LevelUp Finance

LevelUp Finance is a financial services firm that offers data automation and analytics solutions for business financial operations. 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. Alongside the main category they mention Analytics, Business Process Automation (BPA), Data Management and Financial Services. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

LevelUp Finance is based in San Francisco, California. More on levelupfinance.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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