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Sageworks is excited to be a part of a growing Fintech family following the company’s acquisition by Accel-KKR in May. In addition to Sageworks, the firm has invested in Banker’s Toolbox, a BSA, Anti-Money Laundering and fraud detection software provider, and MainStreet Technologies, a provider of allowance calculation software.  With the combined three companies and a roadmap for continued growth, the new company will be poised to deliver even more value to community financial institutions through our expanded platform and services. The company has a shared commitment to customer success, so financial institutions will benefit from a single point of contact for the integrated platform and more solutions to help clients achieve their risk management and growth objectives.

Sageworks is a financial information company that provides lending, credit risk and portfolio risk solutions to financial institutions and provides financial analysis and valuation applications to accounting firms and private companies. Through these markets, we have created the largest real-time database of private-company financial information in the United States, analyzed over 11.5 million loans and aggregated the corresponding loan data.

Since being founded in 1998, Sageworks’ mission has been to improve the success rate of small businesses in the United States. We started by enabling accounting firms to provide accurate and easy-to-understand financial analysis to their clients. Then, in 2006, we expanded our solutions to help community banks and credit unions more efficiently lend to commercial borrowers and grow their business communities. Now, several thousand accounting firms and over 1,300 financial institutions leverage Sageworks in their operations.

Sageworks is privately owned, and many of our founding employees continue to lead the company. Consequently, we can operate independently and focus on what is important: providing exceptional customer service, building innovative solutions and helping private companies succeed. We take our clients’ experience seriously and on average, management meets with more than 400 clients per year to get direct feedback on technology improvements. In addition, Sageworks prides itself on answering the phone; 99.65 percent of people who call in for customer support talk to a live person on the phone.