Company lists · Data refreshed September 2026
Top 25 CRM companies for financial services worldwide
RevenueBase identified 1,736 company matches for CRM companies for financial services worldwide as of September 2026 and tracks 29,093 professional contacts across them, including 4,901 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for CRM companies for financial services 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 CRM companies for financial services 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 CRM companies for financial services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,158 contacts → | ||||
Exact match “A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 1,140 contacts → | ||||
Exact match “Kìron Partner S.p.A.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 744 contacts → | ||||
Exact match “We are a company present in three countries that offers financial services, specialists in CHARGE, SALES AND FIDELIZATION, OMNICANAL TECHNOLOGY AND BACK OFFICE.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 452 contacts → | ||||
Exact match “The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 394 contacts → | ||||
Exact match “Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 313 contacts → | ||||
Exact match “A Pmweb, uma empresa WPP Enterprise Solutions, é CRM há 30 anos: uma trajetória que a torna a principal especialista da área na América Latina.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 297 contacts → | ||||
Exact match “ÆON Thana Sinsap (Thailand) Public Company Limited (AEONTS) is a Financial Services company located at 388 Exchange Tower 27th floor, Sukhumvit, Klongtoey, Bangkok, Thailand.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 289 contacts → | ||||
Exact match “Deals are won through relationships-but most CRMs weren't built to track them.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 278 contacts → | ||||
Exact match “The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 234 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 234 contacts → | ||||
Exact match “At D4Insight, we celebrate human ingenuity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 204 contacts → | ||||
Exact match “Quantum 3 Media is one of the fastest growing organizations within the customer acquisition, lead generation/Pay per call within all verticals of insurance and education, contact…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 195 contacts → | ||||
Exact match “Community banks and credit unions know their customers better than any big bank ever will.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 188 contacts → | ||||
Exact match “En Intelya somos una empresa con más de 17 años de experiencia en promoción y venta de productos y servicios diversos, principalmente financieros, a través de Telemarketing, Face…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 183 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 173 contacts → | ||||
Exact match “We exist to build and execute leading financial services and related services solutions, that are enabled by leading technology and powered by talented people; to deliver growth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 147 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 146 contacts → | ||||
Exact match “Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 140 contacts → | ||||
Exact match “PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 138 contacts → | ||||
Exact match “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 133 contacts → | ||||
Exact match “Rozumíme financím a žijeme pro své klienty.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 126 contacts → | ||||
Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 125 contacts → | ||||
Exact match “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 114 contacts → | ||||
Exact match “Paramantra builds enterprise software.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 107 contacts → | ||||
Exact match “At Jirnexu, we build anytime anywhere customer acquisition and life-cycle management solutions.” 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 “CRM companies for financial services”. 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 1,736 CRM companies for financial services worldwide
See the full list, filter by size, metro and specialty, and access 4,901 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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CRM companies for financial services 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 CRM companies for financial services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “CRM companies for financial services” 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 4,901 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.
CRM companies for financial services by location
10 lists · largest firstEvery CRM companies for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- CRM companies for financial services based in the United States336
- CRM companies for financial services based in India185
- CRM companies for financial services based in the United Kingdom144
- CRM companies for financial services based in France128
- CRM companies for financial services based in the Netherlands116
- CRM companies for financial services based in Brazil54
- CRM companies for financial services based in Canada38
- CRM companies for financial services based in Germany33
- CRM companies for financial services based in Australia28
Cities
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 “CRM companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many CRM companies for financial services are there worldwide?
RevenueBase identified 1,736 company matches for CRM companies for financial services 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?
Uranet Projetos E Sistemas tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most CRM companies for financial services?
The United States leads with 336 companies, followed by India (185) and the United Kingdom (144). Every CRM companies for financial services list by country and city is linked on this page.
Which city has the most CRM companies for financial services?
London leads with 48 company records, followed by Paris (34) and Amsterdam (27).
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 4,901 professional contacts with verified work emails tracked across these 1,736 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,736 CRM companies for financial services 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 CRM companies for financial services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,736 matching company records for CRM companies for financial services worldwide, with 29,093 tracked contacts and 4,901 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 CRM companies for financial services 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 |  Uranet Projetos E Sistemasuranet.com.brHQ: Sao Paulo, BrazilReported employees: 5,001-10,000 | Sao Paulo, Brazil | 5,001-10,000 | Exact match | 1,158 contacts → |
“A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kiron Partner SPAkiron.it HQ: Rozzano, ItalyReported employees: 1,001-5,000 | Rozzano, Italy | 1,001-5,000 | Exact match | 1,140 contacts → |
“Kìron Partner S.p.A.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  IBR Latamibrlatam.comHQ: Santiago, ChileReported employees: 1,001-5,000 | Santiago, Chile | 1,001-5,000 | Exact match | 744 contacts → |
“We are a company present in three countries that offers financial services, specialists in CHARGE, SALES AND FIDELIZATION, OMNICANAL TECHNOLOGY AND BACK OFFICE.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BSIservices.bsi-software.comHQ: Baden, ItalyReported employees: 501-1,000 | Baden, Italy | 501-1,000 | Exact match | 452 contacts → |
“The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Eurocrmeurocrm.comHQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 394 contacts → |
“Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PMWEBpmweb.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 313 contacts → |
“A Pmweb, uma empresa WPP Enterprise Solutions, é CRM há 30 anos: uma trajetória que a torna a principal especialista da área na América Latina.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Bangkok, ThailandReported employees: 1,001-5,000 | Bangkok, Thailand | 1,001-5,000 | Exact match | 297 contacts → |
“ÆON Thana Sinsap (Thailand) Public Company Limited (AEONTS) is a Financial Services company located at 388 Exchange Tower 27th floor, Sukhumvit, Klongtoey, Bangkok, Thailand.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Affinity CRMaffinity.coHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 289 contacts → |
“Deals are won through relationships-but most CRMs weren't built to track them.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CAS Software AGcas.deHQ: Karlsruhe, GermanyReported employees: 201-500 | Karlsruhe, Germany | 201-500 | Exact match | 278 contacts → |
“The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 234 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  D4 Insightd4insight.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 234 contacts → |
“At D4Insight, we celebrate human ingenuity.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quantum 3 Mediaquantum3media.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 204 contacts → |
“Quantum 3 Media is one of the fastest growing organizations within the customer acquisition, lead generation/Pay per call within all verticals of insurance and education, contact…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Marquisgomarquis.comHQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 195 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Intelyaintelya.comHQ: Jardines Del Bosque, MexicoReported employees: 1,001-5,000 | Jardines Del Bosque, Mexico | 1,001-5,000 | Exact match | 188 contacts → |
“En Intelya somos una empresa con más de 17 años de experiencia en promoción y venta de productos y servicios diversos, principalmente financieros, a través de Telemarketing, Face…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Datazoic INCdatazoic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Smollan Financial Servicessmollan.comHQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 173 contacts → |
“We exist to build and execute leading financial services and related services solutions, that are enabled by leading technology and powered by talented people; to deliver growth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Conexus Solutions, INCcnxsi.comHQ: Branchburg, NJ, United StatesReported employees: 51-200 | Branchburg, NJ, United States | 51-200 | Exact match | 147 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Maximizermaximizer.comHQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 146 contacts → |
“Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Panobiz Business Technologies PVT LTDpanobiz.inHQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 140 contacts → |
“PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ISS Market Intelligenceissmarketintelligence.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 138 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | fingo.czfingo.cz HQ: Praha 4, Czech RepublicReported employees: 201-500 | Praha 4, Czech Republic | 201-500 | Exact match | 133 contacts → |
“Rozumíme financím a žijeme pro své klienty.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wealthboxwealthbox.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 126 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Riva International, INCrivaengine.comHQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 125 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Paramantraparamantra.comHQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 114 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Jirnexujirnexu.com HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 107 contacts → |
“At Jirnexu, we build anytime anywhere customer acquisition and life-cycle management solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,736 company matches
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CRM companies for financial services: 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
1,719 records in the displayed employee bands.
17 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 1,736 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 ↗
CRM companies for financial services by location
10 lists · largest firstEvery CRM companies for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- CRM companies for financial services based in the United States336
- CRM companies for financial services based in India185
- CRM companies for financial services based in the United Kingdom144
- CRM companies for financial services based in France128
- CRM companies for financial services based in the Netherlands116
- CRM companies for financial services based in Brazil54
- CRM companies for financial services based in Canada38
- CRM companies for financial services based in Germany33
- CRM companies for financial services based in Australia28
Cities
Questions about this company list
What does Exact match mean for CRM companies for financial services?
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 CRM companies for financial services did RevenueBase find worldwide?
The saved snapshot records 1,736 matching company records, 29,093 tracked contacts and 4,901 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 CRM companies for financial services worldwide. Snapshot: September 27, 2026. https://revenuebase.ai/companies/browse/crm-companies-for-financial-services.
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 CRM companies for financial services worldwide
RevenueBase records 1,736 matching company records for CRM companies for financial services worldwide, with 29,093 tracked contacts and 4,901 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 CRM companies for financial services 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 | Uranet Projetos E Sistemasuranet.com.br HQ: Sao Paulo, BrazilReported employees: 5,001-10,000 | Sao Paulo, Brazil | 5,001-10,000 | Exact match | 1,158 contacts → |
“A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Kiron Partner SPAkiron.it HQ: Rozzano, ItalyReported employees: 1,001-5,000 | Rozzano, Italy | 1,001-5,000 | Exact match | 1,140 contacts → |
“Kìron Partner S.p.A.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | IBR Latamibrlatam.com HQ: Santiago, ChileReported employees: 1,001-5,000 | Santiago, Chile | 1,001-5,000 | Exact match | 744 contacts → |
“We are a company present in three countries that offers financial services, specialists in CHARGE, SALES AND FIDELIZATION, OMNICANAL TECHNOLOGY AND BACK OFFICE.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BSIservices.bsi-software.com HQ: Baden, ItalyReported employees: 501-1,000 | Baden, Italy | 501-1,000 | Exact match | 452 contacts → |
“The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Eurocrmeurocrm.com HQ: Paris, FranceReported employees: 1,001-5,000 | Paris, France | 1,001-5,000 | Exact match | 394 contacts → |
“Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PMWEBpmweb.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 313 contacts → |
“A Pmweb, uma empresa WPP Enterprise Solutions, é CRM há 30 anos: uma trajetória que a torna a principal especialista da área na América Latina.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Bangkok, ThailandReported employees: 1,001-5,000 | Bangkok, Thailand | 1,001-5,000 | Exact match | 297 contacts → |
“ÆON Thana Sinsap (Thailand) Public Company Limited (AEONTS) is a Financial Services company located at 388 Exchange Tower 27th floor, Sukhumvit, Klongtoey, Bangkok, Thailand.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Affinity CRMaffinity.co HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 289 contacts → |
“Deals are won through relationships-but most CRMs weren't built to track them.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CAS Software AGcas.de HQ: Karlsruhe, GermanyReported employees: 201-500 | Karlsruhe, Germany | 201-500 | Exact match | 278 contacts → |
“The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 234 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | D4 Insightd4insight.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 234 contacts → |
“At D4Insight, we celebrate human ingenuity.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quantum 3 Mediaquantum3media.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 204 contacts → |
“Quantum 3 Media is one of the fastest growing organizations within the customer acquisition, lead generation/Pay per call within all verticals of insurance and education, contact…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Marquisgomarquis.com HQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 195 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Intelyaintelya.com HQ: Jardines Del Bosque, MexicoReported employees: 1,001-5,000 | Jardines Del Bosque, Mexico | 1,001-5,000 | Exact match | 188 contacts → |
“En Intelya somos una empresa con más de 17 años de experiencia en promoción y venta de productos y servicios diversos, principalmente financieros, a través de Telemarketing, Face…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Datazoic INCdatazoic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Smollan Financial Servicessmollan.com HQ: Johannesburg, South AfricaReported employees: 501-1,000 | Johannesburg, South Africa | 501-1,000 | Exact match | 173 contacts → |
“We exist to build and execute leading financial services and related services solutions, that are enabled by leading technology and powered by talented people; to deliver growth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Conexus Solutions, INCcnxsi.com HQ: Branchburg, NJ, United StatesReported employees: 51-200 | Branchburg, NJ, United States | 51-200 | Exact match | 147 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Maximizermaximizer.com HQ: Vancouver, BC, CanadaReported employees: 51-200 | Vancouver, BC, Canada | 51-200 | Exact match | 146 contacts → |
“Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Panobiz Business Technologies PVT LTDpanobiz.in HQ: Chennai, IndiaReported employees: 501-1,000 | Chennai, India | 501-1,000 | Exact match | 140 contacts → |
“PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ISS Market Intelligenceissmarketintelligence.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 138 contacts → |
“ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | fingo.czfingo.cz HQ: Praha 4, Czech RepublicReported employees: 201-500 | Praha 4, Czech Republic | 201-500 | Exact match | 133 contacts → |
“Rozumíme financím a žijeme pro své klienty.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wealthboxwealthbox.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 126 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Riva International, INCrivaengine.com HQ: Edmonton, AB, CanadaReported employees: 51-200 | Edmonton, AB, Canada | 51-200 | Exact match | 125 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Paramantraparamantra.com HQ: Charlestown, MA, United StatesReported employees: 51-200 | Charlestown, MA, United States | 51-200 | Exact match | 114 contacts → |
“Paramantra builds enterprise software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Jirnexujirnexu.com HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 107 contacts → |
“At Jirnexu, we build anytime anywhere customer acquisition and life-cycle management solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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CRM companies for financial services: 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
1,719 records in the displayed employee bands.
17 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 1,736 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 ↗
CRM companies for financial services by location
10 lists · largest firstEvery CRM companies for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- CRM companies for financial services based in the United States336
- CRM companies for financial services based in India185
- CRM companies for financial services based in the United Kingdom144
- CRM companies for financial services based in France128
- CRM companies for financial services based in the Netherlands116
- CRM companies for financial services based in Brazil54
- CRM companies for financial services based in Canada38
- CRM companies for financial services based in Germany33
- CRM companies for financial services based in Australia28
Cities
Questions about this company list
What does Exact match mean for CRM companies for financial services?
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 CRM companies for financial services did RevenueBase find worldwide?
The saved snapshot records 1,736 matching company records, 29,093 tracked contacts and 4,901 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
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Cite this list
RevenueBase Data Team. Top 25 CRM companies for financial services worldwide. Snapshot: September 27, 2026. https://revenuebase.ai/companies/browse/crm-companies-for-financial-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗