Company lists · Data refreshed September 2026

Top 21 Business plan software companies based in the United States

RevenueBase identified 76 business plan software companies headquartered in the United States as of September 2026 and tracks 481 professional contacts across them, including 128 with verified work emails. Austin is the largest hub.

This list covers business plan software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
76Companies
481Contacts tracked
128Verified emails
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The 21 largest business plan software companies based in the United States

Ranked by team size
Top 21 of 76 business plan software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to business plan software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceEugene, OR, United StatesHQ checked Sep 14, 202651-20067 contacts →

Indirect evidence

“We help people succeed in business.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceLouisville, KY, United StatesHQ checked Sep 14, 202611-5057 contacts →

Indirect evidence

“Forecastr is an out-of-the-box finance function for your business.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5051 contacts →

Indirect evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 14, 202611-5044 contacts →

Indirect evidence

“Starting a business is hard, but without planning, it is challenging.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceAtlantic Beach, FL, United StatesHQ checked Sep 14, 202651-20041 contacts →

Partial evidence

“BIG ANNOUNCEMENT: Rapid Business Plans has joined LCG Advisors to add depth when needed while keeping the same team, process, and lender-ready deliverables you already trust.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidencePortland, ME, United StatesHQ checked Sep 14, 202611-5032 contacts →

Partial evidence

“Quantrix is the world’s leading provider of business and financial modeling software.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceWilmington, DE, United StatesHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“Trusted by founders worldwide, PrometAI is the all-in-one AI platform that helps entrepreneurs turn ideas into investor-ready businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 14, 20261-107 contacts →

Partial evidence

“Optimus Business Plans is an industry leader in business plan development.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidencePortland, OR, United StatesHQ checked Sep 14, 202611-506 contacts →

Partial evidence

“Masterplans is the industry leader in professional business plan & pitch deck development.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceMountain View, CA, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Our belief at IdeaBuddy is that everyone is an entrepreneur in the making, and deserves a chance to bring their big idea into the world.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“Framewrk is a new technology that helps small business owners get clarity on their next steps and how to grow.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Xambrosius is, “BI for the Little Guy!” Why?”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceCincinnati, OH, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“PRO Business Planning is a leading provider of professional business plan writing services.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceIndianapolis, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We help entrepreneurs create financial projections to raise capital from investors, lenders, or simply for internal planning.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceSanta Fe, NM, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“AI made code cheap.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceYulee, FL, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“We are professional business plan writers that have helped launch over 50 companies in 18 months.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceMemphis, TN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Providing Integrated Business Planning Solutions to small businesses, franchises and non-profits.”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceBattle Ground, WA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Have you ever noticed business owners typically fall into one of two types?”

Source: RevenueBase Database · checked Sep 14, 2026
19Partial evidencePlano, TX, United StatesHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Producer of business plans, through a highly-collaborative process with the client, for • the experienced manager wanting to become an entrepreneur by buying or starting a…”

Source: RevenueBase Database · checked Sep 14, 2026
20Indirect evidencePalo Alto, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“The business tool built for financial modeling.”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidencePendleton, SC, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Sams Webs is a software company dedicated to providing impactful tools and solutions for those who need them most, empowering individuals and small businesses to achieve…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 21 of 76 business plan software companies based in the United States

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Business plan software companies based in the United States at a glance

As of Sep 14, 2026
26.6%Verified-email coverage
6.3Average contacts per company
1-10Median size (employees)
5.3%Largest-city concentration · Austin
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
62
11-50
11
51-200
3

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 76 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among business plan software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “business plan software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names business plan software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among business plan software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 128 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names business plan software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many business plan software companies are there based in the United States?

RevenueBase identified 76 business plan software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Palo Alto Software, headquartered in Eugene, tops this list with the largest team on record.

Which city has the most business plan software companies?

Austin leads with 4 headquartered companies, followed by New York (4) and Las Vegas (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 128 verified decision-maker contacts tracked across these 76 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.