What Togetherwork does

Togetherwork is a private, private-equity-backed vertical software-plus-payments platform that operates as a parent brand for 33+ purpose-built SaaS applications organized into nine vertical product groups (Arts, Associations, Camps, Faith, Fraternal, Municipalities, Nonprofit, Pet-Care, and Wellness) serving 12+ membership-based and community-oriented end markets. The portfolio includes retained acquired brands such as Fonteva (Salesforce-native association management), Protech (Microsoft Dynamics 365-native association management), Gingr, PetExec, Revelation Pets (pet-care), OmegaFi, LegFi, Pennington & Co (fraternal), ShulCloud, Mitzvah Tools, Kesef (faith), CommunityPass (municipalities), CircuiTree, Bunk1 (camps), Springboard, Clearview CRM, Doubleknot (nonprofit), Studio-Pro, Acceptd (arts), and Rock Gym Pro, Smartwaiver, MassageBook (wellness). The platform layers three horizontal capabilities across these brands: Group Management (core membership, reporting, enrollment), Member Engagement (communications, web, scheduling, education, fundraising), and Financial Enablement (payments, chapter-based and recurring billing, credit facilitation, customized debit cards, consumer financing).

Underlying technology is a polyglot SaaS stack with products built natively on both Salesforce (Fonteva) and Microsoft Dynamics 365 (Protech) platforms, a modern data stack on AWS using Redshift/Snowflake with dbt transformations and Sigma/PowerBI for self-service analytics, DevOps on GitLab/GitHub/Jenkins with Terraform/Ansible/Saltstack on AWS and Azure, and an AI-first internal operating model that uses Claude, ChatGPT Enterprise, Kiro, and Stylo Scribe to generate release notes, API documentation, knowledge-base content, and code. Togetherwork reports 650+ employees across three U.S. centers of excellence in Austin (TX), Atlanta (GA), and Columbus (GA) plus a distributed U.S. remote workforce, and serves thousands of customers including the ASPCA, multiple universities (e.g., TCU, University of Cincinnati, Rice), sororities and fraternities (e.g., Tri-Delta, Gamma Phi Beta, Pi Kappa Phi), municipalities (e.g., Town of Verona, City of Englewood), and over 7,000 pet-care businesses.

The business model is primarily recurring SaaS subscriptions, augmented by transaction fees from embedded payments (credit/debit/ACH, debit cards, consumer financing), professional services and onboarding revenue, and managed services (e.g., Kesef synagogue bookkeeping). Pricing is quote-based rather than publicly disclosed; customers submit Contact forms on each product brand's website. Go-to-market combines enterprise field sales for large associations and multi-location operators, inside sales for inbound leads, self-serve/PLG-style onboarding for SMBs in segments like pet-care and studios, and an emerging channel/partner program. Distribution is U.S.-domestic. Recent corporate activity includes the December 2024 acquisition of PetExec, the 2025 divestiture of UnionWare to Valsoft, and a July 2024 funding round led by Park Square Capital with GI Partners.

Name

Togetherwork

Legal name

Omega Financial, LLC

Website

https://togetherwork.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

Togetherwork is a PE-backed vertical software-plus-payments platform that operates 33+ SaaS applications across nine membership-based verticals — including associations, camps, faith, fraternal, municipalities, nonprofit, pet-care, performing arts, and wellness — serving thousands of community organizations in the United States through retained acquired brands and shared group-management and financial-enablement infrastructure.

Ownership category

akta.pro rank

Product category

Vertical SaaS / Membership Management Software

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Membership Organizations (8600)

akta.pro primary industry

Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)

akta.pro secondary industry

Managed Workplace Services (DaaS/Workplace-as-a-Service) (BPAEAIAA)

Keywords

• Membership management software
• Association management software
• Vertical SaaS platforms
• Group management software
• Integrated payments software

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS subscriptions: Togetherwork is described as a $250M recurring revenue SaaS business with more than 33 software applications serving 12+ vertical markets; recurring subscriptions are the dominant revenue stream.
2. Integrated payments and financial services: Embedded payments, credit/debit/ACH processing, recurring billing, customized spending/debit cards, credit facilitation, and consumer financing offered alongside the software to monetize transaction volumes.
3. Professional services and onboarding: Onboarding, configuration, training, and implementation services delivered by Onboarding Consultants and Solution Consultants; supports SaaS adoption for both SMB and Enterprise customers.
4. Managed services and support (e.g., Kesef bookkeeping): Recurring managed-services offerings such as Kesef synagogue bookkeeping services delivered through the OmegaFi/fraternal client support function.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels10 records

Core offering

Togetherwork operates a portfolio of vertical-specific SaaS and payments software serving membership-based organizations. The platform delivers Group Management, Member Engagement, and Financial Enablement capabilities through 33+ software applications organized across 9-12 verticals including associations, performing arts, camps, faith communities, fraternal organizations, municipalities, nonprofits, pet-care, and wellness businesses. Recurring SaaS subscriptions and integrated payments are the dominant revenue streams, supported by professional services and onboarding.

Product overview

Togetherwork is a $250M recurring revenue SaaS platform-plus-modules architecture comprising 33+ software applications organized into 9 vertical product groups serving 12+ vertical markets. Rather than a single unified product, Togetherwork operates as a parent brand for a portfolio of acquired, vertical-specific sub-brands, with Togetherwork Group Management (Core Membership, Reporting & Analytics, Member Enrollment), Member Engagement (Communications, Web Creation, Scheduling & Calendaring, Information & Education, Fundraising Campaigns), and Financial Enablement (Payments, Chapter-Based Billing, Recurring Billing, Credit Facilitation, Balances & Payables, Customized Spending & Debit Cards, Consumer Financing) capabilities delivered through the portfolio. Vertical-specific products include Studio Pro, DSOA, and Acceptd (Arts); Fonteva (Salesforce-native) and Protech (Microsoft Dynamics 365-native) (Associations); CircuiTree and Bunk1 (Camps); ShulCloud, Mitzvah Tools, and Kesef (Faith); OmegaFi, LegFi, and Pennington & Co (Fraternal); CommunityPass (Municipalities); Springboard, Clearview CRM, and Doubleknot (Nonprofit); Gingr, Revelation Pets, and PetExec (Pet-Care, with PetExec added via the December 2024 acquisition); and Rock Gym Pro, Smartwaiver, and MassageBook (Wellness), with Capturepoint listed as an additional sub-brand. The Togetherwork platform enables these sub-brands to share payments infrastructure, Group Management technology, and Member Engagement tooling while preserving each product's vertical specialization.

Differentiator

Problem solved

Functional benefit

Brands

• Fonteva: Association management platform built on Salesforce.
• Protech
• Studio-Pro
• Acceptd
• CircuiTree
• Bunk1
• ShulCloud
• Mitzvah Tools
• Kesef
• OmegaFi
• LegFi
• Pennington & Co
• CommunityPass
• Springboard
• ClearView CRM
• Doubleknot
• Gingr
• Revelation Pets
• PetExec
• Rock Gym Pro
• Smartwaiver
• MassageBook
• Shulware

Products and services

• Studio Pro (DanceStudio-Pro) Studio management software purpose-built for dance studios, supporting online registration, applications, scheduling, payments, and communication for performing arts businesses.
• Acceptd Application and audition enablement platform for performing arts organizations, simplifying recruitment, applications, auditions, and adjudication processes.
• Fonteva Association management software built natively on the Salesforce platform, providing member management, financial management, analytics, e-commerce, and events for associations and professional societies.
• Protech Association management software built natively on the Microsoft Dynamics 365 platform, delivering configurable member, financial, and event management for member-based organizations.
• CircuiTree Camp management software that streamlines registration, schedules activities, tracks finances, and manages staff and campers for camp operators.
• Bunk1 Camper engagement software providing communication tools for camps to connect with parents and campers during the camp season.
• ShulCloud Synagogue management software for Jewish congregations, synagogues, day schools, and Jewish non-profits, offering advanced membership management, financial processes, and web tools.
• Mitzvah Tools Synagogue management software under the Shulware family providing tools for Jewish congregations to support member engagement and operational workflows.
• Kesef Synagogue bookkeeping and accounting services providing outsourced financial operations and bookkeeping support for congregations.
• OmegaFi Fraternal management platform trusted by more than 650 campuses, providing chapter financial management, member recruitment, billing, attendance tracking, events, calendars, and group communications for fraternities and sororities.
• LegFi Financial management software for fraternity and sorority chapters, supporting billing, payments, and chapter financial administration.
• Pennington & Co Alumni fundraising and communications platform supporting alumni engagement and fundraising campaigns for campuses, fraternities, and sororities.
• CommunityPass Recreation and school management software for municipalities, providing program management, online registration for classes and activities, financial tracking, and automated billing for recreation centers, community organizations, and sports leagues.
• Springboard Digital-first nonprofit management platform supporting fundraising, donor management, engagement, and operations for nonprofit organizations.
• Clearview (Clearview CRM) Donor management CRM software purpose-built for nonprofits, providing visibility across every step of the donor journey to drive giving and streamline operations.
• Doubleknot Cultural organization management software for museums, cultural attractions, and similar nonprofits, supporting ticketing, events, memberships, donations, and online sales.
• Gingr Cloud-based pet-care business management software for pet daycares, grooming salons, and boarding facilities, with advanced customization, automation, and communication tools.
• Revelation Pets Pet-care business management software designed for pet daycare, grooming, boarding, and training facilities, providing cloud-based operations and customer management.
• PetExec Pet care management software acquired by Togetherwork in December 2024, serving pet care businesses alongside Gingr and Revelation Pets across over 7,000 customers in the pet-care vertical.
• Rock Gym Pro Gym management software purpose-built for climbing and fitness facilities, providing online registration, memberships, payments, employee management, and e-commerce capabilities.
• Smartwaiver Digital waiver solution that converts liability waivers into paperless, online experiences for businesses in wellness, fitness, and activity-based verticals.
• MassageBook Practice management and marketing software for massage therapists, supporting online scheduling, payments, client communication, and marketing workflows.

Named customers48 records

Segments9 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability6 records

Feature6 records

Partnerships

Ten partnerships are on record, tiered minor, core and flagship / strategic.

• ValsoftminorOthers · 27 June 2025Sampford Advisors' Canadian Tech M&A Mid-Year Check-In (June 2025) notes Valsoft's acquisition of UnionWare from Togetherwork as an example of carve-out activity in the Canadian tech market.
• PetExeccoreStrategic or Co-development Partner · 19 December 2024Togetherwork acquired PetExec, a pet-care management software company, on December 19, 2024, expanding its industry-leading footprint serving pet-care businesses with quality software and payments solutions and integrating PetExec into its existing pet-care product lineup (serving over 7,000 customers).
• Salesforceflagship / strategicTechnology or IntegrationFonteva, Togetherwork's association management product, is built natively on the Salesforce platform; the Associations page notes Togetherwork products are built on both the Salesforce and Microsoft platforms to give customers configurability and integration with existing systems.
• Microsoftflagship / strategicTechnology or IntegrationProtech, Togetherwork's association management product, is built on the Microsoft platform (Dynamics 365, Power Platform, Azure); Togetherwork explicitly markets products on both Salesforce and Microsoft to support diverse customer ecosystems.
• SkilljarcoreTechnology or IntegrationTogetherwork's Senior Program Manager owns Skilljar as the primary learning management platform across all product verticals, integrating it with Zendesk and other support tooling to create a connected help and learning ecosystem.
• ZendeskcoreTechnology or IntegrationZendesk is the help center infrastructure across all verticals; Togetherwork operates the ticket-to-article workflow using Stylo (Assist, Solve, Scribe) AI tooling on top of Zendesk for content drafting and gap detection.
• Stylo (AI Assist/Solve/Scribe)coreTechnology or IntegrationTogetherwork uses Stylo Scribe as its AI-assisted article drafting and content gap detection tool on top of Zendesk; owned contract is currently underutilized and being scaled into content workflows.
• Claude / Anthropic and ChatGPT Enterprise (OpenAI)coreTechnology or IntegrationTogetherwork lists Claude and ChatGPT Enterprise as approved AI tools for content creation workflows across the organization, embedded into Brand, Product Content Engineering, Analytics Engineering, and Onboarding functions.
• Microsoft Power Platform (Power Apps, Power Automate)flagship / strategicTechnology or IntegrationEnterprise Solution Engineers are expected to demonstrate hands-on technical knowledge of the Microsoft ecosystem including Dynamics 365, Power Platform (Power Apps, Power Automate), Azure Cloud, CMS configuration, API integrations, and relational databases in support of Protech enterprise sales.
• Jira (Atlassian)coreTechnology or IntegrationJira is used as Togetherwork's product release tracking platform; Senior Product Content Engineer designs AI content pipelines that generate release notes and documentation from Jira tickets, PRDs, and design specs.

Scale indicators8 records

Recent moves7 records

Expansion highlights7 records

Broad incumbents

• Toast: Toast is a vertical SaaS + payments platform for restaurants. While in a different vertical, Toast is the canonical comparable for Togetherwork's business model of combining vertical-specific software with deeply embedded payments infrastructure, and demonstrates the unit economics of that combination at scale.
• Mindbody: Mindbody is a leading vertical SaaS platform for fitness, wellness, and beauty studios with embedded payments. It is a broader incumbent peer for Togetherwork's Wellness vertical (MassageBook, Rock Gym Pro) and shares the embedded-payments SaaS model.
• Yardi: Yardi is a privately-held vertical SaaS conglomerate that builds, acquires, and operates software for the commercial and residential real estate industry. It is the closest large-scale analogue to Togetherwork's rollup strategy of consolidating purpose-built vertical software brands under a shared technology and payments umbrella.

Direct peers

• PetDesk: PetDesk provides SaaS, client communication, and payment solutions for veterinary clinics and pet-care businesses. It is a direct competitor to Togetherwork's pet-care vertical products (Gingr, Revelation Pets, PetExec) which together serve 7,000+ pet-care customers.
• WildApricot: WildApricot is an association management platform serving small and mid-sized membership organizations with website, member database, events, and payments functionality. It is a direct SMB-tier competitor to Togetherwork's Fonteva/Protech in the Associations vertical.
• TeamSnap: TeamSnap is a SaaS platform for sports leagues, clubs, and youth programs with registration, scheduling, communication and payment functionality. Togetherwork's Chief Product Officer (Ken McDonald) was previously GM at TeamSnap, and TeamSnap directly competes with elements of Togetherwork's Camps and Arts verticals (CircuiTree, Bunk1, Studio-Pro).
• Blackbaud: Blackbaud is the leading vertical SaaS provider for nonprofits, offering fundraising, CRM, financial management and donor stewardship software. Togetherwork's Nonprofit vertical (Springboard, Clearview CRM, Doubleknot) is a direct smaller-scale analogue, serving similar nonprofit and cultural-organization customers with comparable product suites.
• Impexium: Impexium is an association management platform built on the Salesforce ecosystem, offering member engagement, events, and chapter management. It is a direct Salesforce-native peer to Togetherwork's Fonteva in the Associations vertical.
• MemberSuite: MemberSuite is an association management software platform purpose-built for membership-based organizations. It directly competes with Togetherwork's Fonteva (Salesforce-native) and Protech (Microsoft-native) products in the Associations vertical with similar member-management, events, and e-commerce functionality.
• Daxko: Daxko provides vertical SaaS for YMCAs, JCCs, fitness centers, and community recreation organizations, with integrated payments and member management. It is a direct peer for Togetherwork's Wellness and Municipalities verticals (Rock Gym Pro, CommunityPass), serving similar member-based recreation businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/togetherwork

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries23 records

Funding overview

Funding rounds1 record

Investors2 records

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

M&A16 records

Investments

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

Frequently asked questions about Togetherwork