Bonsai

Bonsai provides predictive financial planning software and investment tools for advisors to manage client's assets and liabilities. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Related areas on their profile: Advice and Financial 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.

Bonsai is based in Boulder, Colorado. Their site is mybonsai.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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