The 12 closest competitors and alternatives to Zywave among insurance software companies — ranked by similarity to what Zywave actually does, not by market-cap band.
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Zywave, Inc. is a software company headquartered in Milwaukee, Wisconsin that provides software as a service (SaaS) products for insurance brokers and financial planners. Insurance product categories include agency management, data analysis, compliance, risk management and marketing tools, while its financial division produces planning tools primarily for wealth management. Following acquisitions in 2010 and 2011, Zywave now commands the largest market share for personal financial planning software. Its customer base contains more than 350,000 professional users across North America. Zywave al
Zywave is an insurance software company headquartered in United States, founded in 1995. Xcout tracks 2 named people at Zywave, including Martin Simoncic (Chief Executive Officer).
Ranked by semantic similarity — how close each company is to Zywave by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Insurance Software / CRM
AgencyZoom provides a sales and CRM software suite specifically built to automate workflows, manage leads, and boost retention for insurance agents.
Similar insurance software company
Insurance Technologies Corporation provides web-based comparative rating software and digital marketing solutions for insurance agencies.
Similar insurance software company
WELIS develops web-enabled illustration and administration software solutions for the life insurance and annuity industry.
Similar insurance software company
Performology provides a business and employee performance management system designed specifically for insurance agencies to align goals, track metrics, and automate incentive compensation.
Similar insurance software company
Duck Creek Technologies is an enterprise software company headquartered in Boston, Massachusetts. It provides technology solutions primarily for the insurance industry.
Similar insurance software company
Talage is an insurance technology firm established in 2015 and headquartered in Reno, Nevada. The company provides a submission management platform that supports digital distribution and revolutionizes the commercial insurance landscape.
SaaS
Applied Systems provides cloud-based software and digital technology solutions specifically designed for independent insurance agencies, brokerages, and insurers. Its platform automates workflows across property and casualty, commercial lines, and employee benefits management, encompassing agency management, quoting, analytics, and payment processing.
Data Analytics / Fintech
YCharts, Inc. is located in Chicago, Illinois. It operates an advisor-facing financial research, analytics, and investment platform.
SaaS
Range App Inc. is the developer of an all-in-one wealth management platform designed to help high-income individuals organize, plan, and make informed financial decisions. The company operates as a non-financial service provider headquartered in the United States.
Fintech / Software
Harvest is a French software company that provides digital solutions, CRM, and financial analysis tools for wealth management and finance professionals.
FinTech Software
IFA-Planet provides mutual fund software and portfolio management tools for financial advisors and mutual fund distributors in India.
Software - Application
nCino, Inc. operates as a software-as-a-service (SaaS) provider, delivering cloud-based applications to financial organizations both within the United States and internationally. Its core product, the nCino Bank Operating System, is a multi-tenant cloud platform. This system is engineered to digitalize, automate, and streamline complex operational processes and workflows. By harnessing data analytics, artificial intelligence, and machine learning (AI/ML), it empowers banks and credit unions to efficiently manage new client onboarding, originate and oversee the complete loan lifecycle, facilitate the opening of various accounts (including deposits), and ensure regulatory adherence. Another key offering is nCino IQ, an application suite that utilizes data analytics and AI/ML to provide customers with both automation and valuable operational insights. This includes tools for assessing, quantifying, and managing credit risk, alongside enhancing their capabilities to meet regulatory obligations. The company also provides SimpleNexus, a suite of products designed to allow various participants—such as loan officers, prospective borrowers, real estate agents, and settlement agents—to engage with the homeownership process from any internet-connected device. nCino caters to a broad range of financial institution clients, including global corporations, large enterprise banks, regional and community banks, credit unions, emerging market entrants, and independent mortgage banks. Its solutions are distributed via a specialized sales team, which includes business development representatives, account executives, field sales engineers, and customer success managers. Founded in 2011, nCino, Inc. is headquartered in Wilmington, North Carolina.
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