Company lists · Data refreshed September 2026

Top 25 Financial services document sharing platforms worldwide

RevenueBase identified 203 financial services document sharing platforms worldwide as of September 2026 and tracks 2,096 professional contacts across them, including 872 with verified work emails and 490 with mobile numbers. The United States is the largest market and London the largest hub.

This list covers financial services document sharing platforms 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 document sharing platforms 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
203Companies
2,096Contacts tracked
872Verified emails
490Mobile numbers
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The 25 largest financial services document sharing platforms worldwide

Ranked by team size
Top 25 of 203 financial services document sharing platforms 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 document sharing platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceLondon, GB201-500230 contacts →

Indirect evidence

“Since its founding in 1998, BMC Group, Inc.”

Source: RevenueBase Database · checked Sep 2, 2026
2Indirect evidenceRaleigh, NC, US51-200190 contacts →

Indirect evidence

“Kurtosys helps investment managers deliver data & insights to their clients.”

Source: RevenueBase Database · checked Sep 2, 2026
3Strong evidenceHouston, TX, US51-20076 contacts →

Strong evidence

“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.”

Source: RevenueBase Database · checked Sep 2, 2026
4Indirect evidenceNew York, NY, US51-20075 contacts →

Indirect evidence

“About LoanStreet Inc.”

Source: RevenueBase Database · checked Sep 2, 2026
5Partial evidenceVersailles, FR11-5060 contacts →

Partial evidence

“MyCompanyFiles a créé la plateforme d'échanges sécurisée pour partager simplement documents et informations entre les entreprises et leurs clients.”

Source: RevenueBase Database · checked Sep 2, 2026
6Strong evidenceRemote, US51-20045 contacts →

Strong evidence

“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.”

Source: RevenueBase Database · checked Sep 2, 2026
7Indirect evidenceClackamas, OR, US11-5045 contacts →

Indirect evidence

“Scan123 is a Saas company based in the Portland Metro Area.”

Source: RevenueBase Database · checked Sep 2, 2026
8Partial evidenceHobbs, NM, US51-20045 contacts →

Partial evidence

“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.”

Source: RevenueBase Database · checked Sep 2, 2026
9Strong evidenceHawthorn, AU11-5043 contacts →

Strong evidence

“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.”

Source: RevenueBase Database · checked Sep 2, 2026
10Strong evidenceSafety Harbor, FL, US11-5042 contacts →

Strong evidence

“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…”

Source: RevenueBase Database · checked Sep 2, 2026
11Partial evidenceSan Francisco, CA, US11-5039 contacts →

Partial evidence

“Digify allows companies to protect and keep control of confidential documents.”

Source: RevenueBase Database · checked Sep 2, 2026
12Partial evidenceEdinburgh, GB51-20037 contacts →

Partial evidence

“Legado is a UK-based digital communications platform designed for regulated industries.”

Source: RevenueBase Database · checked Sep 2, 2026
13Partial evidenceSydney, AU11-5033 contacts →

Partial evidence

“Complii FinTech Solutions is a secure digital platform that removes the need for paper-based compliance.”

Source: RevenueBase Database · checked Sep 2, 2026
14Strong evidenceLos Alamitos, CA, US11-5032 contacts →

Strong evidence

“GoDocs, the automation leader in commercial loan document generation, offers a next-generation software platform for banks, credit unions, private lenders, and insurance lenders…”

Source: RevenueBase Database · checked Sep 2, 2026
15Indirect evidenceLenexa, KS, US11-5031 contacts →

Indirect evidence

“Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.”

Source: RevenueBase Database · checked Sep 2, 2026
16Partial evidenceLos Gatos, CA, US11-5029 contacts →

Partial evidence

“ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.”

Source: RevenueBase Database · checked Sep 2, 2026
17Strong evidenceSan Francisco, CA, US11-5029 contacts →

Strong evidence

“Organize and securely store financial information, critical contacts and documents in one place.”

Source: RevenueBase Database · checked Sep 2, 2026
18Partial evidenceSan Francisco, CA, US201-50027 contacts →

Partial evidence

“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.”

Source: RevenueBase Database · checked Sep 2, 2026
19Partial evidenceDenver, CO, US11-5024 contacts →

Partial evidence

“Easy to use, secure information sharing ecosystem for organizations, large and small, empowering teams to collaborate and service their clients creating peace of mind in the…”

Source: RevenueBase Database · checked Sep 2, 2026
20Indirect evidenceSan Francisco, CA, US1-1024 contacts →

Indirect evidence

“Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.”

Source: RevenueBase Database · checked Sep 2, 2026
21Partial evidenceTampa, FL, US11-5022 contacts →

Partial evidence

“NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.”

Source: RevenueBase Database · checked Sep 2, 2026
22Indirect evidenceGeelong Cbd, AU11-5021 contacts →

Indirect evidence

“Interfi Systems PTY LTD is a company based out of Australia.”

Source: RevenueBase Database · checked Sep 2, 2026
23Strong evidenceMiami, FL, US11-5021 contacts →

Strong evidence

“CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…”

Source: RevenueBase Database · checked Sep 2, 2026
24Partial evidenceGlasgow, GB11-5021 contacts →

Partial evidence

“Snaarp Drive is a secure, efficient, and user-centric file management solutions tailored to the unique needs of security-conscious teams Our platform features advanced file…”

Source: RevenueBase Database · checked Sep 2, 2026
25Strong evidenceLondon, GB51-20020 contacts →

Strong evidence

“Broadridge Fund Communication Solutions Creating efficiencies for the investment industry by providing a digital platform that supports data, documents and regulatory reporting…”

Source: RevenueBase Database · checked Sep 2, 2026

Showing 25 of 203 financial services document sharing platforms worldwide

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Financial services document sharing platforms worldwide at a glance

As of Sep 2, 2026
41.6%Verified-email coverage
23.4%Mobile-number coverage
10.3Average contacts per company
1-10Median size (employees)
12.3%Largest-city concentration · London
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
112
11-50
65
51-200
20
201-500
3
5,001-10,000
1

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 document sharing platforms, 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
4 countries, largest first: the United States, the United Kingdom, France, Australia. Country and city lists for financial services document sharing platforms are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “financial services document sharing platforms”. 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 document sharing platforms), 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 document sharing platforms, 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, 872 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 2, 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 document sharing platforms by location

5 lists · largest first

Every 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

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 document sharing platforms, 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 document sharing platforms are there worldwide?

RevenueBase identified 203 financial services document sharing platforms 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?

BMC Group, headquartered in London, tops this list with the largest team on record.

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 25 headquartered companies, followed by Paris (9) and San Francisco (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 872 verified decision-maker contacts tracked across these 203 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 2, 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.