CapitalBase.com

CapitalBase.com operates as a financial service software company headquartered in Pittsburgh. In practice that means building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. They also list Financial Services, FinTech and Wealth Management, 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.

CapitalBase.com is based in Pittsburgh, Pennsylvania. More on capitalbase.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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