Company lists · Data refreshed September 2026

Top 21 Capital allocation software companies based in the United States

RevenueBase identified 36 capital allocation software companies headquartered in the United States as of September 2026 and tracks 3,651 professional contacts across them, including 1,969 with verified work emails. New York is the largest hub.

This list covers capital allocation 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
36Companies
3,651Contacts tracked
1,969Verified emails
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The 21 largest capital allocation software companies based in the United States

Ranked by team size
Top 21 of 36 capital allocation 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 capital allocation 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
2Indirect 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
3Indirect 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
4Indirect evidenceSnoqualmie, WA, United StatesHQ checked Sep 27, 202611-5026 contacts →

Indirect evidence

“Strategic Reforecasting & Budgeting for CRE Professionals Since 1996, Kardin has empowered commercial real estate (CRE) professionals to move beyond error-prone spreadsheets.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect 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
6Indirect evidenceBeachwood, OH, United StatesHQ checked Sep 27, 202611-5019 contacts →

Indirect evidence

“Gartner Research publishes a very popular research article entitled "Resource Management for Project Portfolio Management: Walk Before You Run." As its name implies, the research…”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect 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
8Partial evidenceSausalito, CA, United StatesHQ checked Sep 27, 202611-5017 contacts →

Partial evidence

“Backshop is a software company that provides commercial real estate valuation, pipeline, loan origination, asset management, and securitization management software.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceAtlanta, NJ, United StatesHQ checked Sep 27, 202611-5013 contacts →

Partial evidence

“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceSan Francisco, United StatesHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“Revere provides venture capital data and portfolio management solutions to asset allocators.”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceSouth Plainfield, NJ, United StatesHQ checked Sep 27, 202651-20010 contacts →

Indirect evidence

“INPENSA is focused on helping corporate executives make better investments through strategic planning, ROI analysis and benefits realization.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceSan Mateo, CA, United StatesHQ checked Sep 27, 202611-5010 contacts →

Partial evidence

“Finicast develops software to help managers better understand their business, create and adapt operating plans and execute towards their vision.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidencePalo Alto, CA, United StatesHQ checked Sep 27, 20261-109 contacts →

Partial evidence

“SmartOrg’s software and services navigate you through the uncertainties that drive the business case, accelerate approvals that deliver the most important evidence and reveal…”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceRosenberg, TX, United StatesHQ checked Sep 27, 202611-509 contacts →

Indirect evidence

“Proconomics by Acedboard, revolutionizes project portfolio management by democratizing expert-level financial and strategic thinking for teams across industries including…”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceSanta Clara, CA, United StatesHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“GaussSoft is a software company with innovative products for Business Performance Management and Business Intelligence, enabling large and medium-sized companies to control and…”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceKnoxville, TN, United StatesHQ checked Sep 27, 202611-505 contacts →

Partial evidence

“Invizion helps asset-intensive organizations make smarter capital investment decisions, by giving capital program teams the tools to build defensible plans, explore informed…”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceReston, VA, United StatesHQ checked Sep 27, 202611-504 contacts →

Indirect evidence

“Creators of Definitive Pro™ and Definitive Choice™.”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-2003 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceVero Beach, FL, United StatesHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

“MaxIterations combines everything you need to build even the most sophisticated financial models in one highly efficient, powerful, and easy-to-use package.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceHillsborough, NJ, United StatesHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 21 of 36 capital allocation software companies based in the United States

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Capital allocation software companies based in the United States at a glance

As of Sep 27, 2026
53.9%Verified-email coverage
101.4Average contacts per company
11-50Median size (employees)
8.3%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
16
51-200
3
1,001-5,000
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 36 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 capital allocation 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 “capital allocation 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 capital allocation 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 capital allocation 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, 1,969 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 capital allocation 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 capital allocation software companies are there based in the United States?

RevenueBase identified 36 capital allocation 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 capital allocation software companies?

New York leads with 3 headquartered companies, followed by San Francisco (3) and Boston (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,969 verified decision-maker contacts tracked across these 36 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.