Top Financial services Document Management Companies

Discover top Document Management companies with proven expertise in the Financial services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

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Ratings Updated: July 27, 2026

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Top Financial services Document Management Companies

  1. Softfile logo
    SoftfileProfile set up by Edverise AI
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    Altec Systems Inc., a privately-owned corporation based in Sacramento, California, was established in 1988 to offer document and data management services. In the late 1990s, the company adopted the name SoftFile to align itself more closely with the conversion of paper documents to electronic format…


    Highlights

    $1,000+

    Min Project Size

    <25

    Avg Hourly Rate

    50-249

    Employees

    Sacramento, California, United States

    Location

    Services Provided
    70% Document Management
    30% Business Process Outsourcing
    AI Summary

    No AI summary available for this company yet.

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    We offer a workflow and document management solution based on a SaaS model that targets system of record documents rather than dynamic documents. Additionally, we provide an essential service to assist in migrating both digital and paper documents into our system after a comprehensive cleansing and…


    Highlights

    $5,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    10-49

    Employees

    Oak Brook, Illinois, United States

    Location

    Services Provided
    100% Data Quality & Governance
    79% Document Management
    21% Data Entry
    AI Summary

    No AI summary available for this company yet.

  3. DataPlus logo
    DataPlusProfile set up by Edverise AI
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    Since its founding in 1992, DataPlus has primarily catered to national accounts, but we also extend our processes and experience to a select group of small and medium-sized accounts. We have cultivated significant expertise in areas such as data entry, document management, MS Access database program…


    Highlights

    $1,000+

    Min Project Size

    <25

    Avg Hourly Rate

    50-249

    Employees

    Hiram, Georgia, United States

    Location

    Services Provided
    40% Data Entry
    40% Database Development Services
    20% Document Management
    AI Summary

    No AI summary available for this company yet.

  4. Is this your business? Become an Edverise partner & Claim Now

    For the past 20 years, Translation Agency of Canada has been assisting clients and organizations throughout Canada and internationally with their document translations. The majority of our translations are completed by native-speaking translators who are certified in the relevant language pair by a…


    Highlights

    10-49

    Employees

    Services Provided
    78% Translation & Interpretation Services
    11% Notary Public Services
    11% Document Management
    AI Summary

    No AI summary available for this company yet.

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