KlariVis
KlariVis is a SaaS data analytics platform for US community banks and credit unions, aggregating core banking data into 650+ interactive dashboards. Built on Microsoft Azure, it serves over 150 institutions with executive, sales, credit risk, and financial insights.
- Company typePrivate
- Founded2019
- HeadquartersRoanoke, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What KlariVis does
KlariVis (legal entity KBS Analytics LLC) is a US SaaS data analytics company purpose-built for community banks and credit unions, founded in Roanoke, Virginia by former Valley Bank CFO Kim Snyder and officially launched in Q1 2019. The company addresses a specific pain point in the US community banking market: fragmented data across Fiserv, Jack Henry, and other core and ancillary systems that prevents timely, organization-wide decision-making. KlariVis aggregates this data into a single source of truth and exposes it through 650+ interactive dashboards and automated reports, covering executive insights, sales intelligence, credit risk monitoring, financial management, and board reporting.
The platform is delivered as a cloud-native service on Microsoft Azure, with data visualization built on Microsoft Power BI. It maintains SOC 2 Type 2 compliance and supports SSO, MFA, and periodic penetration testing. The product surface has expanded beyond the original core platform to include dedicated modules — Deposit Growth, Transactional Intelligence (launched January 2025 in partnership with FinGoal), and credit risk, financial, sales, and executive insight dashboards. KlariVis also runs the annual Data & AI Institute C-Suite Summit as a flagship thought-leadership and demand-generation event.
KlariVis sells on an annual SaaS subscription model, with tiered pricing based on bank asset size (from under $700M up to $7.5B–$10B). Go-to-market is a hybrid of direct enterprise field sales targeting bank CEOs, CFOs, and boards, complemented by channel partnerships with the ICBA (Preferred Service Provider since April 2023), the ABA Premier Partner Network (joined 2025), and 20+ state banking associations. As of 2025–2026, KlariVis reports over 150 financial institution implementations across 35+ states, a team of 50+ (growing toward 100), and a cumulative funding base of approximately $13.5M including an $11M Series B led by Blueprint Equity in January 2024.
KlariVis firmographics
Firmographics- Name
- KlariVis
- Legal name
- KBS Analytics LLC
- Website
- https://klarivis.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- KlariVis is a SaaS data analytics platform for US community banks and credit unions, aggregating core banking data into 650+ interactive dashboards. Built on Microsoft Azure, it serves over 150 institutions with executive, sales, credit risk, and financial insights.
- Ownership category
- akta.pro rank
KlariVis industry classification
Industry- Product category
- Community Banking Analytics Software
- NAICS
- Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Dashboarding & KPI/Performance Management (HDAEAMAF)
Keywords
Where KlariVis is headquartered
LocationHeadquarters
- HQ city
- Roanoke
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
KlariVis business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations, Others
Revenue model
- SaaS Platform Subscription: KlariVis operates as a SaaS subscription platform for financial institutions, with banks paying recurring fees for access to its analytics dashboards and data intelligence platform. Pricing is asset-size based (as shown on the contact form), with banks of different asset tiers ($700MM–$1B, $1B–$2B, etc.) being served.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Asset-size tiered SaaS pricing for community banks |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels10 records
KlariVis product offering
Product offeringCore offering
KlariVis is a cloud-based enterprise banking analytics SaaS platform that aggregates data from community bank and credit union core systems (Fiserv, Jack Henry) and ancillary platforms, transforming it into 650+ interactive dashboards and automated reports. The platform delivers real-time, enterprise-wide data access across executive, sales, credit, finance, and operational functions. It is purpose-built by former community bank executives and serves as a single source of truth for community financial institutions.
Product overview
KlariVis is a unified enterprise banking analytics platform built for community banks and credit unions. The platform aggregates and transforms data from disparate core banking systems (Fiserv, Jack Henry) and ancillary systems into a single source of truth, delivering 650+ interactive dashboards and reports through integrated modules. Core modules include Executive Insights, Sales Intelligence, Credit Risk Insights, Financial Intelligence, and Automated Board Reports. Transactional Intelligence (launched January 2025 via FinGoal partnership) provides enhanced transactional data insights including cleansing, categorization, retention/growth opportunity identification, and fee optimization. Deposit Growth module enables deposit analytics for identifying top performers and optimizing pricing strategies. The platform is enhanced by an annual C-Suite Summit focused on data and AI strategy education.
Differentiator
Problem solved
Functional benefit
Products and services
- KlariVis Platform Enterprise banking analytics SaaS platform that aggregates data from core banking systems (Fiserv, Jack Henry) and ancillary platforms into 650+ interactive dashboards and reports, providing real-time insights across executive, sales, credit, and finance functions for community banks and credit unions.
- Transactional Intelligence Suite of dashboards providing transactional data insights including data cleansing, categorizing, and tagging; retention and growth opportunity identification; fee structure optimization; and channel delivery analysis for customer engagement at community banks and credit unions.
- KlariVis Deposit Growth
Quantifiable outcome
- Reduced past-due loans by 75% and eliminated 60 hours per month in ad hoc reporting
- +6 more outcomes
Companies that use KlariVis
Customer profileNamed customers16 records
Segments4 records
Ideal customer profiles2 records
KlariVis technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability6 records
Feature11 records
KlariVis partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered flagship, core and minor.
- American Bankers Association (ABA) Premier Partner NetworkflagshipKlariVis joined the American Bankers Association's Premier Partner Network in 2025, gaining visibility and credibility with ABA member institutions across the country.
- FinGoalcoreKlariVis partnered with FinGoal to launch Transactional Intelligence features, adding transaction data cleansing, categorization, and tagging capabilities to the KlariVis platform. This enables banks to identify deposit leakage, optimize fee structures, and analyze customer channel engagement.
- ICBA (Independent Community Bankers of America)flagshipKlariVis was welcomed as an ICBA Preferred Service Provider (PSP), the fourth accelerator alumni to receive this designation. ICBA actively recommends KlariVis to its member community banks. KlariVis earned MVP honors in ICBA's 2022 ThinkTECH Accelerator program prior to the PSP designation.
- State Banking AssociationsminorKlariVis is an associate member of over 20 state banking associations including Virginia Bankers Association, Pennsylvania Bankers Association, Texas Bankers Association, California Community Banking Network, and others. These partnerships provide distribution access to community banks within each state.
- Microsoft AzurecoreThe KlariVis platform is built on Microsoft Azure infrastructure, leveraging Microsoft's best practices for data security, cloud reliability, and enterprise-grade performance. Azure is the foundational cloud infrastructure for KlariVis's SaaS analytics platform.
- Microsoft Power BIcoreKlariVis delivers its dashboards and data visualizations using Microsoft Power BI. The platform was initially built as a Power BI-based proof-of-concept by the founding team.
- CLA (CliftonLarsonAllen)minorCLA partnered with KlariVis on an Enterprise Data Initiative for community banks, combining CLA's accounting and advisory expertise with KlariVis's analytics platform to deliver comprehensive data intelligence solutions to banks.
- KBS ResultscoreKBS Results is the parent/affiliate company of KlariVis. Jerry Bradley, Chief Product Officer at KlariVis, is a member of the KBS Results merger and acquisition team and core conversion team. The company is legally named KBS Analytics LLC.
Scale indicators9 records
Recent moves7 records
Expansion highlights6 records
KlariVis competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key risks3 records
Key highlights7 records
Customer concentration
KlariVis social profiles
Digital presenceKlariVis compliance and trust
Trust signalCompliance2 records
KlariVis financial estimates
Financial estimateRevenue estimate
Valuation estimate
KlariVis leadership team
Management profileNumber of profiles
Profiles8 records
KlariVis funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
KlariVis M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about KlariVis
What does KlariVis do?
KlariVis is a cloud-based enterprise banking analytics SaaS platform that aggregates data from community bank and credit union core systems (Fiserv, Jack Henry) and ancillary platforms, transforming it into 650+ interactive dashboards and automated reports. The platform delivers real-time, enterprise-wide data access across executive, sales, credit, finance, and operational functions. It is purpose-built by former community bank executives and serves as a single source of truth for community financial institutions.
Is KlariVis a public or private company?
KlariVis is a private company. It is classified as venture growth investor backed and is currently operating.
When was KlariVis founded?
KlariVis was founded in 2019. It employs 51 to 100 people.
Where is KlariVis based?
KlariVis is headquartered in Roanoke, United States, in the North America region.
How does KlariVis make money?
One revenue line is on record: saaS Platform Subscription.
Does KlariVis have an API?
No public API is recorded for KlariVis.
What industry is KlariVis in?
KlariVis's product category is Community Banking Analytics Software. Its primary akta.pro industry code is HDAEAMAF, Dashboarding & KPI/Performance Management. Its NAICS code is 513210 and its SIC code is 7370.