Company lists · Data verified August 2026

Top 16 Client trust account software companies based in the United States

Name: Client trust account software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 29 companies tracked

There are 29 client trust account software companies headquartered in the United States (RevenueBase, August 2026). RevenueBase tracks 1,001 professional contacts across them, including 143 with verified work emails and 371 with mobile numbers. New York is the largest hub.

This list covers client trust account 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. Data current as of August 28, 2026.

29Companies

1,001Contacts tracked

143Verified emails

371Mobile numbers

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The 16 largest client trust account software companies based in the United States

Ranked by team size

Top 16 of 29 client trust account software companies based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	Elite Technology	New York, NY	201-500	737	34
2	Ss&c Innovest	New York	51-200	65	2
3	Infovisa, INC	Cornelius, NC	11-50	46	30
4	Tabs3 Software	Lincoln, NE	51-200	36	30
5	HWA International	Memphis, TN	11-50	29	12
6	Wealthhub Solutions, INC	Conshohocken, PA	11-50	18	12
7	Curo365	Salt Lake City, UT	11-50	8	6
8	Alenet, INC	Miami, FL	11-50	6	3
9	The Lackner Group, INC	Pittsburgh, PA	11-50	4	3
10	Lawaccounting	Allentown, PA	11-50	4	2
11	Blue Ervay, LLC	Dallas, TX	1-10	3	3
12	Time59	Glenview, IL	1-10	3	1
13	Title XI Software Solutions, INC	Santa Ana, CA	11-50	2	2
14	Ohana Bookkeeping	Lake Forest, CA	1-10	2	1
15	Kylie M Consulting	Denver, CO	1-10	1	1
16	Delta Data Trust, INC	Prior Lake, MN	1-10	1	1

Showing 16 of 29 client trust account software companies based in the United States

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Client trust account software companies based in the United States at a glance

As of Aug 28, 2026

11-50Median size (employees)

New YorkLargest hub · 3 HQs

371Contacts with mobile numbers

0Emails re-verified in last 30 days

Companies by employee count

1-10

11-50

51-200

201-500

Client trust account software companies by metro

Metro	Companies
Client trust account software companies in New York	3
Client trust account software companies in Lincoln	2
Client trust account software companies in Cornelius	1
Client trust account software companies in Houston	1
Client trust account software companies in Seattle	1
Client trust account software companies in Temple Terrace	1
Client trust account software companies in Seven Hills	1
Client trust account software companies in Miami	1

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “client trust account software companies”, with match quality audited by blind human judging, and headquartered in the United States.
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: Contact records re-verify on a rolling cadence; 0 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many client trust account software companies are there based in the United States?

There are 29 client trust account software companies headquartered in the United States as of August 2026 (RevenueBase).

What is the largest company on this list?

Elite Technology, headquartered in New York, tops this list with the largest team on record.

Which city has the most client trust account software companies?

New York leads with 3 headquartered companies, followed by Lincoln (2) and Cornelius (1).

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 143 verified decision-maker contacts tracked across these 29 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.