Company lists · Data refreshed September 2026
Top 25 Broker back office software companies based in the United States
RevenueBase identified 135 broker back office software companies headquartered in the United States as of September 2026 and tracks 11,021 professional contacts across them, including 3,757 with verified work emails. New York is the largest hub.
This list covers broker back office software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest broker back office software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,491 contacts → | ||||
Partial evidence “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,140 contacts → | ||||
Indirect evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 879 contacts → | ||||
Partial evidence “SS & C Eze is now part of SS & C Advent, the unified home for investment and alternative management technology-combining Eze's front-office expertise with Advent’s deep…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 712 contacts → | ||||
Indirect evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 305 contacts → | ||||
Partial evidence “ADM Investor Services, Inc.(“ADMIS”) has been a leader in the futures brokerage industry for 60 years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 292 contacts → | ||||
Partial evidence “TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 173 contacts → | ||||
Partial evidence “oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 134 contacts → | ||||
Strong evidence “ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 102 contacts → | ||||
Indirect evidence “FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 87 contacts → | ||||
Partial evidence “Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 85 contacts → | ||||
Indirect evidence “Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 81 contacts → | ||||
Strong evidence “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 80 contacts → | ||||
Strong evidence “Constellation1 is an all-in-one brand of award-winning front and back office technology solutions for real estate agents, brokerages, and MLSs.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 79 contacts → | ||||
Partial evidence “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 69 contacts → | ||||
Indirect evidence “Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 63 contacts → | ||||
Partial evidence “Fintech Brokerage Company” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 54 contacts → | ||||
Indirect evidence “Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 53 contacts → | ||||
Indirect evidence “Launched in 2014 and based in New York, Clearpool Group, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 52 contacts → | ||||
Partial evidence “As a leading independent broker/dealer, SA Stone Wealth Management Inc.(“SA Stone”), formerly Sterne Agee Financial Services, Inc, together with its affiliated SEC registered…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 47 contacts → | ||||
Partial evidence “Built by brokers, for brokers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 44 contacts → | ||||
Partial evidence “DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 40 contacts → | ||||
Strong evidence “Brokerage Engine is a back office management solution for residential real estate brokerages encompassing all aspects of accounting, compliance, marketing management and agent…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 34 contacts → | ||||
Partial evidence “Lombard Securities has been helping the seasoned broker become independent since 1991.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 31 contacts → | ||||
Partial evidence “FBN Securities, Inc, established in 1983, is an independent broker dealer and a member of the New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA), and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: broker back office software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names broker back office software companies.
- Partial evidence
- Its own public description names part of broker back office software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name broker back office software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 135 broker back office software companies based in the United States
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Broker back office software companies based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 135 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among broker back office software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “broker back office software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names broker back office software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among broker back office software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 3,757 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names broker back office software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many broker back office software companies are there based in the United States?
RevenueBase identified 135 broker back office software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
DST Systems, headquartered in Windsor, tops this list with the largest team on record.
Which city has the most broker back office software companies?
New York leads with 28 headquartered companies, followed by Chicago (12) and Miami (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,757 verified decision-maker contacts tracked across these 135 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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