Company lists · Data refreshed August 2026
Top 16 Client trust account software companies based in the United States
RevenueBase identified 29 company matches for client trust account software companies associated with the United States as of August 2026 and 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 company matches for client trust account 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 August 31, 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 16 largest client trust account software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 737 contacts → | ||||
Exact match “Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 2 | 65 contacts → | ||||
Exact match “SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 3 | 46 contacts → | ||||
Exact match “Infovisa is a leader in trust accounting software.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 4 | 36 contacts → | ||||
Exact match “Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 5 | 29 contacts → | ||||
Exact match “HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 7 | 8 contacts → | ||||
Exact match “Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “The Lackner Group has been developing tools for estate administration since its incorporation in 1985.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “LawAccounting is the ultimate accounting solution designed exclusively for law firms, bridging the complexities of legal accounting with the power of modern technology.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Blue Ervay provides software and support services designed to meet the specific business needs of modern law firms, banks and financial institutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Easy-to-use, inexpensive, reliable legal billing software for solos and small firms.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Title XI Software Solutions is a software and support company supplying secure cloud based case management software as well as electronic discovery and litigation support to…” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Ohana Bookkeeping is a bookkeeping firm of CPAs and professional bookkeepers dedicated to law firms and their trust accounting.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Property/trust accounting services for residential property management companies.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Delta Data specializes in comprehensive and flexible trust accounting software that is easy to learn and use.” Recorded in the RevenueBase company graph · Aug 31, 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 trust account 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 16 of 29 client trust account software companies based in the United States
See the full list, filter by size, metro and specialty, and access 143 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Client trust account software companies based in the United States at a glance
As of Aug 31, 2026Companies by employee count
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 trust account 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 143 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 August 31, 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 trust account software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many client trust account software companies are there based in the United States?
RevenueBase identified 29 company matches for client trust account software companies associated with the United States as of August 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?
Elite Technology tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most client trust account software companies?
New York leads with 3 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 143 professional contacts with verified work emails tracked across these 29 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 August 31, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 client trust account software companies based in the United States. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 16 client trust account 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 29 matching company records for client trust account software companies based in the United States, with 1,001 tracked contacts and 143 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 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 16 client trust account 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 |  Elite Technologyelite.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 737 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ss&c Innovestadvent.comHQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 65 contacts → |
“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Infovisa, INCinfovisa.comHQ: HQ not recorded; location: Cornelius, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tabs3 Softwaretabs3.comHQ: HQ not recorded; location: Lincoln, NE, United StatesReported employees: 51-200 | HQ not recorded; location: Lincoln, NE, United States | 51-200 | Exact match | 36 contacts → |
“Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  HWA Internationalhwainternational.comHQ: HQ not recorded; location: Memphis, TN, United StatesReported employees: 11-50 | HQ not recorded; location: Memphis, TN, United States | 11-50 | Exact match | 29 contacts → |
“HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Wealthhub Solutions, INCwealthhubsolutions.comHQ: HQ not recorded; location: Conshohocken, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Conshohocken, PA, United States | 11-50 | Exact match | 18 contacts → |
“WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Curo365curo365.comHQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Salt Lake City, UT, United States | 11-50 | Exact match | 8 contacts → |
“Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alenet, INCalenet.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Lackner Group, INClacknergroup.comHQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Pittsburgh, PA, United States | 11-50 | Exact match | 4 contacts → |
“The Lackner Group has been developing tools for estate administration since its incorporation in 1985.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lawaccountinglawaccounting.comHQ: HQ not recorded; location: Allentown, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Allentown, PA, United States | 11-50 | Exact match | 4 contacts → |
“LawAccounting is the ultimate accounting solution designed exclusively for law firms, bridging the complexities of legal accounting with the power of modern technology.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue Ervay, LLCblueervay.comHQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Blue Ervay provides software and support services designed to meet the specific business needs of modern law firms, banks and financial institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Time59time59.comHQ: HQ not recorded; location: Glenview, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Glenview, IL, United States | 1-10 | Exact match | 3 contacts → |
“Easy-to-use, inexpensive, reliable legal billing software for solos and small firms.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Title XI Software Solutions, INCtitlexi.comHQ: HQ not recorded; location: Santa Ana, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Santa Ana, CA, United States | 11-50 | Exact match | 2 contacts → |
“Title XI Software Solutions is a software and support company supplying secure cloud based case management software as well as electronic discovery and litigation support to…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Ohana Bookkeepingohanacpb.comHQ: HQ not recorded; location: Lake Forest, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Lake Forest, CA, United States | 1-10 | Exact match | 2 contacts → |
“Ohana Bookkeeping is a bookkeeping firm of CPAs and professional bookkeepers dedicated to law firms and their trust accounting.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Kylie M Consultingkyliemconsulting.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 1-10 | HQ not recorded; location: Denver, CO, United States | 1-10 | Exact match | 1 contacts → |
“Property/trust accounting services for residential property management companies.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Delta Data Trust, INCdeltadatatrust.comHQ: HQ not recorded; location: Prior Lake, MN, United StatesReported employees: 1-10 | HQ not recorded; location: Prior Lake, MN, United States | 1-10 | Exact match | 1 contacts → |
“Delta Data specializes in comprehensive and flexible trust accounting software that is easy to learn and use.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
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Client trust account software companies: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
29 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: August 31, 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 trust account 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 trust account software companies did RevenueBase find based in the United States?
The saved snapshot records 29 matching company records, 1,001 tracked contacts and 143 verified emails. The public preview displays 16 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: August 31, 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
Cite this list
RevenueBase Data Team. Top 16 client trust account software companies based in the United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/client-trust-account-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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- New lists
- AI companies based in the United States
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Company intelligence · public preview
Top 16 client trust account software companies based in the United States
RevenueBase records 29 matching company records for client trust account software companies based in the United States, with 1,001 tracked contacts and 143 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 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 16 client trust account 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 | Elite Technologyelite.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 737 contacts → |
“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ss&c Innovestadvent.com HQ: HQ not recorded; location: New York, United StatesReported employees: 51-200 | HQ not recorded; location: New York, United States | 51-200 | Exact match | 65 contacts → |
“SS & C Innovest’s forward-thinking technology solutions are the choice of many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Infovisa, INCinfovisa.com HQ: HQ not recorded; location: Cornelius, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tabs3 Softwaretabs3.com HQ: HQ not recorded; location: Lincoln, NE, United StatesReported employees: 51-200 | HQ not recorded; location: Lincoln, NE, United States | 51-200 | Exact match | 36 contacts → |
“Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HWA Internationalhwainternational.com HQ: HQ not recorded; location: Memphis, TN, United StatesReported employees: 11-50 | HQ not recorded; location: Memphis, TN, United States | 11-50 | Exact match | 29 contacts → |
“HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Wealthhub Solutions, INCwealthhubsolutions.com HQ: HQ not recorded; location: Conshohocken, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Conshohocken, PA, United States | 11-50 | Exact match | 18 contacts → |
“WealthHub is a leading provider of enterprise solutions for fiduciary management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Curo365curo365.com HQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Salt Lake City, UT, United States | 11-50 | Exact match | 8 contacts → |
“Curo365 was designed and developed by PrenticeWorx, a Gold Microsoft Partner, to enhance the amazing native capabilities of Microsoft products for the benefit of law firms around…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alenet, INCalenet.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 6 contacts → |
“Alenet Inc is a software development firm specialized in financial services company based out of Coral Gables, Florida, United States.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Lackner Group, INClacknergroup.com HQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Pittsburgh, PA, United States | 11-50 | Exact match | 4 contacts → |
“The Lackner Group has been developing tools for estate administration since its incorporation in 1985.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lawaccountinglawaccounting.com HQ: HQ not recorded; location: Allentown, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Allentown, PA, United States | 11-50 | Exact match | 4 contacts → |
“LawAccounting is the ultimate accounting solution designed exclusively for law firms, bridging the complexities of legal accounting with the power of modern technology.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue Ervay, LLCblueervay.com HQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Blue Ervay provides software and support services designed to meet the specific business needs of modern law firms, banks and financial institutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Time59time59.com HQ: HQ not recorded; location: Glenview, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Glenview, IL, United States | 1-10 | Exact match | 3 contacts → |
“Easy-to-use, inexpensive, reliable legal billing software for solos and small firms.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Title XI Software Solutions, INCtitlexi.com HQ: HQ not recorded; location: Santa Ana, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Santa Ana, CA, United States | 11-50 | Exact match | 2 contacts → |
“Title XI Software Solutions is a software and support company supplying secure cloud based case management software as well as electronic discovery and litigation support to…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ohana Bookkeepingohanacpb.com HQ: HQ not recorded; location: Lake Forest, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Lake Forest, CA, United States | 1-10 | Exact match | 2 contacts → |
“Ohana Bookkeeping is a bookkeeping firm of CPAs and professional bookkeepers dedicated to law firms and their trust accounting.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Kylie M Consultingkyliemconsulting.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 1-10 | HQ not recorded; location: Denver, CO, United States | 1-10 | Exact match | 1 contacts → |
“Property/trust accounting services for residential property management companies.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Delta Data Trust, INCdeltadatatrust.com HQ: HQ not recorded; location: Prior Lake, MN, United StatesReported employees: 1-10 | HQ not recorded; location: Prior Lake, MN, United States | 1-10 | Exact match | 1 contacts → |
“Delta Data specializes in comprehensive and flexible trust accounting software that is easy to learn and use.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 16 of 29 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Client trust account software companies: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
29 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.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: August 31, 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 trust account 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 trust account software companies did RevenueBase find based in the United States?
The saved snapshot records 29 matching company records, 1,001 tracked contacts and 143 verified emails. The public preview displays 16 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: August 31, 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
Cite this list
RevenueBase Data Team. Top 16 client trust account software companies based in the United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/client-trust-account-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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