Leap

Leap provides professional financial planning and support services that help to manage personal finance. In practice that means building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They also list Finance, Financial Services, Personal Finance and Training, so expect those to show up in the feature set. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Leap is based in Horsham, Pennsylvania. You can read more at portal.leapcp.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used Leap? Rate it.