Company lists · Data refreshed September 2026
Top 25 Behavioral finance software providers worldwide
RevenueBase identified 781 company matches for behavioral finance software providers worldwide as of September 2026 and tracks 16,491 professional contacts across them, including 6,775 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for behavioral finance software providers worldwide, 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. Country and city lists for behavioral finance software providers follow the table.
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 behavioral finance software providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,504 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 2,766 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 309 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 218 contacts → | ||||
Exact match “Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 217 contacts → | ||||
Exact match “At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 204 contacts → | ||||
Exact match “StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 180 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 116 contacts → | ||||
Exact match “BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 100 contacts → | ||||
Exact match “TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 82 contacts → | ||||
Exact match “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 70 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 68 contacts → | ||||
Exact match “For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 67 contacts → | ||||
Exact match “Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 60 contacts → | ||||
Exact match “Sermaye piyasalarına yönelik araştırma ve analiz yazılımları geliştiren şirketimiz, teknolojisinden aldığı güçle müşterilerine finansal analizlerinde hız ve kolaylık imkânı…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 54 contacts → | ||||
Exact match “Actlogica builds software for Wealth Management and Insurance industries.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 54 contacts → | ||||
Exact match “Estrategias de inversión nace para acercar al inversor particular la información, el análisis y las herramientas que manejan los inversores profesionales.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 52 contacts → | ||||
Exact match “Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 52 contacts → | ||||
Exact match “Founded in 1979 by Louis B.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 51 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 45 contacts → | ||||
Exact match “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 43 contacts → | ||||
Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 42 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” 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 “behavioral finance software providers”. 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 781 behavioral finance software providers worldwide
See the full list, filter by size, metro and specialty, and access 6,775 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Behavioral finance software providers worldwide at a glance
As of Sep 27, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for behavioral finance software providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “behavioral finance software providers” 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. 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 6,775 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.
Behavioral finance software providers by location
3 lists · largest firstEvery Behavioral finance software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “behavioral finance software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many behavioral finance software providers are there worldwide?
RevenueBase identified 781 company matches for behavioral finance software providers worldwide 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?
Msci INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most behavioral finance software providers?
The United States leads with 188 companies, followed by India (74) and the United Kingdom (39). Every behavioral finance software providers list by country and city is linked on this page.
Which city has the most behavioral finance software providers?
New York leads with 28 company records, followed by London (22) and San Francisco (18).
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 6,775 professional contacts with verified work emails tracked across these 781 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.
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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 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
Company intelligence · public preview
Top 25 behavioral finance software providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 781 matching company records for behavioral finance software providers worldwide, with 16,491 tracked contacts and 6,775 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 behavioral finance software providers worldwide
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 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Communifycommunify.comHQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Trading Centraltradingcentral.comHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Forinvestforinvest.comHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Stockedgestockedge.comHQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 204 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Bridgewisebridgewise.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 116 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tiprankstipranks.comHQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 100 contacts → |
“TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mercapmercapsoftware.comHQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 82 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rasyonetrasyonet.com.trHQ: Resitpasa, TürkiyeReported employees: 51-200 | Resitpasa, Türkiye | 51-200 | Exact match | 68 contacts → |
“For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  JITTAjitta.comHQ: Bangkok, ThailandReported employees: 11-50 | Bangkok, Thailand | 11-50 | Exact match | 67 contacts → |
“Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 60 contacts → |
“Sermaye piyasalarına yönelik araştırma ve analiz yazılımları geliştiren şirketimiz, teknolojisinden aldığı güçle müşterilerine finansal analizlerinde hız ve kolaylık imkânı…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Actlogica Solutions Private Limitedactlogica.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Estrategias DE Inversiónestrategiasdeinversion.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 54 contacts → |
“Estrategias de inversión nace para acercar al inversor particular la información, el análisis y las herramientas que manejan los inversores profesionales.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  trendlyne.comtrendlyne.comHQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 52 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Vantagepoint Ai, LLCvantagepointsoftware.comHQ: Wesley Chapel, FL, United StatesReported employees: 51-200 | Wesley Chapel, FL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1979 by Louis B.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Portware, A Factset Companyfactset.comHQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Koyfinkoyfin.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ALTAaltapub.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 781 company matches
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Behavioral finance software providers: 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
781 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 781 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 ↗
Behavioral finance software providers by location
3 lists · largest firstEvery Behavioral finance software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for behavioral finance software providers?
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 behavioral finance software providers did RevenueBase find worldwide?
The saved snapshot records 781 matching company records, 16,491 tracked contacts and 6,775 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.
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Cite this list
RevenueBase Data Team. Top 25 behavioral finance software providers worldwide. Snapshot: September 27, 2026. https://revenuebase.ai/companies/browse/behavioral-finance-software-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 behavioral finance software providers worldwide
RevenueBase records 781 matching company records for behavioral finance software providers worldwide, with 16,491 tracked contacts and 6,775 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 behavioral finance software providers worldwide
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 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Communifycommunify.com HQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Trading Centraltradingcentral.com HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 218 contacts → |
“Trading Central is a registered, ISO/IEC 27001:2022 certified, award-winning market analytics and research provider, supporting investment decisions through leading digital wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Forinvestforinvest.com HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 217 contacts → |
“At ForInvest, we're working to make investing easy and accessible for everyone!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Stockedgestockedge.com HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 204 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bridgewisebridgewise.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 116 contacts → |
“BridgeWise is a global leader in investment intelligence, with a mission to bridge gaps in the capital markets by making investment opportunities accessible to everyone…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tiprankstipranks.com HQ: Tel Aviv, IsraelReported employees: 51-200 | Tel Aviv, Israel | 51-200 | Exact match | 100 contacts → |
“TipRanks is an industry-leading investment research platform that empowers investors with AI-driven tools to enhance portfolio outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mercapmercapsoftware.com HQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 82 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 70 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rasyonetrasyonet.com.tr HQ: Resitpasa, TürkiyeReported employees: 51-200 | Resitpasa, Türkiye | 51-200 | Exact match | 68 contacts → |
“For over two decades, we've been delivering cutting-edge financial analysis software solutions to investment professionals across brokerage houses, banks, and asset management…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | JITTAjitta.com HQ: Bangkok, ThailandReported employees: 11-50 | Bangkok, Thailand | 11-50 | Exact match | 67 contacts → |
“Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 60 contacts → |
“Sermaye piyasalarına yönelik araştırma ve analiz yazılımları geliştiren şirketimiz, teknolojisinden aldığı güçle müşterilerine finansal analizlerinde hız ve kolaylık imkânı…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Actlogica Solutions Private Limitedactlogica.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 54 contacts → |
“Actlogica builds software for Wealth Management and Insurance industries.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Estrategias DE Inversiónestrategiasdeinversion.com HQ: Madrid, SpainReported employees: 11-50 | Madrid, Spain | 11-50 | Exact match | 54 contacts → |
“Estrategias de inversión nace para acercar al inversor particular la información, el análisis y las herramientas que manejan los inversores profesionales.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | trendlyne.comtrendlyne.com HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 52 contacts → |
“Trendlyne is a ‘Retail Bloomberg platform’ enabling decision making for retail investors, research analysts and Portfolio advisors with real time data analytics.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Vantagepoint Ai, LLCvantagepointsoftware.com HQ: Wesley Chapel, FL, United StatesReported employees: 51-200 | Wesley Chapel, FL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1979 by Louis B.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Portware, A Factset Companyfactset.com HQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Koyfinkoyfin.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ALTAaltapub.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 42 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 781 company matches
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Behavioral finance software providers: 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
781 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 781 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 ↗
Behavioral finance software providers by location
3 lists · largest firstEvery Behavioral finance software providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for behavioral finance software providers?
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 behavioral finance software providers did RevenueBase find worldwide?
The saved snapshot records 781 matching company records, 16,491 tracked contacts and 6,775 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.
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Cite this list
RevenueBase Data Team. Top 25 behavioral finance software providers worldwide. Snapshot: September 27, 2026. https://revenuebase.ai/companies/browse/behavioral-finance-software-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗