Company lists · Data refreshed October 2026
Top 25 Financial management platforms based in the United States
RevenueBase identified 560 company matches for financial management platforms associated with the United States as of October 2026 and tracks 21,176 professional contacts across them, including 9,449 with verified work emails. New York is the largest hub.
This list covers company matches for financial management platforms 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 1, 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 25 largest financial management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,123 contacts → | ||||
Exact match “Ramp is an all-in-one financial operations platform designed to save businesses time and money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 1,964 contacts → | ||||
Exact match “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 1,542 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 1,222 contacts → | ||||
Exact match “Kyriba is the global leader in liquidity performance, trusted to transform how CFOs, Treasurers and IT leaders connect, protect, forecast and optimize their liquidity amid…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 1,168 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 818 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 591 contacts → | ||||
Exact match “Planful is the pioneer of financial performance management cloud software.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 440 contacts → | ||||
Exact match “Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 388 contacts → | ||||
Exact match “Datarails is the AI finance operating system for finance teams.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 330 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 328 contacts → | ||||
Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 260 contacts → | ||||
Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 249 contacts → | ||||
Exact match “Your financial life doesn't fit in a single category.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 229 contacts → | ||||
Exact match “GTreasury is now Ripple Treasury.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 173 contacts → | ||||
Exact match “CloudZero is the financial control plane for AI economics.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 162 contacts → | ||||
Exact match “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 154 contacts → | ||||
Exact match “DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 152 contacts → | ||||
Exact match “MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 150 contacts → | ||||
Exact match “Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 145 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 129 contacts → | ||||
Exact match “dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 122 contacts → | ||||
Exact match “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 111 contacts → | ||||
Exact match “Arc is the cash management and capital markets platform for technology companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 110 contacts → | ||||
Exact match “Traditional practice management software helps firms organize work.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 108 contacts → | ||||
Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Oct 1, 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 “financial management platforms”. 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 560 financial management platforms based in the United States
See the full list, filter by size, metro and specialty, and access 9,449 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial management platforms based in the United States at a glance
As of Oct 1, 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 560 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 “financial management platforms” 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 9,449 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 1, 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.
Financial management platforms by metro
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 “financial management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial management platforms are there based in the United States?
RevenueBase identified 560 company matches for financial management platforms 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?
RAMP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial management platforms?
New York leads with 74 company records, followed by San Francisco (38) and Austin (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 9,449 professional contacts with verified work emails tracked across these 560 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 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 560 financial management platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial management platforms by geography
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
- Financial management platforms based in New York, United States
- Financial management platforms based in San Francisco, United States
- Financial management platforms based in Australia
- Financial management platforms based in Brazil
- Financial management platforms based in Canada
- Financial management platforms based in Colombia
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
Company intelligence · public preview
Top 25 financial management platforms 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 560 matching company records for financial management platforms based in the United States, with 21,176 tracked contacts and 9,449 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 25 financial management platforms 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 |  RAMPramp.comHQ: New York, FL, United StatesReported employees: 1,001-5,000 | New York, FL, United States | 1,001-5,000 | Exact match | 2,123 contacts → |
“Ramp is an all-in-one financial operations platform designed to save businesses time and money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Insightsoftwareinsightsoftware.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,964 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Onestream Softwareonestream.comHQ: Birmingham, MI, United StatesReported employees: 1,001-5,000 | Birmingham, MI, United States | 1,001-5,000 | Exact match | 1,542 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kyribakyriba.comHQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 1,222 contacts → |
“Kyriba is the global leader in liquidity performance, trusted to transform how CFOs, Treasurers and IT leaders connect, protect, forecast and optimize their liquidity amid…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Planfulplanful.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 591 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Dynamo Softwaredynamosoftware.comHQ: Watertown, MA, United StatesReported employees: 201-500 | Watertown, MA, United States | 201-500 | Exact match | 440 contacts → |
“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Datarailsdatarails.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 388 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Albertalbert.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quickenquicken.comHQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Gtreasurytreasury.ripple.comHQ: Buffalo Grove, IL, United StatesReported employees: 201-500 | Buffalo Grove, IL, United States | 201-500 | Exact match | 229 contacts → |
“GTreasury is now Ripple Treasury.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cloudzerocloudzero.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 173 contacts → |
“CloudZero is the financial control plane for AI economics.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Subscribesubscribeplatform.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Debtbookdebtbook.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Merchantemerchante.comHQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 152 contacts → |
“MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Empyrean Solutionsempyreansolutions.comHQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 150 contacts → |
“Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Dv01dv01.coHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 contacts → |
“dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Solovissolovis.comHQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 122 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  ARCjoinarc.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 111 contacts → |
“Arc is the cash management and capital markets platform for technology companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  QOUNTqount.ioHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 110 contacts → |
“Traditional practice management software helps firms organize work.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 560 company matches
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Financial management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
559 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 560 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 1, 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 ↗
Financial management platforms by metro
Questions about this company list
What does Exact match mean for financial management platforms?
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 financial management platforms did RevenueBase find based in the United States?
The saved snapshot records 560 matching company records, 21,176 tracked contacts and 9,449 verified emails. The public preview displays 25 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: October 1, 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
Financial management platforms by geography
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
- Financial management platforms based in New York, United States
- Financial management platforms based in San Francisco, United States
- Financial management platforms based in Australia
- Financial management platforms based in Brazil
- Financial management platforms based in Canada
- Financial management platforms based in Colombia
Cite this list
RevenueBase Data Team. Top 25 financial management platforms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-management-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
Company intelligence · public preview
Top 25 financial management platforms based in the United States
RevenueBase records 560 matching company records for financial management platforms based in the United States, with 21,176 tracked contacts and 9,449 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 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 25 financial management platforms 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 | RAMPramp.com HQ: New York, FL, United StatesReported employees: 1,001-5,000 | New York, FL, United States | 1,001-5,000 | Exact match | 2,123 contacts → |
“Ramp is an all-in-one financial operations platform designed to save businesses time and money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Insightsoftwareinsightsoftware.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,964 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Onestream Softwareonestream.com HQ: Birmingham, MI, United StatesReported employees: 1,001-5,000 | Birmingham, MI, United States | 1,001-5,000 | Exact match | 1,542 contacts → |
“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.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kyribakyriba.com HQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 1,222 contacts → |
“Kyriba is the global leader in liquidity performance, trusted to transform how CFOs, Treasurers and IT leaders connect, protect, forecast and optimize their liquidity amid…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,168 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Planfulplanful.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 591 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Dynamo Softwaredynamosoftware.com HQ: Watertown, MA, United StatesReported employees: 201-500 | Watertown, MA, United States | 201-500 | Exact match | 440 contacts → |
“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Datarailsdatarails.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 388 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Albertalbert.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 260 contacts → |
“We believe in making money simple.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quickenquicken.com HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Gtreasurytreasury.ripple.com HQ: Buffalo Grove, IL, United StatesReported employees: 201-500 | Buffalo Grove, IL, United States | 201-500 | Exact match | 229 contacts → |
“GTreasury is now Ripple Treasury.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cloudzerocloudzero.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 173 contacts → |
“CloudZero is the financial control plane for AI economics.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Subscribesubscribeplatform.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Debtbookdebtbook.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 154 contacts → |
“DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Merchantemerchante.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 152 contacts → |
“MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Empyrean Solutionsempyreansolutions.com HQ: Woburn, MA, United StatesReported employees: 51-200 | Woburn, MA, United States | 51-200 | Exact match | 150 contacts → |
“Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Dv01dv01.co HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 contacts → |
“dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Solovissolovis.com HQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 122 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | ARCjoinarc.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 111 contacts → |
“Arc is the cash management and capital markets platform for technology companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | QOUNTqount.io HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 110 contacts → |
“Traditional practice management software helps firms organize work.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 560 company matches
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Financial management platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
559 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 560 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: October 1, 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 ↗
Financial management platforms by metro
Questions about this company list
What does Exact match mean for financial management platforms?
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 financial management platforms did RevenueBase find based in the United States?
The saved snapshot records 560 matching company records, 21,176 tracked contacts and 9,449 verified emails. The public preview displays 25 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: October 1, 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
Financial management platforms by geography
- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom
- Financial management platforms based in New York, United States
- Financial management platforms based in San Francisco, United States
- Financial management platforms based in Australia
- Financial management platforms based in Brazil
- Financial management platforms based in Canada
- Financial management platforms based in Colombia
Cite this list
RevenueBase Data Team. Top 25 financial management platforms based in the United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-management-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial management platforms based in Sao Paulo, Brazil
- Financial management platforms based in Toronto, Canada
- Financial management platforms based in Paris, France
- Financial management platforms based in Bangalore, India
- Financial management platforms based in Mumbai, India
- Financial management platforms based in London, United Kingdom