Company lists · Data refreshed September 2026

Top 25 Business planning software companies based in the United States

RevenueBase identified 133 business planning software companies headquartered in the United States as of September 2026 and tracks 6,762 professional contacts across them, including 3,712 with verified work emails. New York is the largest hub.

This list covers business planning 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 27, 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 27, 2026 86% judged on-target in blind review
133Companies
6,762Contacts tracked
3,712Verified emails
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The 25 largest business planning software companies based in the United States

Ranked by team size
Top 25 of 133 business planning software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to business planning 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 evidenceDallas, TX, United StatesHQ checked Sep 27, 20261,001-5,0003,345 contacts →

Indirect evidence

“Because decisions matter to your plan and the planet.”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 2026501-1,000790 contacts →

Partial evidence

“Board’s Enterprise Planning Platform delivers solutions that help over organizations worldwide plan smarter, enabling actionable insights and better outcomes.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceChicago, IL, United StatesHQ checked Sep 27, 2026201-500654 contacts →

Partial evidence

“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500591 contacts →

Partial evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidencePleasanton, CA, United StatesHQ checked Sep 27, 202610001+147 contacts →

Partial evidence

“Workday Adaptive Planning is powering a new generation of business planning.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceNorthampton, MA, United StatesHQ checked Sep 27, 202651-200115 contacts →

Partial evidence

“At PixelEdge, we build software that gives business leaders a competitive edge.”

Source: RevenueBase Database · checked Sep 27, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200112 contacts →

Partial evidence

“Cascade is a global software company, consistently ranking as the world's #1 strategy execution platform.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceDenver, CO, United StatesHQ checked Sep 27, 202651-20089 contacts →

Indirect evidence

“Quantive joined Workboard in May 2025.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceLouisville, KY, United StatesHQ checked Sep 27, 202611-5057 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5051 contacts →

Indirect evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202611-5044 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNew York City, NY, United StatesHQ checked Sep 27, 20261,001-5,00038 contacts →

Indirect evidence

“Mosaic.tech is now Bob Finance by HiBob.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5037 contacts →

Indirect evidence

“Managing Performance is becoming a complicated task nowadays due to the different performance sources and the complexity of governing, reporting, validating, analyzing, and…”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidencePortland, ME, United StatesHQ checked Sep 27, 202611-5032 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202611-5027 contacts →

Partial evidence

“ABIS, Inc is a Business Strategy and Enterprise Software firm providing automation tools designed for your industry.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceSeattle, WA, United StatesHQ checked Sep 27, 202651-20026 contacts →

Strong evidence

“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceNorfolk, VA, United StatesHQ checked Sep 27, 202611-5025 contacts →

Indirect evidence

“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202611-5024 contacts →

Partial evidence

“Fintastic is an enterprise planning and analysis platform that unifies financial, operational, and go-to-market planning in a single environment.”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceMountain View, CA, United StatesHQ checked Sep 27, 202651-20023 contacts →

Partial evidence

“Vareto is the most collaborative financial planning and reporting platform.”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceDallas, TX, United StatesHQ checked Sep 27, 202611-5022 contacts →

Strong evidence

“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceTroy, NY, United StatesHQ checked Sep 27, 202611-5021 contacts →

Partial evidence

“deFacto is the integrated business planning platform that orchestrates planning and decision-making across finance, operations, supply chain, workforce and beyond-driving optimal…”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202611-5019 contacts →

Indirect evidence

“Trefis technology transforms complex, static analyses–such as Excel-based data models–into simple, visual interactive experiences that let you develop “what-if” scenarios, assess…”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-20019 contacts →

Indirect evidence

“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidencePlainsboro, NJ, United StatesHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“SuperLogix is a software development company dedicated to creating intelligent software solutions with successful business results.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceSouth Jordan, UT, United StatesHQ checked Sep 27, 202611-5018 contacts →

Indirect evidence

“Make better decisions with better insights.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 133 business planning software companies based in the United States

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

As of Sep 27, 2026
54.9%Verified-email coverage
50.8Average contacts per company
1-10Median size (employees)
7.5%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
76
11-50
40
51-200
9
201-500
4
501-1,000
1
1,001-5,000
2
10001+
1

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 133 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 planning 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 planning 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 planning 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 planning 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, 3,712 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 27, 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 planning 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 planning software companies are there based in the United States?

RevenueBase identified 133 business planning 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?

O9 Solutions, INC, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most business planning software companies?

New York leads with 10 headquartered companies, followed by Chicago (6) and Dallas (6).

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 3,712 verified decision-maker contacts tracked across these 133 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 27, 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.