CoreValue Advisor Software Competitors

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.

BizBuySell is the Internet's largest and most heavily trafficked business for sale marketplace, with more business for sale listings, more unique users, and more search activity than any other similar site. The BizBuySell Network has an inventory of over 65,000 businesses for sale, and more than 15 million monthly visits. BizBuySell also has one of the largest databases of sale comparables for recently sold businesses and one of the industry's leading franchise directories. BizBuySell was founded in 1996 and acquired by LoopNet, Inc. in 2004. LoopNet operates the largest commercial real estate listing service online, with more than $450 billion of property listed for sale and 6.7 billion square feet of space for lease. With over 4 million members, LoopNet attracts the Internet's largest community of commercial real estate professionals.

BizEquity's valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity’s cloud-based platform to deliver greater value to their clients, differentiate their services, generate additional revenue streams, and connect with prospective clients. What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquity's software. Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit our site at www.BizEquity.com Or request a demo at https://www.bizequity.com/get-a-demo/