Company lists · Data refreshed September 2026
Top 25 Financial management software companies based in the United States
RevenueBase identified 79 financial management software companies headquartered in the United States as of September 2026 and tracks 1,067 professional contacts across them, including 386 with verified work emails and 310 with mobile numbers. New York is the largest hub.
This list covers financial management 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 320 | ||||
“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 250 | ||||
“Your financial life doesn't fit in a single category.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 55 | ||||
“As of October 5th we'll be moving to our new insightsoftware page.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 54 | ||||
“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 38 | ||||
“Mosaic.tech is now Bob Finance by HiBob.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 | ||||
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 | ||||
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 | ||||
“A good sign you need to update your CFO’s stack is when your team is doing manual tasks repeatedly or if more of the time is spent on gathering data rather than driving insights,”…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | EquiposIndirect evidence | 9 | |||
“Equipos is now SimCorp.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 | ||||
“XLerant provides a cloud-based budgeting, forecasting and reporting solution for small to mid-sized organizations, designed for the needs of finance teams and budget managers.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 | ||||
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 | ||||
“The best FP & A tool since Excel.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 | ||||
“TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 | ||||
“With various features and state-of-the-art capabilities, Financli is a financial planning and analysis software - that enables businesses, financial advisors, and planners to stay…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 | ||||
“Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | Mimics, INCStrong evidence | 2 | |||
“MIMICS Financial Software- Financial Software to Match You!” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Studio Fifty ThreeIndirect evidence | 2 | |||
“Studio Fifty Three brings you tools for society.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 | ||||
“QuickQore is cloud-based bookkeeping software built specifically for the realities of US pizza shops, multi-location restaurant operators, and franchise businesses.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | SIF Capital AdvisorsIndirect evidence | 1 | |||
“Sif Capital Advisors provides startups and SMBs in the $5M-$50M range with Interim and Fractional CFO services, QuickBooks Online optimization, and ERP/EPM strategy and…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 | ||||
“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 | ||||
“SEE YOUR FINANCES FROM A WHOLE NEW VANTAGE POINT.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 | ||||
“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | Lifestyle PlanStrong evidence | 1 | |||
“eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 | ||||
Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 | ||||
“Are you struggling to manage your cash flow, create a realistic budget, or plan for the future?” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 79 financial management software companies based in the United States
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Financial management software companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial management 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 an evidence 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, 386 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 2, 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.
Frequently asked
How many financial management software companies are there based in the United States?
RevenueBase identified 79 financial management 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?
Aptitude Software, headquartered in Boston, tops this list with the largest team on record.
Which city has the most financial management software companies?
New York leads with 7 headquartered companies, followed by San Francisco (3) and San Diego (2).
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 386 verified decision-maker contacts tracked across these 79 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 2, 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.
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