Carleton, Inc.

South Bend, United States Founded: 1965 • Age: 61 yrs
Compliant lending software for calculations and documents is provided.

About Carleton, Inc.

Carleton, Inc. is a company based in South Bend (United States) founded in 1965. It operates as a SaaS (Software-as-a-Service), and Professional Services. The company has 31 employees as of December 31, 2024. Carleton, Inc. offers products and services including CarletonCalcs®, CarletonDocs®, CarletonAudit®, CarletonAccess®, and Compliance Services. Carleton, Inc. operates in a competitive market with competitors including Symphony, EXIGER, Ascent, Fieldguide and Cable, among others.

  • Headquarter South Bend, United States
  • Employees 31 as on 31 Dec, 2024
  • Sectors
    Financial Services
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Carleton, Inc.
Operational Areas
Financial Services → FinTech & Digital Finance
Technology → Enterprise Software & Productivity Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    31

    as on Dec 31, 2024

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Products & Services of Carleton, Inc.

Carleton, Inc. offers a comprehensive portfolio of products and services, including CarletonCalcs®, CarletonDocs®, CarletonAudit®, CarletonAccess®, and Compliance Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Payment calculation APIs are provided for lending compliance.

Document generation tools are offered for lending processes.

Audit solutions are delivered for financial compliance needs.

Access platforms are provided for integrated lending solutions.

Compliance consulting is offered for regulatory adherence support.

People of Carleton, Inc.
Headcount 10-50
Employee Profiles 12
Employee Profiles
People
Sarah Way Milovich
General Counsel And VP Of Compliance
People
Andy Abshagen
Information Security & Technology Manager
People
John Cawley
Senior Software Developer
People
Deborah Grounds
Vice President of Technology Services

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Funding Insights of Carleton, Inc.

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Apr, 2021 Amount Debt – Conventional - Carleton, Inc. Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Carleton, Inc.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Carleton, Inc.

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Carleton, Inc. Comparisons

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Competitors of Carleton, Inc.

Carleton, Inc. operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Symphony, EXIGER, Ascent, Fieldguide and Cable, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Compliance management solutions for financial institutions
domain founded_year HQ Location
Third-party risks and supply chains are managed via AI platform.
domain founded_year HQ Location
Strategy management consulting services are provided by Ascent.
domain founded_year HQ Location
Workflow management and audit automation solutions for accounting and audit firms
domain founded_year HQ Location
AML solutions for financial institutions
domain founded_year HQ Location
Cloud-based solutions for trade negotiation management are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Carleton, Inc.

Frequently Asked Questions about Carleton, Inc.

When was Carleton, Inc. founded?

Carleton, Inc. was founded in 1965 and raised its 1st funding round 56 years after it was founded.

Where is Carleton, Inc. located?

Carleton, Inc. is headquartered in South Bend, United States. It is registered at South Bend, Indiana, United States.

How many employees does Carleton, Inc. have?

As of Dec 31, 2024, the latest employee count at Carleton, Inc. is 31.

What does Carleton, Inc. do?

Carleton, Inc. is engaged in delivering compliant financial solutions for the consumer lending industry. With over 55 years of experience, the company is known for accurate payment calculations, document generation, and audit consulting services. Solutions are tailored for sectors including automotive, powersports, RV, student lending, mortgage, and credit insurance markets. Nationwide integration with client platforms is supported, alongside a dedicated compliance team ensuring adherence to federal and state regulations. Expert-level service is provided to allow clients to focus on core operations.

Who are the top competitors of Carleton, Inc.?

Carleton, Inc.'s top competitors include Symphony, EXIGER and Fieldguide.

What products or services does Carleton, Inc. offer?

Carleton, Inc. offers CarletonCalcs®, CarletonDocs®, CarletonAudit®, CarletonAccess®, and Compliance Services.

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