Company lists · Data refreshed September 2026
Top 25 Financial management software services based in the United States
RevenueBase identified 261 company matches for financial management software services associated with the United States as of September 2026 and tracks 5,108 professional contacts across them, including 736 with verified work emails. New York is the largest hub.
This list covers company matches for financial management software services 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 28, 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 services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 249 contacts → | ||||
Exact match “Your financial life doesn't fit in a single category.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 175 contacts → | ||||
Exact match “Indinero is on a mission to help every business realize its potential.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 172 contacts → | ||||
Exact match “Brightfin provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize, optimize…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 65 contacts → | ||||
Exact match “Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 54 contacts → | ||||
Exact match “Fuelfinance is an all-in-one financial solution tailor-made for growing SMEs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 48 contacts → | ||||
Exact match “The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 38 contacts → | ||||
Exact match “Mosaic.tech is now Bob Finance by HiBob.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 31 contacts → | ||||
Exact match “Our software serves 1500+ financial professionals nationwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 27 contacts → | ||||
Exact match “Proven Optics provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 26 contacts → | ||||
Exact match “MIMICS provides financial software for the financial services industry in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 24 contacts → | ||||
Exact match “America is a nation full of Entrepreneurs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Our primary focus is to help each client improve their financial tools and business processes in a logical and timely manner with top-level business expertise.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 21 contacts → | ||||
Exact match “At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “Running a practice is not for the faint of heart.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “At First Steps Financial, we take a hands-on, flexible approach to financial management-because your business deserves more than just numbers on a page.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 14 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 28, 2026 · View company records in RevenueBase | |||||
| 19 | 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 28, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Prosper drives purposeful profit in 60 days, transforming business finances from overhead to opportunity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 9 contacts → | ||||
Exact match “Financial consulting firm specializing in outsourced CFO, Controller, and accounting services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “Phase 3 Advisory Services helps small business owners, working professionals and retirees improve and preserve their standard of living through the use of prudent and effective…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 8 contacts → | ||||
Exact match “We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded in the RevenueBase company graph · Sep 28, 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 services”. 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 261 financial management software services based in the United States
See the full list, filter by size, metro and specialty, and access 736 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial management software services based in the United States at a glance
As of Sep 28, 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 261 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 software services” 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 736 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 28, 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial management software services are there based in the United States?
RevenueBase identified 261 company matches for financial management software services 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?
DST Systems 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 services?
New York leads with 19 company records, followed by Austin (9) and Los Angeles (7).
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 736 professional contacts with verified work emails tracked across these 261 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 261 financial management software services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial management software services by geography
- Financial management software services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India
- Financial management software services based in the Netherlands
- Financial management software services based in Spain
- Financial management software services based in the United Kingdom
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 services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India
Company intelligence · public preview
Top 25 financial management software services 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 261 matching company records for financial management software services based in the United States, with 5,108 tracked contacts and 736 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 28, 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 services 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 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Indineroindinero.comHQ: Los Angeles, United StatesReported employees: 201-500 | Los Angeles, United States | 201-500 | Exact match | 175 contacts → |
“Indinero is on a mission to help every business realize its potential.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Brightfinbrightfin.comHQ: Centennial, CO, United StatesReported employees: 201-500 | Centennial, CO, United States | 201-500 | Exact match | 172 contacts → |
“Brightfin provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize, optimize…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rose Financial Solutionsrosefinancial.com HQ: North Bethesda, MD, United StatesReported employees: 51-200 | North Bethesda, MD, United States | 51-200 | Exact match | 65 contacts → |
“Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fuelfinancefuelfinance.meHQ: Delaware, DE, United StatesReported employees: 11-50 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  The CFO Centre USAcfocentre.comHQ: New York, TX, United StatesReported employees: 51-200 | New York, TX, United States | 51-200 | Exact match | 48 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  mosaic.techhibob.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nexteknextekdevelopment.comHQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Proven Opticsprovenoptics.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 27 contacts → |
“Proven Optics provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Mimics, INCmimics.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ARENAarenacfo.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 24 contacts → |
“America is a nation full of Entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Prairie Fire Resources, LLCgopfr.comHQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 21 contacts → |
“Our primary focus is to help each client improve their financial tools and business processes in a logical and timely manner with top-level business expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Fiscal Advocate, INCfiscaladvocate.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Profit Mattersprofitmatters.com HQ: Hickory Creek, TX, United StatesReported employees: 11-50 | Hickory Creek, TX, United States | 11-50 | Exact match | 19 contacts → |
“Running a practice is not for the faint of heart.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  revenu.comrevenu.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Steps Financialfirststepsfinancial.com HQ: Princeton, NJ, United StatesReported employees: 11-50 | Princeton, NJ, United States | 11-50 | Exact match | 15 contacts → |
“At First Steps Financial, we take a hands-on, flexible approach to financial management-because your business deserves more than just numbers on a page.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Finmarkfinmark.comHQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Churpy INCchurpy.coHQ: Middletown, United StatesReported employees: 11-50 | Middletown, 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prosper CFOprospercfo.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Prosper drives purposeful profit in 60 days, transforming business finances from overhead to opportunity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Officeheadsofficeheads.com HQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 10 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Strategic Financial Consultingstratfc.comHQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 9 contacts → |
“Financial consulting firm specializing in outsourced CFO, Controller, and accounting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Phase 3 Advisory Services, LTDphase3advisory.com HQ: Buffalo Grove, IL, United StatesReported employees: 1-10 | Buffalo Grove, IL, United States | 1-10 | Exact match | 9 contacts → |
“Phase 3 Advisory Services helps small business owners, working professionals and retirees improve and preserve their standard of living through the use of prudent and effective…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Sparq Partners LLCsparqpartners.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 8 contacts → |
“We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Journals & Ledgersjournalsandledgers.com HQ: Peachtree City, GA, United StatesReported employees: 1-10 | Peachtree City, GA, United States | 1-10 | Exact match | 8 contacts → |
“Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 261 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial management software services: dataset insights
September 28, 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
261 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.
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 261 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: September 28, 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 services?
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 services did RevenueBase find based in the United States?
The saved snapshot records 261 matching company records, 5,108 tracked contacts and 736 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 28, 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 services by geography
- Financial management software services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India
- Financial management software services based in the Netherlands
- Financial management software services based in Spain
- Financial management software services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial management software services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-management-software-services/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 software services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India
Company intelligence · public preview
Top 25 financial management software services based in the United States
RevenueBase records 261 matching company records for financial management software services based in the United States, with 5,108 tracked contacts and 736 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 28, 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 services 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 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Indineroindinero.com HQ: Los Angeles, United StatesReported employees: 201-500 | Los Angeles, United States | 201-500 | Exact match | 175 contacts → |
“Indinero is on a mission to help every business realize its potential.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Brightfinbrightfin.com HQ: Centennial, CO, United StatesReported employees: 201-500 | Centennial, CO, United States | 201-500 | Exact match | 172 contacts → |
“Brightfin provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize, optimize…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rose Financial Solutionsrosefinancial.com HQ: North Bethesda, MD, United StatesReported employees: 51-200 | North Bethesda, MD, United States | 51-200 | Exact match | 65 contacts → |
“Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fuelfinancefuelfinance.me HQ: Delaware, DE, United StatesReported employees: 11-50 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | The CFO Centre USAcfocentre.com HQ: New York, TX, United StatesReported employees: 51-200 | New York, TX, United States | 51-200 | Exact match | 48 contacts → |
“The CFO Centre provides CFO services to small & medium sized enterprises on a fractional basis.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | mosaic.techhibob.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nexteknextekdevelopment.com HQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Proven Opticsprovenoptics.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 27 contacts → |
“Proven Optics provides clients with a suite of IT financial management and managed software subscriptions to enable your organization to rationalize, comprehend, normalize…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Mimics, INCmimics.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ARENAarenacfo.com HQ: Reston, VA, United StatesReported employees: 51-200 | Reston, VA, United States | 51-200 | Exact match | 24 contacts → |
“America is a nation full of Entrepreneurs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Prairie Fire Resources, LLCgopfr.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 21 contacts → |
“Our primary focus is to help each client improve their financial tools and business processes in a logical and timely manner with top-level business expertise.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Fiscal Advocate, INCfiscaladvocate.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“At Fiscal Advocate, we specialize in tech-enabled financial planning and analysis (FP & A), bookkeeping, and accounting services tailored for professional service firms.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Profit Mattersprofitmatters.com HQ: Hickory Creek, TX, United StatesReported employees: 11-50 | Hickory Creek, TX, United States | 11-50 | Exact match | 19 contacts → |
“Running a practice is not for the faint of heart.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | revenu.comrevenu.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Revenu redefines financial management by blending meticulous accounting with expert CFO services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Steps Financialfirststepsfinancial.com HQ: Princeton, NJ, United StatesReported employees: 11-50 | Princeton, NJ, United States | 11-50 | Exact match | 15 contacts → |
“At First Steps Financial, we take a hands-on, flexible approach to financial management-because your business deserves more than just numbers on a page.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finmarkfinmark.com HQ: Raleigh, NC, United StatesReported employees: 11-50 | Raleigh, NC, United States | 11-50 | Exact match | 14 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Churpy INCchurpy.co HQ: Middletown, United StatesReported employees: 11-50 | Middletown, 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Prosper CFOprospercfo.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Prosper drives purposeful profit in 60 days, transforming business finances from overhead to opportunity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Officeheadsofficeheads.com HQ: Evanston, IL, United StatesReported employees: 1-10 | Evanston, IL, United States | 1-10 | Exact match | 10 contacts → |
“Officeheads Provides Off-Site Financial Management Services to Create Healthy, Profitable Companies Officeheads begins all of our engagements by getting to know our client…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Strategic Financial Consultingstratfc.com HQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 9 contacts → |
“Financial consulting firm specializing in outsourced CFO, Controller, and accounting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Phase 3 Advisory Services, LTDphase3advisory.com HQ: Buffalo Grove, IL, United StatesReported employees: 1-10 | Buffalo Grove, IL, United States | 1-10 | Exact match | 9 contacts → |
“Phase 3 Advisory Services helps small business owners, working professionals and retirees improve and preserve their standard of living through the use of prudent and effective…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Sparq Partners LLCsparqpartners.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 8 contacts → |
“We bring CFO clarity, operational insight, and long-view financial strategy to the boldest creators in the world.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Journals & Ledgersjournalsandledgers.com HQ: Peachtree City, GA, United StatesReported employees: 1-10 | Peachtree City, GA, United States | 1-10 | Exact match | 8 contacts → |
“Small Business Solutions for Big Business Growth At Journals & Ledgers, we are experts at streamlining your bookkeeping processes so you can understand your numbers, improve your…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 261 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial management software services: dataset insights
September 28, 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
261 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.
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 261 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: September 28, 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 services?
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 services did RevenueBase find based in the United States?
The saved snapshot records 261 matching company records, 5,108 tracked contacts and 736 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 28, 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 services by geography
- Financial management software services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India
- Financial management software services based in the Netherlands
- Financial management software services based in Spain
- Financial management software services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial management software services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-management-software-services/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 software services based in Australia
- Financial management software services based in Brazil
- Financial management software services based in Canada
- Financial management software services based in Finland
- Financial management software services based in France
- Financial management software services based in India