GrowthPlan

GrowthPlan is a fintech company that offers financial planning and business performance management services. 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 and FinTech, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

GrowthPlan is based in Houston, Texas. Their site is growthplan.net.

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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