Tradeport

Tradeport provides tailored wealthtech solutions that streamline trade processing, and improve operational efficiency for financial firms. In practice that means recording transactions, reconciling banks and producing financial statements.

It makes the most sense for small businesses and their accountants. Alongside the main category they mention Accounting, Financial Services and Security. They are a small team, 11 to 50 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.

Tradeport is based in Richmond, Virginia. Their site is tradeport.io.

Things worth asking about: bank feeds, multi-entity support, and accountant access. Ask for a trial on your own data, not a canned demo.

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