What Momentive Software does

Momentive Software, operating as Momentive Software Holdco, LLC and headquartered in Austin, Texas, is a private vertical SaaS platform serving mission-driven organizations — primarily nonprofits and associations across the US and Canada. The company markets its suite to more than 37,000 organizations supporting over 287 million members annually (following the January 2026 Personify acquisition). Its offering centers on MomentiveIQ, an AI-powered unified platform that connects an ecosystem of over 20 products spanning association management (Aptify, Cobalt AMS, NetForum, NimbleAMS, ThreeSixty, Wild Apricot, YourMembership), fundraising (GiveSmart, which processed $2B in 2025), learning (Path LMS, Freestone, Blue Sky eLearn), accounting (MIP), certification management, volunteer management (VolunteerMatters), career centers (YM Careers), and event management (A2Z Events, Configio). The portfolio is built on a mix of proprietary stacks and strategic integrations with Salesforce and Microsoft Dynamics 365.

The company generates revenue through three primary streams: annual and multi-year SaaS subscriptions (quote-based for enterprise, with a freemium tier via Wild Apricot), professional services for implementation and training, and transaction-based fees on GiveSmart fundraising volume. Go-to-market combines direct enterprise sales under CRO Adam Trenkle, a freemium self-serve motion for small organizations, and an expanding channel partner program led by VP Stephen Koury that emphasizes co-sell within the Microsoft Dynamics ecosystem. The company is PE-backed (Genstar Capital, Harvest Partners Structured Capital, Insight Venture Management) and has executed more than 15 disclosed acquisitions since 2017 to build a rollup of vertical software assets.

Operationally, Momentive employs 1,001–5,000 people, is remote-first, and is in active consolidation mode. Leadership was refreshed in 2025–2026 with a new CEO (Ravi Venkatesan, formerly CEO of Cantaloupe Inc.), a new Chief AI Officer (Dustin Radtke), and senior commercial and channel hires. The AI capability layer (MomentiveIQ) — combining predictive analytics, AI agents, generative AI for eLearning, and recommendation engines — is positioned as the unifying intelligence across the entire product portfolio.

Name

Momentive Software

Legal name

Momentive Software Holdco, LLC

Website

https://momentivesoftware.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Momentive Software is a private, PE-backed vertical SaaS provider of an AI-powered unified platform serving over 37,000 nonprofits and associations across North America with association management, fundraising, learning, accounting, certification, and volunteer management solutions.

Ownership category

akta.pro rank

Product category

Association & Nonprofit Management Software

NAICS

Software Publishers (51321), Software Publishers (513210)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

akta.pro secondary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Association management software
• Nonprofit fundraising software
• Learning management systems
• Volunteer management software
• Fund accounting software

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription-based SaaS Licensing: Annual or multi-year subscription model for access to association management, fundraising, event, learning, accounting, certification, volunteer, and career center software. Pricing varies by organization size, features, and modules selected.
2. Professional Services: Implementation services, training, and ongoing support services for customers deploying Momentive solutions.
3. Transaction-based Fundraising: GiveSmart platform generates revenue through transaction processing for auctions, donations, ticketing, and peer-to-peer fundraising events.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels7 records

Core offering

Momentive Software sells a unified, AI-powered cloud software ecosystem purpose-built for associations and nonprofits, covering association management, fundraising, learning, certification, volunteer management, fund accounting, events, career centers, and community engagement. The portfolio is anchored by MomentiveIQ, an AI platform that integrates 20+ products (including Aptify, Cobalt, NimbleAMS, NetForum, GiveSmart, Path LMS, MIP Accounting, VolunteerMatters, YM Careers, and others) under a shared data layer. Revenue is generated primarily through subscription-based SaaS licensing, with additional professional services and transaction fees from fundraising processing.

Product overview

Momentive Software offers a comprehensive, integrated ecosystem of purpose-built software solutions for nonprofits and associations. The portfolio centers on MomentiveIQ, an AI-powered unified platform that connects all products. The AMS suite includes Aptify (enterprise), CobaltAMS (Microsoft Dynamics-based), NetForumAMS (mid-market), NimbleAMS (Salesforce-based), ThreeSixty, Wild Apricot, and YourMembershipAMS for organizations of all sizes. Fundraising is served by GiveSmart with donor CRM capabilities. Learning and education is delivered through Path LMS and Freestone. Financial management includes MIP Accounting for fund accounting and compliance. Additional products cover certification management, volunteer management (VolunteerMatters), career centers (YM Careers), event management (A2Z Events), community platforms (YMC-Network, Crowd Wisdom, Nucleus), and e-commerce (Configio). Recent acquisitions include Personify, Cobalt, Blue Sky eLearn, and VolunteerMatters to expand the ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• MomentiveIQ: AI-powered platform designed specifically for nonprofits and associations to unify their technology ecosystem into an intelligent experience delivering personalized engagement and actionable insights.
• GiveSmart
• MIP Accounting
• Path LMS
• Cobalt AMS
• NimbleAMS
• NetForum AMS
• Aptify
• YourMembership
• Wild Apricot
• ThreeSixty
• VolunteerMatters
• YM Careers
• Freestone
• Configio
• A2Z Events
• Nucleus
• Crowd Wisdom
• Personify

Products and services

• MomentiveIQ AI-powered unified platform that automates workflows, delivers personalized user experiences, and provides predictive insights across the entire Momentive product ecosystem for nonprofits and associations.
• Aptify Enterprise association management software for large, global associations requiring deep configurability, complex financial management, and the flexibility to build custom solutions.
• Cobalt AMS Association and certification management software built on Microsoft Dynamics 365, managing membership, certification, and reporting in one enterprise-grade platform with Power BI and Microsoft 365 integration.
• NetForum AMS Association management software for mid-size associations with full membership, events, and reporting capability, offering a faster 4-6 month path to go-live.
• NimbleAMS Salesforce-based association management software surfacing member insights, automating renewals, and leveraging AI to identify at-risk members before they lapse.
• ThreeSixty Highly configurable association management software connecting membership, financials, and events in one adaptable platform without requiring custom development.
• Wild Apricot Membership software for small-staff organizations with a free entry tier, managing dues, events, and communications from one place.
• YourMembership AMS All-in-one association management software for small-staff associations to manage members, build community, and grow non-dues revenue.
• GiveSmart Comprehensive fundraising platform supporting event fundraising, auctions, peer-to-peer campaigns, text-to-give, ticketing, and donor management for nonprofits; exceeded $2 billion raised in 2025.
• Path LMS Learning management system for associations and nonprofits delivering continuing education, certifications, and course content with AI-powered learning creation tools.
• MIP Accounting Fund accounting software for nonprofits, associations, and municipalities with budgeting, payroll, and compliance features supporting FASB and GASB regulations.
• VolunteerMatters Volunteer management software for recruitment, scheduling, background checks, compliance tracking, and engagement with mobile volunteer tools.
• YM Careers Career center platform powering job boards and career development services with AI-driven summaries and insights for associations, job seekers, and employers.
• Momentive Certification Management Platform for managing professional certification programs including application processing, eligibility management, renewal tracking, and CE credit management with integrations to exam and badging platforms.
• A2Z Events Event management platform for trade shows and conferences including registration, booth selection, session scheduling, and onsite badge printing.
• Configio E-commerce and event registration platform for managing online sales, merchandise, and event registrations for associations and nonprofits.
• GiveSmart Donor Management Donor management software integrated with GiveSmart fundraising to track donor relationships, engagement history, and giving patterns for nonprofits.

Quantifiable outcome

• GiveSmart reached $2 billion raised in 2025, first time achieving this milestone in a single year
• +3 more outcomes

Named customers25 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability10 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core.

• Microsoft (Dynamics 365)coreTechnology or Integration · 27 May 2025Cobalt AMS built on Microsoft Dynamics 365 platform with Power BI reporting and Microsoft 365 integration. Strategic platform partnership enabling association-specific functionality on enterprise cloud infrastructure.
• YMCA of the USAcoreStrategic or Co-development PartnerStrategic partnership powering YMCA volunteer management across the network. VolunteerMatters has partnered with over 85 YMCA associations, powering 270,000+ volunteers across 510 locations nationwide.
• Salesforce (Nimble AMS)coreTechnology or IntegrationNimble AMS built on Salesforce platform with full 360-degree view of members, AI-powered insights, and workflow automation. Strategic platform partnership for association management.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Givebutter: Givebutter is a modern all-in-one fundraising, CRM, and event platform for nonprofits that competes directly with GiveSmart and smaller-scope Momentive solutions, with a strong freemium model that mirrors Wild Apricot's.
• DoJiggy: DoJiggy provides online fundraising, event registration, and donor management software for nonprofits, directly competing with GiveSmart and Configio's event/fundraising capabilities for small and mid-sized nonprofit customers.
• GrowthZone: GrowthZone is an association management software platform serving small and mid-sized associations with member management, events, and CRM, directly competing with YourMembershipAMS, NetForumAMS, and Wild Apricot in the AMS market.
• Classy (a GoFundMe company): Classy is a modern fundraising and donor engagement platform for nonprofits, directly competing with GiveSmart for nonprofit fundraising customers with a clean consumer-grade UX and online donation flows.
• Funraise: Funraise is a nonprofit fundraising CRM and donation platform with peer-to-peer, events, and donor management features, directly overlapping with GiveSmart's nonprofit fundraising and donor management capabilities.

Broad incumbents

• Microsoft Tech for Social Impact: Microsoft's Tech for Social Impact initiative offers Dynamics 365-based solutions for nonprofits and NGOs, directly competing with Momentive's CobaltAMS (built on the same Dynamics platform) and serving the same enterprise nonprofit/association customers.
• Salesforce.org (Nonprofit Cloud / Nonprofit Success Pack): Salesforce's nonprofit arm provides Nonprofit Cloud and the Nonprofit Success Pack built on the core Salesforce platform, competing with Momentive's NimbleAMS (also Salesforce-native) and broader CRM/AMS capabilities, while simultaneously serving as the underlying platform for one of Momentive's flagship products.

Direct peers

• Blackbaud: Blackbaud is the largest publicly-traded vertical SaaS provider for nonprofits and K-12 education, offering fundraising (Raiser's Edge NXT), financial management (Financial Edge NXT), CRM, and peer-to-peer/event solutions that directly compete with Momentive's GiveSmart, MIP Accounting, and AMS portfolio across the same customer base.
• Bonterra (formerly Network for Good / Social Solutions): Bonterra is a PE-backed vertical SaaS rollup serving nonprofits with donor management, CRM, case management, and grants management software, directly overlapping with GiveSmart, VolunteerMatters, and other modules in Momentive's portfolio.
• MemberClicks / Personify (Community Brands): MemberClicks (now under Personify, acquired by Momentive Jan 2026) is an AMS for small-staff associations competing with YourMembershipAMS and Wild Apricot; the broader Personify suite (Community Brands) directly overlaps with Aptify, NimbleAMS, and ThreeSixty.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/momentivesoftware

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A21 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Momentive Software