Company lists · Data refreshed September 2026

Top 25 CRM companies for financial services worldwide

Name: CRM companies for financial services worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 1,736 companies tracked

RevenueBase identified 1,736 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 CRM companies for financial services worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026. 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 Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

1,736Companies

29,093Contacts tracked

4,901Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest CRM companies for financial services worldwide

Ranked by team size

Top 25 of 1,736 CRM companies for financial services worldwide, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to CRM companies for financial services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Uranet Projetos E Sistemas	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 27, 2026	5,001-10,000	1,158 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
2	Kiron Partner SPA	Indirect evidence	Rozzano, ItalyHQ checked Sep 27, 2026	1,001-5,000	1,140 contacts →
	Indirect evidence “Kìron Partner S.p.A.” Source: RevenueBase Database · checked Sep 27, 2026
3	IBR Latam	Partial evidence	Santiago, ChileHQ checked Sep 27, 2026	1,001-5,000	744 contacts →
	Partial evidence “We are a company present in three countries that offers financial services, specialists in CHARGE, SALES AND FIDELIZATION, OMNICANAL TECHNOLOGY AND BACK OFFICE.” Source: RevenueBase Database · checked Sep 27, 2026
4	BSI	Partial evidence	Baden, ItalyHQ checked Sep 27, 2026	501-1,000	452 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
5	Eurocrm	Partial evidence	Paris, FranceHQ checked Sep 27, 2026	1,001-5,000	394 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
6	PMWEB	Partial evidence	São Paulo, BrazilHQ checked Sep 27, 2026	201-500	313 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
7	ÆON Thana Sinsap Thailand Public Company Limited Aeonts	Partial evidence	Bangkok, ThailandHQ checked Sep 27, 2026	1,001-5,000	297 contacts →
	Partial evidence “ÆON Thana Sinsap (Thailand) Public Company Limited (AEONTS) is a Financial Services company located at 388 Exchange Tower 27th floor, Sukhumvit, Klongtoey, Bangkok, Thailand.” Source: RevenueBase Database · checked Sep 27, 2026
8	Affinity CRM	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 27, 2026	201-500	289 contacts →
	Partial evidence “Deals are won through relationships-but most CRMs weren't built to track them.” Source: RevenueBase Database · checked Sep 27, 2026
9	CAS Software AG	Partial evidence	Karlsruhe, GermanyHQ checked Sep 27, 2026	201-500	278 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
10	Total Expert	Partial evidence	St. Louis Park, MN, United StatesHQ checked Sep 27, 2026	201-500	234 contacts →
	Partial evidence “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Source: RevenueBase Database · checked Sep 27, 2026
11	D4 Insight	Indirect evidence	Denver, CO, United StatesHQ checked Sep 27, 2026	501-1,000	234 contacts →
	Indirect evidence “At D4Insight, we celebrate human ingenuity.” Source: RevenueBase Database · checked Sep 27, 2026
12	Quantum 3 Media	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	204 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
13	Marquis	Indirect evidence	Plano, TX, United StatesHQ checked Sep 27, 2026	201-500	195 contacts →
	Indirect evidence “Community banks and credit unions know their customers better than any big bank ever will.” Source: RevenueBase Database · checked Sep 27, 2026
14	Intelya	Partial evidence	Jardines Del Bosque, MexicoHQ checked Sep 27, 2026	1,001-5,000	188 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
15	Datazoic INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	183 contacts →
	Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 27, 2026
16	Smollan Financial Services	Partial evidence	Johannesburg, South AfricaHQ checked Sep 27, 2026	501-1,000	173 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026
17	Conexus Solutions, INC	Indirect evidence	Branchburg, NJ, United StatesHQ checked Sep 27, 2026	51-200	147 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026
18	Maximizer	Strong evidence	Vancouver, BC, CanadaHQ checked Sep 27, 2026	51-200	146 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
19	Panobiz Business Technologies PVT LTD	Partial evidence	Chennai, IndiaHQ checked Sep 27, 2026	501-1,000	140 contacts →
	Partial evidence “PANOBIZ The People Partner meets the staffing & sales force management needs of corporates, especially in the banking, financial services and insurance industry in India” Source: RevenueBase Database · checked Sep 27, 2026
20	ISS Market Intelligence	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	138 contacts →
	Partial evidence “ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry.” Source: RevenueBase Database · checked Sep 27, 2026
21	fingo.cz	Indirect evidence	Praha 4, Czech RepublicHQ checked Sep 27, 2026	201-500	133 contacts →
	Indirect evidence “Rozumíme financím a žijeme pro své klienty.” Source: RevenueBase Database · checked Sep 27, 2026
22	Wealthbox	Partial evidence	United StatesHQ checked Sep 27, 2026	51-200	126 contacts →
	Partial evidence “Wealthbox is CRM you’ll actually enjoy.” Source: RevenueBase Database · checked Sep 27, 2026
23	Riva International, INC	Indirect evidence	Edmonton, AB, CanadaHQ checked Sep 27, 2026	51-200	125 contacts →
	Indirect evidence “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Source: RevenueBase Database · checked Sep 27, 2026
24	Paramantra	Indirect evidence	Charlestown, MA, United StatesHQ checked Sep 27, 2026	51-200	114 contacts →
	Indirect evidence “Paramantra builds enterprise software.” Source: RevenueBase Database · checked Sep 27, 2026
25	Jirnexu	Indirect evidence	Kuala Lumpur, MalaysiaHQ checked Sep 27, 2026	51-200	107 contacts →
	Indirect evidence “At Jirnexu, we build anytime anywhere customer acquisition and life-cycle management solutions.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: CRM companies for financial services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names CRM companies for financial services.
Partial evidence: Its own public description names part of CRM companies for financial services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name CRM companies for financial services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,736 CRM companies for financial services worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 4,901 reachable decision-makers.

Free signup · no credit card

View the full list →

CRM companies for financial services worldwide at a glance

As of Sep 27, 2026

16.8%Verified-email coverage

16.8Average contacts per company

1-10Median size (employees)

2.8%Largest-city concentration · London

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

962

11-50

485

51-200

181

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among CRM companies for financial services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for CRM companies for financial services are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “CRM companies for financial services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names CRM companies for financial services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among CRM companies for financial services, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,901 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

CRM companies for financial services by location

10 lists · largest first

Every 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

Cities

CRM companies for financial services based in London, United Kingdom47

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names CRM companies for financial services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many CRM companies for financial services are there worldwide?

RevenueBase identified 1,736 CRM companies for financial services worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Uranet Projetos E Sistemas, headquartered in Sao Paulo, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 4,901 verified decision-maker contacts tracked across these 1,736 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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.

Download this list →

Related lists

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.