Company lists · Data refreshed September 2026

Top 25 Financial management software developers based in the United States

RevenueBase identified 139 financial management software developers headquartered in the United States as of September 2026 and tracks 1,910 professional contacts across them, including 765 with verified work emails. New York is the largest hub.

This list covers financial management software developers 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 28, 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 28, 2026 86% judged on-target in blind review
139Companies
1,910Contacts tracked
765Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial management software developers based in the United States

Ranked by team size
Top 25 of 139 financial management software developers based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial management software developers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWest Hollywood, CA, United StatesHQ checked Sep 28, 2026201-500398 contacts →

Indirect evidence

“Helping architects and engineers run more profitable businesses.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceMenlo Park, CA, United StatesHQ checked Sep 28, 202651-200249 contacts →

Partial evidence

“Your financial life doesn't fit in a single category.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200216 contacts →

Indirect evidence

“Expensify helps 15 million people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills-all in one place.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceShelton, CT, United StatesHQ checked Sep 28, 202651-200148 contacts →

Strong evidence

“RightCapital is financial planning software done right.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5051 contacts →

Partial evidence

“A3 Solutions is the developer of A3 Modeling.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceShelton, CT, United StatesHQ checked Sep 28, 202651-20045 contacts →

Partial evidence

“Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5042 contacts →

Strong evidence

“Finley's software simplifies debt capital management for banks and asset managers.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceGreenville, SC, United StatesHQ checked Sep 28, 202611-5041 contacts →

Partial evidence

“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceNew York City, NY, United StatesHQ checked Sep 28, 20261,001-5,00038 contacts →

Indirect evidence

“Mosaic.tech is now Bob Finance by HiBob.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceRocklin, CA, United StatesHQ checked Sep 28, 202651-20034 contacts →

Indirect evidence

“HostBooks transforms and enriches your accounting experience through its structured and automated cloud-based accounting platform.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceShoreview, MN, United StatesHQ checked Sep 28, 202611-5031 contacts →

Strong evidence

“Our software serves 1500+ financial professionals nationwide.”

Source: RevenueBase Database · checked Sep 28, 2026
12Strong evidencePortland, OR, United StatesHQ checked Sep 28, 202611-5026 contacts →

Strong evidence

“MIMICS provides financial software for the financial services industry in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
13Strong evidenceRed Wing, MN, United StatesHQ checked Sep 28, 202611-5025 contacts →

Strong evidence

“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceNorfolk, VA, United StatesHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceRedwood City, CA, United StatesHQ checked Sep 28, 202611-5023 contacts →

Partial evidence

“Edstruments is a modern fintech platform designed to replace complicated spreadsheets with visually intuitive and real-time cloud software.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceMuncie, IN, United StatesHQ checked Sep 28, 202611-5021 contacts →

Strong evidence

“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceNaples, FL, United StatesHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“A simple integration with your ERP can bring the automation power needed to reduce your reporting time 50% or more.* FYIsoft solutions are designed for companies with complex…”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceBirmingham, AL, United StatesHQ checked Sep 28, 202611-5016 contacts →

Partial evidence

“Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5015 contacts →

Strong evidence

“Slope Software is an actuarial financial projection modeling software company, designed using modern thinking that breaks through all the limitations of traditional financial…”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceRaleigh, NC, United StatesHQ checked Sep 28, 202611-5014 contacts →

Strong evidence

“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidencePowhatan, VA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Partial evidence

“Welcome to Dominion Leasing Software, the home of LeaseComplete ©: The Complete Leasing Solution™.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceMiddletown, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceSheridan, WY, United StatesHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Akounto, redefining the financial ecosystem for Small businesses, Freelancers, and Startups.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceStamford, CT, United StatesHQ checked Sep 28, 202651-2006 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 139 financial management software developers based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 765 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial management software developers based in the United States at a glance

As of Sep 28, 2026
40.1%Verified-email coverage
13.7Average contacts per company
1-10Median size (employees)
6.5%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
78
11-50
46
51-200
10
201-500
2
1,001-5,000
3

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 139 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 software developers, 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 software developers”. 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 software developers), 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 software developers, 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, 765 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 28, 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

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 software developers, 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 software developers are there based in the United States?

RevenueBase identified 139 financial management software developers 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?

BQE Software, headquartered in West Hollywood, tops this list with the largest team on record.

Which city has the most financial management software developers?

New York leads with 9 headquartered companies, followed by San Francisco (8) and Chicago (5).

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 765 verified decision-maker contacts tracked across these 139 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 139 financial management software developers based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.