“Can a workflow SaaS for process servers become the payments and marketplace rail for legal service-of-process nationwide?”
ServeManager is vertical SaaS for the process-serving industry — law firms, agencies, and individual process servers — used by 1,000+ firms handling 130,000+ serves per month. It has evolved from a pure workflow tool into an embedded-finance layer for the process-serving vertical: ServeManager Payments (Stripe) for client invoicing, a Digital Wallet for paying subcontracted servers (Dwolla-powered), and an AI job-intake feature. It is now owned by InfoTrack US, Inc. and operates as the process-serving execution layer for the InfoTrack Exchange marketplace connecting law firms to serving agencies.
ServeManager discloses Dwolla as its banking provider, according to the Embedded Finance Index 2026.
ServeManager does not disclose a bank charter of its own; its banking services are provided through Dwolla.
ServeManager processes payments through Stripe.
ServeManager uses Plaid for KYC and identity verification.
ServeManager connects to bank accounts through Plaid.
ServeManager integrates with QuickBooks Online, Xero, FreshBooks, Dropbox and Zapier.
The Embedded Finance Index 2026 maps 5 layers in ServeManager's stack: Payments / PSP (Stripe); Banking / BaaS (Dwolla); Open banking (Plaid); KYC (Plaid); Accounting (QuickBooks Online, Xero, FreshBooks, Dropbox and 1 other).
ServeManager is headquartered in United States.
Get a read on where your own stack stands against ServeManager and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.