TAO Solutions

TAO Solutions
600B Street, Suite 300
San Diego, CA 92101
(619) 730-8159

Contact Information

Ryan Pereira, President
(619) 730-8159

Related Links / Resources

About the Company

In Business Since: 2009

About TAO:

With offices in San Diego, Toronto, and Sydney, trusted by leading global banks and financial institutions of varying sizes, TAO Solutions is a leading provider of software designed to empower the financial services industry with operational agility and robust capabilities.

For over a decade, TAO Solutions has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service. Representing a solution provider to 10% of the top global banks with more than $1 trillion in assets administered by our technologies, TAO Solutions is SOC II Type II accredited and a Gold Microsoft Certified Partner.

LeaseSpark by TAO Solutions is a cloud SaaS application that improves the efficiency of your daily operations, making it easier to secure and manage deals throughout their lifecycle.

Included features:

  • Origination Parter Portal
  • CRM and Data Analytics and Dashboard Reporting
  • Origination and Credit Decisioning
  • Documentation Center with included eSignatures
  • Funding and Booking
  • Loan and Lease Administration
  • Securitization and Asset Portfolio Valuation
  • End-to-end Lease and Loan Accounting

 Ryan Pereira


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