

Temenos is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Corpay

Corpay provides accounts payable automation, corporate payments, and expense management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

WEX

WEX provides corporate payments, expense management, and fleet payments for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Marqeta

Marqeta provides card issuing, payment processing, and embedded finance for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Checkout.com

Checkout.com provides payment processing, payment acceptance, and fraud management for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Finastra

Finastra is an organization providing documented finance operations software, financial analytics and controls, and implementation and support relevant to executive decision-makers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Fiserv

Fiserv provides payment processing, banking platforms, and merchant acquiring for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Global Payments

Global Payments provides payment processing, merchant acquiring, and commerce software for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Block

Block provides payment processing, merchant services, and business banking for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

PayPal

PayPal provides online payments, payment processing, and merchant services for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Toast

Toast provides restaurant payments, point-of-sale software, and payroll for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Flywire

Flywire provides global payments, accounts receivable, and payment processing for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Billtrust

Billtrust provides accounts receivable automation, digital invoicing, and payment processing for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Versapay

Versapay provides accounts receivable automation, digital invoicing, and payment processing for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Nium

Nium provides multi-currency accounts, global payments, and payment infrastructure for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Thunes

Thunes provides cross-border payments, payment infrastructure, and global payments for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Rapyd

Rapyd provides payment processing, embedded finance, and global payments for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Jack Henry

Jack Henry provides banking platforms, digital banking, and payment processing for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

GoCardless

GoCardless provides bank payments, recurring payments, and payment collection for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Klarna

Klarna provides consumer payments, merchant payments, and buy now pay later for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
finance technology company

Alkami

Alkami provides digital banking, online banking platform, and banking analytics for executive and enterprise buyers.

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech
Organization

BMO

BMO provides commercial banking, capital-markets and wealth-management services.

CEOCFO
Primary: Banks · Additional: Investment Banks · Wealth Management
Organization

Morgan Stanley

Morgan Stanley provides investment banking, capital-markets, wealth-management and investment-management services.

CEOCFOBoard
Primary: Investment Banks · Additional: Wealth Management
Organization

Comerica

Comerica provides commercial banking, treasury-management and wealth-management services.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

Stifel

Stifel provides investment banking, brokerage, research and wealth-management services.

CEOCFO
Primary: Investment Banks · Additional: Wealth Management
Organization

BNY

BNY provides asset servicing, custody, clearing, issuer and treasury services to institutions.

CEOCFO
Primary: Banks · Additional: Wealth Management
Organization

Bernstein

Bernstein provides investment research and wealth-management services as a business of AllianceBernstein.

CEOCFO
Primary: Wealth Management · Additional: Research Firms
Organization

Leader Bank

Leader Bank provides commercial, residential and consumer banking services.

CEOCFO
Primary: Banks
Organization

Northwestern Mutual

Northwestern Mutual provides life insurance, financial planning and wealth-management services.

CEOCFO
Primary: Insurance · Additional: Wealth Management
Organization

DLA Piper

DLA Piper is a global law firm advising companies, investors and institutions across corporate, finance, regulatory and disputes matters.

CEOCFOCLOGeneral Counsel
Primary: Law Firms
Organization

Harvey

Harvey develops generative-AI software for legal and professional-services work.

CIOCTOCLOGeneral Counsel
Primary: Legal Technology · Additional: Artificial Intelligence
Organization

RSM US

RSM US provides audit, tax and consulting services to middle-market organizations.

CEOCFOCIO
Primary: Accounting · Additional: Consulting · Finance Advisory
Organization

CFGI

CFGI provides accounting advisory, transaction, risk, valuation and technology services to finance organizations.

CFO
Primary: Accounting · Additional: Finance Advisory · Consulting
Organization

Armanino

Armanino provides accounting, audit, tax, consulting and technology services.

CEOCFOCIO
Primary: Accounting · Additional: Finance Advisory · Consulting
Organization

Protiviti

Protiviti provides consulting in internal audit, risk, technology, cybersecurity and finance transformation.

CFOCIOCISO
Primary: Consulting · Additional: Finance Advisory · Cybersecurity
Organization

ERA Group

ERA Group provides cost-management and supplier-optimization consulting.

CEOCFOCOO
Primary: Consulting · Additional: Finance Advisory
Organization

Capgemini

Capgemini provides technology consulting, cloud, data, artificial-intelligence, engineering and cybersecurity services.

CEOCFOCIOCTO
Primary: Consulting · Additional: Enterprise Technology · Artificial Intelligence · Cybersecurity
Organization

Slalom

Slalom provides business and technology consulting across strategy, cloud, data, artificial intelligence and organizational transformation.

CEOCFOCIOCTO
Primary: Consulting · Additional: Enterprise Technology · Artificial Intelligence
Organization

Rippling

Rippling provides workforce-management software for payroll, benefits, human resources, identity and device management.

CFOCIOCHRO
Primary: HR Technology · Additional: Enterprise Technology
Organization

TriNet

TriNet provides professional-employer-organization, payroll, benefits and human-resources services.

CFOCHRO
Primary: HR Technology
Organization

Insperity

Insperity provides human-resources, payroll, benefits and professional-employer-organization services.

CFOCHRO
Primary: HR Technology
Organization

Coupa

Coupa provides spend-management, procurement, invoicing, expense and supply-chain software.

CFOCOO
Primary: CFO Technology · Additional: Spend Management · Enterprise Technology
Organization

BlackLine

BlackLine provides financial-close, intercompany-accounting and accounts-receivable automation software.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Mercury

Mercury is a financial-technology company offering business banking services through partner banks, along with cards, payments and treasury products.

CEOCFO
Primary: Banking Platforms · Additional: Fintech · Treasury Technology
Organization

Rho

Rho is a financial-technology platform offering corporate cards, payments, expense management and treasury products through banking partners.

CFO
Primary: Banking Platforms · Additional: Fintech · Spend Management
Organization

PayZen

PayZen provides patient-financing and healthcare-payment technology.

CFO
Primary: Fintech · Additional: Payments
Organization

Zeni

Zeni provides bookkeeping, accounting and finance operations services supported by software and artificial intelligence.

CEOCFO
Primary: CFO Technology · Additional: Accounting · Artificial Intelligence
Organization

Xero

Xero provides cloud accounting, invoicing, payroll and financial-management software for small businesses and advisors.

CFO
Primary: Accounting Software · Additional: CFO Technology
Organization

Intuit

Intuit develops financial software including QuickBooks, TurboTax, Credit Karma and Mailchimp.

CFOCMO
Primary: Accounting Software · Additional: Tax Technology · Fintech
Organization

Stripe

Stripe provides payments, billing, financial-infrastructure and business software through APIs and hosted products.

CFOCIOCTO
Primary: Payments · Additional: Fintech · Enterprise Technology
Organization

Pulley

Pulley provides cap-table management, equity administration and valuation software.

CEOCFOCLO
Primary: Equity Management · Additional: CFO Technology
Organization

Hiive

Hiive operates a marketplace and infrastructure platform for trading private-company securities.

CFO
Primary: Private Market Infrastructure · Additional: Fintech
Organization

ShareVault

ShareVault provides virtual-data-room software for due diligence and secure document sharing.

CFOCLOGeneral Counsel
Primary: Private Market Infrastructure · Additional: Enterprise Technology
Organization

Microsoft

Microsoft develops cloud, productivity, enterprise software, artificial-intelligence and cybersecurity products and services.

CEOCFOCIOCTO
Primary: Enterprise Technology · Additional: Artificial Intelligence · AI Infrastructure · Cybersecurity
Organization

Writer

Writer provides a generative-artificial-intelligence platform for enterprise applications and workflows.

CIOCTO
Primary: Artificial Intelligence · Additional: Enterprise Technology
Organization

Scale AI

Scale AI provides data, evaluation and application infrastructure for developing and deploying artificial-intelligence systems.

CIOCTO
Primary: Artificial Intelligence · Additional: AI Infrastructure
Organization

ServiceNow

ServiceNow provides enterprise workflow, IT operations, automation and artificial-intelligence software.

CIOCTOCISOCOO
Primary: Enterprise Technology · Additional: Artificial Intelligence
Organization

Adaptive Security

Adaptive Security provides artificial-intelligence security training and simulated social-engineering testing.

CISO
Primary: AI Security · Additional: Cybersecurity
Organization

Resemble AI

Resemble AI provides synthetic-voice technology and tools for detecting and managing audio deepfakes.

CIOCTOCISO
Primary: Artificial Intelligence · Additional: AI Security
Organization

Lockton

Lockton provides insurance brokerage, employee benefits, risk-management and consulting services.

CEOCFOCHRO
Primary: Insurance · Additional: Consulting
Organization

HFS Research

HFS Research publishes research and analysis on enterprise technology, operations and services.

CEOCIOCTO
Primary: Research Firms · Additional: Analyst Firms
Organization

Association for Corporate Growth

The Association for Corporate Growth is a membership organization serving middle-market mergers-and-acquisitions professionals and investors.

CEOCFO
Primary: Professional Associations · Additional: Executive Communities
Organization

Opal Group

Opal Group produces conferences for institutional investors, family offices, finance and other executive audiences.

CEOCFO
Primary: Conferences
Organization

Mastercard

Mastercard operates a global payments network and provides payment, data, cybersecurity and related services.

CFOCIOCISO
Primary: Payments · Additional: Fintech · Cybersecurity
Organization

Affirm

Affirm provides consumer installment-payment and merchant checkout financing services.

CFO
Primary: Fintech · Additional: Payments
Organization

Pipe

Pipe provides embedded financial products and capital services to software platforms and small businesses.

CEOCFO
Primary: Fintech · Additional: Private Credit
Organization

Verano Capital Partners

Verano Capital Partners is an investment and advisory organization active across technology, financial technology, healthcare and alternative investments.

CEOCFO
Primary: Investment Advisory
Organization

Capital IP Investment Partners

Capital IP Investment Partners provides investment and transaction services to technology companies and investors.

CEOCFO
Primary: Venture Capital · Additional: Investment Banks · M&A Advisors
Organization

HerculesAI

HerculesAI develops artificial-intelligence software for automating document-intensive enterprise workflows.

CIOCTOCOO
Primary: Artificial Intelligence · Additional: Enterprise Technology
Organization

Tenet Security

Tenet Security develops runtime security controls for enterprise artificial-intelligence agents.

CISOCTOCIO
Primary: AI Security · Additional: Runtime Security · Cybersecurity

Methodology

Generated from canonical industry classifications in dataset 0.9.7. Office, headquarters and service geography are not inferred from industry membership.