Softpak Financial Systems, Inc
Founded in 1994, SoftPak Financial Systems is a leading provider of advanced portfolio management and rebalancing solutions for the investment management industry. For over 30 years, SoftPak has delivered innovative, highly scalable quantitative financial software that powers portfolio operations for some of the world’s largest financial institutions. Its flagship offerings UREBAL and UREBAL Hub enable registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and institutional investment firms to streamline operations, improve tax efficiency, ensure regulatory compliance, and accelerate growth through automation and transparency. Known for deep quantitative expertise, seamless integrations, and a client-first approach, SoftPak was recently recognized by Inc. magazine as one of the fastest-growing fintech firms in the U.S.*Achievements & Recognition:**SoftPak made it to Inc. list *Over 30 years of industry experience *Delivered 500+ digital solutions *90% client renewal rate Featured In: Presswire, Mirror Review Blog, GoodFirms, Finance Digest, TechBullion
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201 to 500 range
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Monthly traffic
62
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Decision-makers and verified team members
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- KK
Kamlesh Kumar
Vice President of Business Development · Sales & Business Development
EmailPhone - ES
Erica Scheik
Chief Marketing Officer · Advertising & Marketing
EmailPhone - WM
Waqar Mushtaq
Software Developer · Other
EmailPhone - ZH
Zal Haveliwala
() · Other
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Top roles at Softpak Financial Systems, Inc
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- 1vice president of business development
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