Brentmark

Brentmark is a software firm that offers financial planning services for estate, financial and retirement professionals. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services and Professional Services. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Brentmark is based in Cooksburg, Pennsylvania. More on brentmark.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

If you have worked with Brentmark, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.