Company lists · Data refreshed September 2026

Top 25 Financial data analytics software companies based in the United States

RevenueBase identified 464 financial data analytics software companies headquartered in the United States as of September 2026 and tracks 29,406 professional contacts across them, including 14,075 with verified work emails. New York is the largest hub.

This list covers financial data analytics 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 21, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
464Companies
29,406Contacts tracked
14,075Verified emails
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The 25 largest financial data analytics software companies based in the United States

Ranked by team size
Top 25 of 464 financial data analytics software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to financial data analytics software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceNorwalk, CT, United StatesHQ checked Sep 21, 202610001+13,385 contacts →

Strong evidence

“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 20261,001-5,0003,345 contacts →

Indirect evidence

“Because decisions matter to your plan and the planet.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 21, 20261,001-5,0001,964 contacts →

Indirect evidence

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 21, 20261,001-5,0001,542 contacts →

Indirect evidence

“OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 2026501-1,000795 contacts →

Partial evidence

“YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidenceChicago, IL, United StatesHQ checked Sep 21, 2026201-500654 contacts →

Strong evidence

“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…”

Source: RevenueBase Database · checked Sep 21, 2026
7Strong evidenceKansas City, MO, United StatesHQ checked Sep 21, 202610001+612 contacts →

Strong evidence

“SS & C Technologies has acquired International Financial Data Services (IFDS) in the UK.”

Source: RevenueBase Database · checked Sep 21, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 21, 2026201-500591 contacts →

Strong evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 21, 2026
9Strong evidenceRedwood City, CA, United StatesHQ checked Sep 21, 20261,001-5,000485 contacts →

Strong evidence

“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceNY, United StatesHQ checked Sep 21, 2026201-500388 contacts →

Indirect evidence

“Datarails is the AI finance operating system for finance teams.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 2026201-500275 contacts →

Partial evidence

“CB Insights is the leader in predictive intelligence on private companies-turning exclusive data on millions of firms into early, trusted signals on future performance and…”

Source: RevenueBase Database · checked Sep 21, 2026
12Strong evidenceTysons Corner, VA, United StatesHQ checked Sep 21, 20261,001-5,000209 contacts →

Strong evidence

“We provide cloud-native, AI-powered enterprise analytics software to thousands of global customers, and leverage 35+ years of software expertise to explore innovation in Bitcoin…”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceSt Paul, MN, United StatesHQ checked Sep 21, 202651-200198 contacts →

Indirect evidence

“We believe that embracing complexity can lead to innovative simplicity.”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200187 contacts →

Partial evidence

“RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200183 contacts →

Indirect evidence

“Datazoic is an AI-native product suite built for sell-side Capital Markets.”

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceNew York, United StatesHQ checked Sep 21, 202651-200166 contacts →

Strong evidence

“ActiveViam is a fast-growing financial data analytics solution provider.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidenceCalabasas, CA, United StatesHQ checked Sep 21, 202651-200162 contacts →

Partial evidence

“Solver delivers an AI-first approach for its extended financial planning and analysis (xFP & A) solution that increases access to actionable insights beyond the finance department…”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200115 contacts →

Partial evidence

“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…”

Source: RevenueBase Database · checked Sep 21, 2026
19Strong evidenceLawrenceville, GA, United StatesHQ checked Sep 21, 202651-20085 contacts →

Strong evidence

“Black Book powers the automotive industry with the most precise data and analytics in the market.”

Source: RevenueBase Database · checked Sep 21, 2026
20Partial evidenceNew York, United StatesHQ checked Sep 21, 2026201-50082 contacts →

Partial evidence

“For more than 20 years, 1010data has helped financial, retail and consumer goods customers monitor shifts in consumer demand and market conditions and rapidly respond with…”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-20077 contacts →

Partial evidence

“Aleph helps top finance teams work with their data in real time.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceNew York, United StatesHQ checked Sep 21, 2026201-50071 contacts →

Partial evidence

“Superior data for decision-making.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 21, 202651-20071 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceBensalem Township, PA, United StatesHQ checked Sep 21, 202651-20070 contacts →

Indirect evidence

“Who We Are Funding Metrics is a powerhouse of efficiency and analysis.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceRoseville, CA, United StatesHQ checked Sep 21, 2026201-50068 contacts →

Indirect evidence

“As of April 30th we'll be moving to our new insightsoftware page.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 464 financial data analytics software companies based in the United States

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Financial data analytics software companies based in the United States at a glance

As of Sep 21, 2026
47.9%Verified-email coverage
63.4Average contacts per company
11-50Median size (employees)
12.5%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
231
11-50
147
51-200
54
201-500
14
501-1,000
7
1,001-5,000
6
10001+
5

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 464 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 financial data analytics 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 “financial data analytics 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 financial data analytics 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 financial data analytics 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, 14,075 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 21, 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.

Financial data analytics software companies by metro

  • Financial data analytics software companies in New York58

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 financial data analytics 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 financial data analytics software companies are there based in the United States?

RevenueBase identified 464 financial data analytics 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?

Factset, headquartered in Norwalk, tops this list with the largest team on record.

Which city has the most financial data analytics software companies?

New York leads with 58 headquartered companies, followed by San Francisco (24) and Chicago (16).

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 14,075 verified decision-maker contacts tracked across these 464 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 21, 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.