Company lists · Data refreshed September 2026
Top 25 Financial management software companies based in the United States
RevenueBase identified 79 company matches for financial management software companies associated with 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 company matches for financial management software companies 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 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 contacts → | ||||
Exact match “Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 250 contacts → | ||||
Exact match “Your financial life doesn't fit in a single category.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 55 contacts → | ||||
Exact match “As of October 5th we'll be moving to our new insightsoftware page.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 54 contacts → | ||||
Exact match “Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “Mosaic.tech is now Bob Finance by HiBob.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “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,”…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Equipos is now SimCorp.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “The best FP & A tool since Excel.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “MIMICS Financial Software- Financial Software to Match You!” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Studio Fifty Three brings you tools for society.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “QuickQore is cloud-based bookkeeping software built specifically for the realities of US pizza shops, multi-location restaurant operators, and franchise businesses.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “SEE YOUR FINANCES FROM A WHOLE NEW VANTAGE POINT.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Are you struggling to manage your cash flow, create a realistic budget, or plan for the future?” Recorded in the RevenueBase company graph · Sep 2, 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 software companies”. 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 79 financial management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 386 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 software companies” 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 386 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 September 2, 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.
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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial management software companies are there based in the United States?
RevenueBase identified 79 company matches for financial management software companies associated with the United States as of September 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?
Aptitude Software tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial management software companies?
New York leads with 9 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 386 professional contacts with verified work emails tracked across these 79 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 September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 79 financial management software companies based in the United States. Start with a free account, no credit card.
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Financial management software companies by geography
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 software companies based in Brazil
- Financial management software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 financial management software companies 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 79 matching company records for financial management software companies based in the United States, with 1,067 tracked contacts and 386 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: September 2, 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 software companies 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 |  Aptitude Softwareaptitudesoftware.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Boston, MA, United States | 501-1,000 | Exact match | 320 contacts → |
“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Quickenquicken.comHQ: HQ not recorded; location: Tucson, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Tucson, AZ, United States | 51-200 | Exact match | 250 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Longview Solutionsinsightsoftware.comHQ: HQ not recorded; location: Glen Ellyn, IL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Glen Ellyn, IL, United States | 501-1,000 | Exact match | 55 contacts → |
“As of October 5th we'll be moving to our new insightsoftware page.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fuelfinancefuelfinance.meHQ: HQ not recorded; location: Delaware, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Delaware, DE, United States | 11-50 | Exact match | 54 contacts → |
“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  mosaic.techhibob.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MSX Group Prospero For Fp&amsxgroup.comHQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Finmarkfinmark.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Churpy INCchurpy.coHQ: HQ not recorded; location: Middletown New Castle, United StatesReported employees: 11-50 | HQ not recorded; location: Middletown New Castle, United States | 11-50 | Exact match | 12 contacts → |
“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,”…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Equipossimcorp.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Xlerantxlerant.comHQ: HQ not recorded; location: Stamford, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Stamford, CT, United States | 51-200 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Brentmark, INCbrentmark.comHQ: HQ not recorded; location: Vowinckel, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Modelopticmodeloptic.comHQ: HQ not recorded; location: Chicago, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Trueview Moneytrueview.moneyHQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 1-10 | HQ not recorded; location: Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Financlifinancli.comHQ: HQ not recorded; location: Claymont, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Claymont, DE, United States | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Advisor Controlsadvisorcontrols.comHQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Charlotte, NC, United States | 11-50 | Exact match | 2 contacts → |
“Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Mimics, INCmimics.comHQ: HQ not recorded; location: Albuquerque, NM, United StatesReported employees: 11-50 | HQ not recorded; location: Albuquerque, NM, United States | 11-50 | Exact match | 2 contacts → |
“MIMICS Financial Software- Financial Software to Match You!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Studio Fifty Threestudiofiftythree.com HQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Quickqorequickqore.comHQ: HQ not recorded; location: PA, United StatesReported employees: 1-10 | HQ not recorded; location: PA, United States | 1-10 | Exact match | 1 contacts → |
“QuickQore is cloud-based bookkeeping software built specifically for the realities of US pizza shops, multi-location restaurant operators, and franchise businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SIF Capital Advisorssifcapitaladvisors.comHQ: HQ not recorded; location: Saratoga Springs, NY, United StatesReported employees: 1-10 | HQ not recorded; location: Saratoga Springs, NY, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Frontier Financial Planningfrontierplanning.comHQ: HQ not recorded; location: Hillsborough, NJ, United StatesReported employees: 1-10 | HQ not recorded; location: Hillsborough, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Savvy Money Solutionssavvymoneysolutions.comHQ: HQ not recorded; location: Orlando, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Orlando, FL, United States | 1-10 | Exact match | 1 contacts → |
“SEE YOUR FINANCES FROM A WHOLE NEW VANTAGE POINT.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Alto Solutions Group, LLCaltosg.comHQ: HQ not recorded; location: Baltimore, MD, United StatesReported employees: 1-10 | HQ not recorded; location: Baltimore, MD, United States | 1-10 | Exact match | 1 contacts → |
“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lifestyle Planlifestyleplan.comHQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Plano, TX, United States | 1-10 | Exact match | 1 contacts → |
“eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Spicer-Baer Associates, INCspicer-baer.comHQ: HQ not recorded; location: Elk Grove, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Elk Grove, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  Trend Performancetrendperformancellc.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1-10 | HQ not recorded; location: New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Are you struggling to manage your cash flow, create a realistic budget, or plan for the future?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Financial management software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
79 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Questions about this company list
What does Exact match mean for financial management software companies?
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 software companies did RevenueBase find based in the United States?
The saved snapshot records 79 matching company records, 1,067 tracked contacts and 386 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: September 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial management software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-management-software-companies/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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- Lists by location
- Lists A-Z
- New lists
- Financial management software companies based in Brazil
- Financial management software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 financial management software companies based in the United States
RevenueBase records 79 matching company records for financial management software companies based in the United States, with 1,067 tracked contacts and 386 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: September 2, 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 software companies 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 | Aptitude Softwareaptitudesoftware.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Boston, MA, United States | 501-1,000 | Exact match | 320 contacts → |
“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Quickenquicken.com HQ: HQ not recorded; location: Tucson, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Tucson, AZ, United States | 51-200 | Exact match | 250 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Longview Solutionsinsightsoftware.com HQ: HQ not recorded; location: Glen Ellyn, IL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Glen Ellyn, IL, United States | 501-1,000 | Exact match | 55 contacts → |
“As of October 5th we'll be moving to our new insightsoftware page.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fuelfinancefuelfinance.me HQ: HQ not recorded; location: Delaware, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Delaware, DE, United States | 11-50 | Exact match | 54 contacts → |
“Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | mosaic.techhibob.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MSX Group Prospero For Fp&amsxgroup.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 13 contacts → |
“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Finmarkfinmark.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Churpy INCchurpy.co HQ: HQ not recorded; location: Middletown New Castle, United StatesReported employees: 11-50 | HQ not recorded; location: Middletown New Castle, United States | 11-50 | Exact match | 12 contacts → |
“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,”…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Equipossimcorp.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 9 contacts → |
“Equipos is now SimCorp.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Xlerantxlerant.com HQ: HQ not recorded; location: Stamford, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Stamford, CT, United States | 51-200 | Exact match | 6 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Brentmark, INCbrentmark.com HQ: HQ not recorded; location: Vowinckel, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Modelopticmodeloptic.com HQ: HQ not recorded; location: Chicago, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trueview Moneytrueview.money HQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 1-10 | HQ not recorded; location: Salt Lake City, UT, United States | 1-10 | Exact match | 5 contacts → |
“TrueView is a simple money system and app that works for personal finance and very small (micro) businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Financlifinancli.com HQ: HQ not recorded; location: Claymont, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Claymont, DE, United States | 11-50 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advisor Controlsadvisorcontrols.com HQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Charlotte, NC, United States | 11-50 | Exact match | 2 contacts → |
“Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mimics, INCmimics.com HQ: HQ not recorded; location: Albuquerque, NM, United StatesReported employees: 11-50 | HQ not recorded; location: Albuquerque, NM, United States | 11-50 | Exact match | 2 contacts → |
“MIMICS Financial Software- Financial Software to Match You!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Studio Fifty Threestudiofiftythree.com HQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Pittsburgh, PA, United States | 1-10 | Exact match | 2 contacts → |
“Studio Fifty Three brings you tools for society.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Quickqorequickqore.com HQ: HQ not recorded; location: PA, United StatesReported employees: 1-10 | HQ not recorded; location: PA, United States | 1-10 | Exact match | 1 contacts → |
“QuickQore is cloud-based bookkeeping software built specifically for the realities of US pizza shops, multi-location restaurant operators, and franchise businesses.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SIF Capital Advisorssifcapitaladvisors.com HQ: HQ not recorded; location: Saratoga Springs, NY, United StatesReported employees: 1-10 | HQ not recorded; location: Saratoga Springs, NY, United States | 1-10 | Exact match | 1 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Frontier Financial Planningfrontierplanning.com HQ: HQ not recorded; location: Hillsborough, NJ, United StatesReported employees: 1-10 | HQ not recorded; location: Hillsborough, NJ, United States | 1-10 | Exact match | 1 contacts → |
“Frontier Financial Planning is a Computer Software company located at 322 Courtyard Drive Hillsborough, New Jersey 08844, United States.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Savvy Money Solutionssavvymoneysolutions.com HQ: HQ not recorded; location: Orlando, FL, United StatesReported employees: 1-10 | HQ not recorded; location: Orlando, FL, United States | 1-10 | Exact match | 1 contacts → |
“SEE YOUR FINANCES FROM A WHOLE NEW VANTAGE POINT.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Alto Solutions Group, LLCaltosg.com HQ: HQ not recorded; location: Baltimore, MD, United StatesReported employees: 1-10 | HQ not recorded; location: Baltimore, MD, United States | 1-10 | Exact match | 1 contacts → |
“Software product developer and retailer with regional offices in Ashburn, VA and Baltimore, MD.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lifestyle Planlifestyleplan.com HQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 1-10 | HQ not recorded; location: Plano, TX, United States | 1-10 | Exact match | 1 contacts → |
“eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Spicer-Baer Associates, INCspicer-baer.com HQ: HQ not recorded; location: Elk Grove, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Elk Grove, CA, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Trend Performancetrendperformancellc.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1-10 | HQ not recorded; location: New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Are you struggling to manage your cash flow, create a realistic budget, or plan for the future?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 79 company matches
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Financial management software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
79 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Questions about this company list
What does Exact match mean for financial management software companies?
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 software companies did RevenueBase find based in the United States?
The saved snapshot records 79 matching company records, 1,067 tracked contacts and 386 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: September 2, 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 software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial management software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-management-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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