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FinancialForce's Overview

Total employees134
HeadquartersAustin
Founded2009

FinancialForce, which rebranded to Certinia in May 2023, is a prominent provider of services-as-a-business platforms. It offers customer-centric cloud Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions built natively on the Salesforce platform. FinancialForce helps businesses connect their front and back-office operations, enabling them to manage the entire services lifecycle from opportunity to renewal, including project management, resource management, billing, and revenue recognition. The platform is designed to give companies a 360-degree view of their customers and projects, improving efficiency, profitability, and customer satisfaction.

Where is FinancialForce's Headquarters?

HQ Function

Serves as the central hub for global operations, executive leadership, strategic planning, and product innovation for Certinia (formerly FinancialForce).

Notable Features:

Modern office space in a prominent downtown Austin location, designed to foster collaboration and innovation, equipped with state-of-the-art technology.

Work Culture:

A dynamic, customer-centric, and innovative work environment. Emphasizes collaboration, professional growth, and a commitment to leveraging cutting-edge technology. The culture reflects agility and responsiveness, influenced by its Salesforce ecosystem roots.

HQ Significance:

The Austin headquarters represents Certinia's strategic center for growth in North America and its global market expansion, positioning it within a vibrant tech hub.

Values Reflected in HQ: Innovation, customer success, collaboration, and agility are reflected in the choice of location and design of the headquarters.

Location:

FinancialForce (now Certinia) maintains a significant global presence with offices and operations across North America, Europe, and the Asia-Pacific region. This worldwide footprint enables the company to provide localized sales, customer support, professional services, and R&D functions to its diverse international client base, ensuring comprehensive support for its cloud ERP and PSA solutions across various time zones and markets.

Street Address:

816 Congress Ave, Suite 1600

City:

Austin

State/Province:

Texas

Country:

USA

FinancialForce's Global Presence

Harrogate, North Yorkshire, UK

Address: Central House, Otley Road, Harrogate, HG3 1UF, United Kingdom

Serves as a key center for UK and EMEA (Europe, Middle East, and Africa) market operations, product development, and customer engagement.

London, UK

Address: Fora - 241 Southwark Bridge Rd, London SE1 6FP, UK (Representative address, specific suite may vary)

Strategic location for engaging with key UK clients and partners, and accessing a large talent pool.

Utrecht, Netherlands

Address: Papendorpseweg 99, 3528 BJ Utrecht, Netherlands

Key hub for serving the European market, facilitating local customer engagement and support.

Sydney, NSW, Australia

Address: Level 13, 333 George Street, Sydney, NSW 2000, Australia

Drives growth and supports customers in Australia, New Zealand, and the broader APAC market.

Granada, Spain

Address: Known to have a significant development and support presence in Granada. Specific public address for the office complex may vary.

Leverages local tech talent for global product development efforts and provides multilingual support capabilities.

Buying Intent Signals for FinancialForce

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of FinancialForce

As of April 2025, FinancialForce' leadership includes:

Scott Brown - President and Chief Executive Officer
John Regan - Chief Financial Officer
Dan Brown - Chief Product & Strategy Officer
Stewart Monk - Chief Revenue Officer
Erin Maxin - Chief People Officer
Bennet Yen - Chief Customer Officer
Robert Cesafsky - Chief Legal Officer

Investors of FinancialForce

FinancialForce has been backed by several prominent investors over the years, including:

Haveli Investments (Current Majority Owner)
General Catalyst (Current Owner)
Salesforce Ventures (Early/Strategic Investor)
Technology Crossover Ventures (TCV) (Past Growth Investor)
UNIT4 (Original Parent/Investor)

Executive New Hires/Exits in the Last 12 Months

Hire4
Exits0

In the past 12-18 months, following its acquisition and rebrand to Certinia, the company has significantly rebuilt its executive team. Key appointments include a new CFO, CRO, CPO, and CCO, aligning leadership with the company's new strategic direction. No major executive departures have been publicly announced in the immediate last 12 months under the new structure.

New Appointments:

John Regan, John Regan appointed as Chief Financial Officer for Certinia (formerly FinancialForce).
Stewart Monk, Stewart Monk joined as Chief Revenue Officer for Certinia (formerly FinancialForce).
Erin Maxin, Erin Maxin appointed as Chief People Officer for Certinia (formerly FinancialForce).
Bennet Yen, Bennet Yen joined as Chief Customer Officer for Certinia (formerly FinancialForce).

Technology (Tech Stack) used by FinancialForce

Discover the tools FinancialForce uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

FinancialForce Email Formats and Examples

FinancialForce (now Certinia) likely utilizes common corporate email formats. The most prevalent patterns for companies of its type are typically [first].[last]@[companydomain].com or [first_initial][last]@[companydomain].com. For Certinia, the domain is @certinia.com.

[first].[last]@certinia.com or [f][last]@certinia.com

Format

jdoe@certinia.com

Example

85%

Success rate

News and media

Certinia Blog / PR NewswireMay 3, 2023

FinancialForce Rebrands as Certinia to Power the Future of Services-as-a-Business

FinancialForce announced its rebranding to Certinia, reflecting its expanded vision and commitment to helping organizations connect their services operations with finance, HR, and customer relationship management to deliver exceptional customer experiences and accelerate growth in the services economy....more

Haveli Investments / General Catalyst / PR NewswireJanuary 24, 2023

Haveli Investments and General Catalyst to Acquire FinancialForce

Private equity firm Haveli Investments, in partnership with General Catalyst, announced a definitive agreement to acquire FinancialForce. The acquisition aims to accelerate FinancialForce's growth and innovation in the PSA and ERP markets, with Scott Brown appointed as the new CEO....more

Certinia Press Release / Various Tech PublicationsSeptember 26, 2023

Certinia Launches Services CPQ and Certinia AI to Drive Predictability, Performance, and Profitability for Services Organizations

Certinia announced the launch of Services CPQ (Configure, Price, Quote) and Certinia AI, new capabilities designed to help services organizations streamline their estimation and proposal processes, improve forecasting, and leverage artificial intelligence for enhanced decision-making and operational efficiency....more

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