Company lists · Data refreshed September 2026
Top 25 Client reporting software companies based in the United States
RevenueBase identified 235 company matches for client reporting software companies associated with the United States as of September 2026 and tracks 1,572 professional contacts across them, including 495 with verified work emails. New York is the largest hub.
This list covers company matches for client reporting software companies 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 September 27, 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 reporting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 134 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 81 contacts → | ||||
Exact match “Bravo Store Systems is all-in-one point of sale software built for the stores a generic retail system was never made for: pawn shops, firearm dealers (FFL), jewelers, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 71 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 55 contacts → | ||||
Exact match “InfoArch is a leading nearshore international software development company with offices in the United States, Canada, and South America.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 51 contacts → | ||||
Exact match “Cyberscience helps organizations turn complex data into actionable reporting.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 50 contacts → | ||||
Exact match “At Motio, we help customers succeed in delivering and managing their business intelligence analytics faster.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 40 contacts → | ||||
Exact match “Pilgrim Consulting improves the way people do business by building great software that automates business processes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 35 contacts → | ||||
Exact match “WebPresented, LLC helps organizations and individuals create value using smart technology solutions that marry with business processes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “Our mission is to provide ingenious solutions to your complex business problems.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 31 contacts → | ||||
Exact match “Our software serves 1500+ financial professionals nationwide.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 28 contacts → | ||||
Exact match “Conclusive Analytics, a wholly-owned subsidiary of Marketing Associates, provides analytic-driven sales and marketing solutions which enable our customers to grow revenue and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 27 contacts → | ||||
Exact match “ArmanTek L.L.C.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Established in 2010, Portus is a software development company that builds purpose-built business intelligence, work flow automation and predictive analytics solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “At ClientCircle, we build software that helps you grow your agency.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “Empower, Ignite and Enable your Financial Brand to be Remarkable.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “OptionSoft Technologies is leading the way in intuitive and innovational software for a variety of business applications.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “We design and develop software applications to help your business run more efficiently and generate new revenue.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “Jaspersoft is a leading provider of developer-grade reporting software, with over downloads per month globally.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “We are a software company that specializes in providing innovative solutions to businesses of all sizes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Inline Data Systems is a B2B company that specializes in deep data insight, key integrations, and a multi-tier marketing platform using a Powerful CRM.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “builds custom software and reporting solutions primarily in the Oil & Gas sector.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “CAPS, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 12 contacts → | ||||
Exact match “Chatfield develops software solutions for a vast array of business industries including: financial, travel, and health care to name just a few.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 12 contacts → | ||||
Exact match “Empower IT helps clients identify their most profitable customers, accelerate product innovation, optimize supply chains and pricing, and identify the true drivers of financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 12 contacts → | ||||
Exact match “UE.co software and services company that builds cutting edge marketing and customer acquisition software for financial companies.” Recorded in the RevenueBase company graph · Sep 27, 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 reporting software companies”. 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 235 client reporting software companies based in the United States
See the full list, filter by size, metro and specialty, and access 495 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client reporting software companies 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 235 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 reporting software companies” 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 495 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 September 27, 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.
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 reporting software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client reporting software companies are there based in the United States?
RevenueBase identified 235 company matches for client reporting software companies associated with the United States as of September 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?
Broadridge Advisor Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client reporting software companies?
New York leads with 11 company records, followed by Los Angeles (9) and Chicago (5).
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 495 professional contacts with verified work emails tracked across these 235 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 235 client reporting software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Client reporting software companies by geography
- Client reporting software companies based in Australia
- Client reporting software companies based in Brazil
- Client reporting software companies based in Canada
- Client reporting software companies based in France
- Client reporting software companies based in Germany
- Client reporting software companies based in India
- Client reporting software companies based in the Netherlands
- Client reporting software companies based in South Africa
- Client reporting software companies based in Spain
- Client reporting software companies based in Türkiye
- Client reporting software companies based in the United Kingdom
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 reporting software companies based in Australia
- Client reporting software companies based in Brazil
- Client reporting software companies based in Canada
- Client reporting software companies based in France
- Client reporting software companies based in Germany
- Client reporting software companies based in India
Company intelligence · public preview
Top 25 client reporting software companies 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 235 matching company records for client reporting software companies based in the United States, with 1,572 tracked contacts and 495 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: September 27, 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 reporting software companies 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 |  Broadridge Advisor Solutionsadvisor.broadridge.comHQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 134 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bravo Store Systemsbravostoresystems.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 81 contacts → |
“Bravo Store Systems is all-in-one point of sale software built for the stores a generic retail system was never made for: pawn shops, firearm dealers (FFL), jewelers, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Global Software, INCglobalsoftwareinc.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 71 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Infoarchinfo-arch.comHQ: Charleston, SC, United StatesReported employees: 51-200 | Charleston, SC, United States | 51-200 | Exact match | 55 contacts → |
“InfoArch is a leading nearshore international software development company with offices in the United States, Canada, and South America.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cyberscience Corporationcyberscience.comHQ: Centennial, CO, United StatesReported employees: 51-200 | Centennial, CO, United States | 51-200 | Exact match | 51 contacts → |
“Cyberscience helps organizations turn complex data into actionable reporting.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Motio, INCmotio.comHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 50 contacts → |
“At Motio, we help customers succeed in delivering and managing their business intelligence analytics faster.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pilgrim Consulting Grouppilgrimconsulting.groupHQ: Franklin, TN, United StatesReported employees: 11-50 | Franklin, TN, United States | 11-50 | Exact match | 40 contacts → |
“Pilgrim Consulting improves the way people do business by building great software that automates business processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Webpresentedwebpresented.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 35 contacts → |
“WebPresented, LLC helps organizations and individuals create value using smart technology solutions that marry with business processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ingenworksingenworks.comHQ: Monmouth Junction, NJ, United StatesReported employees: Not recorded | Monmouth Junction, NJ, United States | Not recorded | Exact match | 32 contacts → |
“Our mission is to provide ingenious solutions to your complex business problems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nexteknextekdevelopment.comHQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Conclusive Analyticsconclusiveanalytics.comHQ: Huntersville, NC, United StatesReported employees: 201-500 | Huntersville, NC, United States | 201-500 | Exact match | 28 contacts → |
“Conclusive Analytics, a wholly-owned subsidiary of Marketing Associates, provides analytic-driven sales and marketing solutions which enable our customers to grow revenue and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Armantek LLCarmantek.comHQ: Reston, VA, United StatesReported employees: 11-50 | Reston, VA, United States | 11-50 | Exact match | 27 contacts → |
“ArmanTek L.L.C.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Portusportusinc.comHQ: Dublin, CA, United StatesReported employees: 1-10 | Dublin, CA, United States | 1-10 | Exact match | 25 contacts → |
“Established in 2010, Portus is a software development company that builds purpose-built business intelligence, work flow automation and predictive analytics solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Clientcircleclientcircle.comHQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 24 contacts → |
“At ClientCircle, we build software that helps you grow your agency.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Social Assurancesocialassurance.com HQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 21 contacts → |
“Empower, Ignite and Enable your Financial Brand to be Remarkable.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Optionsoft Technologies INCoptionsoft.io HQ: Clifton Park, NY, United StatesReported employees: 11-50 | Clifton Park, NY, United States | 11-50 | Exact match | 15 contacts → |
“OptionSoft Technologies is leading the way in intuitive and innovational software for a variety of business applications.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Limelyte Technology Group, INClimelyte.comHQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 14 contacts → |
“We design and develop software applications to help your business run more efficiently and generate new revenue.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Jaspersoftjaspersoft.comHQ: Santa Clara, CA, United StatesReported employees: 501-1,000 | Santa Clara, CA, United States | 501-1,000 | Exact match | 13 contacts → |
“Jaspersoft is a leading provider of developer-grade reporting software, with over downloads per month globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Creoviacreovia.ioHQ: Mesa, AZ, United StatesReported employees: 1-10 | Mesa, AZ, United States | 1-10 | Exact match | 12 contacts → |
“We are a software company that specializes in providing innovative solutions to businesses of all sizes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Inline Data Systems, LLCinlinedatasystems.comHQ: Columbia, IL, United StatesReported employees: 1-10 | Columbia, IL, United States | 1-10 | Exact match | 12 contacts → |
“Inline Data Systems is a B2B company that specializes in deep data insight, key integrations, and a multi-tier marketing platform using a Powerful CRM.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Yammm Softwareyammm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“builds custom software and reporting solutions primarily in the Oil & Gas sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Caps INCcapsinc.comHQ: Orlando, FL, United StatesReported employees: 1-10 | Orlando, FL, United States | 1-10 | Exact match | 12 contacts → |
“CAPS, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  The Chatfield Groupthechatfieldgroup.comHQ: Mesa, AZ, United StatesReported employees: 11-50 | Mesa, AZ, United States | 11-50 | Exact match | 12 contacts → |
“Chatfield develops software solutions for a vast array of business industries including: financial, travel, and health care to name just a few.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Empower It, INCempowerit.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 12 contacts → |
“Empower IT helps clients identify their most profitable customers, accelerate product innovation, optimize supply chains and pricing, and identify the true drivers of financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 12 contacts → |
“UE.co software and services company that builds cutting edge marketing and customer acquisition software for financial companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 235 company matches
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Client reporting software companies: dataset insights
September 27, 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
235 records in the displayed employee bands.
0 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 235 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for client reporting software companies?
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 reporting software companies did RevenueBase find based in the United States?
The saved snapshot records 235 matching company records, 1,572 tracked contacts and 495 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: September 27, 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 reporting software companies by geography
- Client reporting software companies based in Australia
- Client reporting software companies based in Brazil
- Client reporting software companies based in Canada
- Client reporting software companies based in France
- Client reporting software companies based in Germany
- Client reporting software companies based in India
- Client reporting software companies based in the Netherlands
- Client reporting software companies based in South Africa
- Client reporting software companies based in Spain
- Client reporting software companies based in Türkiye
- Client reporting software companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 client reporting software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-reporting-software-companies/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 reporting software companies based in Australia
- Client reporting software companies based in Brazil
- Client reporting software companies based in Canada
- Client reporting software companies based in France
- Client reporting software companies based in Germany
- Client reporting software companies based in India
Company intelligence · public preview
Top 25 client reporting software companies based in the United States
RevenueBase records 235 matching company records for client reporting software companies based in the United States, with 1,572 tracked contacts and 495 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: September 27, 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 reporting software companies 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 | Broadridge Advisor Solutionsadvisor.broadridge.com HQ: San Diego, CA, United StatesReported employees: 201-500 | San Diego, CA, United States | 201-500 | Exact match | 134 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bravo Store Systemsbravostoresystems.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 81 contacts → |
“Bravo Store Systems is all-in-one point of sale software built for the stores a generic retail system was never made for: pawn shops, firearm dealers (FFL), jewelers, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Global Software, INCglobalsoftwareinc.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 71 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Infoarchinfo-arch.com HQ: Charleston, SC, United StatesReported employees: 51-200 | Charleston, SC, United States | 51-200 | Exact match | 55 contacts → |
“InfoArch is a leading nearshore international software development company with offices in the United States, Canada, and South America.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cyberscience Corporationcyberscience.com HQ: Centennial, CO, United StatesReported employees: 51-200 | Centennial, CO, United States | 51-200 | Exact match | 51 contacts → |
“Cyberscience helps organizations turn complex data into actionable reporting.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Motio, INCmotio.com HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 50 contacts → |
“At Motio, we help customers succeed in delivering and managing their business intelligence analytics faster.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pilgrim Consulting Grouppilgrimconsulting.group HQ: Franklin, TN, United StatesReported employees: 11-50 | Franklin, TN, United States | 11-50 | Exact match | 40 contacts → |
“Pilgrim Consulting improves the way people do business by building great software that automates business processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Webpresentedwebpresented.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 35 contacts → |
“WebPresented, LLC helps organizations and individuals create value using smart technology solutions that marry with business processes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ingenworksingenworks.com HQ: Monmouth Junction, NJ, United StatesReported employees: Not recorded | Monmouth Junction, NJ, United States | Not recorded | Exact match | 32 contacts → |
“Our mission is to provide ingenious solutions to your complex business problems.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nexteknextekdevelopment.com HQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Conclusive Analyticsconclusiveanalytics.com HQ: Huntersville, NC, United StatesReported employees: 201-500 | Huntersville, NC, United States | 201-500 | Exact match | 28 contacts → |
“Conclusive Analytics, a wholly-owned subsidiary of Marketing Associates, provides analytic-driven sales and marketing solutions which enable our customers to grow revenue and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Armantek LLCarmantek.com HQ: Reston, VA, United StatesReported employees: 11-50 | Reston, VA, United States | 11-50 | Exact match | 27 contacts → |
“ArmanTek L.L.C.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Portusportusinc.com HQ: Dublin, CA, United StatesReported employees: 1-10 | Dublin, CA, United States | 1-10 | Exact match | 25 contacts → |
“Established in 2010, Portus is a software development company that builds purpose-built business intelligence, work flow automation and predictive analytics solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Clientcircleclientcircle.com HQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 24 contacts → |
“At ClientCircle, we build software that helps you grow your agency.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Social Assurancesocialassurance.com HQ: Lincoln, NE, United StatesReported employees: 11-50 | Lincoln, NE, United States | 11-50 | Exact match | 21 contacts → |
“Empower, Ignite and Enable your Financial Brand to be Remarkable.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Optionsoft Technologies INCoptionsoft.io HQ: Clifton Park, NY, United StatesReported employees: 11-50 | Clifton Park, NY, United States | 11-50 | Exact match | 15 contacts → |
“OptionSoft Technologies is leading the way in intuitive and innovational software for a variety of business applications.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Limelyte Technology Group, INClimelyte.com HQ: Spokane, WA, United StatesReported employees: 11-50 | Spokane, WA, United States | 11-50 | Exact match | 14 contacts → |
“We design and develop software applications to help your business run more efficiently and generate new revenue.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Jaspersoftjaspersoft.com HQ: Santa Clara, CA, United StatesReported employees: 501-1,000 | Santa Clara, CA, United States | 501-1,000 | Exact match | 13 contacts → |
“Jaspersoft is a leading provider of developer-grade reporting software, with over downloads per month globally.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Creoviacreovia.io HQ: Mesa, AZ, United StatesReported employees: 1-10 | Mesa, AZ, United States | 1-10 | Exact match | 12 contacts → |
“We are a software company that specializes in providing innovative solutions to businesses of all sizes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Inline Data Systems, LLCinlinedatasystems.com HQ: Columbia, IL, United StatesReported employees: 1-10 | Columbia, IL, United States | 1-10 | Exact match | 12 contacts → |
“Inline Data Systems is a B2B company that specializes in deep data insight, key integrations, and a multi-tier marketing platform using a Powerful CRM.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Yammm Softwareyammm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“builds custom software and reporting solutions primarily in the Oil & Gas sector.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Caps INCcapsinc.com HQ: Orlando, FL, United StatesReported employees: 1-10 | Orlando, FL, United States | 1-10 | Exact match | 12 contacts → |
“CAPS, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Chatfield Groupthechatfieldgroup.com HQ: Mesa, AZ, United StatesReported employees: 11-50 | Mesa, AZ, United States | 11-50 | Exact match | 12 contacts → |
“Chatfield develops software solutions for a vast array of business industries including: financial, travel, and health care to name just a few.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Empower It, INCempowerit.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 12 contacts → |
“Empower IT helps clients identify their most profitable customers, accelerate product innovation, optimize supply chains and pricing, and identify the true drivers of financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 12 contacts → |
“UE.co software and services company that builds cutting edge marketing and customer acquisition software for financial companies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 235 company matches
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Client reporting software companies: dataset insights
September 27, 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
235 records in the displayed employee bands.
0 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 235 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for client reporting software companies?
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 reporting software companies did RevenueBase find based in the United States?
The saved snapshot records 235 matching company records, 1,572 tracked contacts and 495 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: September 27, 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.
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Cite this list
RevenueBase Data Team. Top 25 client reporting software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/client-reporting-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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