CXO Ecosystem Index
MARKET MAP

CFO Technology Market Map

Dataset snapshot: 80 canonical organizations across 9 documented functional layers. 71 organizations map to at least one layer; 9 require more subcategory evidence.

Definition

Organizations explicitly classified as CFO Technology, organized by documented finance function.

80Organizations
9Functional layers
89%Layer coverage

Category distribution

LayerCountShare of cohort
Spend Management79%
AP & Payments2936%
Accounting, ERP & Close6075%
Treasury, Cash & AR2025%
Tax68%
Planning & Performance1013%
Equity & Private Markets23%
Banking & Finance Platforms56%
Finance AI34%

Spend Management 7

finance technology company

Tipalti

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

CFOCIOCEO
Primary: CFO Technology · Additional: Payments · 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
Organization

Coupa

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

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

Ramp

Ramp provides corporate cards, expense management, accounts-payable automation and finance software.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

Brex

Brex provides corporate cards, spend management, travel and treasury products for businesses.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

BILL

BILL provides accounts-payable, accounts-receivable, spend and expense-management software.

CFO
Primary: CFO Technology · Additional: Spend Management · Payments

AP & Payments 29

finance technology company

Tipalti

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

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

Kyriba

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

CFOCIOCEO
Primary: Treasury Technology · Additional: CFO Technology
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

Recurly

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

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

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
Organization

Coupa

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

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

Vic.ai

Vic.ai provides artificial-intelligence software for invoice processing and accounts-payable automation.

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

Ramp

Ramp provides corporate cards, expense management, accounts-payable automation and finance software.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

BlackLine

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

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Rillet

Rillet provides enterprise-resource-planning and accounting software for modern finance teams.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

BILL

BILL provides accounts-payable, accounts-receivable, spend and expense-management software.

CFO
Primary: CFO Technology · Additional: Spend Management · 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

Accounting, ERP & Close 60

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

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

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

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

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

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

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

Coupa

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

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

Puzzle

Puzzle provides accounting software and financial reporting for startups.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Vic.ai

Vic.ai provides artificial-intelligence software for invoice processing and accounts-payable automation.

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

Brex

Brex provides corporate cards, spend management, travel and treasury products for businesses.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

BlackLine

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

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Pilot

Pilot provides bookkeeping, tax and finance services for startups and small businesses.

CEOCFO
Primary: Accounting · Additional: Finance Advisory · CFO Technology
Organization

Rillet

Rillet provides enterprise-resource-planning and accounting software for modern finance teams.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Zenskar

Zenskar provides billing, revenue-recognition and accounts-receivable automation software.

CFO
Primary: CFO Technology · Additional: Accounting Software
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

Finrep

Finrep provides artificial-intelligence software for financial reporting and SEC filing workflows.

CFO
Primary: CFO Technology · Additional: Artificial Intelligence · Accounting Software

Treasury, Cash & AR 20

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

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

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

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
Organization

Coupa

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

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

Puzzle

Puzzle provides accounting software and financial reporting for startups.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Tesorio

Tesorio provides accounts-receivable automation and cash-flow management software.

CFO
Primary: CFO Technology · Additional: Treasury Technology
Organization

Ramp

Ramp provides corporate cards, expense management, accounts-payable automation and finance software.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

Brex

Brex provides corporate cards, spend management, travel and treasury products for businesses.

CFO
Primary: CFO Technology · Additional: Spend Management · Fintech
Organization

BlackLine

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

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Rillet

Rillet provides enterprise-resource-planning and accounting software for modern finance teams.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

Zenskar

Zenskar provides billing, revenue-recognition and accounts-receivable automation software.

CFO
Primary: CFO Technology · Additional: Accounting Software
Organization

BILL

BILL provides accounts-payable, accounts-receivable, spend and expense-management software.

CFO
Primary: CFO Technology · Additional: Spend Management · Payments
Organization

Xero

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

CFO
Primary: Accounting Software · Additional: CFO Technology

Tax 6

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
Organization

Anrok

Anrok provides sales-tax compliance software for software companies.

CFO
Primary: CFO Technology · Additional: Tax Technology
Organization

Pilot

Pilot provides bookkeeping, tax and finance services for startups and small businesses.

CEOCFO
Primary: Accounting · Additional: Finance Advisory · CFO Technology
Organization

Zeni

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

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

Planning & Performance 10

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

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

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

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

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
Organization

Tesorio

Tesorio provides accounts-receivable automation and cash-flow management software.

CFO
Primary: CFO Technology · Additional: Treasury Technology

Equity & Private Markets 2

Organization

Carta

Carta provides cap-table, equity-management, valuation and private-market administration software.

CEOCFOCLO
Primary: Equity Management · Additional: Private Market Infrastructure · CFO Technology
Organization

Pulley

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

CEOCFOCLO
Primary: Equity Management · Additional: CFO Technology

Banking & Finance Platforms 5

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

Fiserv

Fiserv provides payment processing, banking platforms, and merchant acquiring 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

Alkami

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

CFOCIOCEO
Primary: CFO Technology · Additional: Fintech

Finance AI 3

Organization

Vic.ai

Vic.ai provides artificial-intelligence software for invoice processing and accounts-payable automation.

CFO
Primary: CFO Technology · Additional: Artificial Intelligence · Accounting Software
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

Finrep

Finrep provides artificial-intelligence software for financial reporting and SEC filing workflows.

CFO
Primary: CFO Technology · Additional: Artificial Intelligence · Accounting Software

Methodology

Generated from canonical categories, subcategories, products, services, descriptions, and CXO-role fields in dataset 0.9.7, calculated 2026-08-12. Organizations may appear in multiple layers. Missing evidence is not counted as absence.

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