Core10
Monarch (formerly Core10) is a Franklin, Tennessee-based professional services firm providing SaaS implementation, configuration, integration, and managed administration for private capital markets firms, specializing in Intapp DealCloud and Cobalt platforms across 1,200+ clients.
- Company typePrivate
- Founded2016
- HeadquartersFranklin, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Core10 does
Monarch Financial Technology Solutions, Inc., operating as Monarch and formerly known as Core10, is a Franklin, Tennessee-based professional services firm founded in 2016 that specializes in the implementation, configuration, integration, and ongoing managed administration of software for private capital markets firms. The company serves as a certified delivery partner for Intapp DealCloud and as a mutual partner with Cobalt for managed data services, layering expertise across an ecosystem that also includes PitchBook, S&P, Equilar, FactSet, Preqin, and Salesforce. Its client base spans private equity, venture capital, hedge funds, family offices, investment banks, private credit, and real estate investment firms, with 1,200+ client firms and 3,400+ completed projects cited on its website; named customers include Barings, CCMP, Sagard, Arrowroot Capital, EQV, Balcones, Trimontium, VSS, and Helix.
The company's revenue model is built on three professional services streams: upfront implementation and rollout engagements, ongoing consulting and system enhancement work, and recurring managed platform support where Monarch acts as a virtual administrator handling reports, configuration changes, and platform tasks on demand. Pricing is quote-based with multi-year contract cadences and is not publicly disclosed. A secondary line of business, Accrue, was acquired in October 2021 from Accrue Technologies Inc. and provides a digital banking and lending SaaS platform targeted at community banks, credit unions, fintechs, and consumers for digital account opening and lending workflows; this was the explicit focus of the company's January 2023 Series B capital raise.
Monarch is a privately held company with no parent entity, backed by $12.5 million in total funding across a 2017 round led by FINTOP Capital and a 2023 Series B of $6.5 million led by Patriot Financial Partners with JAM FINTOP and the Independent Community Bankers of America (ICBA). The company holds SOC 2 Type 2 compliance, was named one of American Banker's Best Places to Work in Fintech in 2023, and is led by CEO Jeff Hanson and Chief Product Officer Chris Sommers. Its go-to-market combines direct enterprise sales to private capital firms with a Partner Delivery Services channel for SaaS providers seeking certified implementation capacity.
Core10 firmographics
Firmographics- Name
- Core10
- Legal name
- Monarch Financial Technology Solutions, Inc.
- Website
- https://core10.io
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Monarch (formerly Core10) is a Franklin, Tennessee-based professional services firm providing SaaS implementation, configuration, integration, and managed administration for private capital markets firms, specializing in Intapp DealCloud and Cobalt platforms across 1,200+ clients.
- Ownership category
- akta.pro rank
Core10 industry classification
Industry- Product category
- Financial Services Technology Consulting
- NAICS
- Other Scientific and Technical Consulting Services (54169)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Captive/Global In-House Center (GIC) Setup & Managed Services (BPAEAMAK)
- akta.pro secondary industries
- Core Banking & Ledger Systems (Cloud Core, Deposits, Accounts) (FSAGAAAC), BaaS Platforms & Sponsor Bank Enablement (FSAGALAA)
Keywords
Where Core10 is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Core10 business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Implementation Services: Professional services revenue from implementing software solutions for clients, including initial product implementation, rollout, and configuration.
- Consulting Services: Advisory and consulting engagements for financial services firms, including system enhancements, third-party data integration, and strategic technology alignment.
- Managed Platform Support: Ongoing administrative support services including serving as virtual platform administrator, building reports, and handling platform tasks on demand.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom quote-based engagement model |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Core10 product offering
Product offeringCore offering
Core10 (now Monarch) provides SaaS implementation, configuration, consulting, and managed platform support services for private capital markets firms. The firm specializes in deploying and optimizing Intapp DealCloud (standard onboarding, accelerated onboarding, consulting, managed platform support) and Cobalt managed data services, and also operates the Accrue digital banking platform for community banks, credit unions, fintechs, and consumers. It serves as a certified delivery partner for SaaS technology providers serving the financial services industry.
Product overview
Core10 offers a unified digital banking platform called Accrue, which provides integrated digital lending and banking SaaS solutions. Following the acquisition of Accrue Technologies Inc. in 2021, Core10 expanded the platform to serve community banks, credit unions, fintechs, and consumers with affordable digital banking capabilities including digital account opening and lending solutions. Note: Core10 has since rebranded as Monarch Financial Technology Solutions, which focuses on SaaS implementation, configuration, and consulting services for private capital markets, specializing in Intapp DealCloud and Cobalt managed data services.
Differentiator
Problem solved
Functional benefit
Brands
- Accrue: Digital banking platform providing digital account opening and lending solutions for community banks
Products and services
- Intapp DealCloud Implementation Services Specialized implementation, configuration, consulting, and managed support services for the Intapp DealCloud platform, delivered to private capital markets firms including PE, VC, hedge funds, family offices, investment banks, and real estate firms. Service tiers include Standard Onboarding, Accelerated Onboarding, Consulting, and Managed Platform Support.
- Cobalt Managed Data Services Managed data services for private capital markets operations delivered as a delivery partner of the Cobalt platform. Provides ongoing administrative support, data management, and operational assistance for clients using Cobalt.
- Monarch Partner Delivery Services Program A partnership program for SaaS providers in financial services seeking certified delivery partners to implement, configure, and provide managed services to their clients. Acts as an extension of the SaaS vendor's professional services organization.
- Accrue Digital Banking Platform A digital lending and banking SaaS platform providing affordable, integrated digital banking solutions for community banks, credit unions, fintechs, and consumers. Enables digital account opening and lending solutions for community financial institutions undergoing digital transformation.
- Capital Lifecycle Management Consulting Services Implementation and integration consulting services covering deal management, CRM, portfolio monitoring, and performance analytics solutions designed to streamline the capital and fund lifecycle for private capital markets firms.
Quantifiable outcome
- Dramatically slash overhead and manual, routine work that keeps staff from focusing on more strategic tasks
Companies that use Core10
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles3 records
Core10 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Core10 partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- IntappcoreIntapp DealCloud is a platform that Monarch specializes in implementing and optimizing. Monarch offers standard onboarding, accelerated onboarding, consulting, and managed platform support for Intapp DealCloud.
- CobaltcoreCobalt provides managed data services for private capital markets. Monarch serves as a delivery partner providing implementation and managed services for Cobalt's platform.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
Core10 competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Core10 social profiles
Digital presenceCore10 compliance and trust
Trust signalCompliance1 record
Core10 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Core10 leadership team
Management profileNumber of profiles
Profiles2 records
Core10 subsidiaries and ownership
Company hierarchySubsidiaries1 record
Core10 funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Core10 M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Core10
What does Core10 do?
Core10 (now Monarch) provides SaaS implementation, configuration, consulting, and managed platform support services for private capital markets firms. The firm specializes in deploying and optimizing Intapp DealCloud (standard onboarding, accelerated onboarding, consulting, managed platform support) and Cobalt managed data services, and also operates the Accrue digital banking platform for community banks, credit unions, fintechs, and consumers. It serves as a certified delivery partner for SaaS technology providers serving the financial services industry.
Is Core10 a public or private company?
Core10 is a private company. It is classified as venture growth investor backed and is currently operating.
When was Core10 founded?
Core10 was founded in 2016. It employs 51 to 100 people.
Where is Core10 based?
Core10 is headquartered in Franklin, United States, in the North America region.
How does Core10 make money?
Three revenue lines are on record. Implementation Services are the primary driver. The others are consulting Services and managed Platform Support.
Does Core10 have an API?
No public API is recorded for Core10.
What industry is Core10 in?
Core10's product category is Financial Services Technology Consulting. Its primary akta.pro industry code is BPAEAMAK, Captive/Global In-House Center (GIC) Setup & Managed Services, with a secondary code of FSAGAAAC, Core Banking & Ledger Systems (Cloud Core, Deposits, Accounts). Its NAICS code is 54169 and its SIC code is 6199.