Company lists · Data refreshed October 2026

Top 25 Document management companies for financial services based in the United States

Name: Document management companies for financial services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 977 companies tracked

RevenueBase identified 977 company matches for document management companies for financial services associated with the United States as of October 2026 and tracks 25,429 professional contacts across them, including 7,249 with verified work emails. Houston is the largest hub.

This list covers company matches for document management companies for financial services 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 October 11, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 11, 2026 How this list was built

977Companies

25,429Contacts tracked

7,249Verified emails

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The 25 largest document management companies for financial services based in the United States

Ranked by team size

Top 25 of 977 company matches for document management companies for financial services based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Toppan Merrill	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,729 contacts →
	Exact match “Introducing Quinn by Toppan Merrill.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Pacific Office Automation	Exact match	Beaverton, OR, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,208 contacts →
	Exact match “Our Mission Pacific Office Automation is dedicated to the belief that a team of individuals who constantly challenge each other will develop the skills and manpower necessary to…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Access Information Management	Exact match	Peabody, MA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,191 contacts →
	Exact match “Access is the trusted partner for organizations seeking effective records and information management services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	DEX Imaging	Exact match	Tampa, FL, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,149 contacts →
	Exact match “DEX helps customers Do Business Better.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Recall	Exact match	Norcross, GA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,051 contacts →
	Exact match “As global leaders in Information Management, Recall provides the services you need throughout the information life-cycle.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	IST Management	Exact match	Atlanta, GA, United StatesHQ recorded Oct 11, 2026	1,001-5,000	940 contacts →
	Exact match “IST Management Services, Inc is an outsourcing company specializing in the life cycle management of your information: From incoming mail, to complex print jobs, to eDiscovery and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Boston Financial Data Services	Exact match	Kansas City, MO, United StatesHQ recorded Oct 11, 2026	10001+	818 contacts →
	Exact match “SS & C Technologies has acquired Boston Financial Data Services (BFDS).” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Vital Records Control VRC	Exact match	Memphis, TN, United StatesHQ recorded Oct 11, 2026	1,001-5,000	642 contacts →
	Exact match “VRC Companies, LLC.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Netdocuments	Exact match	Lehi, UT, United StatesHQ recorded Oct 11, 2026	501-1,000	575 contacts →
	Exact match “NetDocuments, the #1 trusted cloud-native document management system (DMS) for 25+ years, delivers everything lawyers need to do their best work, including award-winning…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Cabinet Document Management Solutions	Exact match	Madison, AL, United StatesHQ recorded Oct 11, 2026	51-200	535 contacts →
	Exact match “Cabinet Document Management Solutions was acquired by PSIGEN Software, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	FOXIT	Exact match	Fremont, CA, United StatesHQ recorded Oct 11, 2026	501-1,000	506 contacts →
	Exact match “Foxit is a software leader delivering a fast, secure, AI-powered document suite that brings greater control, speed, and value to the way people work with documents.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	GRM Information Management Services	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 11, 2026	201-500	432 contacts →
	Exact match “Trusted for more than 30 years, GRM is a leading provider of information management solutions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	TAB	Exact match	Mayville, WI, United StatesHQ recorded Oct 11, 2026	51-200	410 contacts →
	Exact match “TAB helps you save money, increase efficiency and reduce risk by streamlining the way you store, find and use business assets, paper files and electronic information.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Covius	Exact match	Glendale, CO, United StatesHQ recorded Oct 11, 2026	501-1,000	365 contacts →
	Exact match “Covius is a trusted provider of solutions, insight and technology to leading financial services companies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Progress Sharefile	Exact match	Raleigh, NC, United StatesHQ recorded Oct 11, 2026	5,001-10,000	356 contacts →
	Exact match “ShareFile is now part of Progress.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Knovaone	Exact match	West Palm Beach, FL, United StatesHQ recorded Oct 11, 2026	501-1,000	344 contacts →
	Exact match “Founded in 2012 and headquartered in Bonita Springs, Florida, Knova One – A TRAKAmerica company, is part of a leading legal and financial services group with a strong U.S.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Stat Informatic Solutions	Exact match	Green Bay, WI, United StatesHQ recorded Oct 11, 2026	201-500	330 contacts →
	Exact match “STAT Informatic Solutions is an outsource alternative catering to healthcare, financial institutions, law firms and many other industries with the passion and understanding to…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Concord Technologies	Exact match	Seattle, WA, United StatesHQ recorded Oct 11, 2026	51-200	294 contacts →
	Exact match “Concord Technologies is a leading provider of secure document exchange, intelligent document processing, and interoperability solutions to healthcare providers, payers, and other…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	BMC Group	Exact match	Hawthorne, CA, United StatesHQ recorded Oct 11, 2026	201-500	237 contacts →
	Exact match “Since its founding in 1998, BMC Group, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Foundation AI	Exact match	Irvine, CA, United StatesHQ recorded Oct 11, 2026	51-200	237 contacts →
	Exact match “Foundation AI helps law firms and claims departments streamline the manual and error-prone process of managing inbound mail and emailed documents.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Dtsv, INC	Exact match	Newport News, VA, United StatesHQ recorded Oct 11, 2026	501-1,000	228 contacts →
	Exact match “DTSV is a federal government contractor specializing in massive-scale document processing, review, imaging, and workflow management; Records Management of legal documents; FOIA…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	PCI Group	Exact match	Fort Mill, SC, United StatesHQ recorded Oct 11, 2026	201-500	184 contacts →
	Exact match “PCI Group is a leading provider of mission-critical transactional communications for businesses where the security of customer-centric data is paramount, precision and accuracy…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Docufree	Exact match	Alpharetta, GA, United StatesHQ recorded Oct 11, 2026	501-1,000	177 contacts →
	Exact match “Docufree is a services-led leader in digital transformation solutions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Vastec	Exact match	Tampa, FL, United StatesHQ recorded Oct 11, 2026	51-200	171 contacts →
	Exact match “VASTEC is a trusted provider of high-volume document digitization, data capture, accessibility remediation, and records management solutions for government agencies and commercial…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Zeno Office Solutions	Exact match	Tampa, FL, United StatesHQ recorded Oct 11, 2026	201-500	168 contacts →
	Exact match “Zeno Office Solutions was founded in 1996 and has been a leader in Florida for more than 20 years.” Recorded in the RevenueBase company graph · Oct 11, 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 “document management companies for financial services”. 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 977 document management companies for financial services based in the United States

See the full list, filter by size, metro and specialty, and access 7,249 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Document management companies for financial services based in the United States at a glance

As of Oct 11, 2026

28.5%Verified-email coverage

26.0Average contacts per company

11-50Median size (employees)

2.9%Largest-city concentration · Houston

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

321

11-50

441

51-200

156

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 977 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 “document management companies for financial services” 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 7,249 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 October 11, 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.

Document management companies for financial services by metro

Document management companies for financial services in Houston28

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 “document management companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many document management companies for financial services are there based in the United States?

RevenueBase identified 977 company matches for document management companies for financial services associated with the United States as of October 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?

Toppan Merrill tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most document management companies for financial services?

Houston leads with 28 company records, followed by New York (24) and Los Angeles (17).

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 7,249 professional contacts with verified work emails tracked across these 977 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 October 11, 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 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.