KlariVis
Founded 2019 · 70 employees on LinkedIn · 2 known investors
KlariVis is a banking analytics platform that consolidates data from disparate core systems into a single source, offering 650+ interactive dashboards and reports for metrics such as lending, retail, finance, operations, and credit risk. It serves community banks across the United States.
Also known as KBS Analytics LLC
Investors · 2
Company profile
researched Aug 2026KlariVis is a data intelligence and analytics software company based in Roanoke, Virginia, serving community banks and credit unions. Its platform aggregates data from a bank's core system and ancillary systems into a single source, converting it into interactive, self-service dashboards and static reports. The company states the platform includes 650+ pre-built interactive dashboards and static reports (its home page also cites a 500+ figure), works with all cores and systems, and offers unlimited users per bank.
Coverage spans executive insights, sales intelligence, credit risk monitoring (past dues, non-performing loans, concentrations, risk ratings), financial intelligence (real-time balance sheet and income statement views), automated board reports, and customer-level drill-downs from macro views to transaction-level data. Additional capabilities include deposit inflow/outflow monitoring at customer, product, market and branch level, and customer holistic views combining demographics, transaction history and behavior patterns for segmentation.
The platform is built on Microsoft Azure and the company states it is SOC 2 Type 2 compliant, with data encryption at rest and in transit, multi-factor authentication, single sign-on and periodic penetration testing. Product direction is guided by a Client Advisory Board made up of community bankers from across the country.
Founding story
According to the company, the founding team consisted of veteran community bank executives frustrated by disparate core and ancillary systems and manual spreadsheet reporting. When the Founder and CEO concluded that what she considered a problem specific to her own bank was an industry-wide problem, she and other members of the founding team built a platform to consolidate and surface bank data.
Business model
KlariVis sells a subscription-style enterprise analytics platform to financial institutions, with implementation and training delivered by its own team and ongoing support and continuous platform development. Pricing terms are not disclosed in the available material; the company markets unlimited users per bank rather than per-seat access.
Traction
KlariVis reported onboarding its 100th client as of January 2024, alongside doubling revenue and customer count year-over-year; it reported 224% client growth and more than doubling its client base in 2022, and 200%+ year-over-year growth as of June 2023. Reported client outcomes include FVCbank reducing past-due loans by 75% and eliminating 60 hours per month of ad hoc reporting.
Latest developments
In January 2024 KlariVis closed an $11 million Series B led by Blueprint Equity, to be used for engineering, product development, customer success, and sales and marketing. The company is promoting a C-Suite Summit centered on building bank data and AI roadmaps and lists 2025 recognitions including Best Places to Work in Virginia and the Inc. Female Founders 500.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
KlariVis positions itself as a banking-specific business intelligence provider built by former bankers, aimed at helping community banks compete with larger institutions. ICBA's Chief Innovation Officer publicly described its growth as remarkable and characterized the market need as significant. Recognitions listed by the company include the Inc. 5000, Inc. 2024 Power Partner, Inc. 2025 Female Founders 500, American Banker's Best Places to Work in Fintech (2023, 2024, 2025), Best Places to Work in Virginia 2025, RBTC's 2023 Leading Small Tech Company and BAI Global Innovation Awards.
The company emphasizes that its platform was designed by veteran community bank executives for banking-specific use cases, is compatible with any core and ancillary system, ships with a large library of pre-built dashboards and reports rather than requiring custom report building, provides unlimited users per institution, and is developed continuously with input from a Client Advisory Board of community bankers.
Technology
The platform is developed on a modern technology stack and hosted on Microsoft Azure. It ingests data from any core and ancillary systems a bank uses and renders it as interactive data visualizations with drill-down to customer and transaction level. Security controls cited include SOC 2 Type 2 compliance, encryption at rest and in transit, multi-factor authentication, single sign-on and periodic penetration testing.
Go-to-market
KlariVis markets directly to financial institutions through demos, webinars, white papers and client video testimonials, and distributes through industry association relationships. It is a Preferred Service Provider of the Independent Community Bankers of America and an associate member of numerous state banking associations, including groups in Minnesota, California, Georgia, Oklahoma, Connecticut, Iowa, Florida, Idaho, Texas, Indiana, Kentucky, Massachusetts, Michigan, New Jersey, North Carolina, Virginia and Washington. It also hosts a C-Suite Summit focused on data and AI roadmaps.
Community banks and credit unions in the United States, including institutions of varying size; named clients and referenced institutions include Citizens Bank of Edmond, Benchmark Community Bank, Village Bank, Wayne Bank, FNCB Bank, Merchants & Marine Bank, FVCbank and BankFive ($1.8 billion in assets).
Geography
Headquartered in Roanoke, Virginia, with clients among community banks and credit unions across the United States and association memberships spanning numerous states.
History
Founded in 2019 and led by CEO and Founder Kim Snyder, a former community bank CFO, KlariVis participated in the 2022 ICBA ThinkTECH Accelerator. It reported more than doubling its client base in 2022 and 200%+ year-over-year growth in 2023, launched a redesigned website in June 2023, and was named an ICBA Preferred Service Provider. In January 2024 it announced its 100th client and an $11 million Series B round led by Blueprint Equity.
Compiled by commissioned research from 8 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 12
launches, deals, and filingsKlariVis announced an $11 million Series B round led by Blueprint Equity to fund engineering, product development, customer success, and sales and marketing.
$11M source ↗
KlariVis announced the onboarding of its 100th client, alongside doubling revenue and customer count year-over-year.
KlariVis was selected as a Preferred Service Provider by the Independent Community Bankers of America, a designation awarded following a due diligence process.
KlariVis launched a newly redesigned website with an expanded Insights section for webinars, blogs and white papers, and new client video testimonials.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 8
primary sources listed
- KlariVisklarivis.com · web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does KlariVis do?
- KlariVis is a banking analytics platform that centralizes community bank and credit union data into interactive dashboards and reports.
- Who are KlariVis's investors?
- KlariVis's investors include Blueprint Equity, VTC Ventures.