Company lists · Data refreshed October 2026
Top 25 Client trust account software companies worldwide
RevenueBase identified 95 company matches for client trust account software companies worldwide as of October 2026 and tracks 1,605 professional contacts across them, including 381 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for client trust account software companies 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 October 1, 2026. Country and city lists for client trust account software companies 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 client trust account software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 739 contacts → | ||||
Exact match “Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 149 contacts → | ||||
Exact match “Depuis plus de 35 ans, Septeo Solutions Avocats se consacre au développement de logiciels et de services destinés à répondre aux besoins spécifiques des avocats.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 66 contacts → | ||||
Exact match “SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 55 contacts → | ||||
Exact match “The AJS legal accounting and practice management system was first released in 1980, which makes it one of the most dependable systems in the market.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 46 contacts → | ||||
Exact match “Infovisa is a leader in trust accounting software.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 41 contacts → | ||||
Exact match “OneLaw brings together client and matter management, trust accounting, document management and assembly, AML compliance and more in one seamless platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 36 contacts → | ||||
Exact match “Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 32 contacts → | ||||
Exact match “Dexco is a Canadian-owned legal practice management software company helping law firms work smarter since 1974.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 30 contacts → | ||||
Exact match “HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 23 contacts → | ||||
Exact match “OnView software voor bewindvoerder, inkomensbeheer en curator.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “Soluno is the best-in-class time, billing, and accounting software that is specialized for law firms and their unique needs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Legala was founded in 2018 with a clear vision: to provide an efficient, user-friendly, and cost-effective software solution that supports lawyers in delivering top-quality…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “End of Month Angels offers an outsourced Trust Accounting, Compliance, Training, Consulting and Bookkeeping service for Real Estate offices across Australia.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Infinitylaw gives you the tools you need to manage your practice end-to-end.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “TrustBooks is a cloud-based accounting software designed exclusively for law firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “A Tecno2 é uma empresa de tecnologia totalmente especializada para atendimento a área jurídica.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Next Generation Legal Practice Automation created especially for the Legal Profession.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Trustd Figures provides fixed price trust accounting outsourcing ( & other services) for your real estate agency.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Durante muito tempo o advogado utilizou ferramentas para ajudá-lo na sua organização, porém, com o avanço da tecnologia, foi preciso evoluir.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Balance Rec n Roll offers Ongoing daily trust accounting, includes daily receipting, daily bill payments, daily tenant invoicing, disbursements are carried out weekly, fortnightly…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “TrustQuay and Viewpoint are global leaders in technology for the trust and corporate services sector, offering a comprehensive range of entity management, client accounting…” Recorded in the RevenueBase company graph · Oct 1, 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 “client trust account 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 95 client trust account software companies worldwide
See the full list, filter by size, metro and specialty, and access 381 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client trust account software companies worldwide at a glance
As of Oct 1, 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 client trust account software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “client trust account 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. 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 381 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 October 1, 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.
Client trust account software companies by location
1 lists · largest firstEvery Client trust account software companies 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 “client trust account software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client trust account software companies are there worldwide?
RevenueBase identified 95 company matches for client trust account software companies worldwide as of October 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?
Elite Technology tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most client trust account software companies?
The United States leads with 29 companies. Every client trust account software companies list by country and city is linked on this page.
Which city has the most client trust account software companies?
New York leads with 3 company records, followed by Sydney (3) and Fleet (2).
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 381 professional contacts with verified work emails tracked across these 95 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 95 client trust account software companies worldwide. Start with a free account, no credit card.
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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 client trust account software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 95 matching company records for client trust account software companies worldwide, with 1,605 tracked contacts and 381 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: October 1, 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 client trust account software companies 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 |  Elite Technologyelite.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 739 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Septeo Solutions Avocatssepteo.comHQ: Lattes, FranceReported employees: 201-500 | Lattes, France | 201-500 | Exact match | 149 contacts → |
“Depuis plus de 35 ans, Septeo Solutions Avocats se consacre au développement de logiciels et de services destinés à répondre aux besoins spécifiques des avocats.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ss&c Innovestadvent.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 66 contacts → |
“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  AJS Softwareajs.co.zaHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 55 contacts → |
“The AJS legal accounting and practice management system was first released in 1980, which makes it one of the most dependable systems in the market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Infovisa, INCinfovisa.comHQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Onelawonelaw.co.nzHQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 41 contacts → |
“OneLaw brings together client and matter management, trust accounting, document management and assembly, AML compliance and more in one seamless platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tabs3 Softwaretabs3.comHQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 36 contacts → |
“Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Dexco Corporationdexco.comHQ: Rimouski, QC, CanadaReported employees: 11-50 | Rimouski, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Dexco is a Canadian-owned legal practice management software company helping law firms work smarter since 1974.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  HWA Internationalhwainternational.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 30 contacts → |
“HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Onviewonview.nl HQ: Goirle, NetherlandsReported employees: 11-50 | Goirle, Netherlands | 11-50 | Exact match | 23 contacts → |
“OnView software voor bewindvoerder, inkomensbeheer en curator.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Solunosoluno.legal HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Soluno is the best-in-class time, billing, and accounting software that is specialized for law firms and their unique needs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wealthhub Solutions, INCwealthhubsolutions.comHQ: Conshohocken, PA, United StatesReported employees: 11-50 | Conshohocken, PA, United States | 11-50 | Exact match | 18 contacts → |
“WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Legalalegala.no HQ: Oslo, NorwayReported employees: 11-50 | Oslo, Norway | 11-50 | Exact match | 12 contacts → |
“Legala was founded in 2018 with a clear vision: to provide an efficient, user-friendly, and cost-effective software solution that supports lawyers in delivering top-quality…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  END Of Month Angelsendofmonthangels.com.auHQ: Rozelle, AustraliaReported employees: 11-50 | Rozelle, Australia | 11-50 | Exact match | 11 contacts → |
“End of Month Angels offers an outsourced Trust Accounting, Compliance, Training, Consulting and Bookkeeping service for Real Estate offices across Australia.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Infinitylawinfinitylaw.netHQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 10 contacts → |
“Infinitylaw gives you the tools you need to manage your practice end-to-end.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Curo365curo365.comHQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 8 contacts → |
“Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trustbookstrustbooks.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 8 contacts → |
“TrustBooks is a cloud-based accounting software designed exclusively for law firms.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Tecno2tecno2.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“A Tecno2 é uma empresa de tecnologia totalmente especializada para atendimento a área jurídica.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wise OWL Legal Practice Management Softwarewiseowllegal.com.auHQ: Mansfield, AustraliaReported employees: 11-50 | Mansfield, Australia | 11-50 | Exact match | 7 contacts → |
“Next Generation Legal Practice Automation created especially for the Legal Profession.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trustd Figurestrustdfigures.com HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 7 contacts → |
“Trustd Figures provides fixed price trust accounting outsourcing ( & other services) for your real estate agency.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alenet, INCalenet.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Multiadv Software Jurídicomultiadv.com.brHQ: Florianópolis, BrazilReported employees: 1-10 | Florianópolis, Brazil | 1-10 | Exact match | 6 contacts → |
“Durante muito tempo o advogado utilizou ferramentas para ajudá-lo na sua organização, porém, com o avanço da tecnologia, foi preciso evoluir.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Balance REC N Rollbalancernr.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Balance Rec n Roll offers Ongoing daily trust accounting, includes daily receipting, daily bill payments, daily tenant invoicing, disbursements are carried out weekly, fortnightly…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Microgen Financial Systemsmicrogen.comHQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Trustquaytrustquay.com HQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 5 contacts → |
“TrustQuay and Viewpoint are global leaders in technology for the trust and corporate services sector, offering a comprehensive range of entity management, client accounting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Client trust account software companies: dataset insights
October 1, 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
95 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 95 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: October 1, 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 ↗
Client trust account software companies by location
1 lists · largest firstEvery Client trust account software companies 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 client trust account 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 client trust account software companies did RevenueBase find worldwide?
The saved snapshot records 95 matching company records, 1,605 tracked contacts and 381 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: October 1, 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 client trust account software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/client-trust-account-software-companies.
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 client trust account software companies worldwide
RevenueBase records 95 matching company records for client trust account software companies worldwide, with 1,605 tracked contacts and 381 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: October 1, 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 client trust account software companies 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 | Elite Technologyelite.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 739 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Septeo Solutions Avocatssepteo.com HQ: Lattes, FranceReported employees: 201-500 | Lattes, France | 201-500 | Exact match | 149 contacts → |
“Depuis plus de 35 ans, Septeo Solutions Avocats se consacre au développement de logiciels et de services destinés à répondre aux besoins spécifiques des avocats.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ss&c Innovestadvent.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 66 contacts → |
“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | AJS Softwareajs.co.za HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 55 contacts → |
“The AJS legal accounting and practice management system was first released in 1980, which makes it one of the most dependable systems in the market.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Infovisa, INCinfovisa.com HQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Onelawonelaw.co.nz HQ: Christchurch, New ZealandReported employees: 11-50 | Christchurch, New Zealand | 11-50 | Exact match | 41 contacts → |
“OneLaw brings together client and matter management, trust accounting, document management and assembly, AML compliance and more in one seamless platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tabs3 Softwaretabs3.com HQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 36 contacts → |
“Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Dexco Corporationdexco.com HQ: Rimouski, QC, CanadaReported employees: 11-50 | Rimouski, QC, Canada | 11-50 | Exact match | 32 contacts → |
“Dexco is a Canadian-owned legal practice management software company helping law firms work smarter since 1974.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HWA Internationalhwainternational.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 30 contacts → |
“HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Onviewonview.nl HQ: Goirle, NetherlandsReported employees: 11-50 | Goirle, Netherlands | 11-50 | Exact match | 23 contacts → |
“OnView software voor bewindvoerder, inkomensbeheer en curator.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Solunosoluno.legal HQ: Mississauga, ON, CanadaReported employees: 11-50 | Mississauga, ON, Canada | 11-50 | Exact match | 21 contacts → |
“Soluno is the best-in-class time, billing, and accounting software that is specialized for law firms and their unique needs.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wealthhub Solutions, INCwealthhubsolutions.com HQ: Conshohocken, PA, United StatesReported employees: 11-50 | Conshohocken, PA, United States | 11-50 | Exact match | 18 contacts → |
“WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Legalalegala.no HQ: Oslo, NorwayReported employees: 11-50 | Oslo, Norway | 11-50 | Exact match | 12 contacts → |
“Legala was founded in 2018 with a clear vision: to provide an efficient, user-friendly, and cost-effective software solution that supports lawyers in delivering top-quality…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | END Of Month Angelsendofmonthangels.com.au HQ: Rozelle, AustraliaReported employees: 11-50 | Rozelle, Australia | 11-50 | Exact match | 11 contacts → |
“End of Month Angels offers an outsourced Trust Accounting, Compliance, Training, Consulting and Bookkeeping service for Real Estate offices across Australia.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Infinitylawinfinitylaw.net HQ: Wellington, New ZealandReported employees: 11-50 | Wellington, New Zealand | 11-50 | Exact match | 10 contacts → |
“Infinitylaw gives you the tools you need to manage your practice end-to-end.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Curo365curo365.com HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 8 contacts → |
“Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trustbookstrustbooks.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 8 contacts → |
“TrustBooks is a cloud-based accounting software designed exclusively for law firms.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Tecno2tecno2.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 8 contacts → |
“A Tecno2 é uma empresa de tecnologia totalmente especializada para atendimento a área jurídica.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wise OWL Legal Practice Management Softwarewiseowllegal.com.au HQ: Mansfield, AustraliaReported employees: 11-50 | Mansfield, Australia | 11-50 | Exact match | 7 contacts → |
“Next Generation Legal Practice Automation created especially for the Legal Profession.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trustd Figurestrustdfigures.com HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 7 contacts → |
“Trustd Figures provides fixed price trust accounting outsourcing ( & other services) for your real estate agency.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alenet, INCalenet.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Multiadv Software Jurídicomultiadv.com.br HQ: Florianópolis, BrazilReported employees: 1-10 | Florianópolis, Brazil | 1-10 | Exact match | 6 contacts → |
“Durante muito tempo o advogado utilizou ferramentas para ajudá-lo na sua organização, porém, com o avanço da tecnologia, foi preciso evoluir.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Balance REC N Rollbalancernr.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Balance Rec n Roll offers Ongoing daily trust accounting, includes daily receipting, daily bill payments, daily tenant invoicing, disbursements are carried out weekly, fortnightly…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Microgen Financial Systemsmicrogen.com HQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 6 contacts → |
“Microgen Financial Systems develops, implements and supports its own market-leading software for the financial services sector.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Trustquaytrustquay.com HQ: Fleet, United KingdomReported employees: 51-200 | Fleet, United Kingdom | 51-200 | Exact match | 5 contacts → |
“TrustQuay and Viewpoint are global leaders in technology for the trust and corporate services sector, offering a comprehensive range of entity management, client accounting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 95 company matches
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Client trust account software companies: dataset insights
October 1, 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
95 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 95 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: October 1, 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 ↗
Client trust account software companies by location
1 lists · largest firstEvery Client trust account software companies 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 client trust account 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 client trust account software companies did RevenueBase find worldwide?
The saved snapshot records 95 matching company records, 1,605 tracked contacts and 381 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: October 1, 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 client trust account software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/client-trust-account-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗