Company profile: Volly
1.1 - Company Overview
Company description
- Provider of marketing automation, lending technology, CRM solutions and application development for banks and the mortgage industry, delivering digital engagement platforms, email automation, branded websites, lead management, and a web-to-print store to capture, convert, and retain leads and customers. Acquisition of Home Captain extends capabilities into real estate, enabling seamless interactions between borrowers and loan officers.
Products and services
- CRM Platform: A CRM-integrated customer management product that manages leads from initial capture to loan closure for banks and mortgage lenders, streamlining borrower–loan officer engagement
- Lead Management: A lending-process–focused set of tools and strategies that elevates conversion rates by governing leads from capture through closure for mortgage companies and loan officers
- Marketing Automation Suite: A mortgage-specific digital engagement platform that captures leads, architects conversion into customers, and sustains retention for future business across bank and mortgage applications
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Volly
LeanData
HQ: United States
Website
- Description: Provider of enterprise Revenue Ops solutions for B2B go-to-market teams across marketing, sales, customer, and partner operations, including Lead-to-Account Matching, Routing and Marketing Attribution. Offers Revenue Orchestration to connect revenue tools and manage buyer signals and sales actions, and BookIt, an automated scheduling solution integrating with webforms and Salesforce.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Clari
HQ: United States
Website
- Description: Provider of a connected revenue operations platform using automation and AI to unlock activity data across marketing automation, CRM, email, calendar, phone, content management, and conversations, automatically aligning it to accounts and opportunities for visibility and forecasting. Offers deal inspection and management, mutual action plans and deal rooms, and automated data capture and ingestion.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Crossbeam
HQ: United States
Website
- Description: Provider of an Ecosystem-Led Growth platform used by over 19,000 companies to attract, convert, and grow customer relationships via partner ecosystems. Features include account mapping to identify mutual accounts, secure data sharing, integrations with CRM systems and analytics dashboards, reports to monitor trends and provide views into the revenue engine, notifications, and Threads for collaboration with partners and go-to-market teams.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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BrightOffice
HQ: United Kingdom
Website
- Description: Provider of cloud-based business CRM software and consultancy services, offering sector-specific solutions including BrightOffice CRM for Lenders, Cases CRM for claims management, Broker CRM, Training CRM, and Collections CRM, plus BrightOfficePay for embedded, secure and efficient payment processing.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full BrightOffice company profile →
Leadinfo
HQ: The Netherlands
Website
- Description: Provider of lead generation software that identifies B2B website visitors in real time by matching IP addresses to company data, shows pages viewed, and enables multi-channel outreach via email and LinkedIn with CRM connections. Includes real-time alerts, a performance dashboard, automated integration with CRM and email tools, and autopilot campaigns for continuous engagement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Leadinfo company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Volly
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Volly
2.2 - Growth funds investing in similar companies to Volly
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4 - Top valuation comps for Volly
4.2 - Public trading comparable groups for Volly
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