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Last updated: February 1, 2019

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Best

Top 5 Portfolio Sales Companies

Best Portfolio Sales Companies - February 2019

Rank

Company Name

Year
Founded

Revenue

Fulltime
Employees

Active
Clients

Client
Retention
Rate

Pricing

Major Clients

Other Core
Services

Efficiency

Efficiency

Security

Security

Automation

Automation

Volume

Volume

Timeliness

Timeliness

Overall Score

0
100
 
G
VG
E
 

Change in Rank

Leaders
Credit Card Processing Specialists Credit Card Processing Specialists
Talk to a Representative: 877-554-5853
Key Facts For Credit Card Processing Specialists
  • Major Clients:
    Main Street Technologies, Advance Auto P..
  • Year Founded:
    2010
  • Fulltime Employees:
    30
  • Active Clients:
    1,000+
  • Revenue:
    $250,000 - $1 million
  • Client Retention Rate:
    98%
  • Pricing:
    M
  • Website:
    creditcardprocessingspecialists.com
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Reviews (0)
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Efficiency

Security

Automation

Volume

Timeliness

BankCard USA BankCard USA
Talk to a Representative: 800-735-4171
Key Facts For BankCard USA
  • Major Clients:
    Coastal Dermatology, Supertone Hearing, ..
  • Year Founded:
    1998
  • Fulltime Employees:
    332
  • Active Clients:
    20,000+
  • Revenue:
    $1 million - $3 million
  • Client Retention Rate:
    96%
  • Pricing:
    L
  • Website:
    www.bankcardusa.com
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Reviews (1)
Positive Review 1 Reviews
GREAT COMPANY
I have been looking for a medium to share an idea i have for your company. With this idea of mine your company would generate enough revenue and a massive number of sales. i hope your company and the board would be interested in this…
shola kelly tolufashe

Efficiency

Security

Automation

Volume

Timeliness

Leap Payments Leap Payments
Talk to a Representative: 800-993-6300
Key Facts For Leap Payments
  • Major Clients:
    Best Western Hotels, H&R Block, Buy Dire..
  • Year Founded:
    2007
  • Fulltime Employees:
    35
  • Active Clients:
    2,500+
  • Revenue:
    $1 million - $3 million
  • Client Retention Rate:
    99%
  • Pricing:
    L
  • Website:
    www.leappayments.com
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Reviews (0)
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Efficiency

Security

Automation

Volume

Timeliness

Strong Performers
4
2008
$3 million - $5 million
170
700+
97%
M
gofundme , FreshBooks , Meetup , Constant Contact , HoneyFund
95
98
97
99
98
97.4%
NC
WePay WePay
Talk to a Representative: 855-469-3729
Service Offerings:
Key Facts For WePay
  • Major Clients:
    gofundme , FreshBooks , Meetup , Constan..
  • Year Founded:
    2008
  • Fulltime Employees:
    170
  • Active Clients:
    700+
  • Revenue:
    $3 million - $5 million
  • Client Retention Rate:
    97%
  • Pricing:
    M
  • Website:
    www.wepay.com
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Reviews (0)
Positive 0% Write Review

 

Negative 0% Write Review

 

Neutral 0% Write Review

 

Efficiency

Security

Automation

Volume

Timeliness

Velocity Funding Velocity Funding
Talk to a Representative: 888-818-3552
Key Facts For Velocity Funding
  • Major Clients:
    Available upon request.
  • Year Founded:
    2006
  • Fulltime Employees:
    30
  • Active Clients:
    65
  • Revenue:
    $1 million - $3 million
  • Client Retention Rate:
    90%
  • Pricing:
    M
  • Website:
    velocityfunding.com
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Reviews (0)
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Negative 0% Write Review

 

Neutral 0% Write Review

 

Efficiency

Security

Automation

Volume

Timeliness

Evaluation Criteria: Best Portfolio Sales Companies
Efficiency
Efficiency

Many businesses search for effective means of transferring their portfolio of accounts to another business during the case of a merger or acquisition. Our analysis of portfolio sales companies involves an in-depth analysis of the processes set in place to handle a quick and efficient valuation process and to determine how to best acquire and handle the volume and diversity of the accounts which are being transferred.

Security
Security

Any type of business involved in the handling of payments and account information should take into consideration security precautions and best practices. It is important to ensure that all information being transmitted, transferred, and stored is being properly encrypted with only authorized parties having access. A lack of security protocols and processes can lead to disastrous consequences in case of intrusion.

Automation
Automation

It is important for a portfolio sales company to leverage various automation techniques and strategies in order to remove a part of the human interaction from the process. There are a number of different strategies which take into consideration factors that are often easy to account for including the number of accounts a merchant has, the age of the accounts, and the requirements for each account in customer service.

Volume
Volume

Companies which deal with account acquisition and portfolio acquisition should be accustomed to the challenges and difficulties faced with handling a volume of accounts and customer service inquiries. During our analysis we investigate whether the vendors we recommend are fully capable of handling an increase in volume based on their historical growth and the current performance of their entire portfolio of accounts.

Timeliness
Timeliness

It is important for a vendor to be quick to respond to inquiries while ensuring that there are processes in place to handle outliers. Our analysis of portfolio sales companies also involves ensuring that all inquiries are met in a timely manner with issues being resolved and accounts being handled quickly and accurately to both satisfy the expectations of all parties involved and to do so with as minimal of a time investment as possible.

 
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