Company lists · Data refreshed September 2026

Top 25 Financial services CRM developers worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 923 companies tracked

RevenueBase identified 923 financial services CRM developers worldwide as of September 2026 and tracks 20,464 professional contacts across them, including 5,191 with verified work emails and 1,406 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers financial services CRM developers 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 2, 2026. Country and city lists for financial services CRM developers 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

923Companies

20,464Contacts tracked

5,191Verified emails

1,406Mobile numbers

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The 25 largest financial services CRM developers worldwide

Ranked by team size

Top 25 of 923 financial services CRM developers worldwide, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial services CRM developers: 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	Voya India	Partial evidence	Bengaluru, IndiaHQ checked Sep 2, 2026	1,001-5,000	1,637 contacts →
	Partial evidence “Voya India, formerly known as VFI SLK, pioneers the transformation of the financial services customer experience through the art of technology, innovation, and human creativity.” Source: RevenueBase Database · checked Sep 2, 2026
2	IRESS	Partial evidence	Sydney, AU	1,001-5,000	1,506 contacts →
	Partial evidence “We're a global team of people building software that helps the financial services industry perform at its best.” Source: RevenueBase Database · checked Sep 2, 2026
3	Uranet Projetos E Sistemas	Indirect evidence	Sao Paulo, BR	5,001-10,000	1,154 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 2, 2026
4	Virinchi LTD	Partial evidence	Edison, NJ, US	1,001-5,000	695 contacts →
	Partial evidence “Virinchi Technologies Limited is an IT Products and Services company focusing on financial services Industry servicing customers in North America, Europe & Middle East.” Source: RevenueBase Database · checked Sep 2, 2026
5	Cubastion Consulting	Strong evidence	Gurgaon, IndiaHQ checked Sep 2, 2026	201-500	434 contacts →
	Strong evidence “Headquartered in New Delhi, India Cubastion is specialized and focused CRM consultancy serving clients across Automotive, Consumer Durable, Financial Services, Communication…” Source: RevenueBase Database · checked Sep 2, 2026
6	BSI	Partial evidence	Hamburg, DE	501-1,000	432 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 2, 2026
7	Eurocrm	Partial evidence	Paris, FR	1,001-5,000	397 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 2, 2026
8	affinity.co	Partial evidence	San Francisco, CA, US	201-500	287 contacts →
	Partial evidence “Deals are won through relationships-but most CRMs weren't built to track them.” Source: RevenueBase Database · checked Sep 2, 2026
9	CAS Software AG	Partial evidence	Karlsruhe, DE	201-500	279 contacts →
	Partial evidence “The leading provider of CRM solutions for small and medium-sized enterprises In recent years, CAS Software AG has become the German, market-leading innovator for customer…” Source: RevenueBase Database · checked Sep 2, 2026
10	Winsoft Technologies India PVT LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 2, 2026	201-500	266 contacts →
	Indirect evidence “Winsoft Technologies is a leader in providing highly specialized services for the BFSI sector, with a wealth of experience and technical expertise.” Source: RevenueBase Database · checked Sep 2, 2026
11	Ascendix Technologies	Indirect evidence	Dallas, TX, US	51-200	147 contacts →
	Indirect evidence “Ascendix is an officially recognized Summit Salesforce Consulting & AppExchange partner with offices in Dallas, TX, and Europe.” Source: RevenueBase Database · checked Sep 2, 2026
12	Maximizer	Strong evidence	Vancouver, BC, CA	51-200	146 contacts →
	Strong evidence “Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve.” Source: RevenueBase Database · checked Sep 2, 2026
13	Riva International, INC	Indirect evidence	Sunnyvale, CA, US	51-200	126 contacts →
	Indirect evidence “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Source: RevenueBase Database · checked Sep 2, 2026
14	Quantum Phinance	Indirect evidence	Mumbai, IndiaHQ checked Sep 2, 2026	51-200	119 contacts →
	Indirect evidence “Quantum Phinance was set up in mid-2006 as part of the business incubation program at Society of Innovation and Entrepreneurship (SINE), the entrepreneurship venture at the Indian…” Source: RevenueBase Database · checked Sep 2, 2026
15	Dhruvsoft Services Private Limited	Partial evidence	Hyderabad, IndiaHQ checked Sep 2, 2026	51-200	115 contacts →
	Partial evidence “Dhruvsoft Services Private Limited is CRM & ERP Consulting services, Salesforce consulting, Force Apps development, services and Technology Outsourcing Company.” Source: RevenueBase Database · checked Sep 2, 2026
16	Lava Automation	Indirect evidence	Portland, OR, US	201-500	93 contacts →
	Indirect evidence “We exist to remove the ceiling.” Source: RevenueBase Database · checked Sep 2, 2026
17	Welcomehome Software	Partial evidence	Atlanta, GA, US	51-200	86 contacts →
	Partial evidence “WelcomeHome is a CRM built specifically for senior living and home care sales and marketing teams, designed to help organizations convert more leads, strengthen referral…” Source: RevenueBase Database · checked Sep 2, 2026
18	Insurance Technologies IS NOW Hexure	Indirect evidence	Colorado Springs, CO, US	51-200	83 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
19	Practifi	Partial evidence	Chicago, IL, US	51-200	78 contacts →
	Partial evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 2, 2026
20	Neptune North	Partial evidence	Newcastle Upon Tyne, GB	51-200	76 contacts →
	Partial evidence “At Neptune North we specialise in providing software development and consulting services to businesses operating in the Financial Services and Alternative Investment markets.” Source: RevenueBase Database · checked Sep 2, 2026
21	Skience	Indirect evidence	Herndon, VA, US	201-500	74 contacts →
	Indirect evidence “Skience delivers innovative digital strategies and solutions that transform businesses.” Source: RevenueBase Database · checked Sep 2, 2026
22	Singletrack	Indirect evidence	London, GB	51-200	72 contacts →
	Indirect evidence “Singletrack Sell Side helps banks, brokers and IRPs leverage their research, sales and corporate assets to maximum advantage in an increasingly competitive marketplace.” Source: RevenueBase Database · checked Sep 2, 2026
23	Nexj Systems	Strong evidence	Toronto, ON, CA	51-200	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 2, 2026
24	Dunstan Thomas DT	Indirect evidence	Portsmouth, GB	51-200	69 contacts →
	Indirect evidence “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: RevenueBase Database · checked Sep 2, 2026
25	Findic A ZEB Group Company	Indirect evidence	Munster, DE	51-200	69 contacts →
	Indirect evidence “findic, ein Unternehmen der zeb Gruppe, versteht sich als eine IT-Unternehmensberatung, die Finanzdienstleister im IT-Bereich von der Konzeption über die Implementierung bis zur…” Source: RevenueBase Database · checked Sep 2, 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 developers. 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 developers.
Partial evidence: Its own public description names part of financial services CRM developers, 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 developers. 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 923 financial services CRM developers worldwide

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Financial services CRM developers worldwide at a glance

As of Sep 2, 2026

25.4%Verified-email coverage

6.9%Mobile-number coverage

22.2Average contacts per company

1-10Median size (employees)

4.0%Largest-city concentration · London

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

482

11-50

265

51-200

105

201-500

501-1,000

1,001-5,000

5,001-10,000

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 developers, 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: 9 countries, largest first: the United States, India, the Netherlands, the United Kingdom, France, Brazil, Germany, Australia, Canada. Country and city lists for financial services CRM developers are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “financial services CRM developers”. 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 developers), 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 developers, 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, 5,191 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 between September 2, 2026 and September 14, 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 developers by location

10 lists · largest first

Every Financial services CRM developers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Financial services CRM developers based in London, United Kingdom39

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 developers, 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 developers are there worldwide?

RevenueBase identified 923 financial services CRM developers 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?

Voya India, headquartered in Bengaluru, tops this list with the largest team on record.

Which country has the most financial services CRM developers?

The United States leads with 291 companies, followed by India (172) and the Netherlands (111). Every financial services CRM developers list by country and city is linked on this page.

Which city has the most financial services CRM developers?

London leads with 37 headquartered companies, followed by Amsterdam (26) and Paris (25).

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 5,191 verified decision-maker contacts tracked across these 923 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled from the company graph between September 2, 2026 and September 14, 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.