Company lists · Data refreshed November 2026
Top 25 Retail financial management platforms worldwide
RevenueBase identified 1,431 company matches for retail financial management platforms worldwide as of November 2026 and tracks 34,675 professional contacts across them, including 9,931 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for retail financial management platforms worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for retail financial management platforms follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest retail financial management platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,246 contacts → | ||||
Exact match “FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 1,008 contacts → | ||||
Exact match “FMS: Empowering Independent Retailers with Data-Driven Success FMS is a trusted partner for 6,800 stores and over 1,100 unique customers, providing the FMS Advantage-a complete…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 867 contacts → | ||||
Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 863 contacts → | ||||
Exact match “Welcome to Nayax, a global fintech company (NASDAQ; TASE: NYAX) dedicated to providing businesses with a comprehensive payment platform and management system for their operation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 833 contacts → | ||||
Exact match “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 785 contacts → | ||||
Exact match “Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 671 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 549 contacts → | ||||
Exact match “Prophix helps finance teams lead from the center of the business.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 445 contacts → | ||||
Exact match “Retail Pro, a retail management software, serves the needs of specialty retailers worldwide, from those just realizing their retail dreams to retailers who've grown to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 383 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 343 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 309 contacts → | ||||
Exact match “Infront is a leading European fintech in the wealth management and trading spaces.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 301 contacts → | ||||
Exact match “Conheça o Nibo: simples, intuitivo e poderoso.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 292 contacts → | ||||
Exact match “BMA is amongst the leading financial groups in Pakistan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 290 contacts → | ||||
Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 286 contacts → | ||||
Exact match “Our mission is to bring financial prosperity to businesses!” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 249 contacts → | ||||
Exact match “FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 245 contacts → | ||||
Exact match “TRUNO is the national leader in integrated retail technology solutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 241 contacts → | ||||
Exact match “Diamant Software GmbH & Co.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 226 contacts → | ||||
Exact match “We are the retail broking arm of Shriram Group, Chennai.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 192 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 191 contacts → | ||||
Exact match “Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 188 contacts → | ||||
Exact match “KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 187 contacts → | ||||
Exact match “Etops is the pan-European technology platform for wealth and asset management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 185 contacts → | ||||
Exact match “Spotware Systems is a leading financial technology provider, delivering innovative solutions for traders, brokers and prop firms worldwide.” 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 “retail financial management platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,431 retail financial management platforms worldwide
See the full list, filter by size, metro and specialty, and access 9,931 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retail financial management platforms 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 retail financial management platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “retail financial management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 9,931 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.
Retail financial management platforms by location
12 lists · largest firstEvery Retail financial management platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retail financial management platforms based in the United States255
- Retail financial management platforms based in India137
- Retail financial management platforms based in Brazil120
- Retail financial management platforms based in the United Kingdom85
- Retail financial management platforms based in Canada35
- Retail financial management platforms based in Australia34
- Retail financial management platforms based in France32
- Retail financial management platforms based in the Netherlands25
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retail financial management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retail financial management platforms are there worldwide?
RevenueBase identified 1,431 company matches for retail financial management platforms 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?
FE Fundinfo tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most retail financial management platforms?
The United States leads with 255 companies, followed by India (137) and Brazil (120). Every retail financial management platforms list by country and city is linked on this page.
Which city has the most retail financial management platforms?
London leads with 43 company records, followed by New York (41) and Bangalore (30).
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 9,931 professional contacts with verified work emails tracked across these 1,431 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 1,431 retail financial management platforms worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 retail financial management platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,431 matching company records for retail financial management platforms worldwide, with 34,675 tracked contacts and 9,931 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 retail financial management platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  FE Fundinfofefundinfo.comHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,246 contacts → |
“FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FMS Solutionsfmssolutions.comHQ: Ft. Lauderdale, FL, United StatesReported employees: 501-1,000 | Ft. Lauderdale, FL, United States | 501-1,000 | Exact match | 1,008 contacts → |
“FMS: Empowering Independent Retailers with Data-Driven Success FMS is a trusted partner for 6,800 stores and over 1,100 unique customers, providing the FMS Advantage-a complete…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  NAYAXnayax.comHQ: Herzliya, IsraelReported employees: 1,001-5,000 | Herzliya, Israel | 1,001-5,000 | Exact match | 863 contacts → |
“Welcome to Nayax, a global fintech company (NASDAQ; TASE: NYAX) dedicated to providing businesses with a comprehensive payment platform and management system for their operation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Scottradescottrade.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Enfusion NOW Cwancwan.comHQ: Chicago, United StatesReported employees: 1,001-5,000 | Chicago, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Prophixprophix.comHQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 549 contacts → |
“Prophix helps finance teams lead from the center of the business.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Retail PRO International, LLCretailpro.comHQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 445 contacts → |
“Retail Pro, a retail management software, serves the needs of specialty retailers worldwide, from those just realizing their retail dreams to retailers who've grown to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Infrontinfront.coHQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 309 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  NIBOnibo.com.brHQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 301 contacts → |
“Conheça o Nibo: simples, intuitivo e poderoso.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  BMA Capital Management LTDbmacapital.comHQ: Karachi, PakistanReported employees: 201-500 | Karachi, Pakistan | 201-500 | Exact match | 292 contacts → |
“BMA is amongst the leading financial groups in Pakistan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 290 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Accesstageaccesstage.com.brHQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 286 contacts → |
“Our mission is to bring financial prosperity to businesses!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Finagg Technologies Private Limitedfinagg.inHQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 249 contacts → |
“FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Truno, Retail Technology Solutionstruno.comHQ: Lubbock, TX, United StatesReported employees: 201-500 | Lubbock, TX, United States | 201-500 | Exact match | 245 contacts → |
“TRUNO is the national leader in integrated retail technology solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Diamant Software Gmbhdiamant-software.deHQ: Bielefeld, GermanyReported employees: 201-500 | Bielefeld, Germany | 201-500 | Exact match | 241 contacts → |
“Diamant Software GmbH & Co.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Shriram Insight Share Brokers LTDshriraminsight.comHQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 226 contacts → |
“We are the retail broking arm of Shriram Group, Chennai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Datazoic INCdatazoic.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 192 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Valuefyvaluefy.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  KWIkwi.comHQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 188 contacts → |
“KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  ETOPSetops.comHQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 187 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Spotware Systemsspotware.comHQ: Limassol, CyprusReported employees: 51-200 | Limassol, Cyprus | 51-200 | Exact match | 185 contacts → |
“Spotware Systems is a leading financial technology provider, delivering innovative solutions for traders, brokers and prop firms worldwide.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,431 company matches
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Retail financial management platforms: 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
1,426 records in the displayed employee bands.
5 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 1,431 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 ↗
Retail financial management platforms by location
12 lists · largest firstEvery Retail financial management platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retail financial management platforms based in the United States255
- Retail financial management platforms based in India137
- Retail financial management platforms based in Brazil120
- Retail financial management platforms based in the United Kingdom85
- Retail financial management platforms based in Canada35
- Retail financial management platforms based in Australia34
- Retail financial management platforms based in France32
- Retail financial management platforms based in the Netherlands25
Cities
Questions about this company list
What does Exact match mean for retail financial management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retail financial management platforms did RevenueBase find worldwide?
The saved snapshot records 1,431 matching company records, 34,675 tracked contacts and 9,931 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 retail financial management platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/retail-financial-management-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 retail financial management platforms worldwide
RevenueBase records 1,431 matching company records for retail financial management platforms worldwide, with 34,675 tracked contacts and 9,931 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 retail financial management platforms worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | FE Fundinfofefundinfo.com HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 1,246 contacts → |
“FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FMS Solutionsfmssolutions.com HQ: Ft. Lauderdale, FL, United StatesReported employees: 501-1,000 | Ft. Lauderdale, FL, United States | 501-1,000 | Exact match | 1,008 contacts → |
“FMS: Empowering Independent Retailers with Data-Driven Success FMS is a trusted partner for 6,800 stores and over 1,100 unique customers, providing the FMS Advantage-a complete…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 867 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | NAYAXnayax.com HQ: Herzliya, IsraelReported employees: 1,001-5,000 | Herzliya, Israel | 1,001-5,000 | Exact match | 863 contacts → |
“Welcome to Nayax, a global fintech company (NASDAQ; TASE: NYAX) dedicated to providing businesses with a comprehensive payment platform and management system for their operation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Scottradescottrade.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Enfusion NOW Cwancwan.com HQ: Chicago, United StatesReported employees: 1,001-5,000 | Chicago, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Prophixprophix.com HQ: Toronto, ON, CanadaReported employees: 501-1,000 | Toronto, ON, Canada | 501-1,000 | Exact match | 549 contacts → |
“Prophix helps finance teams lead from the center of the business.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Retail PRO International, LLCretailpro.com HQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 445 contacts → |
“Retail Pro, a retail management software, serves the needs of specialty retailers worldwide, from those just realizing their retail dreams to retailers who've grown to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Infrontinfront.co HQ: Oslo, NorwayReported employees: 501-1,000 | Oslo, Norway | 501-1,000 | Exact match | 309 contacts → |
“Infront is a leading European fintech in the wealth management and trading spaces.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | NIBOnibo.com.br HQ: Rio De Janeiro, BrazilReported employees: 51-200 | Rio De Janeiro, Brazil | 51-200 | Exact match | 301 contacts → |
“Conheça o Nibo: simples, intuitivo e poderoso.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | BMA Capital Management LTDbmacapital.com HQ: Karachi, PakistanReported employees: 201-500 | Karachi, Pakistan | 201-500 | Exact match | 292 contacts → |
“BMA is amongst the leading financial groups in Pakistan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 290 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Accesstageaccesstage.com.br HQ: São Paulo, BrazilReported employees: 201-500 | São Paulo, Brazil | 201-500 | Exact match | 286 contacts → |
“Our mission is to bring financial prosperity to businesses!” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finagg Technologies Private Limitedfinagg.in HQ: Noida, IndiaReported employees: 51-200 | Noida, India | 51-200 | Exact match | 249 contacts → |
“FinAGG is a young Fin-Tech organisation, on a path to create and help finance India’s largest Distributor and Retailer network.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Truno, Retail Technology Solutionstruno.com HQ: Lubbock, TX, United StatesReported employees: 201-500 | Lubbock, TX, United States | 201-500 | Exact match | 245 contacts → |
“TRUNO is the national leader in integrated retail technology solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Diamant Software Gmbhdiamant-software.de HQ: Bielefeld, GermanyReported employees: 201-500 | Bielefeld, Germany | 201-500 | Exact match | 241 contacts → |
“Diamant Software GmbH & Co.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Shriram Insight Share Brokers LTDshriraminsight.com HQ: Kolkata, IndiaReported employees: 501-1,000 | Kolkata, India | 501-1,000 | Exact match | 226 contacts → |
“We are the retail broking arm of Shriram Group, Chennai.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Datazoic INCdatazoic.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 192 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Valuefyvaluefy.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 191 contacts → |
“Valuefy is the wealth management platform powering $300B+ AUM across 50+ banks, NBFCs, wealth managers and family offices in India, the GCC and Asia.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | KWIkwi.com HQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 188 contacts → |
“KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | ETOPSetops.com HQ: Cham, SwitzerlandReported employees: 201-500 | Cham, Switzerland | 201-500 | Exact match | 187 contacts → |
“Etops is the pan-European technology platform for wealth and asset management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Spotware Systemsspotware.com HQ: Limassol, CyprusReported employees: 51-200 | Limassol, Cyprus | 51-200 | Exact match | 185 contacts → |
“Spotware Systems is a leading financial technology provider, delivering innovative solutions for traders, brokers and prop firms worldwide.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Retail financial management platforms: 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
1,426 records in the displayed employee bands.
5 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 1,431 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 ↗
Retail financial management platforms by location
12 lists · largest firstEvery Retail financial management platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retail financial management platforms based in the United States255
- Retail financial management platforms based in India137
- Retail financial management platforms based in Brazil120
- Retail financial management platforms based in the United Kingdom85
- Retail financial management platforms based in Canada35
- Retail financial management platforms based in Australia34
- Retail financial management platforms based in France32
- Retail financial management platforms based in the Netherlands25
Cities
Questions about this company list
What does Exact match mean for retail financial management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retail financial management platforms did RevenueBase find worldwide?
The saved snapshot records 1,431 matching company records, 34,675 tracked contacts and 9,931 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
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Cite this list
RevenueBase Data Team. Top 25 retail financial management platforms worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/retail-financial-management-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗