What RelPro Inc. does

RelPro Inc. is a New York-based, private SaaS company founded in 2009 (originally as Relationship Capital Partners, with the RelPro platform launching in 2016) that provides B2B sales intelligence and relationship intelligence to financial-services and professional-services organizations. The cloud-hosted platform aggregates 25+ third-party data sources, including BoardEx, Bombora, Cognism, Crunchbase, Dun & Bradstreet, Guidestar, IBISWorld, Vertical IQ, and Windfall, into a unified view spanning 7 million U.S. company profiles and 150 million decision-makers, with specialized coverage of UCC/SBA filings, Form 5500, government contract awards, commercial real estate (45M properties, 28M owners), wealth data, and weekly-updated buyer-intent signals. Modular add-ons include Relationship Mapping, Wealth Insights, Commercial Real Estate Data, Alerts, APIs and Webhooks, Data Services & Custom Engagements, and the RelPro AI layer for natural language search and AI-generated summaries.

The company sells through three tiers (Professional, Premium, Custom) of recurring annual SaaS subscriptions, supplemented by usage-based API revenue and project-based custom data services, all on a quote-based, no-public-pricing model. Distribution is sales-led, combining field sales targeting Top 20 U.S. banks and large wealth managers with inside sales for mid-market financial-services firms; Salesforce CRM integration and bidirectional sync are central to retention. Marketing emphasizes content (blog, webinars, case studies), industry-organization participation (SFNET, ACG, BritishAmerican Business), and G2/Inc. recognition, including five consecutive years on the Inc. 5000.

Adoption is concentrated in U.S. financial services, with management-claimed penetration of 60% of the Top 20 U.S. banks and 33% of the Top 15 wealth management firms, complemented by credit unions, private equity (mid-market deal sourcing), commercial insurance, accounting, legal, life sciences, and nonprofit development. Reported outcome metrics include 15-20 minutes saved per SMB prospect research, a 92% pilot-user referral rate, a 30% growth-goal overshoot for a top-five bank client, and a 50% CRM-contact reduction post-cleansing. The 11-50 employee base is small relative to the enterprise customer roster, and no external venture or private-equity backing is disclosed in available sources.

Name

RelPro Inc.

Legal name

RelPro, Inc.

Website

https://relpro.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

RelPro Inc. is a private New York-based SaaS company that aggregates 25+ third-party data sources into a relationship intelligence and business development platform for U.S. financial services and professional services, covering 7M companies and 150M decision-makers.

Ownership category

akta.pro rank

Product category

Sales Intelligence and Relationship Intelligence Platform

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

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

akta.pro primary industry

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)

akta.pro secondary industries

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD), CRE Loan Syndication & Participation (FSALADAK)

Keywords

• Relationship intelligence platform
• B2B sales intelligence
• Financial services data
• Contact data enrichment
• Buyer intent data

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription - Professional Tier: Entry-level subscription providing access to the business development platform with company and people search, contact details, automated prospect research, alerts, and mobile platform access. Priced per user.
2. SaaS Subscription - Premium Tier: Mid-tier subscription adding UCC filings, PPP/SBA loans, MBE/DBE certifications, Buyer Intent signals, CRE data, Government Contract Awards, Wealth Insights, Crunchbase, and Guidestar access. Targets bankers, investors, advisors, insurers, and professional service providers.
3. SaaS Subscription - Custom Tier: Enterprise tier adding CRM integration, Data Concordance & Enrichment, APIs & Webhooks, Industry Research integration, and Relationship Mapping. Custom pricing based on scope and users.
4. API & Webhook Usage: Revenue from API calls for Search, Match, and Profile endpoints. Webhook subscriptions for continuous data refresh when subscribed profiles change. Billed based on usage volume.
5. Data Services & Custom Engagements: Custom data projects including CRM cleanse and enrichment, lead identification, Total Addressable Market analytics. Priced based on scope of work (SOW) and volume.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

RelPro is a cloud-hosted SaaS platform that combines company, executive, filings, loans, wealth, buyer intent and commercial real estate data from 25+ partners into a single relationship intelligence workspace used by financial and professional services firms for B2B prospecting and lead generation. The platform covers 7 million U.S. company profiles and 150 million decision-makers, and ships with RelPro AI for natural-language search and summaries, multi-degree relationship mapping, CRM enrichment, alerts, and REST APIs/Webhooks for programmatic access.

Product overview

RelPro is a relationship intelligence and business development platform for financial and professional services organizations, featuring a modular architecture centered on the Web Platform as the core product. The platform integrates data from 25+ sources to cover 7 million US companies and 150 million decision-makers. The portfolio includes specialized modules for Wealth Insights (wealth attribute research), Relationship Mapping (network visualization), Commercial Real Estate Data (property intelligence), Alerts (automated notifications), and Data Services & Custom Engagements (enrichment and cleansing). RelPro AI adds generative AI capabilities for summaries and natural language search. The API and Webhooks layer enables programmatic access and automated updates. Pricing is structured in three tiers: Professional (core access), Premium (adds specialized datasets and buyer intent), and Custom (full access with CRM integration and relationship mapping).

Differentiator

Problem solved

Functional benefit

Products and services

• RelPro Web Platform A cloud-hosted SaaS platform that consolidates 25+ best-in-class data sources into a single workspace for finding and researching 7 million U.S. companies and 150 million decision-makers, supporting B2B lead generation and CRM enrichment for financial and professional services firms.
• Commercial Real Estate (CRE) Data A specialized commercial real estate dataset covering 45 million commercial properties and 28 million property owners, integrating County Assessor Records with company and contact intelligence for CRE prospecting workflows including refinance and ownership-change opportunities.
• Relationship Mapping A relationship intelligence solution that connects a customer's contacts and leads to map and visualize multi-degree relationships, discover new connections and track job changes, enabling warmer executive introductions via BoardEx, Introhive and DotAlign integrations.
• Wealth Insights A wealth intelligence dataset providing net-worth estimates, assets, liquidity data and philanthropic giving history for affluent business executives, used to identify wealth management, private banking and family office prospects.
• Alerts An automated notification system delivering email and CRM updates on companies and decision-makers, including filings/loans alerts, buyer intent signals, news and role change notifications.
• Data Services & Custom Engagements A bespoke services offering in which RelPro's Data Services team delivers custom data projects, CRM cleanse and enrichment, lead identification and Total Addressable Market analytics, priced on a statement-of-work basis.
• APIs and Webhooks A developer integration layer providing REST APIs for Person and Company Search, Match and Profile endpoints, plus Webhook subscriptions that push continuous updates when subscribed profiles change, billed on usage volume.
• RelPro AI An AI layer offering natural-language company search, AI-generated summaries of executives and companies, and a Similar Companies recommendation engine, using 25+ data sources and a 90%+ accuracy guarantee on names and emails.

Quantifiable outcome

• 15-20 minutes saved per SMB prospect researched
• +6 more outcomes

Named customers6 records

Segments11 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability5 records

Feature8 records

Partnerships

31 partnerships are on record, tiered core, supporting and minor.

• National Center for the Middle Market (NCMM)coreStrategic or Co-development Partner · 12 March 2026NCMM is housed at Ohio State University Fisher College of Business and is the leading research center for US middle market. Partnership combines trusted research with relationship intelligence.
• BomboracoreTechnology or Integration · 9 September 2025Bombora provides B2B data cooperative with buyer intent signals on 100+ financial services topics. Delivers 8x the signal coverage compared to competitors through weekly updates.
• Propense.aisupportingTechnology or Integration · 21 November 2024Propense.ai uses AI to anticipate client needs for professional services firms by analyzing historical data and market trends to predict client requirements.
• CRB MonitorsupportingTechnology or Integration · 30 October 2024CRB Monitor provides corporate intelligence on cannabis-related businesses, helping financial institutions manage risk and monetize opportunity in the emerging cannabis industry.
• BoardEx (Powered by Altrata)coreTechnology or IntegrationBoardEx provides relationship mapping insights revealing first and second-degree connections to 1.6 million board members and senior executives across 2.1 million organizations. Enables warmer introductions for sales and business development.
• CognismcoreTechnology or IntegrationCognism is an international B2B data provider focused on sales intelligence and predictable lead generation across sales engagements.
• CrunchbasecoreTechnology or IntegrationCrunchbase provides financial information for private company prospecting, including funding rounds and investment data valuable for PE and commercial banking customers.
• Guidestar by CandidsupportingTechnology or IntegrationGuideStar provides nonprofit intelligence data on 1.5 million nonprofits, including vital contact information for organizations and their well-connected boards.
• Just CapitalsupportingTechnology or IntegrationJUST Capital provides ESG data and insights with links throughout RelPro company profiles for corporate accountability considerations.
• RivelsupportingTechnology or IntegrationRivel conducts 280,000 interviews annually to understand customer key-decision drivers for banks and credit unions, measuring 90+ metrics on consumer experiences.
• WindfallcoreTechnology or IntegrationWindfall provides people intelligence with household-level net-worth estimates on affluent US individuals that do not cap at upper limits or have broad ranges.
• DotAlignsupportingTechnology or IntegrationDotAlign extracts relationship intelligence from email, calendar, contacts, LinkedIn and CRM data to identify who knows whom and the most effective outreach approach.
• Dun & BradstreetcoreTechnology or IntegrationDun & Bradstreet provides company and executive data including DUNS numbers for the most robust coverage and company identification.
• IBISWorldcoreTechnology or IntegrationIBISWorld provides in-house analyst industry reports covering US and Canada with economic, demographic, market data and forward-looking insights.
• IntrohivesupportingTechnology or IntegrationIntrohive is a relationship intelligence platform that helps improve employee productivity, build deeper customer relationships, and increase CRM data accuracy.
• i2iLogicsupportingTechnology or Integrationi2i Logic Customer Intelligence Platform helps commercial and corporate banks generate insights on customer needs and match them to bank solutions with deep conversation ideas.
• Quest AnalyticssupportingTechnology or IntegrationQuest Analytics provides CRM software for community bankers to acquire, develop and retain customer relationships using analytics, software tools, and soft skills training.
• Vertical IQcoreTechnology or IntegrationVertical IQ delivers actionable industry intelligence covering 97%+ of US economy and Canada, helping users become industry experts to win, grow, and retain business.
• Anthony Cole Training GroupminorImplementation/ SI/ Consulting PartnerSales training firm working with community banks for 30 years on sales, coaching and hiring. Implements Sales Managed Environment framework.
• Barlow ResearchminorStrategic or Co-development PartnerStrategic insights firm delivering voice of small business and middle market research since 1980, helping clients apply insights for bottom-line results.
• Capital Performance GroupminorImplementation/ SI/ Consulting PartnerManagement consulting firm specializing in financial services with practice areas in Strategy, Sales & Marketing, Distribution Planning, and Finance/Risk Management.
• ICSL AdvisoryminorImplementation/ SI/ Consulting PartnerData and AI strategy consultancy with 25 years of experience in data intelligence solutions for financial services.
• iSoftware4BanksminorChannel Partner/ Reseller/ DistributorTeam of banking industry insiders providing consulting and best-in-class technology partnerships to enhance operational efficiency for banks and credit unions.
• Kopp ConsultingminorImplementation/ SI/ Consulting PartnerKopp Consulting offers Door Opener Service landing executive-level prospect meetings using trademarked sales messaging process.
• Lendovative TechnologiesminorChannel Partner/ Reseller/ DistributorLendovative empowers financial institutions to serve small business cash flow needs through SBA lending technology.
• Selling from the HeartminorImplementation/ SI/ Consulting PartnerSales training and coaching community led by Larry Levine and Darrell Amy, focused on authenticity in sales profession.
• St. Meyer & HubbardminorImplementation/ SI/ Consulting PartnerSales training and consulting firm helping banks earn lifetime client partnerships through trust-based selling skills for over 25 years.
• The Small Business CompanyminorGTM or Marketing PartnerCustom content creation for websites and social channels, or subscription to Business Content Library for lead generation.
• Third Act Sales ConsultingminorImplementation/ SI/ Consulting PartnerBank sales consulting helping community and regional bank CEOs and sales managers through consulting, training and coaching.
• VikarminorChannel Partner/ Reseller/ DistributorVikar delivers end-to-end software for community banks and credit unions, streamlining account opening and loan origination.
• ZennifyminorImplementation/ SI/ Consulting PartnerTechnology consulting firm accelerating financial institutions growth by connecting data, applications, people and processes using Salesforce, nCino, and MuleSoft.

Scale indicators16 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ZoomInfo: ZoomInfo is the largest B2B sales and marketing intelligence platform, providing company and contact data, intent signals, and CRM enrichment. It directly competes with RelPro across sales intelligence workflows targeting enterprise and mid-market customers.
• Apollo.io: Apollo.io combines a B2B contact database with sales engagement and intent data, competing head-to-head with RelPro's prospecting, lead generation, and CRM enrichment capabilities for sales teams.
• 6sense: 6sense is an account intelligence and buyer intent platform that helps B2B sales teams identify in-market accounts. It overlaps with RelPro's buyer intent, account prioritization, and CRM-driven prospecting workflows.
• Seamless.AI: Seamless.AI provides real-time B2B contact and company search with a focus on sales prospecting. It directly competes with RelPro's company/people search and contact data offerings.
• Lusha: Lusha provides B2B contact and company data via browser extension and API, targeting sales reps with similar prospecting workflows as RelPro's Professional tier users.
• Lead411: Lead411 provides B2B sales leads with intent data, company triggers, and CRM integration. It competes with RelPro for SMB and mid-market sales teams needing prospecting automation.
• Cognism: Cognism provides international B2B contact and sales intelligence data with strong EMEA coverage. While RelPro is US-focused, Cognism is a peer partner (data integration) that also competes for sales intelligence budgets globally.

Broad incumbents

• LinkedIn Sales Navigator: LinkedIn Sales Navigator is Microsoft's enterprise sales intelligence tool leveraging LinkedIn's professional graph. It overlaps with RelPro for relationship mapping, lead generation, and account-based selling, but offers much broader horizontal coverage.
• Dun & Bradstreet: Dun & Bradstreet is a global data and analytics provider offering company hierarchies, firmographic data, and sales intelligence. It is both a RelPro integration partner and a competitor in the B2B data space, particularly with its D&B Hoovers product.

Emerging players

• Bombora: Bombora is a B2B intent data cooperative providing topic-based surge signals. While RelPro integrates Bombora's data, Bombora also sells directly to enterprise sales and marketing teams, creating partial overlap in buyer intent offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/relproinc
• LinkedInlinkedin.com/company/relproinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about RelPro Inc.