Company lists · Data refreshed September 2026
Top 25 Financial planning api providers worldwide
RevenueBase identified 462 financial planning api providers worldwide as of September 2026 and tracks 6,904 professional contacts across them, including 3,100 with verified work emails. The United States is the largest market and London the largest hub.
This list covers financial planning api providers 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 19, 2026. Country and city lists for financial planning api providers 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 financial planning api providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 748 contacts → | ||||
Indirect evidence “Vena’s Complete FP & A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster-all while…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 654 contacts → | ||||
Strong evidence “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 615 contacts → | ||||
Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 261 contacts → | ||||
Partial evidence “Our mission is to bring financial prosperity to businesses!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 226 contacts → | ||||
Indirect evidence “FINCART helps people PLAN (their finances), INVEST (online transaction) & PROSPER (online tracking & secret sauce to manage through various market cycles).” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 148 contacts → | ||||
Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 141 contacts → | ||||
Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 96 contacts → | ||||
Partial evidence “At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 96 contacts → | ||||
Partial evidence “FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 93 contacts → | ||||
Strong evidence “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 82 contacts → | ||||
Indirect evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 81 contacts → | ||||
Partial evidence “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 77 contacts → | ||||
Indirect evidence “Aleph helps top finance teams work with their data in real time.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 65 contacts → | ||||
Partial evidence “Real-time access to financial data.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 55 contacts → | ||||
Strong evidence “We’re out to disrupt financial planning technology.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 44 contacts → | ||||
Indirect evidence “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 43 contacts → | ||||
Partial evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 43 contacts → | ||||
Partial evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 43 contacts → | ||||
Strong evidence “Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 42 contacts → | ||||
Strong evidence “Founded by Certified Financial Planning Practitioner H.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 38 contacts → | ||||
Partial evidence “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 33 contacts → | ||||
Partial evidence “Modelity Technologies Inc.(since 2019 part of the LPA group) provides banks, insurance companies and other financial institutions with a flexible platform for financial modeling…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 29 contacts → | ||||
Partial evidence “Empowering better financial decisions through advanced financial engineering.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 27 contacts → | ||||
Strong evidence “Established in 1998, atWORK is a cloud-based solution for the financial planning industry.” Source: RevenueBase Database · checked Sep 19, 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: financial planning api providers. 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 financial planning api providers.
- Partial evidence
- Its own public description names part of financial planning api providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial planning api providers. 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 462 financial planning api providers worldwide
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Financial planning api providers worldwide at a glance
As of Sep 19, 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 financial planning api providers, 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 financial planning api providers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “financial planning api providers”. 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 financial planning api providers), 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 financial planning api providers, 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, 3,100 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 19, 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.
Financial planning api providers by location
3 lists · largest firstEvery Financial planning api providers 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 financial planning api providers, 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 financial planning api providers are there worldwide?
RevenueBase identified 462 financial planning api providers 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?
Vena Solutions, headquartered in Toronto, tops this list with the largest team on record.
Which country has the most financial planning api providers?
The United States leads with 140 companies, followed by the United Kingdom (52) and Australia (35). Every financial planning api providers list by country and city is linked on this page.
Which city has the most financial planning api providers?
London leads with 14 headquartered companies, followed by Sydney (9) and New York (8).
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 3,100 verified decision-maker contacts tracked across these 462 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 19, 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.