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Coin Software logo — company profile

Coin Software

Founded 2003 Australia Australia 10 employees Financial Services, Information Technology +1

General Information

Company Name Coin Software
Founded Year 2003
Location Australia Australia +1
Employees 10
Industries Financial Services, Information Technology, Banking
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About Coin Software

Coin Software is a financial planning software business owned by Rubik Financial. The company aims to provide smart technology for financial advisers, helping them to optimize their work processes. Their product, COIN Office, is a comprehensive software solution that automates the financial planning process in businesses. It offers features such as integrated data access, workflow management, CRM solutions, and an array of tools and templates to enhance business efficiency. Coin Software also provides modular licensing options and web hosting services to reduce IT infrastructure costs for its clients. Since its establishment in 2003, Coin Software has become a key player in the financial services, information technology, and banking industries, primarily operating from Australia. The company has established a strong presence in the market, supporting approximately 15,000 financial advisers and administration staff across Australia, catering to needs ranging from single adviser practices to major financial institutions. Although specific details about the company's investment history are not provided, the substantial client base and the breadth of services offered by Coin Software suggest a promising potential for growth and market expansion. With its innovative solutions and widespread adoption, Coin Software has demonstrated its capacity to facilitate effective and efficient financial services for both advisers and their clients.

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Coin Software Alternatives & Competitors

Coin Software vs
Holistiplan
Holistiplan United States

Financial planning just got faster. Helping financial planners be more comprehensive AND more effic...

96 employees
Financial Services, Information Technology
Coin Software vs
InterPrac Financial Planning Pty Ltd
InterPrac Financial Planning Pty Ltd Australia

InterPrac Financial Planning is the easy choice, enabling you to deliver integrated and practical fi...

16 employees
Financial Services, Insurance
Coin Software vs
Crown Wealth Group
Crown Wealth Group Australia

Create Time. Create Value.

4 employees
Financial Services, Wealth Management

FAQ About Coin Software

COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder. COIN Office is our comprehensive software solution that integrates and automates the financial planning process in your business, from the firs...
Coin Software was founded in 2003.
Coin Software is headquartered in Australia.
Coin Software operates in the following industries: Financial Services, Information Technology, Banking.
Coin Software has approximately 10 employees.
Top alternatives and competitors to Coin Software include Holistiplan, InterPrac Financial Planning Pty Ltd, Crown Wealth Group, Chase de Vere, 360 Lifecycle. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Coin Software and Holistiplan 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.

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