Company lists · Data refreshed September 2026

Top 25 Financial services CRM companies worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 3,874 companies tracked

RevenueBase identified 3,874 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 financial services CRM companies 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 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 Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

3,874Companies

190,836Contacts tracked

70,680Verified emails

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The 25 largest financial services CRM companies worldwide

Ranked by team size

Top 25 of 3,874 financial services CRM companies worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services CRM companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Fidelity Investments	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	10001+	80,843 contacts →
	Partial evidence “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: RevenueBase Database · checked Sep 28, 2026
2	Ameriprise Financial Services, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 28, 2026	5,001-10,000	24,283 contacts →
	Partial evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 28, 2026
3	Motilal Oswal Financial Services LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	10001+	13,208 contacts →
	Partial evidence “Motilal Oswal Financial Services Ltd.(MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show.” Source: RevenueBase Database · checked Sep 28, 2026
4	BNY Pershing	Partial evidence	Jersey City, NJ, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,420 contacts →
	Partial evidence “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Source: RevenueBase Database · checked Sep 28, 2026
5	BOK Financial	Partial evidence	Tulsa, OK, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,189 contacts →
	Partial evidence “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Source: RevenueBase Database · checked Sep 28, 2026
6	DST Systems	Indirect evidence	Windsor, CT, United StatesHQ checked Sep 28, 2026	10001+	3,035 contacts →
	Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
7	SMC Group	Partial evidence	New Delhi, IndiaHQ checked Sep 28, 2026	1,001-5,000	2,161 contacts →
	Partial evidence “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)…” Source: RevenueBase Database · checked Sep 28, 2026
8	Texas Capital	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,118 contacts →
	Indirect evidence “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Source: RevenueBase Database · checked Sep 28, 2026
9	Pt. Mandala Multifinance TBK	Indirect evidence	Jakarta Pusat, IndonesiaHQ checked Sep 28, 2026	10001+	1,962 contacts →
	Indirect evidence “Per 1 Oktober 2025, akun resmi Mandala Finance pindah ke @adirafinanceid.” Source: RevenueBase Database · checked Sep 28, 2026
10	SWBC	Partial evidence	San Antonio, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,667 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
11	Uranet Projetos E Sistemas	Indirect evidence	Sao Paulo, BrazilHQ checked Sep 28, 2026	5,001-10,000	1,158 contacts →
	Indirect evidence “A Uranet é uma referência no mercado em soluções de relacionamento com o cliente e em projetos que visam vendas de produtos e/ou serviços.” Source: RevenueBase Database · checked Sep 28, 2026
12	Multiva	Indirect evidence	Miguel Hidalgo, MexicoHQ checked Sep 28, 2026	1,001-5,000	978 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
13	VBP	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1,001-5,000	882 contacts →
	Indirect evidence “Built for Advice Firms.” Source: RevenueBase Database · checked Sep 28, 2026
14	IBR Latam	Partial evidence	Santiago, ChileHQ checked Sep 28, 2026	1,001-5,000	744 contacts →
	Partial evidence “We are a company present in three countries that offers financial services, specialists in CHARGE, SALES AND FIDELIZATION, OMNICANAL TECHNOLOGY AND BACK OFFICE.” Source: RevenueBase Database · checked Sep 28, 2026
15	Medi Clinic	Partial evidence	Richardson, TX, United StatesHQ checked Sep 28, 2026	n/a	632 contacts →
	Partial evidence “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Source: RevenueBase Database · checked Sep 28, 2026
16	Monarch Networth Capital LTD	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	528 contacts →
	Partial evidence “Monarch Networth Capital (MNCL) is a diversified financial services firm built on a single promise: Value Creation.” Source: RevenueBase Database · checked Sep 28, 2026
17	BSI	Partial evidence	Baden, ItalyHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Partial evidence “The Swiss software company BSI Software designs, develops, and sells market-leading European CRM and CX software that is not only technologically exceptional but also…” Source: RevenueBase Database · checked Sep 28, 2026
18	Davenport & Company LLC	Partial evidence	Richmond, VA, United StatesHQ checked Sep 28, 2026	501-1,000	446 contacts →
	Partial evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 28, 2026
19	SUN Life Financial Of Canada UK	Indirect evidence	Basingstoke, United KingdomHQ checked Sep 28, 2026	51-200	434 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Lime Technologies	Indirect evidence	Lund, SwedenHQ checked Sep 28, 2026	201-500	399 contacts →
	Indirect evidence “Lime is the Customer Journey platform that helps companies make their customers fall in love with them.” Source: RevenueBase Database · checked Sep 28, 2026
21	Eurocrm	Partial evidence	Paris, FranceHQ checked Sep 28, 2026	1,001-5,000	394 contacts →
	Partial evidence “Avec un CA de 35 M € et 1200 collaborateurs, le groupe EURO CRM compte aujourd'hui parmi les acteurs majeurs du marché de la gestion de la relation client à distance.” Source: RevenueBase Database · checked Sep 28, 2026
22	Citadel Investment Services	Indirect evidence	Lynnwood Manor, South AfricaHQ checked Sep 28, 2026	201-500	379 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
23	Prime Capital Financial	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 28, 2026	201-500	345 contacts →
	Partial evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 28, 2026
24	Raise Financial Services	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	201-500	331 contacts →
	Indirect evidence “Better way to manage your money.” Source: RevenueBase Database · checked Sep 28, 2026
25	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services CRM companies. 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 services CRM companies.
Partial evidence: Its own public description names part of financial services CRM companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services CRM companies. 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 3,874 financial services CRM companies worldwide

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Financial services CRM companies worldwide at a glance

As of Sep 28, 2026

37.0%Verified-email coverage

49.3Average contacts per company

1-10Median size (employees)

2.4%Largest-city concentration · London

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

2,270

11-50

1,061

51-200

318

201-500

102

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services CRM companies, 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 services CRM companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial services CRM companies”. 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 services CRM companies), 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 services CRM companies, 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, 70,680 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 28, 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 services CRM companies by location

14 lists · largest first

Every 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

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 financial services CRM companies, 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 services CRM companies are there worldwide?

RevenueBase identified 3,874 financial services CRM companies 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?

Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 70,680 verified decision-maker contacts tracked across these 3,874 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 28, 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.