Coconut Software logo — The leading provider of appointment scheduling and lobby man...

Coconut Software

The leading provider of appointment scheduling and lobby management solutions for financial institutions

Founded 2007 Canada Saskatoon, Canada 147 employees Series B Total: $44.66M Analytics

General Information

Company Name Coconut Software
Founded Year 2007
Location Canada Saskatoon, Canada +2
Employees 147
Industries Analytics
Funding Stage Series B
Social

Get notified when Coconut Software moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Coconut Software

Coconut Software is the leading provider of appointment scheduling and lobby management solutions for financial institutions. Founded in 2007 and headquartered in Canada, the company has established itself as a key player in the Analytics industry. With a $28.00M Series B investment at 05 October 2021, Coconut Software has caught the eye of prominent investors including Bay Partners, Conexus Credit Union, Information Venture Partners, Klass Capital, and Scale-Up Ventures.

Coconut Software's mission is to make connecting with financial institutions as effortless as a day at the beach. Their platform offers appointment scheduling, queue management, and video banking solutions, trusted by 150+ leading financial institutions across North America, including RBC, Vancity, and Rogue Credit Union. By enabling FIs to attract new customers, improve experiences, sell more products, and enhance customer loyalty, Coconut Software has solidified its position as a key player in the industry.

Taxonomy: appointment scheduling, lobby management, financial institutions, queue management, video banking, North America, RBC, Vancity, Rogue Credit Union, productivity, customer loyalty, sales

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series B •••••• 5
Investor Investor Investor Investor Investor
05 Oct 2021
Series A •••••• 6
Investor Investor Investor Investor Investor Investor
27 Nov 2019
Grant •••••• 1 •••• •••• 25 Jul 2019
Debt Financing •••••• 1
Investor
23 Apr 2019
Series A •••••• 5
Investor Investor Investor Investor
•••• ••••
07 Nov 2017

View All 6 Funding Rounds

Coconut Software Alternatives & Competitors

Coconut Software vs

Benefits realisation enablement solution that drives the delivery of greater efficiency and value fo...

3 employees
SaaS
Coconut Software vs

Food4Change provides turnkey private label solutions for a growing number of organic and natural foo...

37 employees
Food and Beverage
Coconut Software vs

For fund accounting, fundraising and association solutions.

201-500 employees
Financial Services, SaaS
Also compare with: Coconut Software vs Coconut Coconut

FAQ About Coconut Software

The leading provider of appointment scheduling and lobby management solutions for financial institutions
Coconut Software was founded in 2007.
Coconut Software is headquartered in Saskatoon, Canada.
Coconut Software operates in the following industries: Analytics.
Coconut Software has approximately 147 employees.
Coconut Software has completed 6 funding rounds, raising a total of $44.66M. The latest funding stage is Series B.
Top alternatives and competitors to Coconut Software include Wovex: Benefits realisation software, Food4Change, Abila by CommunityBrands, Coconut, Whistlebrook Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Coconut Software and Wovex: Benefits realisation software are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Coconut Software and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

One analytics cookie (Google Analytics). Cookie Policy