October 01, 2014 6:02 PM ET


Company Overview of Sageworks, Inc.

Company Overview

Sageworks, Inc. provides financial information and develops financial analysis and risk management solutions for the private companies. It provides credit analysis, risk rating, ALLL reserve calculation, portfolio stress testing, and loan management solutions for financial institutions; and financial analysis software suites including financial analysis reports, industry ratio analysis and benchmarking data, audit and review applications to standardize analytical procedures, and cash flow forecasting and projection tools for private companies and accountants. The firm develops financial analysis tools and provides private company financial information and analytics. The firm caters to banker...

5565 Centerview Drive

Raleigh, NC 27606

United States

Founded in 1998





Key Executives for Sageworks, Inc.

Chief Executive Officer
Co-Founder and Director
Age: 52
Director of Finance & Product Development
Principal and Vice President of Business Development
Compensation as of Fiscal Year 2014.

Sageworks, Inc. Key Developments

Sageworks, Inc. Promotes Juan Sistachs as President

Sageworks, Inc. announced that Juan Sistachs has been promoted to the position of president. Juan has been with Sageworks since 2010 and has most recently served as vice president in the company’s financial institutions division. As president of Sageworks, Juan will be responsible for overseeing sales and services in both of the company’s key vertical markets – financial institutions and accounting firms – as well as the evaluation of new market opportunities. Prior to joining Sageworks, Juan founded and served as CEO of Backroom Enterprises, Inc.

Sageworks, Inc. Names Scott Ogle as New CEO

Sageworks, Inc. has announced Scott Ogle as the firm's new CEO. Ogle, a UNC-Chapel Hill economics graduate and former executive at Merrill Lynch and California-based software developer iHarvest, has been with Sageworks for 10 years, serving most recently as the company's president. As CEO, he will oversee all aspects of the company's operations, including strategic planning, sales, client services and product development.

Sageworks, Inc. Presents at The DealFlow Conference 2012, Dec-18-2012 02:00 PM

Sageworks, Inc. Presents at The DealFlow Conference 2012, Dec-18-2012 02:00 PM. Venue: The New York Marriott Marquis, 1535 Broadway, New York, NY 10036, United States. Speakers: BRANDT LEAHY.

Similar Private Companies By Industry

Company Name Region
Symbility Solutions (U.S.A.) Inc. United States
Broadband Technology Innovations, LLC United States
AbiTalk United States
DAFCA, Inc. United States
SYNEV Inc. United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Sageworks, Inc., please visit www.sageworksinc.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.