OSI Finance

OSI Finance offers tax-optimized retirement planning and a REST API for tax calculations. Put simply, it is about building software for you when nothing off the shelf fits.

The natural audience is companies with a specific process to automate. Related areas on their profile: Finance 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.

OSI Finance is based in New York, New York. More on osifinance.com.

Before you commit, look at 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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