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Learn Why an Independent Financial Advisory and Software Company chose Beacon Platform

Updated: Jul 17



“I can honestly say that we feel at no disadvantage versus banks who have 10,000-person strong teams working on this stuff.”

Co-founder and CTO of Independent Financial Advisory and Software Company

The founding idea for this innovative start-up company was to provide financial software and advice to CFOs for large and complex capital transactions. To compete against the large investment banks, the company wanted to deliver sophisticated and flexible analysis tools that were transparent, independent, and unbiased.

Within six months of choosing Beacon, the company had a working version of their product. Within nine months, they signed their first client.


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