Company lists · Data refreshed September 2026

Top 25 Financial management platforms based in the United States

Name: Financial management platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 500 companies tracked

RevenueBase identified 500 financial management platforms headquartered in the United States as of September 2026 and tracks 18,541 professional contacts across them, including 7,834 with verified work emails. New York is the largest hub.

This list covers financial management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

500Companies

18,541Contacts tracked

7,834Verified emails

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The 25 largest financial management platforms based in the United States

Ranked by team size

Top 25 of 500 financial management platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to financial management platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	RAMP	Strong evidence	New York, FL, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,123 contacts →
	Strong evidence “Ramp is an all-in-one financial operations platform designed to save businesses time and money.” Source: RevenueBase Database · checked Sep 14, 2026
2	Onestream Software	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,542 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 14, 2026
3	Kyriba	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	501-1,000	1,222 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
4	Personal Capital	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 14, 2026	201-500	1,168 contacts →
	Indirect evidence “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: RevenueBase Database · checked Sep 14, 2026
5	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 14, 2026
6	Planful	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	201-500	591 contacts →
	Strong evidence “Planful is the pioneer of financial performance management cloud software.” Source: RevenueBase Database · checked Sep 14, 2026
7	Dynamo Software	Indirect evidence	Watertown, MA, United StatesHQ checked Sep 14, 2026	201-500	440 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
8	Datarails	Indirect evidence	NY, United StatesHQ checked Sep 14, 2026	201-500	388 contacts →
	Indirect evidence “Datarails is the AI finance operating system for finance teams.” Source: RevenueBase Database · checked Sep 14, 2026
9	Nirvana Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	330 contacts →
	Partial evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 14, 2026
10	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	328 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
11	Albert	Indirect evidence	Los Angeles, CA, United StatesHQ checked Sep 14, 2026	51-200	260 contacts →
	Indirect evidence “We believe in making money simple.” Source: RevenueBase Database · checked Sep 14, 2026
12	Quicken	Partial evidence	Menlo Park, CA, United StatesHQ checked Sep 14, 2026	51-200	249 contacts →
	Partial evidence “Your financial life doesn't fit in a single category.” Source: RevenueBase Database · checked Sep 14, 2026
13	Gtreasury	Indirect evidence	Buffalo Grove, IL, United StatesHQ checked Sep 14, 2026	201-500	229 contacts →
	Indirect evidence “GTreasury is now Ripple Treasury.” Source: RevenueBase Database · checked Sep 14, 2026
14	Cloudzero	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	51-200	173 contacts →
	Partial evidence “CloudZero is the financial control plane for AI economics.” Source: RevenueBase Database · checked Sep 14, 2026
15	Subscribe	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	162 contacts →
	Indirect evidence “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Source: RevenueBase Database · checked Sep 14, 2026
16	Merchante	Strong evidence	Atlanta, GA, United StatesHQ checked Sep 14, 2026	201-500	152 contacts →
	Strong evidence “MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Source: RevenueBase Database · checked Sep 14, 2026
17	Empyrean Solutions	Partial evidence	Woburn, MA, United StatesHQ checked Sep 14, 2026	51-200	150 contacts →
	Partial evidence “Empyrean Solutions empowers the dynamic CFO with a unified treasury, FP & A and analytics platform that brings ALM, liquidity, budgeting & planning, profitability, CECL, and…” Source: RevenueBase Database · checked Sep 14, 2026
18	Monarch	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	145 contacts →
	Partial evidence “Monarch is the most comprehensive platform for managing your personal finances.” Source: RevenueBase Database · checked Sep 14, 2026
19	Dv01	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	129 contacts →
	Indirect evidence “dv01, a FitchSolutions Company, is a leading capital markets fintech firm driving technological innovation and loan-level transparency in structured finance.” Source: RevenueBase Database · checked Sep 14, 2026
20	Solovis	Strong evidence	Irving, TX, United StatesHQ checked Sep 14, 2026	201-500	122 contacts →
	Strong evidence “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: RevenueBase Database · checked Sep 14, 2026
21	ARC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	11-50	111 contacts →
	Strong evidence “Arc is the cash management and capital markets platform for technology companies.” Source: RevenueBase Database · checked Sep 14, 2026
22	QOUNT	Partial evidence	Plano, TX, United StatesHQ checked Sep 14, 2026	51-200	110 contacts →
	Partial evidence “Traditional practice management software helps firms organize work.” Source: RevenueBase Database · checked Sep 14, 2026
23	Advyzon	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	108 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
24	Smartx Advisory Solutions	Strong evidence	West Palm Beach, FL, United StatesHQ checked Sep 14, 2026	51-200	100 contacts →
	Strong evidence “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Source: RevenueBase Database · checked Sep 14, 2026
25	Finaloop	Partial evidence	Brooklyn, NY, United StatesHQ checked Sep 14, 2026	51-200	94 contacts →
	Partial evidence “Finaloop is the financial operating system built for DTC, ecommerce, and retail brands.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial management platforms.
Partial evidence: Its own public description names part of financial management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 500 financial management platforms based in the United States

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Financial management platforms based in the United States at a glance

As of Sep 14, 2026

42.3%Verified-email coverage

37.1Average contacts per company

1-10Median size (employees)

13.4%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

279

11-50

151

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 500 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 management platforms, 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 management platforms”. 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 management platforms), 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 management platforms, 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, 7,834 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 14, 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 management platforms by metro

Financial management platforms in New York67
Financial management platforms in San Francisco38

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 management platforms, 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 management platforms are there based in the United States?

RevenueBase identified 500 financial management platforms 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?

RAMP, headquartered in Miami, tops this list with the largest team on record.

Which city has the most financial management platforms?

New York leads with 67 headquartered companies, followed by San Francisco (38) and Austin (14).

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 7,834 verified decision-maker contacts tracked across these 500 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 14, 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.