JDR Solutions
JDR Solutions is a privately held Indianapolis-based BPO firm founded in 2001 that delivers outsourced portfolio management, hosting, client relations, support, and custom web portal services to banks, equipment manufacturers' captive finance arms, and independent lessors across the US and Canada using ASPIRE, InfoLease, and Odessa platforms.
- Company typePrivate
- Founded2001
- HeadquartersIndianapolis, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What JDR Solutions does
JDR Solutions is a privately held business process outsourcing (BPO) company headquartered in Indianapolis, Indiana, founded in November 2001 by John Schaffner, Doug Williams, and Richard Lewis. The firm delivers outsourced back-office services to the US and Canadian equipment finance industry, serving banks and financial institutions, equipment manufacturers with captive finance arms, equipment lessors (independent and captive), and equipment finance startups and runoff scenarios. Service lines comprise Portfolio Management (full-lifecycle contract booking through end-of-term administration), Hosting (ASPIRE and InfoLease with SOC 1/SOC 2/FDIC-aligned infrastructure), Client Relations (customer service and collections), Support Services, Professional Services (onboarding and implementation), and Web Development (custom customer/dealer portals with Salesforce and ACH/NACHA integration), plus the proprietary iVirtuaLease document portal as an add-on. The company operates as software-agnostic—supporting LTi's ASPIRE, Solifi's InfoLease, and Odessa—so it can deliver operational expertise without forcing platform standardization on clients.
The revenue model is built on recurring managed-services contracts (multi-year) priced on a quote basis tied to portfolio size and scope, with project-based professional services layered in during onboarding, migrations, and software upgrades. Pricing is not publicly disclosed; an internal example references ~$264,000 annually for outsourcing portfolio management on a 1,000-contract / 2,000-asset book versus approximately four in-house FTEs at roughly $520,000/year. Go-to-market is enterprise field sales through discovery meetings and custom service plans, supplemented by ELFA/NEFA conference presence, content and SEO, LinkedIn activity, and earned media in industry publications such as Monitor Daily and Equipment Finance Advisor. Named enterprise clients span banking (First Horizon, SouthState, STAR Financial, Farm Credit Mid-America), equipment manufacturing (Komatsu, Vermeer Credit, Xerox Financial Services), independent lessors (Broadleaf, Iron Mark Capital, Five Star Leasing, MAX Leasing), and fintech lessors (LeasePoint Funding Group). The team is 51–100 employees with 400-plus years of combined industry experience, including many Certified Lease & Finance Professionals; SOC 1, SOC 2, and FDIC compliance certifications support the hosting line; and recent strategic moves (Lendscape partnership, a 2025 CEO transition to Joey Enevoldsen, a new Portfolio Solutions department, and 2026 leadership promotions) point to organizational scaling.
JDR Solutions firmographics
Firmographics- Name
- JDR Solutions
- Legal name
- JDR Solutions
- Website
- https://jdrsolutions.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- JDR Solutions is a privately held Indianapolis-based BPO firm founded in 2001 that delivers outsourced portfolio management, hosting, client relations, support, and custom web portal services to banks, equipment manufacturers' captive finance arms, and independent lessors across the US and Canada using ASPIRE, InfoLease, and Odessa platforms.
- Ownership category
- akta.pro rank
JDR Solutions industry classification
Industry- Product category
- Equipment Finance BPO Services
- NAICS
- Management, Scientific, and Technical Consulting Services (5416), Management Consulting Services (54161), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Management Services (8741), Services-Computer Programming, Data Processing, Etc. (7370), Services-Facilities Support Management Services (8744), Services-Help Supply Services (7363)
- akta.pro primary industry
- Business Process-Aligned IT Outsourcing (ITO + BPO Integrated) (BPAEAMAJ)
- akta.pro secondary industries
- Loan Operations & Servicing (Consumer/SME/Corporate) (FSABALAD), Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO), Billing & Revenue Operations (Subscription/Usage Billing, Rating, Order-to-Cash Support) (BPAAAGAD), Vendor & Contract Management (Software/Cloud) (BPAEAOAD)
Keywords
Where JDR Solutions is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
JDR Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Business Process Outsourcing (BPO) Services: JDR Solutions generates revenue through managed BPO services including portfolio management, client relations (customer service and collections), hosting, technical support, web development, and professional services. Services are delivered as ongoing operational partnerships with clients rather than one-time engagements. The model is characterized by recurring service contracts with dedicated account teams.
- Hosting and Infrastructure Services: Provides secure hosting for equipment finance software platforms (ASPIRE, InfoLease) with compliance controls. Pricing referenced as portfolio-based (e.g., example shows $264,000 annual cost for 1,000 contracts, 2,000 assets). Scalable based on portfolio size.
- Professional Services and Implementation: Consultation, onboarding, software implementation, upgrades, custom extracts, reporting, and data migration services. One-time and project-based engagements during initial client onboarding and system transitions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Tailored service packages based on client needs and portfolio size |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
JDR Solutions product offering
Product offeringCore offering
JDR Solutions provides business process outsourcing (BPO) services for the equipment finance industry. The company delivers hosting, portfolio management, client relations, support, web development, and professional services to banks, equipment manufacturers, and independent lessors. JDR Solutions is software-agnostic and supports multiple lease accounting platforms including LTi ASPIRE, InfoLease/Solifi, and Odessa.
Product overview
JDR Solutions is a business process outsourcing (BPO) company specializing in equipment finance back-office services. Rather than a unified software platform, JDR delivers a service portfolio consisting of: Hosting Services (supporting ASPIRE and InfoLease platforms), Portfolio Management (full lifecycle contract servicing), Client Relations (customer service and collections), Support Services (technical support), Professional Services (consultation and onboarding), Web Development Services (custom portals), and the iVirtuaLease document portal. The company operates as a software-agnostic service provider, supporting multiple equipment finance platforms while delivering operational expertise as an extension of the client's team.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Services
Quantifiable outcome
- Example cost savings: outsourcing portfolio management (1,000 contracts, 2,000 assets) at ~$264,000/year vs. 4 in-house FTEs at $520,000/year, saving $256,000 annually
- +1 more outcomes
Companies that use JDR Solutions
Customer profileNamed customers13 records
Segments6 records
Ideal customer profiles3 records
JDR Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
JDR Solutions partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and strategic.
- LendscapecoreLendscape, a leading global provider of commercial finance technology, partnered with JDR Solutions to deliver modern portfolio servicing technology to equipment finance providers in the US. Lendscape's API-first platform integrates with existing systems, supports AI capabilities, and enables firms to modernize operations. The partnership addresses the equipment finance sector's reliance on legacy platforms, combining Lendscape's technology with JDR's operational expertise.
- SolificoreJDR Solutions partnered with Solifi (formerly InfoLease) and Broadleaf Financial Group to implement Solifi's Portfolio Management platform. JDR led the implementation, working on configuration, business rules, and process optimization for Broadleaf. Solifi is a global secured finance software company serving banks, captives, and independents across multiple asset classes.
- Iron Mark CapitalstrategicIron Mark Capital, a specialty finance company with over $1 billion in capital deployed and 100+ years of complex lease transaction experience, partnered with JDR Solutions to lead ASPIRE platform implementation and provide ongoing portfolio management services.
- LTi Technology SolutionscoreJDR Solutions partners with LTi Technology Solutions as an implementation and servicing partner for the ASPIRE platform. JDR has deep expertise in ASPIRE configuration, data conversion, and project management. The partnership enables JDR to lead ASPIRE migrations and implementations for clients including Five Star Leasing, LeasePoint Funding Group, and Iron Mark Capital.
- Five Star LeasingstrategicFive Star Leasing, a national provider of specialized commercial equipment leasing based in Helena, MT, selected JDR Solutions to lead migration and implementation of LTi Technology Solutions' ASPIRE platform. Five Star serves energy, construction, transportation, beverage manufacturing, and 3D printing industries.
- LeasePoint Funding GroupstrategicLeasePoint Funding Group, a rapidly growing fintech equipment finance company based in Austin, TX with over $180 million in originations and Inc. 5000 recognition, selected JDR Solutions to lead ASPIRE platform implementation and data migration project. Implementation expected to go live in 2025.
- Equipment Leasing and Finance Association (ELFA)coreJDR Solutions is a member of the Equipment Leasing and Finance Association. Active engagement through conference participation, exhibitor presence, and thought leadership at ELFA events.
- National Equipment Finance Association (NEFA)coreJDR Solutions is a member of the National Equipment Finance Association. The company employs and engages with active members in NEFA.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
JDR Solutions competitors and assessment
Company assessmentBroad incumbents
- DLL: Global equipment finance vendor lessor with broad technology and BPO capabilities across asset finance. Competes for large multi-country equipment finance servicing contracts and shares JDR's equipment finance customer base.
- GreatAmerica Financial Services: Large US equipment finance captive lessor that operates in-house servicing at scale. Illustrative of the size and sophistication of the enterprise clients JDR serves and a potential competitor for fully outsourced servicing engagements.
Direct peers
- LTi Technology Solutions: Provider of the ASPIRE equipment finance platform, which JDR supports as a core implementation and managed services partner. LTi operates in the same equipment finance technology ecosystem with overlapping customer accounts (Five Star Leasing, LeasePoint, Iron Mark).
- Solifi: Global secured finance software vendor behind the InfoLease / Portfolio Management platform. JDR is a Core implementation partner for Solifi and serves banks, captives, and independents on the same platforms, competing and collaborating for the same services wallet.
- Odessa Technologies: Equipment finance software platform listed by JDR as one of its supported environments. Operates in the same equipment finance technology stack with comparable enterprise lessor and captive customers.
- Tamarack: Equipment finance technology and consulting firm focused on AI-enabled portfolio analytics and end-to-end lessor solutions. Competes for adjacent technology and operational enablement spend at equipment finance clients.
- Currency: Equipment finance workflow automation platform serving banks and independent lessors. Overlaps with JDR's web portal / integration services and is part of the broader equipment finance vendor ecosystem.
- LeaseAccelerator: SaaS provider of equipment lease portfolio management and accounting software, with adjacent services that intersect JDR's portfolio management and reporting capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
JDR Solutions social profiles
Digital presenceJDR Solutions compliance and trust
Trust signalCompliance3 records
JDR Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
JDR Solutions leadership team
Management profileNumber of profiles
Profiles10 records
JDR Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
JDR Solutions 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 JDR Solutions
What does JDR Solutions do?
JDR Solutions provides business process outsourcing (BPO) services for the equipment finance industry. The company delivers hosting, portfolio management, client relations, support, web development, and professional services to banks, equipment manufacturers, and independent lessors. JDR Solutions is software-agnostic and supports multiple lease accounting platforms including LTi ASPIRE, InfoLease/Solifi, and Odessa.
Is JDR Solutions a public or private company?
JDR Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was JDR Solutions founded?
JDR Solutions was founded in 2001. It employs 51 to 100 people.
Where is JDR Solutions based?
JDR Solutions is headquartered in Indianapolis, United States, in the North America region.
How does JDR Solutions make money?
Three revenue lines are on record. Business Process Outsourcing (BPO) Services are the primary driver. The others are hosting and Infrastructure Services and professional Services and Implementation.
Who are JDR Solutions's main competitors?
Broad incumbents on record are DLL and GreatAmerica Financial Services. Direct peers are LTi Technology Solutions, Solifi, Odessa Technologies, Tamarack, Currency and LeaseAccelerator.
Does JDR Solutions have an API?
No public API is recorded for JDR Solutions.
What industry is JDR Solutions in?
JDR Solutions's product category is Equipment Finance BPO Services. Its primary akta.pro industry code is BPAEAMAJ, Business Process-Aligned IT Outsourcing (ITO + BPO Integrated), with a secondary code of FSABALAD, Loan Operations & Servicing (Consumer/SME/Corporate). Its NAICS code is 5416 and its SIC code is 8741.