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DealerSocket

“Can a legacy dealership CRM/DMS become the embedded financial and operational OS for auto retail under Solera's ownership?”

Founded2001
HQWestlake, Texas, United States
FoundersBrad Perry, Jonathan Ord
Latest roundAcquired by Solera Holdings
IndustryVertical SaaS / Automotive Dealerships
Websitedealersocket.com ↗
The story

DealerSocket started in 2001 as a CRM and training provider for auto dealers, expanding into a full dealership operating suite spanning CRM, DMS (IDMS, Auto/Mate), digital retail (PrecisePrice), websites (DealerFire), inventory (Inventory+), and equity mining (RevenueRadar). After being acquired by Solera Holdings, DealerSocket has been progressively consolidated into Solera's Vehicle Solutions stack — most visibly in 2025 when it deprecated legacy third-party payment integrations (Repay 2.0, Paymaxx Pro, Sigma) in favor of Peri by Solera as the preferred embedded payment provider, and introduced SocketCredit for in-CRM credit bureau pulls.

Last 12 months
2025-06
In the June 2025 recap →
2025
Product timeline
2001
Founded as automotive CRM and dealership training provider in San Clemente, California· founding
2021
Acquired by Solera Holdings, integrated into Solera's Vehicle Solutions group· acquisition
2025
Sunset Repay 2.0, Paymaxx Pro, and Sigma payment integrations in favor of Peri by Solera as preferred payment provider· pivot
Acquisitions
Auto/Mate2020
Independent dealership DMS provider absorbed into the DealerSocket DMS portfolio
The stack
4 layers disclosed in DealerSocket’s embedded-finance stack
Payments / PSP
Peri by Solera, Repay, Paymaxx Pro, Sigma
Lending
Built in-house
KYC
Equifax, Experian, TransUnion
Accounting
QuickBooks, Sage Intacct
Payments / PSP
Peri by SoleraRepayPaymaxx ProSigma
Hover or tap a floor for details.
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Accounting gap: none

DealerSocket — frequently asked

Who is DealerSocket's payment processor?

DealerSocket processes payments through Peri by Solera, Repay, Paymaxx Pro and Sigma.

Which KYC provider does DealerSocket use?

DealerSocket uses Equifax, Experian and TransUnion for KYC and identity verification.

Who provides DealerSocket's lending?

DealerSocket's lending and capital products are provided by LenderSocket (in-house) and SocketCredit (in-house).

Which accounting software does DealerSocket integrate with?

DealerSocket integrates with QuickBooks and Sage Intacct.

What is DealerSocket's embedded finance stack?

The Embedded Finance Index 2026 maps 4 layers in DealerSocket's stack: Payments / PSP (Peri by Solera, Repay, Paymaxx Pro and Sigma); Lending (LenderSocket (in-house), SocketCredit (in-house), LenderSocket, SocketCredit and 2 others); KYC (Equifax, Experian and TransUnion); Accounting (QuickBooks and Sage Intacct).

Who founded DealerSocket?

DealerSocket was founded by Brad Perry and Jonathan Ord and is founded in 2001, headquartered in Westlake, Texas, United States.

What companies has DealerSocket acquired?

DealerSocket's acquisitions include Auto/Mate (2020).

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