Company lists · Data refreshed October 2026
Top 25 Client relationship management companies for financial services based in the United States
RevenueBase identified 1,582 company matches for client relationship management companies for financial services associated with the United States as of October 2026 and tracks 71,127 professional contacts across them, including 36,223 with verified work emails. New York is the largest hub.
This list covers company matches for client relationship management companies for financial services associated with the United States, 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 October 9, 2026.
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 client relationship management companies for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 43,780 contacts → | ||||
Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 2 | 3,444 contacts → | ||||
Exact match “BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 3 | 1,637 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 4 | 1,184 contacts → | ||||
Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 5 | 999 contacts → | ||||
Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 6 | 622 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 7 | 612 contacts → | ||||
Exact match “Marigold is a global marketing technology company focused on delivering relationship marketing solutions for growing organizations.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 8 | 538 contacts → | ||||
Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 9 | 479 contacts → | ||||
Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 10 | 456 contacts → | ||||
Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 11 | 377 contacts → | ||||
Exact match “Our mission at WestPoint Financial Group is simple.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 12 | 351 contacts → | ||||
Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 13 | 292 contacts → | ||||
Exact match “Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 14 | 250 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 15 | 200 contacts → | ||||
Exact match “Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 16 | 189 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 17 | 175 contacts → | ||||
Exact match “We're with you every step of the way.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 18 | 166 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 19 | 162 contacts → | ||||
Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 20 | 160 contacts → | ||||
Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 21 | 154 contacts → | ||||
Exact match “At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 22 | 147 contacts → | ||||
Exact match “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 23 | 138 contacts → | ||||
Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 24 | 136 contacts → | ||||
Exact match “At MassMutual Great Lakes, we help you identify and prioritize your financial goals and objectives.” Recorded in the RevenueBase company graph · Oct 9, 2026 · View company records in RevenueBase | |||||
| 25 | 126 contacts → | ||||
Exact match “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded in the RevenueBase company graph · Oct 9, 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 “client relationship management companies for financial services”. 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 1,582 client relationship management companies for financial services based in the United States
See the full list, filter by size, metro and specialty, and access 36,223 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Client relationship management companies for financial services based in the United States at a glance
As of Oct 9, 2026Companies by employee count
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 1,582 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “client relationship management companies for financial services” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 36,223 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 October 9, 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.
Client relationship management companies for financial services by metro
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 “client relationship management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client relationship management companies for financial services are there based in the United States?
RevenueBase identified 1,582 company matches for client relationship management companies for financial services associated with the United States as of October 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?
Edward Jones tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client relationship management companies for financial services?
New York leads with 44 company records, followed by Dallas (23) and San Diego (23).
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 36,223 professional contacts with verified work emails tracked across these 1,582 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 October 9, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,582 client relationship management companies for financial services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Client relationship management companies for financial services by geography
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
- Client relationship management companies for financial services based in Brazil
- Client relationship management companies for financial services based in Canada
- Client relationship management companies for financial services based in France
- Client relationship management companies for financial services based in Germany
- Client relationship management companies for financial services based in India
- Client relationship management companies for financial services based in the Netherlands
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
Company intelligence · public preview
Top 25 client relationship management companies for financial services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,582 matching company records for client relationship management companies for financial services based in the United States, with 71,127 tracked contacts and 36,223 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: October 9, 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 client relationship management companies for financial services based in the United States
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 |  Edward Jonesedwardjones.comHQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 43,780 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BNY Pershingbny.comHQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,444 contacts → |
“BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,637 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Waddell & Reedwaddell.comHQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,184 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Investcloud, INCinvestcloud.comHQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 999 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 622 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Marigoldmeetmarigold.comHQ: Nashville, TN, United StatesReported employees: 201-500 | Nashville, TN, United States | 201-500 | Exact match | 612 contacts → |
“Marigold is a global marketing technology company focused on delivering relationship marketing solutions for growing organizations.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Benjamin F. Edwardsbenjaminfedwards.comHQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 538 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kestra Financialkestrafinancial.comHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 479 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Davenport & Company LLCinvestdavenport.comHQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 456 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Westpoint Financial Groupwestpointfinancialgroup.comHQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 377 contacts → |
“Our mission at WestPoint Financial Group is simple.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Prime Capital Financialprimefinancial.comHQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Affinity CRMaffinity.coHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 292 contacts → |
“Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 250 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Leandataleandata.comHQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 200 contacts → |
“Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ACTact.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 175 contacts → |
“We're with you every step of the way.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Envestnet Tamaracenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 166 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Next Financial Grouplpl.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 162 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wealthboxwealthbox.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 160 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Massmutual Greater Washingtongreaterwashington.massmutual.com HQ: Rockville, MD, United StatesReported employees: 51-200 | Rockville, MD, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Broadridge Advisor Solutionsadvisor.broadridge.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 147 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fortis LUX Financialfortislux.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 138 contacts → |
“Creative thinking is both an art and a science.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Massmutual Great Lakesgreatlakes.massmutual.comHQ: Southfield, MI, United StatesReported employees: 51-200 | Southfield, MI, United States | 51-200 | Exact match | 136 contacts → |
“At MassMutual Great Lakes, we help you identify and prioritize your financial goals and objectives.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Lion Streetlionstreet.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,582 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Client relationship management companies for financial services: dataset insights
October 9, 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
1,579 records in the displayed employee bands.
3 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 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 1,582 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: October 9, 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 ↗
Client relationship management companies for financial services by metro
Questions about this company list
What does Exact match mean for client relationship management companies for financial services?
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 client relationship management companies for financial services did RevenueBase find based in the United States?
The saved snapshot records 1,582 matching company records, 71,127 tracked contacts and 36,223 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: October 9, 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
Client relationship management companies for financial services by geography
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
- Client relationship management companies for financial services based in Brazil
- Client relationship management companies for financial services based in Canada
- Client relationship management companies for financial services based in France
- Client relationship management companies for financial services based in Germany
- Client relationship management companies for financial services based in India
- Client relationship management companies for financial services based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for financial services based in the United States. Snapshot: October 9, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
Company intelligence · public preview
Top 25 client relationship management companies for financial services based in the United States
RevenueBase records 1,582 matching company records for client relationship management companies for financial services based in the United States, with 71,127 tracked contacts and 36,223 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: October 9, 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 client relationship management companies for financial services based in the United States
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 | Edward Jonesedwardjones.com HQ: St. Louis, MO, United StatesReported employees: 10001+ | St. Louis, MO, United States | 10001+ | Exact match | 43,780 contacts → |
“Edward Jones is a leading North American financial services firm in the U.S.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BNY Pershingbny.com HQ: Jersey City, NJ, United StatesReported employees: 5,001-10,000 | Jersey City, NJ, United States | 5,001-10,000 | Exact match | 3,444 contacts → |
“BNY Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,637 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Waddell & Reedwaddell.com HQ: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,184 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investcloud, INCinvestcloud.com HQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 999 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 622 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Marigoldmeetmarigold.com HQ: Nashville, TN, United StatesReported employees: 201-500 | Nashville, TN, United States | 201-500 | Exact match | 612 contacts → |
“Marigold is a global marketing technology company focused on delivering relationship marketing solutions for growing organizations.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Benjamin F. Edwardsbenjaminfedwards.com HQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 538 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kestra Financialkestrafinancial.com HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 479 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Davenport & Company LLCinvestdavenport.com HQ: Richmond, VA, United StatesReported employees: 501-1,000 | Richmond, VA, United States | 501-1,000 | Exact match | 456 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Westpoint Financial Groupwestpointfinancialgroup.com HQ: Indianapolis, IN, United StatesReported employees: 201-500 | Indianapolis, IN, United States | 201-500 | Exact match | 377 contacts → |
“Our mission at WestPoint Financial Group is simple.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Prime Capital Financialprimefinancial.com HQ: Overland Park, KS, United StatesReported employees: 201-500 | Overland Park, KS, United States | 201-500 | Exact match | 351 contacts → |
“Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Affinity CRMaffinity.co HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 292 contacts → |
“Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 250 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Leandataleandata.com HQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 200 contacts → |
“Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 189 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ACTact.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 175 contacts → |
“We're with you every step of the way.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Envestnet Tamaracenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 166 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Next Financial Grouplpl.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 162 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wealthboxwealthbox.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 160 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Massmutual Greater Washingtongreaterwashington.massmutual.com HQ: Rockville, MD, United StatesReported employees: 51-200 | Rockville, MD, United States | 51-200 | Exact match | 154 contacts → |
“At MassMutual Greater Washington, we work closely with you to ensure that your goals and objectives can become realities.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Broadridge Advisor Solutionsadvisor.broadridge.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 147 contacts → |
“Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fortis LUX Financialfortislux.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 138 contacts → |
“Creative thinking is both an art and a science.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Massmutual Great Lakesgreatlakes.massmutual.com HQ: Southfield, MI, United StatesReported employees: 51-200 | Southfield, MI, United States | 51-200 | Exact match | 136 contacts → |
“At MassMutual Great Lakes, we help you identify and prioritize your financial goals and objectives.” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lion Streetlionstreet.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 126 contacts → |
“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Recorded description excerpt · October 9, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,582 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Client relationship management companies for financial services: dataset insights
October 9, 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
1,579 records in the displayed employee bands.
3 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 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 1,582 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: October 9, 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 ↗
Client relationship management companies for financial services by metro
Questions about this company list
What does Exact match mean for client relationship management companies for financial services?
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 client relationship management companies for financial services did RevenueBase find based in the United States?
The saved snapshot records 1,582 matching company records, 71,127 tracked contacts and 36,223 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: October 9, 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
Client relationship management companies for financial services by geography
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia
- Client relationship management companies for financial services based in Brazil
- Client relationship management companies for financial services based in Canada
- Client relationship management companies for financial services based in France
- Client relationship management companies for financial services based in Germany
- Client relationship management companies for financial services based in India
- Client relationship management companies for financial services based in the Netherlands
Cite this list
RevenueBase Data Team. Top 25 client relationship management companies for financial services based in the United States. Snapshot: October 9, 2026. https://revenuebase.ai/companies/client-relationship-management-companies-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Client relationship management companies for financial services based in Sao Paulo, Brazil
- Client relationship management companies for financial services based in Toronto, Canada
- Client relationship management companies for financial services based in Paris, France
- Client relationship management companies for financial services based in London, United Kingdom
- Client relationship management companies for financial services based in New York, United States
- Client relationship management companies for financial services based in Australia