Finance Logix

Tucson, United States Founded: 1998 • Age: 28 yrs Acquired By Envestnet
Small businesses are connected to lenders via a financing network.

About Finance Logix

Finance Logix is a company based in Tucson (United States) founded in 1998 was acquired by Envestnet in May 2015. Finance Logix offers products and services including Business Loans, SBA Loans, Inventory Financing, and Equipment Financing. Finance Logix operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.

Key Metrics

Products & Services of Finance Logix

Finance Logix offers a comprehensive portfolio of products and services, including Business Loans, SBA Loans, Inventory Financing, and Equipment Financing.

Business Loans
Financing

Provides funding for business operations, growth, and cash flow needs

SBA Loans
Government Loans

Offers loans backed by the Small Business Administration for support

Inventory Financing
Asset Financing

Secures funds specifically for purchasing business inventory

Equipment Financing
Asset Financing

Provides loans for acquiring business equipment and tools

Investors in Finance Logix

Finance Logix has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Envestnet.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Cloud-based solutions are offered for wealth management and financial advising.
1999envestnet.comBerwyn, United States
Premium access

Investor details for Finance Logix

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

Timeline of Finance Logix

2 dated milestones of Finance Logix across 17 years, from founding to its latest funding, stage changes and deals.

  1. Founded Finance Logix is founded.
  2. Exit Acquired by Envestnet.

Competitors of Finance Logix

Finance Logix 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 Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
iress.com1993Melbourne, Australia––
Wealth management solutions are provided online for financial markets.
planful.com2000Redwood, United States$71.65M191
Cloud-based financial planning and advisory solutions are provided for businesses.
linkgroup.com2005Sydney, Australia–989
Retirement and superannuation solutions are provided, including investments and pensions.
modwm.com2023Lenexa, United States$200M101
Wealth management services are provided to clients by the firm.
myhubly.com2019New York, United States$2.45M14
A business management platform is offered for financial advisors.
iralogix.com2015Doral, United States$48.38M–
Financial planning software for IRA recordkeeping is offered.
asset-map.com2008Philadelphia, United States$7.5M26
Cloud-based practice management solution for financial advisors is offered.
leonteq.com2007Zurich, Switzerland––
Products and Services provider for Structured Products
abaka.io2016San Francisco, United States––
Patients' clinical and financial aspects are managed via healthcare platform.
bettertradeoff.com2015Singapore$1.48M–
Practice management solutions for financial planners are provided.
Premium access

Detailed competitors of Finance Logix

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Finance Logix

Websites that share an audience with Finance Logix (financelogix.com).

Similar websites

Websites whose visitors overlap most with Finance Logix. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
emoneyadvisor.com
100%
177.6K#236,175View details
moneyguidepro.com
100%
173.3K#127,275View details
moneytree.com
99%
19K#960,803View details
mywealthtrace.com
94%
–#941,636View details
advisorsoftware.com
92%
––View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 12 similar websites and full traffic analytics for Finance Logix

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 12 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Similar companies to Finance Logix

10 companies that operate in the same segment as Finance Logix (Consumer and SME Loans), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Synchrony is engaged in providing credit cards and banking services.
1993Salem, United StatesUSD 25 MUSD 19.12 B20,000
Consumer and SME loans are provided by Manappuram Finance.
1992Valapad, Kerala, IndiaUSD 39.98 MUSD 1.01 B51,650
Full-stack marketplace services for car ownership are provided.
2015Singapore, SingaporeUSD 685.9 MUSD 806.83 M1,000
Affordable home loans are extended to low and middle-income groups.
2010Mumbai, Maharashtra, IndiaUSD 209.7 MUSD 203.79 M1,630
Diversified lending services are provided as a non-banking financial institution.
1994Mumbai, Maharashtra, India–USD 1.9 B36,520
Financial solutions including loans and insurance are offered.
2007Pune, Maharashtra, India–USD 15.24 B126
Household and business loans are provided with risk management support.
2006Chennai, Tamil Nadu, IndiaUSD 283.47 MUSD 288.73 M1,100
Online gold, home, personal, and business loans are provided.
1995Mumbai, Maharashtra, India–USD 1.38 B38,720
An online lending platform for point-of-sale financing is provided.
2013Bengaluru, Karnataka, IndiaUSD 205.92 MUSD 3.93 M499
Housing loans are extended to middle-income households in India.
2010Gurugram, Haryana, IndiaUSD 111.02 MUSD 162.86 M3,820
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Finance Logix

Finance Logix was founded in 1998.

Finance Logix is headquartered in Tucson, United States. It is registered at Tucson, Arizona, United States.

Founded in 1998 and based in Tucson, United States, Finance Logix operates in the financial services sector. A network is maintained to link small businesses with lenders, offering loan options for inventory, equipment, and expansion. Applications are processed online, with prequalification support and lender matching provided to guide users through funding steps. Access to capital is facilitated for diverse business requirements.

Finance Logix's top competitors include Iress, Planful and iraLogix.

Finance Logix offers Business Loans, SBA Loans, Inventory Financing, and Equipment Financing.

Finance Logix has 1 investor. Key investors include Envestnet.

Yes. Finance Logix was acquired by Envestnet in May 2015.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available