# Best Other Finance Software - Page 24

## How Many Other Finance Software Products Does G2 Track?

**Total Products under this Category:** 867

### Category Stats (Aug 2026)

- **Average Rating:** 4.33/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Microfinance Software (+7.62%) - Among all products in this category, Microfinance Software recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Other Finance Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 500+ Authentic Reviews
- 867+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Other Finance Software
 ![G2 Grid® for Other Finance Software plotting products by satisfaction and market presence](https://www.g2.com/categories/other-finance/grids.png?focus%5B%5D=144212&focus%5B%5D=69658&focus%5B%5D=1405432&focus%5B%5D=102892&focus%5B%5D=107896&focus%5B%5D=61732&focus%5B%5D=24678&focus%5B%5D=64487)

Highlighted products: SAP Multi-Bank Connectivity, LexisNexis RiskView, TaxGPT, Square Banking, Crunchafi Data Extraction (formerly Strongbox), Checkpoint, Joist, and BBVA Payments API.

Underlying data: [Grid® JSON](https://www.g2.com/categories/other-finance/grids.json?focus%5B%5D=sap-multi-bank-connectivity&focus%5B%5D=lexisnexis-riskview&focus%5B%5D=taxgpt&focus%5B%5D=square-banking&focus%5B%5D=crunchafi-data-extraction-formerly-strongbox&focus%5B%5D=thomson-reuters-checkpoint&focus%5B%5D=evercommerce-joist&focus%5B%5D=bbva-payments-api)

**Sponsored**

### Hive

Hive is an all-in-one project management software platform that helps teams plan, collaborate, automate workflows, and deliver projects faster. Designed for organizations of every size, Hive combines powerful project planning, task management, team collaboration, and workflow automation tools in one customizable workspace. Whether you're managing marketing campaigns, product launches, creative projects, client work, or cross-functional initiatives, Hive adapts to your team's unique processes. Unlike rigid project management tools, Hive offers flexible workflows, customizable dashboards, and multiple project views so every team can work the way they work best. Hive empowers marketing, operations, product, IT, creative, and remote teams with the tools they need to stay organized and aligned. With customizable workflows and powerful collaboration features, teams can centralize work, reduce manual tasks, and improve visibility across every project. Key capabilities include: - Multiple project views, including Kanban boards, Gantt charts, calendars, tables, and lists - Task management with custom fields, dependencies, milestones, and priorities - Workflow automation to eliminate repetitive work - Real-time team collaboration with messaging, comments, and file sharing - Time tracking, reporting, and analytics - Integrations with hundreds of popular business applications Every organization works differently, which is why Hive is built to be one of the most customizable project management platforms available. Teams can create workflows tailored to their business processes using custom fields, project templates, automations, approvals, and integrations. Instead of forcing teams to change how they work, Hive adapts to existing workflows — helping organizations improve efficiency without disrupting productivity. Hive gives teams the flexibility to manage projects from the perspective that works best for them. Switch seamlessly between: - Kanban boards for agile workflows - Gantt charts for timeline planning - Calendar views for scheduling - Table and List views for detailed task management These flexible project views help teams track deadlines, manage resources, identify bottlenecks, and keep projects moving forward. Hive brings projects, communication, and documentation together in one centralized workspace. Team members can collaborate in real time, assign tasks, share files, provide feedback, and monitor project progress without switching between multiple tools. By combining project planning, collaboration, automation, and reporting in a single platform, Hive helps teams reduce busywork and focus on delivering results. Hive is more than just task management software—it's a scalable work management platform built to evolve alongside your business. As your needs change, Hive continues to expand through new features, integrations, and customer-driven enhancements. With flexible customization, powerful automation, and dedicated customer support, Hive enables organizations to streamline workflows, improve cross-functional collaboration, and execute projects with greater speed and confidence.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=873&secure%5Bchosen_at%5D=2026-08-11T13%3A01%3A47Z&secure%5Bdisplayable_resource_id%5D=2360&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=27036&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=27036&secure%5Bresource_id%5D=873&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fother-finance%3Fpage%3D24&secure%5Btoken%5D=1c720687e65722ecbf8cef97c89b47732a6ef5c89f7975fd4c08d836ac2ae9a4&secure%5Burl%5D=https%3A%2F%2Fhive.com%2F&secure%5Burl_type%5D=company_website)

### [CompliXpert](https://www.g2.com/products/complixpert/reviews)

CompliXpert is an anti-money laundering monitoring and compliance system for financial institutions. It allows financial institution management has access to an anti-money laundering monitoring and compliance system that allows the compliance officer (and other officers) access to detailed information regarding account risk levels and transaction risk in a proactive, alert-based system.

#### Who Is the Company Behind CompliXpert?

- **Seller:** [Sydel](https://www.g2.com/sellers/sydel)
- **Year Founded:** 1998
- **HQ Location:** Coral Gables, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e2708464661be1084baef3ed13ae727a66652abeffd6a14bc3a17fc5e50c1612&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2387644&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

### [ConformX](https://www.g2.com/products/conformx/reviews)

Docutech’s flagship solution ConformX was specifically developed to deliver the lending industry’s first truly dynamic document generation engine, providing the perfect balance of productivity and compliance.

#### Who Is the Company Behind ConformX?

- **Seller:** [Docutech](https://www.g2.com/sellers/docutech)
- **Year Founded:** 1991
- **HQ Location:** Idaho Falls, US
- **Twitter:** @docutech  
680 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba4922711f7d96cbc6d5c8565170e4c632da7bc76f39b5d3b9e80fb52976898b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F37395&secure%5Burl_type%5D=linkedin_company_website)  
153 employees on LinkedIn®

### [Connexions](https://www.g2.com/products/connexions/reviews)

A valuation platform designed for AMCs and mortgage lenders with customizable residential and commercial workflows.

#### Who Is the Company Behind Connexions?

- **Seller:** [TNG](https://www.g2.com/sellers/tng)
- **Year Founded:** 2008
- **HQ Location:** Jacksonville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=897a6df23bdd76b8153ddd2b50f61892eaa8be04acc4ddb6778858e8a135f847&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconnexions-software&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

### [Consectus](https://www.g2.com/products/consectus/reviews)

Consectus provides Channel Solutions for Banking platforms including a Mobile App, Online access and AI Telephony.

#### Who Is the Company Behind Consectus?

- **Seller:** [Consectus](https://www.g2.com/sellers/consectus)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Consulics](https://www.g2.com/products/consulics/reviews)

IRS authorized, Form 2290, HVUT, stamped Schedule 1

#### Who Is the Company Behind Consulics?

- **Seller:** [Consulics](https://www.g2.com/sellers/consulics)
- **Year Founded:** 2026
- **HQ Location:** Richmond , US
- **Twitter:** @consulics
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=17fe660b47b0daa15c593121fac8dd59711c9b3d9bc5bad1a462d47609907502&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconsulics&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Content Capture & Retention](https://www.g2.com/products/content-capture-retention/reviews)

Content Capture & Retention is Web Record Retention Solutions, which have helped our clients meet regulatory record retention requirements for their various sites and social media content.

#### Who Is the Company Behind Content Capture & Retention?

- **Seller:** [Iris Software](https://www.g2.com/sellers/iris-software-437a842f-724b-480a-a4b3-00e5ab25a780)
- **Year Founded:** 1991
- **HQ Location:** Edison, New Jersey, United States
- **Twitter:** @irissoftware  
200 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=77e68036e8c2a6c90a12bbb26aca20a376d37c616861ddd7fdeb7c02bf6cde2f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Firis-software-inc.%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,534 employees on LinkedIn®

### [ConvergeSol](https://www.g2.com/products/convergesol/reviews)

ConvergeSol is a software development and IT consulting company that helps organizations build, modernize, integrate, and manage business-critical applications. We partner with startups, SMBs, and enterprises to deliver technology solutions that improve operational efficiency, support digital transformation, and enable long-term business growth. Our approach combines business understanding with modern engineering practices to develop scalable, secure, and maintainable software solutions. Whether an organization is building a new SaaS product, modernizing a legacy application, migrating workloads to the cloud, or implementing AI-powered capabilities, our teams work closely with stakeholders to deliver solutions aligned with business objectives. Custom Software Development: Every business has unique operational requirements that cannot always be addressed by off-the-shelf software. ConvergeSol provides custom software development services that help organizations automate business processes, improve productivity, and create digital experiences tailored to their workflows. Our development teams build secure and scalable web applications, enterprise software, customer portals, internal business applications, APIs, and workflow automation platforms using modern technologies and agile development methodologies. Our custom software development services include: Enterprise software development Web application development Business process automation API development and integration Legacy application modernization Application re-engineering System integration Software maintenance and support SaaS Product Development Software-as-a-Service has become the preferred delivery model for modern business applications. ConvergeSol helps businesses design, develop, launch, and enhance SaaS products that are secure, scalable, and built for growth. From product strategy and MVP development to multi-tenant architecture, subscription management, cloud deployment, and continuous product enhancement, we support organizations throughout the SaaS product lifecycle. Our SaaS development expertise includes: SaaS application architecture Multi-tenant application development MVP development Product modernization Subscription platform development Cloud-native application development API-first architecture Performance optimization AI Solutions Artificial Intelligence is transforming how organizations automate operations, analyze information, and improve customer experiences. ConvergeSol helps businesses implement AI solutions that integrate with existing systems and support real business outcomes. Our AI capabilities include intelligent automation, document processing, conversational AI, predictive analytics, workflow optimization, and Generative AI integrations that help organizations increase productivity and improve decision-making. AI services include: AI-powered business applications Intelligent workflow automation Generative AI integration Conversational AI solutions Document intelligence Predictive analytics AI-assisted knowledge management Cloud Solutions Cloud technologies enable organizations to improve scalability, reliability, and operational flexibility. ConvergeSol provides cloud consulting, cloud application development, migration services, and modernization initiatives that help businesses leverage cloud platforms effectively. Our teams assist organizations with cloud-native development, migration planning, infrastructure modernization, and application optimization across leading cloud environments. Cloud services include: Cloud application development Cloud migration Cloud modernization Application containerization Scalable cloud architecture DevOps implementation Continuous Integration and Continuous Deployment (CI/CD) Data Solutions Modern organizations generate large volumes of business data that can support better decision-making when properly managed. ConvergeSol develops data solutions that help businesses collect, organize, integrate, and analyze data across multiple systems. Our expertise includes data engineering, reporting, business intelligence, dashboard development, and enterprise data integration. Data capabilities include: Data engineering Business intelligence Data integration Dashboard development Reporting solutions Data modernization Analytics solutions Salesforce Solutions ConvergeSol provides Salesforce consulting and development services that help organizations customize and extend their CRM capabilities. We support implementation, customization, integration, workflow automation, and ongoing platform enhancements to align Salesforce with business requirements. Relativity Solutions Organizations managing legal, compliance, and eDiscovery workflows rely on secure and scalable platforms to process sensitive information. ConvergeSol provides Relativity development services, custom integrations, workflow enhancements, and platform support to improve operational efficiency and compliance processes. Application Management Services Technology requires ongoing monitoring, maintenance, and enhancement to continue delivering business value. ConvergeSol provides application management services that help organizations maintain stable, secure, and high-performing software environments. Our application management services include: Application monitoring Performance optimization Bug fixing Feature enhancements Security updates Production support Continuous maintenance Industry Expertise ConvergeSol develops industry-focused software solutions for organizations operating in regulated and data-intensive environments. Industries we serve include: Financial Services Healthcare Government Services Energy Technology & SaaS Our experience in these industries enables us to build applications that support security, compliance, operational efficiency, and evolving business requirements. Technology Expertise Our engineering teams work with modern technologies and frameworks to develop reliable software solutions. Technologies include: Microsoft .NET ASP.NET Core Angular REST APIs Microsoft Azure Amazon Web Services (AWS) Microsoft Power Platform Microsoft SQL Server MongoDB Elasticsearch Technology selection is based on business objectives, scalability requirements, integration needs, and long-term maintainability. Development Approach Successful software projects require collaboration, transparency, and continuous improvement. ConvergeSol follows agile development practices that encourage frequent communication, iterative delivery, and continuous feedback throughout the software development lifecycle. Our process typically includes business analysis, solution architecture, UI/UX planning, development, quality assurance, deployment, and ongoing support to help organizations achieve sustainable outcomes. Why Organizations Choose ConvergeSol Businesses partner with ConvergeSol because we focus on understanding operational challenges before recommending technology solutions. Our teams prioritize software quality, scalable architecture, security, and long-term maintainability while maintaining transparent communication throughout every engagement. Whether building a new SaaS platform, modernizing enterprise applications, implementing AI capabilities, integrating cloud technologies, or supporting mission-critical software, we work as a long-term technology partner committed to helping organizations achieve their digital transformation goals.

#### Who Is the Company Behind ConvergeSol?

- **Seller:** [ConvergeSol](https://www.g2.com/sellers/convergesol)
- **Year Founded:** 2010
- **HQ Location:** New York, US
- **Twitter:** @ConvergeSol
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=67b9262aefe46c2a842e788fa53897ba5b51fdee2bf62b4952966949e8c668fe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fconvergesol&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®
- **Phone:** +1 (732) 516-8233

### [Cool Credit](https://www.g2.com/products/cool-credit/reviews)

Millions of Americans miss out on countless opportunities due to inaccurate, unfair, and negative items that hurt their credit score. If you’ve ever been denied a loan or credit, you may have mistakes, negative items, or even fraudulent activity on your credit report. If this sounds familiar, credit repair can help. Credit repair is the process of finding and fixing any problems on your credit report to improve your financial standing.

#### Who Is the Company Behind Cool Credit?

- **Seller:** [Cool Credit](https://www.g2.com/sellers/cool-credit)
- **HQ Location:** California, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=315cd3c170b990a71a678e189526110dd8af8978b25527ddd771cf2801ff18ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoolcredit%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Corvus](https://www.g2.com/products/corvus/reviews)

Empowering commercial insurance brokers and policyholders to better predict and mitigate risk.

#### Who Is the Company Behind Corvus?

- **Seller:** [Corvus Insurance Agency](https://www.g2.com/sellers/corvus-insurance-agency)
- **Year Founded:** 2017
- **HQ Location:** Boston, Massachusetts, United States
- **Twitter:** @CorvusInsurance  
611 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8df30402f99a8d00d4da5db912c140a1382d318490507fc6d6b95359be666ea8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorvusinsurance&secure%5Burl_type%5D=linkedin_company_website)  
134 employees on LinkedIn®

### [CostAllocation Pro](https://www.g2.com/products/costallocation-pro/reviews)

SaaS that directly integrates with QuickBooks Online to automate cost allocations across customer and class.

#### Who Is the Company Behind CostAllocation Pro?

- **Seller:** [CostAllocation Pro](https://www.g2.com/sellers/costallocation-pro)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab7f9e46e46a44ff2c8e02003edc4ed6f7306187776b0322714850d86150044d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcostallocationpro%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Cotality Collateral Management System](https://www.g2.com/products/cotality-collateral-management-system/reviews)

#### Who Is the Company Behind Cotality Collateral Management System?

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4129dbd3e15613b8cdf0ef62826b23536c389a3db9831f89391115537d17f172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorelogic%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,933 employees on LinkedIn®
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642

### [Cotality Credco Credit Reports](https://www.g2.com/products/cotality-credco-credit-reports/reviews)

Industry-leading credit reporting solution integrated with 80+ loan origination systems and POS platforms, and the original inventor of the tri-merge credit report. Provides prequal, tri-merge, and non-traditional credit options backed by analytics, compliance tools, fraud protection, and 60+ years of expertise.

#### Who Is the Company Behind Cotality Credco Credit Reports?

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4129dbd3e15613b8cdf0ef62826b23536c389a3db9831f89391115537d17f172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorelogic%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,933 employees on LinkedIn®
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642

### [Cotality DigitalTax Portal](https://www.g2.com/products/cotality-digitaltax-portal/reviews)

Unified property tax servicing gateway combining near real-time data, automated workflows, and intuitive dashboards for comprehensive loan tax management. Connected to 22,000+ taxing agencies, handling 48M+ loans under service with 100+ automated nightly quality checks.

#### Who Is the Company Behind Cotality DigitalTax Portal?

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4129dbd3e15613b8cdf0ef62826b23536c389a3db9831f89391115537d17f172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorelogic%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,933 employees on LinkedIn®
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642

### [Cotality Loan Quality Debt Monitoring](https://www.g2.com/products/cotality-loan-quality-debt-monitoring/reviews)

Monitors borrower credit profiles across all three bureaus between loan approval and closing to prevent last-minute loan fallout. Delivers real-time alerts on credit changes, meeting Fannie Mae Loan Quality Initiative (LQI) guidelines to protect against buybacks and scratch-and-dent scenarios.

#### Who Is the Company Behind Cotality Loan Quality Debt Monitoring?

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4129dbd3e15613b8cdf0ef62826b23536c389a3db9831f89391115537d17f172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorelogic%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,933 employees on LinkedIn®
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642

### [Cotality LoanSafe](https://www.g2.com/products/cotality-loansafe/reviews)

Gold standard mortgage fraud detection fueled by the only mortgage fraud consortium with data from millions of loan applications and Cotality's property repository. Uses patented recognition models with known fraud outcomes to generate predictive fraud scores and identify common fraud schemes.

#### Who Is the Company Behind Cotality LoanSafe?

- **Seller:** [Cotality](https://www.g2.com/sellers/cotality-2996ae0a-e30d-4007-ae15-20eaba593379)
- **Year Founded:** 2010
- **HQ Location:** Irvine, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4129dbd3e15613b8cdf0ef62826b23536c389a3db9831f89391115537d17f172&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcorelogic%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,933 employees on LinkedIn®
- **Ownership:** CLGX
- **Total Revenue (USD mm):** $1,642

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- [Debt Management](/categories/debt-management)
- [Digital Banking Platforms](/categories/digital-banking-platforms)
- [Digital Customer Onboarding](/categories/digital-customer-onboarding)
- [Digital Mortgage Closing](/categories/digital-mortgage-closing)

- [Financial Analytics](/categories/financial-analytics)
- [Financial Data APIs](/categories/financial-data-apis)
- [Financial Predictive Analytics](/categories/financial-predictive-analytics)
- [Financial Research](/categories/financial-research)
- [Financial Risk Management](/categories/financial-risk-management)

[Browse Other Finance Themes](/categories/other-finance/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated February 5, 2026

The other finance & insurance category encompasses products that deliver relevant functionality but do not align precisely with G2’s defined subcategories. This includes solutions with specialized, emerging, or cross-functional capabilities. These products offer a diverse range of financial and insurance-related services, from tax optimization and social security planning to business valuation and digital banking. They provide tools for financial advisors, contractors, and businesses to enhance decision-making, streamline operations, and improve client engagement. Key features often include advanced analytics, integration capabilities, compliance monitoring, and user-friendly interfaces, enabling users to manage financial tasks efficiently.

To qualify for inclusion in the Other Finance & Insurance category, a product must:

- Offer specialized financial or insurance functionalities that do not fit into existing financial services categories
- Provide tools or services that enhance financial decision-making, streamline operations, or improve client engagement in unique or emerging ways

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