Company lists · Data refreshed September 2026
Top 25 Client reporting platforms based in the United States
RevenueBase identified 99 client reporting platforms headquartered in the United States as of September 2026 and tracks 1,248 professional contacts across them, including 497 with verified work emails. New York is the largest hub.
This list covers client reporting platforms 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.
The 25 largest client reporting platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 189 contacts → | ||||
Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 134 contacts → | ||||
Partial evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 108 contacts → | ||||
Indirect evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 105 contacts → | ||||
Partial evidence “Orbit helps companies harness the power of true self-service reporting and analytics.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 71 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 51 contacts → | ||||
Partial evidence “Cyberscience helps organizations turn complex data into actionable reporting.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 43 contacts → | ||||
Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 43 contacts → | ||||
Partial evidence “Jinfonet Software is the leading provider of data visualization and reporting software for the enterprise.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 39 contacts → | ||||
Partial evidence “SFS helps asset managers turn fragmented sales and distribution data into trusted intelligence via its MARS platform, unifying sales, assets, advisors, products, territories and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 34 contacts → | ||||
Partial evidence “ReportGarden is a digital marketing reporting tool that allows a comprehensive performance analysis by providing a consolidated view of marketing data from various sources…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 33 contacts → | ||||
Partial evidence “CircleBlack is unlocking the potential of the wealthtech ecosystem by delivering an interoperable all-in-one cloud-based software platform.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 25 contacts → | ||||
Partial evidence “CPA firms are spending 15-20 hours a month building reports their clients barely look at.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 22 contacts → | ||||
Strong evidence “As the leading embedded reporting and analytics platform, we believe unlocking the value of your application's data is the new competitive edge.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 21 contacts → | ||||
Indirect evidence “Milemarker: The Data & Workflow Engine for High-Performance Firms About Section Milemarker is the operating system for ambitious wealth management firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 20 contacts → | ||||
Indirect evidence “BizNet Software®, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Partial evidence “GreenHill strives to help wealth management companies focus on what they do best by becoming their investment and performance reporting partner.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 15 contacts → | ||||
Indirect evidence “Polymer is Business Intelligence (BI) without the complicated setup and steep learning curves.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Partial evidence “Jaspersoft is a leading provider of developer-grade reporting software, with over downloads per month globally.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 11 contacts → | ||||
Partial evidence “We help organizations create intuitive business reporting as an alternative to overwhelming spreadsheets.#SexierThanSpreadsheets We are data geeks who care about design.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Strong evidence “Modular wealth management platform for Advisors who love their clients and want their clients to love them back.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 10 contacts → | ||||
Indirect evidence “ClearSquare turns your business data into clear, actionable insights, FAST.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 9 contacts → | ||||
Partial evidence “Breadcrumb helps sponsorship, partnership, and media teams turn fragmented commercial data into AI-powered reporting that helps them renew, expand, and sell the next deal.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Strong evidence “Panoramix™ is a portfolio management and reporting platform developed by Sapphire Software Services, officially launched in 2015.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Strong evidence “Effortless Client Reporting for Marketing Agencies - Connect to 50+ data sources, automate reports, and leverage Oviond AI to analyze, strategize, and create branded reports from…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Indirect evidence “Data to grow your business, track your process, and stay compliant.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: client reporting platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names client reporting platforms.
- Partial evidence
- Its own public description names part of client reporting platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name client reporting platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 99 client reporting platforms based in the United States
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Client reporting platforms based in the United States at a glance
As of Sep 27, 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 99 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 client reporting platforms, 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 “client reporting platforms”. 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 client reporting platforms), 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 client reporting platforms, 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, 497 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 client reporting platforms, 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 client reporting platforms are there based in the United States?
RevenueBase identified 99 client reporting platforms 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?
Nitrogen, headquartered in Auburn, tops this list with the largest team on record.
Which city has the most client reporting platforms?
New York leads with 6 headquartered companies, followed by Boston (5) and San Francisco (4).
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 497 verified decision-maker contacts tracked across these 99 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.
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