Optria

Optria is a provider of software solutions to the financial and banking services industry. The job it does: 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: Banking and Financial Services. 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.

Optria is based in Palm Coast, Florida. More on optria.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

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