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| Feature | ||
|---|---|---|
| Rating |
3.7
|
2.7
|
| Reviews | 9 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
OffDeal is an AI-native investment bank, offering small business owners a faster, cheaper way to sell their companies at premium prices. Our AI technology automates most of the grunt work typically done by analysts at larger Wall Street banks, enabling our in-house M&A advisors to focus more on strategic client interactions, leading to better outcomes for both sellers and buyers. |
| Website | https://www.goldenbasis.com | https://offdeal.io |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Prof. Christina Johnson - 5/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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"Customer support was slow to respond to our issues."
Jayme Greenfelder - 1/5
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| Details | View Full Review → | View Full Review → |