Company lists · Data refreshed September 2026
Top 25 Personal finance software companies worldwide
RevenueBase identified 220 personal finance software companies worldwide as of September 2026 and tracks 4,635 professional contacts across them, including 1,295 with verified work emails and 1,069 with mobile numbers. The United States is the largest market and London the largest hub.
This list covers personal finance software 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 5, 2026. Country and city lists for personal finance software 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.
The 25 largest personal finance software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 938 contacts → | ||||
Indirect evidence “Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | 708 contacts → | ||||
Strong evidence “Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 691 contacts → | ||||
Partial evidence “Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 527 contacts → | ||||
Partial evidence “Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 286 contacts → | ||||
Strong evidence “Rocket Money is a leading personal finance app with a mission to help everyone money.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 260 contacts → | ||||
Indirect evidence “We believe in making money simple.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 186 contacts → | ||||
Indirect evidence “Ready to transform your relationship with money?” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 145 contacts → | ||||
Strong evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 56 contacts → | ||||
Partial evidence “We’re on a mission to make financial health effortless for everyone.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | 45 contacts → | ||||
Partial evidence “TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | 38 contacts → | ||||
Partial evidence “Hiatus was founded in 2016 in order to democratize financial advice.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 36 contacts → | ||||
Partial evidence “Navigate your finances with confidence.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 35 contacts → | ||||
Indirect evidence “Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 31 contacts → | ||||
Indirect evidence “Take control of your money.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 28 contacts → | ||||
Indirect evidence “Discover how we're making managing your money easier.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 contacts → | ||||
Partial evidence “We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 17 contacts → | ||||
Indirect evidence “Qube Money helps people spend intentionally and live freely.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 14 contacts → | ||||
Indirect evidence “Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 10 contacts → | ||||
Partial evidence “Una nueva solución digital, fiable, personalizable, sencilla y honesta, para mejorar la gestión de tu dinero y de tu vida.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Indirect evidence “Our exists to enable Gen Z to be rich.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 contacts → | ||||
Partial evidence “Take the control back of your finances with our new and exciting app!” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 contacts → | ||||
Strong evidence “Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Strong evidence “TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Strong evidence “OMNI is a secure and innovative application in which you can undertake full personal finance management.” Source: RevenueBase Database · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
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: personal finance software 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 personal finance software companies.
- Partial evidence
- Its own public description names part of personal finance software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal finance software 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 220 personal finance software companies worldwide
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Personal finance software companies worldwide at a glance
As of Sep 5, 2026Companies by employee count
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 personal finance software 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
- 3 countries, largest first: the United States, India, the United Kingdom. Country and city lists for personal finance software companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “personal finance software 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 personal finance software 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 personal finance software 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, 1,295 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 5, 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.
Personal finance software companies by location
3 lists · largest firstEvery Personal finance software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 personal finance software 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 personal finance software companies are there worldwide?
RevenueBase identified 220 personal finance software 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?
FI, headquartered in Bangalore, tops this list with the largest team on record.
Which country has the most personal finance software companies?
The United States leads with 133 companies, followed by India (49) and the United Kingdom (38). Every personal finance software companies list by country and city is linked on this page.
Which city has the most personal finance software companies?
London leads with 21 headquartered companies, followed by New York (12) and Bangalore (10).
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 1,295 verified decision-maker contacts tracked across these 220 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 5, 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.
More company lists
Company intelligence · public preview
Top 25 personal finance software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 220 matching company records for personal finance software companies worldwide, with 4,635 tracked contacts and 1,295 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 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 personal finance software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  FIfi.moneyHQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 938 contacts → |
“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jupiterjupiter.moneyHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 691 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Acornsacorns.comHQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 527 contacts → |
“Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  YNABynab.comHQ: Lehi, UT, United StatesReported employees: 201-500 | Lehi, UT, United States | 201-500 | Exact match | 186 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  DIGITdigit.coHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Totallymoneytotallymoney.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 45 contacts → |
“TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hiatushiatusapp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Copilot Moneycopilot.moneyHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ANQanqapp.app.linkHQ: Bengaluru, IndiaReported employees: 11-50 | Bengaluru, India | 11-50 | Exact match | 35 contacts → |
“Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  EMMAemma-app.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Take control of your money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Finanalyzfinanalyz.comHQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 28 contacts → |
“Discover how we're making managing your money easier.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Timelybillstimelybills.appHQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Qube Moneyqubemoney.comHQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  nav.itnavitmoney.comHQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  PAQ Walletpaqwallet.comHQ: Miami, FL, GuatemalaReported employees: 1-10 | Miami, FL, Guatemala | 1-10 | Exact match | 10 contacts → |
“Una nueva solución digital, fiable, personalizable, sencilla y honesta, para mejorar la gestión de tu dinero y de tu vida.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  OOPSoops.appHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Elisyan Wealth Ventureselisyanwealth.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Take the control back of your finances with our new and exciting app!” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pennyworthpennyworthfinancial.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Brentmark, INCbrentmark.comHQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Trueview Moneytrueview.moneyHQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Omni Moneyomnimoney.io HQ: Bedford, United KingdomReported employees: 1-10 | Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 220 company matches
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Personal finance software companies: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
220 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 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 ↗
Personal finance software companies by location
3 lists · largest firstEvery Personal finance software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for personal finance software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance software companies did RevenueBase find worldwide?
The saved snapshot records 220 matching company records, 4,635 tracked contacts and 1,295 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 personal finance software companies worldwide. Snapshot: September 5, 2026. https://revenuebase.ai/companies/browse/personal-finance-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 personal finance software companies worldwide
RevenueBase records 220 matching company records for personal finance software companies worldwide, with 4,635 tracked contacts and 1,295 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 5, 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 personal finance software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | FIfi.money HQ: Bangalore, IndiaReported employees: 201-500 | Bangalore, India | 201-500 | Exact match | 938 contacts → |
“Fi Money is on a path to revolutionise the way the next generation of Indians handle their money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jupiterjupiter.money HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 691 contacts → |
“Jupiter is an all things money app with one simple aim – to deliver a financial experience that keeps pace with you.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Acornsacorns.com HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 527 contacts → |
“Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 286 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | YNABynab.com HQ: Lehi, UT, United StatesReported employees: 201-500 | Lehi, UT, United States | 201-500 | Exact match | 186 contacts → |
“Ready to transform your relationship with money?” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | DIGITdigit.co HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“We’re on a mission to make financial health effortless for everyone.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Totallymoneytotallymoney.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 45 contacts → |
“TotallyMoney is one of the UK’s best companies to work for, voted 9th best in finance and 5th best mid-sized company in London.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hiatushiatusapp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Copilot Moneycopilot.money HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 contacts → |
“Navigate your finances with confidence.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ANQanqapp.app.link HQ: Bengaluru, IndiaReported employees: 11-50 | Bengaluru, India | 11-50 | Exact match | 35 contacts → |
“Anq helps you spend wisely, earn smartly, and grow wealth effortlessly.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | EMMAemma-app.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 31 contacts → |
“Take control of your money.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Finanalyzfinanalyz.com HQ: Hyderabad, IndiaReported employees: 1-10 | Hyderabad, India | 1-10 | Exact match | 28 contacts → |
“Discover how we're making managing your money easier.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Timelybillstimelybills.app HQ: New Delhi, IndiaReported employees: 11-50 | New Delhi, India | 11-50 | Exact match | 21 contacts → |
“We believe financial well-being should be accessible to everyone, regardless of financial background or expertise.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Qube Moneyqubemoney.com HQ: Pleasant Grove, UT, United StatesReported employees: 11-50 | Pleasant Grove, UT, United States | 11-50 | Exact match | 17 contacts → |
“Qube Money helps people spend intentionally and live freely.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | nav.itnavitmoney.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 14 contacts → |
“Originally founded by CEO Erin Papworth and CRO Maia Monell, Nav.it is a diverse team from across the U.S.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PAQ Walletpaqwallet.com HQ: Miami, FL, GuatemalaReported employees: 1-10 | Miami, FL, Guatemala | 1-10 | Exact match | 10 contacts → |
“Una nueva solución digital, fiable, personalizable, sencilla y honesta, para mejorar la gestión de tu dinero y de tu vida.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | OOPSoops.app HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Our exists to enable Gen Z to be rich.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Elisyan Wealth Ventureselisyanwealth.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 9 contacts → |
“Take the control back of your finances with our new and exciting app!” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pennyworthpennyworthfinancial.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Pennyworth BRANE™ is a hybrid‐AI platform that lives inside your banking and wealth ecosystem, transforming fragmented customer data into personalised, compliant next‐best actions.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Brentmark, INCbrentmark.com HQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Trueview Moneytrueview.money HQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Omni Moneyomnimoney.io HQ: Bedford, United KingdomReported employees: 1-10 | Bedford, United Kingdom | 1-10 | Exact match | 4 contacts → |
“OMNI is a secure and innovative application in which you can undertake full personal finance management.” Recorded description excerpt · September 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 220 company matches
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Personal finance software companies: dataset insights
September 5, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
220 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 5, 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 ↗
Personal finance software companies by location
3 lists · largest firstEvery Personal finance software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for personal finance software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many personal finance software companies did RevenueBase find worldwide?
The saved snapshot records 220 matching company records, 4,635 tracked contacts and 1,295 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 5, 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 personal finance software companies worldwide. Snapshot: September 5, 2026. https://revenuebase.ai/companies/browse/personal-finance-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗