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Coin Software

COIN is Rubik Financial’s financial planning software business.

Software Development
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Headquarters
Sydney, SwitzerlandSource: RevenueBaseRetrieved October 13, 2026
Employee range
51 to 200Source: RevenueBaseRetrieved October 13, 2026
Founded
2003Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
4 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Coin Software do?

COIN Office integrates and automates the financial planning process, from first client contact through annual portfolio reviews. COIN supports financial advisers and administration staff across Australia, from single-adviser practices to major financial institutions.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Client relationship management software

COIN provides a comprehensive CRM solution for managing and engaging clients.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWCoin Software listed #5 on Family financial planning software companies, September 1, 2026Open the published source list.
Coin Software

#5 Family financial planning software companies

Snapshot: September 1, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 1, 2026 and September 3, 2026. How the company lists are built.

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