Miivo Holdings

Name

Miivo Holdings

Legal name

Miivo Holdings Corp.

Website

https://miivo.ai

Company type

Public

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

AI Business Intelligence Software

NAICS

Advertising Agencies (541810), Media Buying Agencies (541830)

SIC

Finance Services (6199), Services-Advertising Agencies (7311)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

akta.pro secondary industries

Marketing Automation Operations for Demand Gen (Email/CRM Workflows) (BPAFAKAM), Marketing Technology, AdTech & MarTech Services (BPAFAAAN), Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)

Keywords

• AI business intelligence
• B2B lead generation
• Financial forecasting platform
• AI CFO platform
• Reputation management software

Headquarters

HQ city

Vancouver

HQ country

Canada

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

Revenue model

1. Subscription Revenue - Business Intelligence: Tiered subscription model providing access to AI-powered financial dashboards, real-time analytics, and consultant integration. Revenue generated through monthly/annual recurring subscriptions across Starter, Growth, and Enterprise tiers.
2. Subscription Revenue - Lead Generation: Sales leads and lead generation product tiers (Free, Starter, Growth, Scale) generating recurring subscription revenue from SMBs seeking customer acquisition tools.
3. Freemium to Paid Conversion: Free tier provides basic lead generation capabilities with conversion pathway to paid tiers for enhanced features and unlimited access.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Miivo sells an AI-powered business intelligence and lead generation SaaS platform targeted at small and mid-sized businesses. Its offering combines real-time financial dashboards, an AI CFO Copilot, predictive Opportunity Cards and Warning Signals, and consultant advisory into one subscription product, alongside a standalone AI-powered B2B lead generation tool (Miivo Sales Leads) that delivers verified company/contact data, ICP lead scoring and AI-personalised cold email outreach.

Differentiator

Problem solved

Functional benefit

Brands

• AI CFO: AI-powered CFO and management platform delivering real-time financial and operational insights for SMEs.
• Miivo Sales Leads
• Starter Plan
• Lead Generation
• Business Intelligence
• Reputation Management

Products and services

• Miivo Sales Leads (Lead Generation) Standalone AI-powered B2B lead generation product (also sold as the Lead Generation plan) that delivers verified company and decision-maker contact information, ICP lead scoring from 0–100 with written rationale, and AI-personalised cold email outreach built from live business signals. Sold in Free, Starter ($20/mo), Growth ($50/mo) and Scale ($90/mo) tiers with CSV export and CRM integrations (HubSpot, Salesforce, Pipedrive).
• Miivo AI CFO Platform (Business Intelligence) AI-powered CFO and business intelligence platform that connects POS, accounting, booking, delivery and e-commerce data into real-time dashboards and KPI tracking, surfaces Opportunity Cards ranked by revenue potential and Warning Signals for early anomaly detection, and assigns a dedicated consultant to translate insights into action. Sold across Starter, Growth, Built-for-You and Enterprise tiers with custom enterprise pricing available.

Quantifiable outcome

• Over 1,000 registered users successfully onboarded to the platform

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability9 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Tandem PartnerscoreStrategic or Co-development PartnerTandem Partners is identified as an acquisition target for Miivo Holdings, representing a strategic partnership opportunity for business expansion. This acquisition would strengthen Miivo's market position and capabilities in the financial intelligence space.
• Otherwise CompanycoreTechnology or IntegrationOtherwise Company has a Development Service Agreement with Miivo Holdings for the development of an AI CFO copilot platform. This is a strategic technology partnership focused on co-developing Miivo's proprietary AI-powered financial intelligence capabilities, specifically the AI CFO copilot feature.

Scale indicators2 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Lusha: Lusha provides B2B contact and company data for sales teams — direct comparison for Miivo Sales Leads' verified contact and email delivery offering.
• Fathom: Fathom provides financial reporting, KPI dashboards and forecasting for SMBs and accountants, directly comparable to Miivo's Business Intelligence dashboards and forecasting features.
• Pilot.com: Pilot provides bookkeeping, CFO advisory and financial operations for SMBs and startups using a hybrid software-plus-human model — the closest comparable to Miivo's AI CFO offering.
• Bench.co: Bench delivers AI-assisted bookkeeping and financial reporting for SMBs, directly competing with Miivo's Business Intelligence / AI CFO product line for the same small-business customer base.
• Relay Financial: Relay delivers SMB banking with integrated accounting automations and cash-flow analytics — competing for the same small-business finance stack that Miivo targets.
• Mosaic (Strategic Business Planning): Mosaic offers financial planning, KPIs and benchmarking software tailored to SMB and mid-market, overlapping Miivo's dashboard and strategic-planning tooling.
• Found.com: Found offers banking, bookkeeping and tax tools built for self-employed and small business owners, overlapping Miivo's SMB financial intelligence and cash flow use cases.

Broad incumbents

• Salesforce (Sales Cloud / Einstein): Salesforce's CRM with native BI and Einstein AI touches the same SMB customer and integrates with the same ecosystem (Stripe, Shopify, HubSpot), making it the broad-platform incumbent Miivo must differentiate against.
• Apollo.io: Apollo offers a broad B2B sales intelligence and lead generation platform with ICP scoring and outreach — competing with Miivo Sales Leads' AI-powered B2B prospecting at higher scale.

Emerging players

• LiveFlow: LiveFlow connects QuickBooks/Xero/HubSpot to Google Sheets/Excel for real-time SMB financial dashboards — a partial overlap with Miivo's real-time KPI dashboards and integrations story.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/miivo

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Miivo Holdings