← Embedded Finance Index 2026

BuilderPrime

Can a contractor CRM become the financial operating system for home improvement businesses by embedding payments, financing, and accounting reconciliation into one platform?

Founded2016
HQBroomfield, CO (also offices in Staten Island, NY)
Latest roundSeries B
IndustryVertical SaaS / Construction
The story

Founded in 2016 as a contractor-focused CRM for managing leads, estimates, and jobs, Builder Prime has progressively layered embedded finance into its vertical SaaS platform. Starting with QuickBooks accounting integrations and payment processing, the company added consumer financing options (Wisetack, GreenSky) to help contractors close larger deals. By 2026, Builder Prime was actively marketing itself as an embedded finance platform for contractors, with a dedicated payments and fintech team and a public roadmap covering invoicing, chargeback protection, and automated reconciliation.

Last 12 months
2026-03
2026-07
Product timeline
2016
Builder Prime founded as a CRM platform specifically for home improvement and specialty contractors.· pivot
2024
Launched integrated financing via Wisetack, enabling contractors to offer consumer financing directly from the CRM.· lending
2024
Announced GreenSky financing integration for home improvement contractor customers.· lending
2026
Hosted 'Embedded Finance' webinar showcasing payments roadmap including online invoicing, chargeback protection, and automated reconciliation.· banking
2026
Hired Senior Payments & Fintech Manager, signaling significant investment in payments infrastructure expansion.· banking
The stack
3 layers disclosed in BuilderPrime’s embedded-finance stack
Money movement
ACH
Lending
in the full report
Accounting
in the full report
Accounting gap: minor
7 more providers across 2 layers, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.