EpochOS Logo

Preferred Vendors

Below you'll find information about vetted vendors whom are ideal for helping a brokerage run more efficiently. EpochOS or its affiliates may earn a referral fee if you sign up for one of these vendors.

Bill.com Spend & Expense
Accounting & Finance
BILL Spend & Expense, formerly Divvy, is a free automated expense management solution that combines corporate cards with easy-to-use software to provide a seamless experience for managing your business spending and expenses. Track company expenses and get real-time budget insight so you can proactively make smart spending decisions.
Mercury
Perk Available
Banking
Mercury Bank offers a comprehensive financial stack specially designed to empower startups and businesses. With a range of products and services, they provide everything you need to build a successful company. One of their key offerings is FDIC-insured bank accounts, providing you with peace of mind and security for your funds. These bank accounts are specifically tailored for startups, allowing you to easily manage your finances and ensure your money is always protected. In addition to bank accounts, Mercury Bank also offers debit and credit cards, providing you with convenient payment options for your business expenses. These cards are designed to seamlessly integrate with your financial operations, making it easier than ever to track and manage your spending. Mercury Bank also offers 3-click payment flows, allowing you to streamline your payment processes and provide a smooth experience for your customers. With just a few clicks, you can easily accept payments and accelerate your business growth. Choose Mercury Bank as your financial partner and enjoy a complete banking solution that empowers your startup and helps you scale with confidence.
Rippling
Perk Available
HR/Payroll
Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365—all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.2B from the world’s top investors—including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks and Bedrock.