Company lists · Data refreshed September 2026
Top 25 Financial services CRM companies worldwide
RevenueBase identified 3,874 company matches for financial services CRM companies worldwide as of September 2026 and tracks 190,836 professional contacts across them, including 70,680 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial services CRM companies 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 28, 2026. Country and city lists for financial services CRM companies 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 financial services CRM companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80,843 contacts → | ||||
Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 24,283 contacts → | ||||
Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 13,208 contacts → | ||||
Exact match “Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 3,420 contacts → | ||||
Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 3,189 contacts → | ||||
Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 2,161 contacts → | ||||
Exact match “Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 2,118 contacts → | ||||
Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 1,962 contacts → | ||||
Exact match “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 1,667 contacts → | ||||
Exact match “Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 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 28, 2026 · View company records in RevenueBase | |||||
| 12 | 978 contacts → | ||||
Exact match “Es una empresa joven, a cargo de líderes con experiencia y una visión de negocios enfocada primordialmente al Servicio en donde prive la rapidez en su respuesta.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 882 contacts → | ||||
Exact match “Built for Advice Firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 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 28, 2026 · View company records in RevenueBase | |||||
| 15 | 632 contacts → | ||||
Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 528 contacts → | ||||
Exact match “Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 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 28, 2026 · View company records in RevenueBase | |||||
| 18 | 446 contacts → | ||||
Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 434 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 399 contacts → | ||||
Exact match “Lime is the Customer Journey platform that helps companies make their customers fall in love with them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 28, 2026 · View company records in RevenueBase | |||||
| 22 | 379 contacts → | ||||
Exact match “Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 345 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 331 contacts → | ||||
Exact match “Better way to manage your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial services CRM companies”. 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 3,874 financial services CRM companies worldwide
See the full list, filter by size, metro and specialty, and access 70,680 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services CRM companies worldwide at a glance
As of Sep 28, 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 financial services CRM companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial services CRM companies” 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 70,680 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 28, 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.
Financial services CRM companies by location
14 lists · largest firstEvery Financial services CRM companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services CRM companies based in the United States921
- Financial services CRM companies based in India552
- Financial services CRM companies based in the United Kingdom338
- Financial services CRM companies based in the Netherlands252
- Financial services CRM companies based in France195
- Financial services CRM companies based in Canada124
- Financial services CRM companies based in Brazil96
- Financial services CRM companies based in Germany91
- Financial services CRM companies based in Australia90
- Financial services CRM companies based in South Africa39
- Financial services CRM companies based in Switzerland36
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 “financial services CRM companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services CRM companies are there worldwide?
RevenueBase identified 3,874 company matches for financial services CRM companies 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?
Fidelity Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial services CRM companies?
The United States leads with 921 companies, followed by India (552) and the United Kingdom (338). Every financial services CRM companies list by country and city is linked on this page.
Which city has the most financial services CRM companies?
London leads with 94 company records, followed by Mumbai (69) and Paris (44).
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 70,680 professional contacts with verified work emails tracked across these 3,874 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,874 financial services CRM companies 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 financial services CRM companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,874 matching company records for financial services CRM companies worldwide, with 190,836 tracked contacts and 70,680 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 28, 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 financial services CRM companies 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 |  Fidelity Investmentsfidelity.comHQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 80,843 contacts → |
“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ameriprise Financial Services, LLCameriprise.comHQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Motilal Oswal Financial Services LTDmotilaloswalgroup.com HQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 13,208 contacts → |
“Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  BNY Pershingbny.comHQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,420 contacts → |
“BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BOK Financialbokfinancial.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,189 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  SMC Groupsmctradeonline.comHQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 2,161 contacts → |
“Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Texas Capitaltexascapitalbank.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,118 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pt. Mandala Multifinance TBKadira.co.idHQ: Jakarta Pusat, IndonesiaReported employees: 10001+ | Jakarta Pusat, Indonesia | 10001+ | Exact match | 1,962 contacts → |
“Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | SWBCswbc.com HQ: San Antonio, TX, United StatesReported employees: 1,001-5,000 | San Antonio, TX, United States | 1,001-5,000 | Exact match | 1,667 contacts → |
“Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Multivamultiva.com.mxHQ: Miguel Hidalgo, MexicoReported employees: 1,001-5,000 | Miguel Hidalgo, Mexico | 1,001-5,000 | Exact match | 978 contacts → |
“Es una empresa joven, a cargo de líderes con experiencia y una visión de negocios enfocada primordialmente al Servicio en donde prive la rapidez en su respuesta.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  VBPvbp.auHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 882 contacts → |
“Built for Advice Firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 632 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Monarch Networth Capital LTDmnclgroup.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 528 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Davenport & Company LLCinvestdavenport.comHQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SUN Life Financial Of Canada UKsloc.co.ukHQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Lime Technologieslime-technologies.comHQ: Lund, SwedenReported employees: 201-500 | Lund, Sweden | 201-500 | Exact match | 399 contacts → |
“Lime is the Customer Journey platform that helps companies make their customers fall in love with them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Citadel Investment Servicescitadel.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Raise Financial Servicesraiseholding.coHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 331 contacts → |
“Better way to manage your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Alex. Brownalexbrown.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,874 company matches
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Financial services CRM companies: dataset insights
September 28, 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
3,843 records in the displayed employee bands.
31 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 3,874 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 28, 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 ↗
Financial services CRM companies by location
14 lists · largest firstEvery Financial services CRM companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services CRM companies based in the United States921
- Financial services CRM companies based in India552
- Financial services CRM companies based in the United Kingdom338
- Financial services CRM companies based in the Netherlands252
- Financial services CRM companies based in France195
- Financial services CRM companies based in Canada124
- Financial services CRM companies based in Brazil96
- Financial services CRM companies based in Germany91
- Financial services CRM companies based in Australia90
- Financial services CRM companies based in South Africa39
- Financial services CRM companies based in Switzerland36
Cities
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 financial services CRM companies did RevenueBase find worldwide?
The saved snapshot records 3,874 matching company records, 190,836 tracked contacts and 70,680 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 28, 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 financial services CRM companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/financial-services-crm-companies.
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 financial services CRM companies worldwide
RevenueBase records 3,874 matching company records for financial services CRM companies worldwide, with 190,836 tracked contacts and 70,680 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 28, 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 financial services CRM companies 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 | Fidelity Investmentsfidelity.com HQ: Boston, MA, United StatesReported employees: 10001+ | Boston, MA, United States | 10001+ | Exact match | 80,843 contacts → |
“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ameriprise Financial Services, LLCameriprise.com HQ: Minneapolis, MN, United StatesReported employees: 5,001-10,000 | Minneapolis, MN, United States | 5,001-10,000 | Exact match | 24,283 contacts → |
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Motilal Oswal Financial Services LTDmotilaloswalgroup.com HQ: Mumbai, IndiaReported employees: 10001+ | Mumbai, India | 10001+ | Exact match | 13,208 contacts → |
“Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | BNY Pershingbny.com HQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,420 contacts → |
“BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BOK Financialbokfinancial.com HQ: Tulsa, OK, United StatesReported employees: 1,001-5,000 | Tulsa, OK, United States | 1,001-5,000 | Exact match | 3,189 contacts → |
“For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | SMC Groupsmctradeonline.com HQ: New Delhi, IndiaReported employees: 1,001-5,000 | New Delhi, India | 1,001-5,000 | Exact match | 2,161 contacts → |
“Established In 1990, SMC is a well-diversified financial services company in India offering services across brokerage (across the asset classes of equities (cash and derivatives)…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Texas Capitaltexascapitalbank.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,118 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pt. Mandala Multifinance TBKadira.co.id HQ: Jakarta Pusat, IndonesiaReported employees: 10001+ | Jakarta Pusat, Indonesia | 10001+ | Exact match | 1,962 contacts → |
“Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | SWBCswbc.com HQ: San Antonio, TX, United StatesReported employees: 1,001-5,000 | San Antonio, TX, United States | 1,001-5,000 | Exact match | 1,667 contacts → |
“Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Multivamultiva.com.mx HQ: Miguel Hidalgo, MexicoReported employees: 1,001-5,000 | Miguel Hidalgo, Mexico | 1,001-5,000 | Exact match | 978 contacts → |
“Es una empresa joven, a cargo de líderes con experiencia y una visión de negocios enfocada primordialmente al Servicio en donde prive la rapidez en su respuesta.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | VBPvbp.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 882 contacts → |
“Built for Advice Firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 632 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Monarch Networth Capital LTDmnclgroup.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 528 contacts → |
“Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Davenport & Company LLCinvestdavenport.com HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 446 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SUN Life Financial Of Canada UKsloc.co.uk HQ: Basingstoke, United KingdomReported employees: 51-200 | Basingstoke, United Kingdom | 51-200 | Exact match | 434 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Lime Technologieslime-technologies.com HQ: Lund, SwedenReported employees: 201-500 | Lund, Sweden | 201-500 | Exact match | 399 contacts → |
“Lime is the Customer Journey platform that helps companies make their customers fall in love with them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Citadel Investment Servicescitadel.co.za HQ: Lynnwood Manor, South AfricaReported employees: 201-500 | Lynnwood Manor, South Africa | 201-500 | Exact match | 379 contacts → |
“Far more than specialist wealth managers, we’re here to secure and grow your wealth, so that you have the freedom to choose the size of your dreams and the content of your next…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 345 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Raise Financial Servicesraiseholding.co HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 331 contacts → |
“Better way to manage your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Alex. Brownalexbrown.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,874 company matches
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Financial services CRM companies: dataset insights
September 28, 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
3,843 records in the displayed employee bands.
31 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 3,874 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 28, 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 ↗
Financial services CRM companies by location
14 lists · largest firstEvery Financial services CRM companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services CRM companies based in the United States921
- Financial services CRM companies based in India552
- Financial services CRM companies based in the United Kingdom338
- Financial services CRM companies based in the Netherlands252
- Financial services CRM companies based in France195
- Financial services CRM companies based in Canada124
- Financial services CRM companies based in Brazil96
- Financial services CRM companies based in Germany91
- Financial services CRM companies based in Australia90
- Financial services CRM companies based in South Africa39
- Financial services CRM companies based in Switzerland36
Cities
Questions about this company list
What does Exact match mean for financial services CRM companies?
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 financial services CRM companies did RevenueBase find worldwide?
The saved snapshot records 3,874 matching company records, 190,836 tracked contacts and 70,680 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 28, 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 financial services CRM companies worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/financial-services-crm-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗