Company lists · Data refreshed September 2026
Top 25 CRM software developers for financial advisors worldwide
RevenueBase identified 1,166 CRM software developers for financial advisors worldwide as of September 2026 and tracks 12,017 professional contacts across them, including 4,595 with verified work emails. The United States is the largest market and London the largest hub.
This list covers CRM software developers for financial advisors 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 software developers for financial advisors 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.
The 25 largest CRM software developers for financial advisors worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 615 contacts → | ||||
Partial evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 485 contacts → | ||||
Strong evidence “intelliflo is the UK’s leading provider of financial advice software, empowering firms to streamline advice journeys, engage clients, and grow their business.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 348 contacts → | ||||
Partial evidence “Un éditeur de référence sur le marché du logiciel patrimonial Harvest est un éditeur de logiciels spécialisé sur les métiers du conseil financier et patrimonial, présent auprès de…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 306 contacts → | ||||
Indirect evidence “Jsme zdravá síla ve světě financí a realit.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 289 contacts → | ||||
Partial evidence “Deals are won through relationships-but most CRMs weren't built to track them.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 189 contacts → | ||||
Strong evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 180 contacts → | ||||
Strong evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 174 contacts → | ||||
Partial evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 148 contacts → | ||||
Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 144 contacts → | ||||
Indirect evidence “Ascendix is an officially recognized Summit Salesforce Consulting & AppExchange partner with offices in Dallas, TX, and Europe.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 134 contacts → | ||||
Partial evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 134 contacts → | ||||
Strong evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 108 contacts → | ||||
Partial evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 106 contacts → | ||||
Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 105 contacts → | ||||
Partial evidence “Navatar is revolutionizing private markets technology by transforming CRM from a data-entry tool into a strategic intelligence platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 99 contacts → | ||||
Strong evidence “InvestWell builds software and mobile applications for Mutual Fund Distributors, Independent Financial Advisors and investors for making and tracking investments in various…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 94 contacts → | ||||
Indirect evidence “We exist to remove the ceiling.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 91 contacts → | ||||
Partial evidence “d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 88 contacts → | ||||
Partial evidence “Timeline is the integrated ecosystem built for modern financial advisers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 83 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 82 contacts → | ||||
Partial evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 81 contacts → | ||||
Partial evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 81 contacts → | ||||
Strong evidence “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
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 software developers for financial advisors. 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 software developers for financial advisors.
- Partial evidence
- Its own public description names part of CRM software developers for financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name CRM software developers for financial advisors. 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.
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CRM software developers for financial advisors 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among CRM software developers for financial advisors, 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 software developers for financial advisors are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “CRM software developers for financial advisors”. 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 software developers for financial advisors), 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 software developers for financial advisors, 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, 4,595 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 software developers for financial advisors by location
10 lists · largest firstEvery CRM software developers for financial advisors list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- CRM software developers for financial advisors based in the United States341
- CRM software developers for financial advisors based in India92
- CRM software developers for financial advisors based in the United Kingdom78
- CRM software developers for financial advisors based in Canada52
- CRM software developers for financial advisors based in Australia44
- CRM software developers for financial advisors based in France35
- CRM software developers for financial advisors based in Brazil29
- CRM software developers for financial advisors based in Germany26
Cities
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 software developers for financial advisors, 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 software developers for financial advisors are there worldwide?
RevenueBase identified 1,166 CRM software developers for financial advisors 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?
Emoney Advisor, headquartered in Radnor, tops this list with the largest team on record.
Which country has the most CRM software developers for financial advisors?
The United States leads with 341 companies, followed by India (92) and the United Kingdom (78). Every CRM software developers for financial advisors list by country and city is linked on this page.
Which city has the most CRM software developers for financial advisors?
London leads with 28 headquartered companies, followed by New York (27) and Toronto (18).
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 4,595 verified decision-maker contacts tracked across these 1,166 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.
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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 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.