Company lists · Data refreshed September 2026
Top 25 Broker back office software companies based in the United States
RevenueBase identified 135 company matches for broker back office software companies associated with 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 company matches for broker back office software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 2,491 contacts → | ||||
Exact match “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 1,140 contacts → | ||||
Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 879 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 712 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 305 contacts → | ||||
Exact match “ADM Investor Services, Inc.(“ADMIS”) has been a leader in the futures brokerage industry for 60 years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 292 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 173 contacts → | ||||
Exact match “oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 134 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 102 contacts → | ||||
Exact match “FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 87 contacts → | ||||
Exact match “Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 85 contacts → | ||||
Exact match “Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 81 contacts → | ||||
Exact match “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 80 contacts → | ||||
Exact match “Constellation1 is an all-in-one brand of award-winning front and back office technology solutions for real estate agents, brokerages, and MLSs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 79 contacts → | ||||
Exact match “CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 69 contacts → | ||||
Exact match “Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 63 contacts → | ||||
Exact match “Fintech Brokerage Company” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 54 contacts → | ||||
Exact match “Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 53 contacts → | ||||
Exact match “Launched in 2014 and based in New York, Clearpool Group, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 52 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 47 contacts → | ||||
Exact match “Built by brokers, for brokers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 44 contacts → | ||||
Exact match “DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 40 contacts → | ||||
Exact match “Brokerage Engine is a back office management solution for residential real estate brokerages encompassing all aspects of accounting, compliance, marketing management and agent…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 34 contacts → | ||||
Exact match “Lombard Securities has been helping the seasoned broker become independent since 1991.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 31 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “broker back office software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 135 broker back office software companies based in the United States
See the full list, filter by size, metro and specialty, and access 3,757 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “broker back office software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 3,757 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “broker back office software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many broker back office software companies are there based in the United States?
RevenueBase identified 135 company matches for broker back office software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
DST Systems tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most broker back office software companies?
New York leads with 29 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 3,757 professional contacts with verified work emails tracked across these 135 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 135 broker back office software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Broker back office software companies by geography
- Broker back office software companies based in Australia
- Broker back office software companies based in Brazil
- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Broker back office software companies based in Australia
- Broker back office software companies based in Brazil
- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom
Company intelligence · public preview
Top 25 broker back office software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 135 matching company records for broker back office software companies based in the United States, with 11,021 tracked contacts and 3,757 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 broker back office software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BGC Groupbgcg.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,491 contacts → |
“BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Charles River Developmentcrd.comHQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,140 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ss&c EZEadvent.comHQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 879 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  ADM Investor Servicesadmis.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 305 contacts → |
“ADM Investor Services, Inc.(“ADMIS”) has been a leader in the futures brokerage industry for 60 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  TS Imaginetsimagine.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Onezero Financial Systemsonezero.comHQ: Somerville, MA, United StatesReported employees: 201-500 | Somerville, MA, United States | 201-500 | Exact match | 173 contacts → |
“oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Analecanalec.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 134 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  FIA Techfia-tech.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 102 contacts → |
“FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Finstekfinstek.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 87 contacts → |
“Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Flyer Financial Technologiesflyerft.comHQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 85 contacts → |
“Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ETNAetnasoft.comHQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Constellation1constellation1.comHQ: Laguna Beach, CA, United StatesReported employees: 51-200 | Laguna Beach, CA, United States | 51-200 | Exact match | 80 contacts → |
“Constellation1 is an all-in-one brand of award-winning front and back office technology solutions for real estate agents, brokerages, and MLSs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cssi Solutionscssisolutions.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Sterling Trading Techsterlingtradingtech.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 69 contacts → |
“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Magen Financial LLCmagenfinancial.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 63 contacts → |
“Fintech Brokerage Company” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Quick Suite Trading Computer Voice Systemsquicksuitetrading.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 54 contacts → |
“Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Clearpool Algorithmic Management System AMSclearpoolgroup.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“Launched in 2014 and based in New York, Clearpool Group, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | SA Stone Wealth Management INCsaswealth.com HQ: Birmingham, AL, United StatesReported employees: 501-1,000 | Birmingham, AL, United States | 501-1,000 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leclair Groupleclairgroup.com HQ: Woodbury, MN, United StatesReported employees: 11-50 | Woodbury, MN, United States | 11-50 | Exact match | 47 contacts → |
“Built by brokers, for brokers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dbcom INCdbcomsys.comHQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 44 contacts → |
“DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Brokerage Enginebrokerageengine.comHQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 40 contacts → |
“Brokerage Engine is a back office management solution for residential real estate brokerages encompassing all aspects of accounting, compliance, marketing management and agent…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lombard Securities Incorporatedgolombard.com HQ: Baltimore, MD, United StatesReported employees: 51-200 | Baltimore, MD, United States | 51-200 | Exact match | 34 contacts → |
“Lombard Securities has been helping the seasoned broker become independent since 1991.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | FBN Securities INCfbnsecurities.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 31 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Broker back office software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
135 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for broker back office software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many broker back office software companies did RevenueBase find based in the United States?
The saved snapshot records 135 matching company records, 11,021 tracked contacts and 3,757 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Broker back office software companies by geography
- Broker back office software companies based in Australia
- Broker back office software companies based in Brazil
- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 broker back office software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/broker-back-office-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Broker back office software companies based in Australia
- Broker back office software companies based in Brazil
- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom
Company intelligence · public preview
Top 25 broker back office software companies based in the United States
RevenueBase records 135 matching company records for broker back office software companies based in the United States, with 11,021 tracked contacts and 3,757 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 broker back office software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BGC Groupbgcg.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,491 contacts → |
“BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Charles River Developmentcrd.com HQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,140 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ss&c EZEadvent.com HQ: Windsor, CT, United StatesReported employees: 1,001-5,000 | Windsor, CT, United States | 1,001-5,000 | Exact match | 879 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 712 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ADM Investor Servicesadmis.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 305 contacts → |
“ADM Investor Services, Inc.(“ADMIS”) has been a leader in the futures brokerage industry for 60 years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | TS Imaginetsimagine.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 292 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Onezero Financial Systemsonezero.com HQ: Somerville, MA, United StatesReported employees: 201-500 | Somerville, MA, United States | 201-500 | Exact match | 173 contacts → |
“oneZero develops multi-asset class trading technology, which empowers financial institutions and brokers to compete in today’s ever-changing global markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Analecanalec.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 134 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | FIA Techfia-tech.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 102 contacts → |
“FIA Tech collaborates with the global futures industry to improve operational efficiency via integrated, cloud-based systems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Finstekfinstek.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 87 contacts → |
“Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Flyer Financial Technologiesflyerft.com HQ: NY, United StatesReported employees: 51-200 | NY, United States | 51-200 | Exact match | 85 contacts → |
“Legacy trading infrastructure can’t keep pace with the way modern wealth firms operate.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ETNAetnasoft.com HQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Constellation1constellation1.com HQ: Laguna Beach, CA, United StatesReported employees: 51-200 | Laguna Beach, CA, United States | 51-200 | Exact match | 80 contacts → |
“Constellation1 is an all-in-one brand of award-winning front and back office technology solutions for real estate agents, brokerages, and MLSs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cssi Solutionscssisolutions.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 79 contacts → |
“CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Sterling Trading Techsterlingtradingtech.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 69 contacts → |
“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Magen Financial LLCmagenfinancial.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 63 contacts → |
“Fintech Brokerage Company” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Quick Suite Trading Computer Voice Systemsquicksuitetrading.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 54 contacts → |
“Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clearpool Algorithmic Management System AMSclearpoolgroup.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 53 contacts → |
“Launched in 2014 and based in New York, Clearpool Group, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | SA Stone Wealth Management INCsaswealth.com HQ: Birmingham, AL, United StatesReported employees: 501-1,000 | Birmingham, AL, United States | 501-1,000 | Exact match | 52 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Leclair Groupleclairgroup.com HQ: Woodbury, MN, United StatesReported employees: 11-50 | Woodbury, MN, United States | 11-50 | Exact match | 47 contacts → |
“Built by brokers, for brokers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dbcom INCdbcomsys.com HQ: Princeton, NJ, United StatesReported employees: 51-200 | Princeton, NJ, United States | 51-200 | Exact match | 44 contacts → |
“DbCom, headquartered in Princeton, NJ, has over 25 years of experience in building software solutions for the financial sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Brokerage Enginebrokerageengine.com HQ: San Antonio, TX, United StatesReported employees: 11-50 | San Antonio, TX, United States | 11-50 | Exact match | 40 contacts → |
“Brokerage Engine is a back office management solution for residential real estate brokerages encompassing all aspects of accounting, compliance, marketing management and agent…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lombard Securities Incorporatedgolombard.com HQ: Baltimore, MD, United StatesReported employees: 51-200 | Baltimore, MD, United States | 51-200 | Exact match | 34 contacts → |
“Lombard Securities has been helping the seasoned broker become independent since 1991.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | FBN Securities INCfbnsecurities.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 31 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Broker back office software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
135 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for broker back office software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many broker back office software companies did RevenueBase find based in the United States?
The saved snapshot records 135 matching company records, 11,021 tracked contacts and 3,757 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Broker back office software companies by geography
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- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 broker back office software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/broker-back-office-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Broker back office software companies based in Australia
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- Broker back office software companies based in Canada
- Broker back office software companies based in Germany
- Broker back office software companies based in India
- Broker back office software companies based in the United Kingdom