Company lists · Data refreshed October 2026
Top 25 Financial services document sharing platforms worldwide
RevenueBase identified 527 company matches for financial services document sharing platforms worldwide as of October 2026 and tracks 6,718 professional contacts across them, including 2,916 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for financial services document sharing platforms 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 October 1, 2026. Country and city lists for financial services document sharing platforms 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 document sharing platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,474 contacts → | ||||
Exact match “SS & C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 377 contacts → | ||||
Exact match “ShareFile is now part of Progress.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 249 contacts → | ||||
Exact match “LucidLink transforms how organizations work with data.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 240 contacts → | ||||
Exact match “The Exostar Platform supports exclusive communities within highly regulated industries where organizations securely collaborate, share information, and operate compliantly.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 229 contacts → | ||||
Exact match “Since its founding in 1998, BMC Group, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 191 contacts → | ||||
Exact match “Kurtosys helps investment managers deliver data & insights to their clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 169 contacts → | ||||
Exact match “UpSlide is the document production layer for financial services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 144 contacts → | ||||
Exact match “FTAPI #Secure Data Workflow Platform FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 99 contacts → | ||||
Exact match “Astute is an electronic information exchange service that enhances the movement and integration of financial data in the financial services industry by providing- A single…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 90 contacts → | ||||
Exact match “Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 81 contacts → | ||||
Exact match “SecureSafe, developed by DSwiss AG in Zurich since 2008, is an award-winning Swiss digital security solution trusted by major banks, insurers, public institutions, and over 10…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 77 contacts → | ||||
Exact match “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 76 contacts → | ||||
Exact match “About LoanStreet Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 72 contacts → | ||||
Exact match “Raidiam is the global organisation at the forefront of data-sharing technologies that are changing the world.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 61 contacts → | ||||
Exact match “MyCompanyFiles a créé la plateforme d'échanges sécurisée pour partager simplement documents et informations entre les entreprises et leurs clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 59 contacts → | ||||
Exact match “At DRACOON we help you with securing your data in the most powerful Enterprise File Service.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 57 contacts → | ||||
Exact match “Brainloop is a leading board portal and secure collaboration provider.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 47 contacts → | ||||
Exact match “Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 46 contacts → | ||||
Exact match “Scan123 is a Saas company based in the Portland Metro Area.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 46 contacts → | ||||
Exact match “TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 43 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 43 contacts → | ||||
Exact match “Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 42 contacts → | ||||
Exact match “Every year, 12 trillion business emails with attachments are sent, resulting in $1 trillion in Intellectual Property lost.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 41 contacts → | ||||
Exact match “Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 40 contacts → | ||||
Exact match “Safelink is trusted by over professionals for high-stakes, document-heavy work.” Recorded in the RevenueBase company graph · Oct 1, 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 document sharing platforms”. 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 527 financial services document sharing platforms worldwide
See the full list, filter by size, metro and specialty, and access 2,916 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services document sharing platforms worldwide at a glance
As of Oct 1, 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 document sharing platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “financial services document sharing platforms” 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 2,916 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 October 1, 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 document sharing platforms by location
5 lists · largest firstEvery Financial services document sharing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services document sharing platforms based in the United States100
- Financial services document sharing platforms based in the United Kingdom50
- Financial services document sharing platforms based in France27
- Financial services document sharing platforms based in Australia26
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 document sharing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services document sharing platforms are there worldwide?
RevenueBase identified 527 company matches for financial services document sharing platforms worldwide as of October 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?
Ss&c Intralinks tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most financial services document sharing platforms?
The United States leads with 100 companies, followed by the United Kingdom (50) and France (27). Every financial services document sharing platforms list by country and city is linked on this page.
Which city has the most financial services document sharing platforms?
London leads with 26 company records, followed by Paris (12) and New York (10).
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 2,916 professional contacts with verified work emails tracked across these 527 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 527 financial services document sharing platforms 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 document sharing platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 527 matching company records for financial services document sharing platforms worldwide, with 6,718 tracked contacts and 2,916 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: October 1, 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 document sharing platforms 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 |  Ss&c Intralinksintralinks.comHQ: New York, United StatesReported employees: 1,001-5,000 | New York, United States | 1,001-5,000 | Exact match | 1,474 contacts → |
“SS & C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Progress Sharefilesharefile.comHQ: Raleigh, NC, United StatesReported employees: 5,001-10,000 | Raleigh, NC, United States | 5,001-10,000 | Exact match | 377 contacts → |
“ShareFile is now part of Progress.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lucidlinklucidlink.com HQ: San Francisco, United StatesReported employees: 201-500 | San Francisco, United States | 201-500 | Exact match | 249 contacts → |
“LucidLink transforms how organizations work with data.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Exostarexostar.com HQ: Herndon, VA, United StatesReported employees: 201-500 | Herndon, VA, United States | 201-500 | Exact match | 240 contacts → |
“The Exostar Platform supports exclusive communities within highly regulated industries where organizations securely collaborate, share information, and operate compliantly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BMC Groupbmcgroup.comHQ: Hawthorne, CA, United StatesReported employees: 201-500 | Hawthorne, CA, United States | 201-500 | Exact match | 229 contacts → |
“Since its founding in 1998, BMC Group, Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kurtosyskurtosys.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Upslideupslide.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 169 contacts → |
“UpSlide is the document production layer for financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  FTAPIftapi.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 144 contacts → |
“FTAPI #Secure Data Workflow Platform FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Astuteastutefse.comHQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 99 contacts → |
“Astute is an electronic information exchange service that enhances the movement and integration of financial data in the financial services industry by providing- A single…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gambit Financial Solutionsgambit-finance.comHQ: Liège, BelgiumReported employees: 51-200 | Liège, Belgium | 51-200 | Exact match | 90 contacts → |
“Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Dswiss AGsecuresafe.comHQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 81 contacts → |
“SecureSafe, developed by DSwiss AG in Zurich since 2008, is an award-winning Swiss digital security solution trusted by major banks, insurers, public institutions, and over 10…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smartvaultsmartvault.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 77 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Loanstreet INCloan-street.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Raidiamraidiam.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Raidiam is the global organisation at the forefront of data-sharing technologies that are changing the world.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mycompanyfilestaap.itHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 61 contacts → |
“MyCompanyFiles a créé la plateforme d'échanges sécurisée pour partager simplement documents et informations entre les entreprises et leurs clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dracoon Gmbhdracoon.comHQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 59 contacts → |
“At DRACOON we help you with securing your data in the most powerful Enterprise File Service.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Brainloopbrainloop.comHQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 57 contacts → |
“Brainloop is a leading board portal and secure collaboration provider.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Investkraftinvestkraft.comHQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 47 contacts → |
“Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Scan123scan123.comHQ: Clackamas, OR, United StatesReported employees: 11-50 | Clackamas, OR, United States | 11-50 | Exact match | 46 contacts → |
“Scan123 is a Saas company based in the Portland Metro Area.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Trustcloudtrustcloud.techHQ: Hobbs, NM, United StatesReported employees: 51-200 | Hobbs, NM, United States | 51-200 | Exact match | 46 contacts → |
“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Myprosperitymyprosperity.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  INKITinkit.comHQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 43 contacts → |
“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Filestringfilestring.comHQ: Santa Cruz, CA, United StatesReported employees: 51-200 | Santa Cruz, CA, United States | 51-200 | Exact match | 42 contacts → |
“Every year, 12 trillion business emails with attachments are sent, resulting in $1 trillion in Intellectual Property lost.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Identifiidentifi.netHQ: Safety Harbor, FL, United StatesReported employees: 11-50 | Safety Harbor, FL, United States | 11-50 | Exact match | 41 contacts → |
“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Safelinksafelinkhub.com HQ: St. Helier, JerseyReported employees: 11-50 | St. Helier, Jersey | 11-50 | Exact match | 40 contacts → |
“Safelink is trusted by over professionals for high-stakes, document-heavy work.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 527 company matches
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Financial services document sharing platforms: dataset insights
October 1, 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
527 records in the displayed employee bands.
0 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 527 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: October 1, 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 document sharing platforms by location
5 lists · largest firstEvery Financial services document sharing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services document sharing platforms based in the United States100
- Financial services document sharing platforms based in the United Kingdom50
- Financial services document sharing platforms based in France27
- Financial services document sharing platforms based in Australia26
Cities
Questions about this company list
What does Exact match mean for financial services document sharing platforms?
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 document sharing platforms did RevenueBase find worldwide?
The saved snapshot records 527 matching company records, 6,718 tracked contacts and 2,916 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: October 1, 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 document sharing platforms worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/financial-services-document-sharing-platforms.
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 document sharing platforms worldwide
RevenueBase records 527 matching company records for financial services document sharing platforms worldwide, with 6,718 tracked contacts and 2,916 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: October 1, 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 document sharing platforms 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 | Ss&c Intralinksintralinks.com HQ: New York, United StatesReported employees: 1,001-5,000 | New York, United States | 1,001-5,000 | Exact match | 1,474 contacts → |
“SS & C Intralinks is a leading financial technology provider for the global banking, dealmaking and capital markets communities.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Progress Sharefilesharefile.com HQ: Raleigh, NC, United StatesReported employees: 5,001-10,000 | Raleigh, NC, United States | 5,001-10,000 | Exact match | 377 contacts → |
“ShareFile is now part of Progress.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Lucidlinklucidlink.com HQ: San Francisco, United StatesReported employees: 201-500 | San Francisco, United States | 201-500 | Exact match | 249 contacts → |
“LucidLink transforms how organizations work with data.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Exostarexostar.com HQ: Herndon, VA, United StatesReported employees: 201-500 | Herndon, VA, United States | 201-500 | Exact match | 240 contacts → |
“The Exostar Platform supports exclusive communities within highly regulated industries where organizations securely collaborate, share information, and operate compliantly.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BMC Groupbmcgroup.com HQ: Hawthorne, CA, United StatesReported employees: 201-500 | Hawthorne, CA, United States | 201-500 | Exact match | 229 contacts → |
“Since its founding in 1998, BMC Group, Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kurtosyskurtosys.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Upslideupslide.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 169 contacts → |
“UpSlide is the document production layer for financial services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | FTAPIftapi.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 144 contacts → |
“FTAPI #Secure Data Workflow Platform FTAPI is the integrated platform for the simple and flexible implementation, centralization and automation of sensitive data workflows.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Astuteastutefse.com HQ: Johannesburg, South AfricaReported employees: 51-200 | Johannesburg, South Africa | 51-200 | Exact match | 99 contacts → |
“Astute is an electronic information exchange service that enhances the movement and integration of financial data in the financial services industry by providing- A single…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gambit Financial Solutionsgambit-finance.com HQ: Liège, BelgiumReported employees: 51-200 | Liège, Belgium | 51-200 | Exact match | 90 contacts → |
“Gambit Financial Solutions provides a modern digital platform that empowers (private) banks, insurance companies, and financial advisors to efficiently distribute financial…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Dswiss AGsecuresafe.com HQ: Zurich, SwitzerlandReported employees: 51-200 | Zurich, Switzerland | 51-200 | Exact match | 81 contacts → |
“SecureSafe, developed by DSwiss AG in Zurich since 2008, is an award-winning Swiss digital security solution trusted by major banks, insurers, public institutions, and over 10…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smartvaultsmartvault.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 77 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Loanstreet INCloan-street.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Raidiamraidiam.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Raidiam is the global organisation at the forefront of data-sharing technologies that are changing the world.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mycompanyfilestaap.it HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 61 contacts → |
“MyCompanyFiles a créé la plateforme d'échanges sécurisée pour partager simplement documents et informations entre les entreprises et leurs clients.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dracoon Gmbhdracoon.com HQ: Regensburg, GermanyReported employees: 51-200 | Regensburg, Germany | 51-200 | Exact match | 59 contacts → |
“At DRACOON we help you with securing your data in the most powerful Enterprise File Service.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Brainloopbrainloop.com HQ: Munich, GermanyReported employees: 51-200 | Munich, Germany | 51-200 | Exact match | 57 contacts → |
“Brainloop is a leading board portal and secure collaboration provider.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Investkraftinvestkraft.com HQ: New Delhi, IndiaReported employees: 51-200 | New Delhi, India | 51-200 | Exact match | 47 contacts → |
“Entire BFSI services on one smart platform with free shareables, website, lead management system, dedicated RM & timely payouts, grow income without limits.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Scan123scan123.com HQ: Clackamas, OR, United StatesReported employees: 11-50 | Clackamas, OR, United States | 11-50 | Exact match | 46 contacts → |
“Scan123 is a Saas company based in the Portland Metro Area.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trustcloudtrustcloud.tech HQ: Hobbs, NM, United StatesReported employees: 51-200 | Hobbs, NM, United States | 51-200 | Exact match | 46 contacts → |
“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Myprosperitymyprosperity.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | INKITinkit.com HQ: Remote, United StatesReported employees: 51-200 | Remote, United States | 51-200 | Exact match | 43 contacts → |
“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Filestringfilestring.com HQ: Santa Cruz, CA, United StatesReported employees: 51-200 | Santa Cruz, CA, United States | 51-200 | Exact match | 42 contacts → |
“Every year, 12 trillion business emails with attachments are sent, resulting in $1 trillion in Intellectual Property lost.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Identifiidentifi.net HQ: Safety Harbor, FL, United StatesReported employees: 11-50 | Safety Harbor, FL, United States | 11-50 | Exact match | 41 contacts → |
“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Safelinksafelinkhub.com HQ: St. Helier, JerseyReported employees: 11-50 | St. Helier, Jersey | 11-50 | Exact match | 40 contacts → |
“Safelink is trusted by over professionals for high-stakes, document-heavy work.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 527 company matches
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Financial services document sharing platforms: dataset insights
October 1, 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
527 records in the displayed employee bands.
0 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 527 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: October 1, 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 document sharing platforms by location
5 lists · largest firstEvery Financial services document sharing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Financial services document sharing platforms based in the United States100
- Financial services document sharing platforms based in the United Kingdom50
- Financial services document sharing platforms based in France27
- Financial services document sharing platforms based in Australia26
Cities
Questions about this company list
What does Exact match mean for financial services document sharing platforms?
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 document sharing platforms did RevenueBase find worldwide?
The saved snapshot records 527 matching company records, 6,718 tracked contacts and 2,916 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: October 1, 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 document sharing platforms worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/financial-services-document-sharing-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗