About Us.

Sageworks is a financial information company that provides loan portfolio and risk management solutions to financial institutions and financial analysis and valuation applications to accounting firms and private companies. The company was founded in 1998 and is headquartered in Raleigh, NC. Sageworks data and applications are used by thousands of banks, credit unions and accounting firms across North America and internationally. Through these applications, we have created the largest real-time database of private-company financial statement information in the United States.

View the videos below to learn more about Sageworks from some of our executives.


What is it like to work at Sageworks?


What makes customer service at Sageworks different?


What makes Sageworks' products unique?


How is customer feedback gathered and used at Sageworks?