Company lists · Data refreshed September 2026
Top 25 Client reporting software companies based in the United States
RevenueBase identified 235 client reporting software companies headquartered in 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 client reporting software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest client reporting software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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. | |||||
| 2 | 81 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 71 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 55 contacts → | ||||
Partial evidence “InfoArch is a leading nearshore international software development company with offices in the United States, Canada, and South America.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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. | |||||
| 6 | 50 contacts → | ||||
Indirect evidence “At Motio, we help customers succeed in delivering and managing their business intelligence analytics faster.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 40 contacts → | ||||
Partial evidence “Pilgrim Consulting improves the way people do business by building great software that automates business processes.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Indirect evidence “WebPresented, LLC helps organizations and individuals create value using smart technology solutions that marry with business processes.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Indirect evidence “Our mission is to provide ingenious solutions to your complex business problems.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 contacts → | ||||
Partial evidence “Our software serves 1500+ financial professionals nationwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 28 contacts → | ||||
Indirect evidence “Conclusive Analytics, a wholly-owned subsidiary of Marketing Associates, provides analytic-driven sales and marketing solutions which enable our customers to grow revenue and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 27 contacts → | ||||
Indirect evidence “ArmanTek L.L.C.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 25 contacts → | ||||
Partial evidence “Established in 2010, Portus is a software development company that builds purpose-built business intelligence, work flow automation and predictive analytics solutions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Strong evidence “At ClientCircle, we build software that helps you grow your agency.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 21 contacts → | ||||
Indirect evidence “Empower, Ignite and Enable your Financial Brand to be Remarkable.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Partial evidence “OptionSoft Technologies is leading the way in intuitive and innovational software for a variety of business applications.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 14 contacts → | ||||
Partial evidence “We design and develop software applications to help your business run more efficiently and generate new revenue.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 13 contacts → | ||||
Strong 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 | 12 contacts → | ||||
Partial evidence “We are a software company that specializes in providing innovative solutions to businesses of all sizes.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 12 contacts → | ||||
Strong evidence “builds custom software and reporting solutions primarily in the Oil & Gas sector.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 contacts → | ||||
Indirect evidence “CAPS, Inc.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 12 contacts → | ||||
Partial evidence “Chatfield develops software solutions for a vast array of business industries including: financial, travel, and health care to name just a few.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 12 contacts → | ||||
Partial evidence “Empower IT helps clients identify their most profitable customers, accelerate product innovation, optimize supply chains and pricing, and identify the true drivers of financial…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 12 contacts → | ||||
Partial evidence “UE.co software and services company that builds cutting edge marketing and customer acquisition software for financial companies.” 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 software companies. 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 software companies.
- Partial evidence
- Its own public description names part of client reporting software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name client reporting software companies. 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 235 client reporting software companies based in the United States
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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
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 software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “client reporting software companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names client reporting software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among client reporting software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 495 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 software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many client reporting software companies are there based in the United States?
RevenueBase identified 235 client reporting software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Broadridge Advisor Solutions, headquartered in San Diego, tops this list with the largest team on record.
Which city has the most client reporting software companies?
New York leads with 11 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 495 verified decision-maker contacts tracked across these 235 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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