- Service Name
TAPP Engine
- Industry
Financial Services, SaaS, Embedded Finance, Wealth Management
- Main Value Proposition
TAPP Engine provides a vertically integrated assets servicing infrastructure that enhances operational efficiency for financial intermediaries.
- Description
TAPP Engine offers SaaS embedded finance solutions designed for B2B financial services intermediaries. Their platform provides a comprehensive digital wealth infrastructure that integrates brokerage, custody, clearing, and cash management services.
- Key Features
Multi-Asset Brokerage, Custody and Clearing; Open API; Microservices Architecture; 24/7 Support
- Use Cases
TAPP Engine is most valuable for financial intermediaries looking to streamline their operations, enhance customer engagement, and ensure compliance with security standards.
- Competitive advantages
Fully cloud-based solutions ensuring scalability and security; SOC 2 Type 2 compliance for enhanced security measures; Comprehensive support for various financial service providers including RIAs, banks, and asset management firms
- Strengths
TAPP Engine's strengths lie in its robust security protocols, comprehensive service offerings, and a focus on enhancing client brand and customer satisfaction.
- Positioning
TAPP Engine positions itself as a leading provider of embedded finance solutions for B2B financial services, focusing on innovation and security.
- Audience
The target users include Registered Investment Advisors (RIAs), banks and credit unions, independent broker/dealers, and asset management firms.
- CTA
Get In Touch
- Tags
Embedded Finance
Wealth Management
Cloud Solutions
Financial Technology
- Tagline
Embedded Digital Wealth Infrastructure with Cloud Native Services
- Tone of Voice
Professional, Secure, Innovative
- Differentiation
TAPP Engine uniquely combines modern brokerage, custody, clearing, and cash management into a single cloud-native platform tailored for financial intermediaries.
- Brand Positioning
TAPP Engine identifies itself as a secure and innovative partner for financial intermediaries, emphasizing its commitment to modern technology and customer satisfaction.
- Founded
2019-01-01
- Founders
Tosin Osunsanya