Cheetah
Cheetah provides cloud-based trust accounting and wealth management software for US bank trust departments, standalone trust companies, and registered investment advisors, supplemented by Business Process Outsourcing and Professional Services. It is a subsidiary of the family-owned Accutech Systems Corporation.
- Company typePrivate
- Founded2023
- HeadquartersMuncie, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Cheetah does
Cheetah (formerly Accutech Systems LLC, brand launched 2023) provides a cloud-based, browser-accessible trust accounting and wealth management platform used by US bank trust departments, standalone trust companies, and registered investment advisors. The platform consolidates trust accounting, asset and investment management, trade execution and settlement, fee scheduling and collection, tax reporting, asset pricing (with Moody's Ratings integration), and a white-labelable client portal in a single integrated system; it also offers a free iOS/Android mobile companion app, automated proposal generation, built-in IRS FIRE file production, and an API library described as containing hundreds of integration endpoints. Adjacent modules include Cheetah AI (Trust Document Analysis that extracts parties, beneficiaries, fiduciary roles, and fee structures from PDFs and scanned documents, plus a natural-language AI Insights Query Builder) and Cheetah Financial Planning (powered by Moneytree technology), with strategic integrations to Orion, AssetMark, Smartleaf, Morningstar/ByAllAccounts, Broadridge, and Wolters Kluwer.
The company monetizes through three streams: subscription-based access to the Cheetah platform (quote-based annual pricing with no public tiers), Professional Services (training, best practice optimization, and utilization studies), and Business Process Outsourcing (BPO) covering custodial representative functions, disbursement and cash processing, statement processing, daily balancing and reconciliation, and OFAC/FinCEN reporting. Distribution is direct enterprise field sales with dedicated Relationship Managers and a consultative demo-led motion, supplemented by the annual The Hunt client conference (four-day, Savannah, 2026), content marketing, and webinars. Cheetah is a subsidiary of Accutech Systems Corporation, a privately held family-owned holding company founded in 1987 by Ray and Carol Unger in Indiana; Adam Unger became CEO of Accutech in 2023. The broader Accutech family includes Moneytree, FiCrowd, Intersection, and The Clubhouse. Cheetah operates from Muncie, Indiana with 101-250 employees and reports no external venture or private equity ownership.
Cheetah firmographics
Firmographics- Name
- Cheetah
- Legal name
- Cheetah
- Website
- https://cheetahinc.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Cheetah provides cloud-based trust accounting and wealth management software for US bank trust departments, standalone trust companies, and registered investment advisors, supplemented by Business Process Outsourcing and Professional Services. It is a subsidiary of the family-owned Accutech Systems Corporation.
- Ownership category
- akta.pro rank
Cheetah industry classification
Industry- Product category
- Trust Accounting Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Functions Related To Depository Banking, Nec (6099)
- akta.pro primary industry
- Deposit Operations (Account Maintenance, Fees, Reconciliations) (FSABALAE)
Keywords
Where Cheetah is headquartered
LocationHeadquarters
- HQ city
- Muncie
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cheetah business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Platform Subscription: Subscription-based access to the Cheetah trust accounting and wealth management platform, including core features, integrations, and support. The platform is sold to financial institutions as a comprehensive solution.
- Business Process Outsourcing (BPO): Outsourced back-office operations services including custodial representative functions, disbursement processing, cash processing, statement processing, daily balancing and reconciliation, and OFAC/FinCEN reporting.
- Professional Services: Personalized training, best practice optimization, new-hire training, ongoing application training, and utilization studies conducted by Professional Services consultants.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing tailored to institution size and requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels9 records
Cheetah product offering
Product offeringCore offering
Cheetah provides a cloud-based trust accounting and wealth management platform for banks, trust companies, and registered investment advisors. The platform consolidates trust accounting, investment management, tax reporting, client portals, and financial planning into a unified system. Cheetah also offers business process outsourcing (BPO) for back-office operations and professional services for training and optimization.
Product overview
Cheetah offers a unified trust accounting and wealth management platform as its core product, supplemented by modular add-on capabilities including Business Intelligence, Automated Account Opening, Client Portal, Investments, Cheetah AI, Mobile Access, Proposal Generation, Tax Reporting, Asset Pricing, Software Integrations (API), and Financial Planning. Supporting services include Professional Services (training and consultation) and Business Process Outsourcing (BPO). The platform operates as a cloud-based, all-encompassing system where trust accounting and administration functions connect with investment management, client access, and financial planning modules.
Differentiator
Problem solved
Functional benefit
Products and services
- Cheetah Platform Cloud-based trust accounting and wealth management platform providing comprehensive functionality including account oversight, asset and investment management, trade execution and settlement, fee scheduling and collection, pricing, tax reporting, and client access. Designed for trust departments at banks and financial institutions, registered investment advisors, and standalone trust companies.
- Business Intelligence Analytics and reporting module providing visual representations of business performance, KPI tracking, fee analysis, revenue analysis, and automated report generation across transactions, contributions, distributions, account market value, portfolio, and system usage data. For trust and wealth management institutions.
- Client Account Access (Client Portal) White-labelable client-facing portal providing on-demand account access, holdings and portfolio visibility, investment performance data, statements, tax forms, and transaction history with customizable institution branding.
- Investments Investment management capabilities supporting standardized and personalized investment strategies including separately managed accounts (SMAs), with trading tools, curated products and strategies, and market insights for trust organizations.
- Cheetah Artificial Intelligence (AI) AI-powered capabilities including Cheetah AI Trust Document Analysis that extracts parties, beneficiaries, fiduciary roles, assets, key dates, fee structures, and special provisions from trust documents; and Cheetah Insights AI Query Builder that enables plain-language report generation. Features human-in-the-loop review.
- Mobile Access Free mobile companion application for iOS and Android enabling trust administrators and officers to perform tasks, approve transactions, access accounts, and conduct business remotely while traveling or meeting with clients.
- Cheetah Financial Planning Financial planning solution powered by Moneytree technology, providing real-time scenario modeling, Monte Carlo simulation, tax and estate planning, cash-flow analysis, and client-friendly visual reports with white-labeled self-service portal.
- Professional Services Personalized training, best practice optimization, new-hire training, ongoing application training, and utilization studies reviewing platform usage and efficiency recommendations.
- Business Process Outsourcing (BPO) Back-office operations outsourcing including custodial representative services, transfer and income processing, trade settlement, disbursement processing, cash processing, statement processing, daily balancing and reconciliation, OFAC and FinCEN reporting.
Quantifiable outcome
- IconTrust grew from $0 AUM to $3B AUM in three years
- +5 more outcomes
Companies that use Cheetah
Customer profileNamed customers13 records
Segments3 records
Ideal customer profiles3 records
Cheetah technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability6 records
Feature11 records
Cheetah partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- OrioncoreTechnology integration connecting Cheetah's trust accounting and administration platform with Orion's portfolio management and trading capabilities. The partnership enables trust teams and registered investment advisors to access combined functionality addressing the convergence of trust administration and investment management, positioning both companies to serve financial institutions navigating growth, generational wealth transfer, and rising client expectations.
- AssetMarkcoreAssetMark provides wealth management platform capabilities integrated with Cheetah's trust accounting. Multiple case studies reference successful implementations combining both platforms, enabling banks to evolve into competitive wealth management providers.
- SmartleafcoreSmartleaf provides personalized, tax-optimized portfolio management at scale integrated with Cheetah's trust accounting. Case studies document successful implementations enabling trust companies to deliver tailored investment management while maintaining operational efficiency.
- MoneytreecoreMoneytree's industry-leading financial planning technology powers Cheetah Financial Planning. Moneytree is a sister company within the Accutech family, bringing nearly 40 years of financial planning technology expertise including the strongest calculation engine in the industry.
Scale indicators3 records
Recent moves8 records
Expansion highlights6 records
Cheetah competitors and assessment
Company assessmentBroad incumbents
- Envestnet (Tamarac): Envestnet's Tamarac offers CRM, portfolio management, and reporting for RIAs and trust institutions; broader incumbent in advisor workflows where Cheetah specializes in trust accounting.
- SEI (Wealth Platform): SEI provides investment processing, trust accounting, and wealth management technology to institutional clients and advisors; broad incumbent directly comparable on trust administration.
- FIS (Fidelity National Information Services): FIS provides legacy and modern core banking and trust processing to banks and trust companies; broad incumbent serving the same buyer organizations.
- AssetMark: AssetMark is a large wealth-management platform integrated with Cheetah per multiple case studies; it competes indirectly while also partnering.
Others
- Moneytree (Accutech family): Moneytree is Cheetah's sister company within the Accutech family and powers Cheetah Financial Planning; a directly related technology provider rather than a competitor.
- Wolters Kluwer (OneSumX / Compliance): Wolters Kluwer provides regulatory, tax, and compliance information solutions and is a Cheetah integration partner; adjacent financial information vendor.
Emerging players
- Addepar: Addepar offers modern wealth management technology for advisors, family offices, and large RIAs with partial overlap in trust-side reporting and analytics.
Direct peers
- SS&C Technologies (Advent / Black Diamond): SS&C's Advent and Black Diamond platforms serve trust and wealth management operations with portfolio accounting and reporting; large incumbent in adjacent portfolio-accounting space.
- Smartleaf: Smartleaf delivers tax-optimized personalized portfolio management integrated with Cheetah. Direct peer in the trust + investment stack for institutional trust departments.
- Orion Advisor Technology: Orion provides portfolio management, trading, and account aggregation to wealth advisors; it is also a Cheetah integration partner (April 2026). Comparable as a cloud platform serving advisors and trust teams with overlapping buyer organizations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Cheetah social profiles
Digital presenceCheetah financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cheetah leadership team
Management profileNumber of profiles
Profiles7 records
Cheetah funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cheetah 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 Cheetah
What does Cheetah do?
Cheetah provides a cloud-based trust accounting and wealth management platform for banks, trust companies, and registered investment advisors. The platform consolidates trust accounting, investment management, tax reporting, client portals, and financial planning into a unified system. Cheetah also offers business process outsourcing (BPO) for back-office operations and professional services for training and optimization.
Is Cheetah a public or private company?
Cheetah is a private company. It is classified as family owned and is currently operating.
When was Cheetah founded?
Cheetah was founded in 2023. It employs 101 to 250 people.
Where is Cheetah based?
Cheetah is headquartered in Muncie, United States, in the North America region.
How does Cheetah make money?
Three revenue lines are on record. Software Platform Subscription is the primary driver. The others are business Process Outsourcing (BPO) and professional Services.
Who are Cheetah's main competitors?
Broad incumbents on record are Envestnet (Tamarac), SEI (Wealth Platform), FIS (Fidelity National Information Services) and AssetMark. Others are Moneytree (Accutech family) and Wolters Kluwer (OneSumX / Compliance). Addepar is listed as an emerging player. Direct peers are SS&C Technologies (Advent / Black Diamond), Smartleaf and Orion Advisor Technology.
Does Cheetah have an API?
Yes. Cheetah provides a powerful API library that processes information requests and returns data to requesting systems. The API can process requests to store new incoming data or update existing data in the Cheetah database. APIs support integrations for record keeping, data and analytics, operational workflows, task automation, and digital asset transactions. An open system architecture allows integration with third-party software.
What industry is Cheetah in?
Cheetah's product category is Trust Accounting Software. Its primary akta.pro industry code is FSABALAE, Deposit Operations (Account Maintenance, Fees, Reconciliations). Its NAICS code is 522320 and its SIC code is 6099.