Company lists · Data refreshed September 2026
Top 25 Customer advisory board management platforms worldwide
RevenueBase identified 134 customer advisory board management platforms worldwide as of September 2026 and tracks 4,246 professional contacts across them, including 1,424 with verified work emails and 1,936 with mobile numbers. The United States is the largest market and Toronto the largest hub.
This list covers customer advisory board management platforms 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 3, 2026. Country and city lists for customer advisory board management platforms 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 customer advisory board management platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,317 contacts → | ||||
Strong evidence “AdvisoryCloud provides professionals the platform, exposure, and tools to monetize their knowledge as an advisor.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 2 | 585 contacts → | ||||
Partial evidence “Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 3 | 240 contacts → | ||||
Partial evidence “At OnBoard, we believe board meetings should be simple, effective, and secure.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 4 | 178 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 3, 2026Thanks. The Data Team will review it. | |||||
| 5 | 140 contacts → | ||||
Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 6 | 138 contacts → | ||||
Partial 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 3, 2026Thanks. The Data Team will review it. | |||||
| 7 | 133 contacts → | ||||
Strong evidence “We are specialty advisors to small business owners in South Texas, providing planning, management, leadership succession and business brokerage services.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 8 | 106 contacts → | ||||
Strong 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 3, 2026Thanks. The Data Team will review it. | |||||
| 9 | 88 contacts → | ||||
Strong 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 3, 2026Thanks. The Data Team will review it. | |||||
| 10 | 81 contacts → | ||||
Strong evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 11 | 79 contacts → | ||||
Indirect evidence “Achieve 7x faster organic growth than the industry average by partnering with us!” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 12 | 78 contacts → | ||||
Partial evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 13 | 71 contacts → | ||||
Strong evidence “NexJ Systems is transforming how the financial services industry builds trusted and lasting customer relationships with Integrated Advisor Desktops and CRM Designed for Wealth…” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 14 | 63 contacts → | ||||
Partial evidence “CogniCor's Advisor Copilot is an intelligence layer that helps RIAs operate at a new level of leverage at 3 levels.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 15 | 58 contacts → | ||||
Indirect evidence “Redtail Technology, Inc.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 16 | 52 contacts → | ||||
Partial evidence “InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their…” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 17 | 47 contacts → | ||||
Strong evidence “eScribe provides end-to-end, cloud-based meeting management solutions that help councils, board and committee members and staff, boost transparency, stakeholder participation and…” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 18 | 45 contacts → | ||||
Partial evidence “GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 19 | 43 contacts → | ||||
Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 20 | 42 contacts → | ||||
Partial evidence “SFS helps asset management firms transform fragmented distribution data into trusted intelligence.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 21 | 38 contacts → | ||||
Strong evidence “360 View is a CRM platform built specifically for banks and credit unions, equipping teams with the tools and insight needed to strengthen customer relationships and drive…” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 22 | 37 contacts → | ||||
Strong evidence “Zeck is a cloud-based software platform that is transforming the board meeting.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 23 | 27 contacts → | ||||
Partial evidence “Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 24 | 24 contacts → | ||||
Partial evidence “Access to institutional-quality alternative investments is where other platforms finish.” Source: RevenueBase Database · checked Sep 3, 2026Thanks. The Data Team will review it. | |||||
| 25 | 24 contacts → | ||||
Strong evidence “The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…” Source: RevenueBase Database · checked Sep 3, 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: customer advisory board management platforms. 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 customer advisory board management platforms.
- Partial evidence
- Its own public description names part of customer advisory board management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name customer advisory board management platforms. 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 134 customer advisory board management platforms worldwide
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Customer advisory board management platforms worldwide at a glance
As of Sep 3, 2026Companies by employee count
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 customer advisory board management platforms, 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
- 2 countries, largest first: the United States, Canada. Country and city lists for customer advisory board management platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “customer advisory board management platforms”. 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 customer advisory board management platforms), 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 customer advisory board management platforms, 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, 1,424 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 3, 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.
Customer advisory board management platforms by location
2 lists · largest firstEvery Customer advisory board management platforms 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 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 customer advisory board management platforms, 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 customer advisory board management platforms are there worldwide?
RevenueBase identified 134 customer advisory board management platforms 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?
Advisorycloud, headquartered in San Rafael, tops this list with the largest team on record.
Which country has the most customer advisory board management platforms?
The United States leads with 104 companies, followed by Canada (30). Every customer advisory board management platforms list by country and city is linked on this page.
Which city has the most customer advisory board management platforms?
Toronto leads with 10 headquartered companies, followed by Chicago (5) and Austin (4).
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 1,424 verified decision-maker contacts tracked across these 134 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 3, 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.