Company lists · Data refreshed November 2026
Top 25 Personal finance software companies worldwide
RevenueBase identified 285 company matches for personal finance software companies worldwide as of November 2026 and tracks 2,674 professional contacts across them, including 934 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for personal finance software companies 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 November 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 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 personal finance software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 748 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 293 contacts → | ||||
Exact match “Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 263 contacts → | ||||
Exact match “Your financial life doesn't fit in a single category.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 205 contacts → | ||||
Exact match “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 135 contacts → | ||||
Exact match “Take control of your money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match “Navigate your finances with confidence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “BudgetBakers is a Prague-based startup that offers tech solutions that help people save money and lead a richer life.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “PocketSmith is online money management software that's used in over 190 countries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “A Mobills é uma empresa de tecnologia com soluções para suas finanças.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Organizze - Controle financeiro online fácil de usar e seguro.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “O Contas Online é um controle financeiro para uso empresarial ou pessoal, totalmente personalizável para atendê-lo da melhor forma possível.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “Experience the future of personal finance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “A great powerful tool to track your personal finance: incomes, expenses, debts, and savings.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Your entire wealth building journey integrated in one app.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Zenmoney, personal financial manager” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Buchhaltung, Steuerberechnung oder private Finanzverwaltung - seit über 15 Jahren bietet haude electronica dafür die passende Software.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “A Cross-Platform for all things money, from your everyday spending to planning your future with savings, investments, insurance and credit.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “At Fenrir Financial, we believe in empowering you to take charge of your finances.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “TaxTank is the all in one tax and personal finance software for individuals ready to take charge of their finances.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “Budget, save money and organize your personal finances with FinWise.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded in the RevenueBase company graph · Nov 5, 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 “personal finance software companies”. 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 285 personal finance software companies worldwide
See the full list, filter by size, metro and specialty, and access 934 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Personal finance software companies worldwide at a glance
As of Nov 5, 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 personal finance software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “personal finance software companies” 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 934 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 November 5, 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.
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 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 “personal finance software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance software companies are there worldwide?
RevenueBase identified 285 company matches for personal finance software companies worldwide as of November 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?
Freedom Financial Network tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most personal finance software companies?
The United States leads with 57 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?
Sao Paulo leads with 4 company records, followed by New York (3) and Paris (3).
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 934 professional contacts with verified work emails tracked across these 285 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 285 personal finance software companies 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 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 285 matching company records for personal finance software companies worldwide, with 2,674 tracked contacts and 934 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: November 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 |  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 | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Rocket Moneyrocketmoney.comHQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Quickenquicken.comHQ: Menlo Park, AZ, United StatesReported employees: 51-200 | Menlo Park, AZ, United States | 51-200 | Exact match | 263 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Finaryfinary.comHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 135 contacts → |
“Take control of your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Budgetbakersbudgetbakers.comHQ: Prague, Czech RepublicReported employees: 11-50 | Prague, Czech Republic | 11-50 | Exact match | 24 contacts → |
“BudgetBakers is a Prague-based startup that offers tech solutions that help people save money and lead a richer life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Pocketsmithpocketsmith.comHQ: Dunedin, New ZealandReported employees: 11-50 | Dunedin, New Zealand | 11-50 | Exact match | 20 contacts → |
“PocketSmith is online money management software that's used in over 190 countries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mobillsmobills.com.brHQ: Fortaleza, BrazilReported employees: 51-200 | Fortaleza, Brazil | 51-200 | Exact match | 18 contacts → |
“A Mobills é uma empresa de tecnologia com soluções para suas finanças.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Parqetparqet.comHQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Organizzeorganizze.com.brHQ: Criciúma, BrazilReported employees: 11-50 | Criciúma, Brazil | 11-50 | Exact match | 15 contacts → |
“Organizze - Controle financeiro online fácil de usar e seguro.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Contas Onlinecontasonline.com.brHQ: Alfenas, BrazilReported employees: 11-50 | Alfenas, Brazil | 11-50 | Exact match | 14 contacts → |
“O Contas Online é um controle financeiro para uso empresarial ou pessoal, totalmente personalizável para atendê-lo da melhor forma possível.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  pro.finansyprofinansy.ruHQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  PIEREpiere.comHQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 11 contacts → |
“Experience the future of personal finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Money Lovermoneylover.meHQ: Hanoi, VietnamReported employees: 11-50 | Hanoi, Vietnam | 11-50 | Exact match | 11 contacts → |
“A great powerful tool to track your personal finance: incomes, expenses, debts, and savings.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  FIGYfigy.appHQ: Maastricht, NetherlandsReported employees: 1-10 | Maastricht, Netherlands | 1-10 | Exact match | 11 contacts → |
“Your entire wealth building journey integrated in one app.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Zenmoney OUzenmoney.appHQ: RussiaReported employees: 11-50 | Russia | 11-50 | Exact match | 10 contacts → |
“Zenmoney, personal financial manager” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Haude Electronica Verlags-Gmbhhaude.atHQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 7 contacts → |
“Buchhaltung, Steuerberechnung oder private Finanzverwaltung - seit über 15 Jahren bietet haude electronica dafür die passende Software.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  NAA Sikanaasika.comHQ: Takoradi, GhanaReported employees: 1-10 | Takoradi, Ghana | 1-10 | Exact match | 7 contacts → |
“A Cross-Platform for all things money, from your everyday spending to planning your future with savings, investments, insurance and credit.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Upworthupworth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fenrir Financialfenrir-financial.comHQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 6 contacts → |
“At Fenrir Financial, we believe in empowering you to take charge of your finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Taxtanktaxtank.com.auHQ: Surfers Paradise, AustraliaReported employees: 1-10 | Surfers Paradise, Australia | 1-10 | Exact match | 5 contacts → |
“TaxTank is the all in one tax and personal finance software for individuals ready to take charge of their finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Finwisefinwiseapp.ioHQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“Budget, save money and organize your personal finances with FinWise.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Grassfeldgrassfeld.comHQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Brentmark, INCbrentmark.comHQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 4 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 285 company matches
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Personal finance software companies: dataset insights
November 5, 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
283 records in the displayed employee bands.
2 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 285 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: November 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 285 matching company records, 2,674 tracked contacts and 934 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: November 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: November 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 285 matching company records for personal finance software companies worldwide, with 2,674 tracked contacts and 934 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: November 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 | 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 | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rocket Moneyrocketmoney.com HQ: Silver Spring, MD, United StatesReported employees: 201-500 | Silver Spring, MD, United States | 201-500 | Exact match | 293 contacts → |
“Rocket Money is a leading personal finance app with a mission to help everyone money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Quickenquicken.com HQ: Menlo Park, AZ, United StatesReported employees: 51-200 | Menlo Park, AZ, United States | 51-200 | Exact match | 263 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 contacts → |
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Finaryfinary.com HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 135 contacts → |
“Take control of your money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Budgetbakersbudgetbakers.com HQ: Prague, Czech RepublicReported employees: 11-50 | Prague, Czech Republic | 11-50 | Exact match | 24 contacts → |
“BudgetBakers is a Prague-based startup that offers tech solutions that help people save money and lead a richer life.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pocketsmithpocketsmith.com HQ: Dunedin, New ZealandReported employees: 11-50 | Dunedin, New Zealand | 11-50 | Exact match | 20 contacts → |
“PocketSmith is online money management software that's used in over 190 countries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mobillsmobills.com.br HQ: Fortaleza, BrazilReported employees: 51-200 | Fortaleza, Brazil | 51-200 | Exact match | 18 contacts → |
“A Mobills é uma empresa de tecnologia com soluções para suas finanças.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Parqetparqet.com HQ: Hamburg, GermanyReported employees: 11-50 | Hamburg, Germany | 11-50 | Exact match | 17 contacts → |
“Große und kleine Investoren setzen auf Parqet um sämtliche Depots kombiniert zu visualisieren und zu analysieren.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Organizzeorganizze.com.br HQ: Criciúma, BrazilReported employees: 11-50 | Criciúma, Brazil | 11-50 | Exact match | 15 contacts → |
“Organizze - Controle financeiro online fácil de usar e seguro.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Contas Onlinecontasonline.com.br HQ: Alfenas, BrazilReported employees: 11-50 | Alfenas, Brazil | 11-50 | Exact match | 14 contacts → |
“O Contas Online é um controle financeiro para uso empresarial ou pessoal, totalmente personalizável para atendê-lo da melhor forma possível.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | pro.finansyprofinansy.ru HQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 13 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | PIEREpiere.com HQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 11 contacts → |
“Experience the future of personal finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Money Lovermoneylover.me HQ: Hanoi, VietnamReported employees: 11-50 | Hanoi, Vietnam | 11-50 | Exact match | 11 contacts → |
“A great powerful tool to track your personal finance: incomes, expenses, debts, and savings.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FIGYfigy.app HQ: Maastricht, NetherlandsReported employees: 1-10 | Maastricht, Netherlands | 1-10 | Exact match | 11 contacts → |
“Your entire wealth building journey integrated in one app.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Zenmoney OUzenmoney.app HQ: RussiaReported employees: 11-50 | Russia | 11-50 | Exact match | 10 contacts → |
“Zenmoney, personal financial manager” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Haude Electronica Verlags-Gmbhhaude.at HQ: Vienna, AustriaReported employees: 11-50 | Vienna, Austria | 11-50 | Exact match | 7 contacts → |
“Buchhaltung, Steuerberechnung oder private Finanzverwaltung - seit über 15 Jahren bietet haude electronica dafür die passende Software.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | NAA Sikanaasika.com HQ: Takoradi, GhanaReported employees: 1-10 | Takoradi, Ghana | 1-10 | Exact match | 7 contacts → |
“A Cross-Platform for all things money, from your everyday spending to planning your future with savings, investments, insurance and credit.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Upworthupworth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fenrir Financialfenrir-financial.com HQ: Dublin, IrelandReported employees: 1-10 | Dublin, Ireland | 1-10 | Exact match | 6 contacts → |
“At Fenrir Financial, we believe in empowering you to take charge of your finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Taxtanktaxtank.com.au HQ: Surfers Paradise, AustraliaReported employees: 1-10 | Surfers Paradise, Australia | 1-10 | Exact match | 5 contacts → |
“TaxTank is the all in one tax and personal finance software for individuals ready to take charge of their finances.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Finwisefinwiseapp.io HQ: Zurich, SwitzerlandReported employees: 1-10 | Zurich, Switzerland | 1-10 | Exact match | 5 contacts → |
“Budget, save money and organize your personal finances with FinWise.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Grassfeldgrassfeld.com HQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Brentmark, INCbrentmark.com HQ: Vowinckel, PA, United StatesReported employees: 1-10 | Vowinckel, PA, United States | 1-10 | Exact match | 4 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 285 company matches
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Personal finance software companies: dataset insights
November 5, 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
283 records in the displayed employee bands.
2 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 285 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: November 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 285 matching company records, 2,674 tracked contacts and 934 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: November 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: November 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 ↗