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OfficeFiles
AddedFeb 17, 2024
UpdatedJun 18, 2026
OfficeFiles

OfficeFiles

Operating

OfficeFiles: A SaaS startup providing an all-in-one client management & communication app for finance professionals.

Location
San Francisco, CA, US
Founded
2020
Firm
Compare
Fundraising
Employees

OfficeFiles is a SaaS startup that simplifies client management & communication for finance professionals.

It is an all-in-one client management & communication app that brings all your client files, tasks, notes, conversations, invoices, apps and more together in one single place. OfficeFiles powers the core of finance professionals' business. Schedule a demo today to find out more.

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OfficeFiles - Classification

Also Known As
  • Officefiles.co
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software
Show 11 more industry codes
NAICS
  • 520000Finance and Insurance
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 8740Management And Public Relations Services
  • 6282Investment Advice
  • 8742Management Consulting Services