Company lists · Data refreshed November 2026
Top 25 Financial planning api providers based in the United States
RevenueBase identified 135 company matches for financial planning api providers associated with the United States as of November 2026 and tracks 2,897 professional contacts across them, including 1,646 with verified work emails. San Francisco is the largest hub.
This list covers company matches for financial planning api providers 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 November 6, 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 planning api providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 727 contacts → | ||||
Exact match “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 634 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 421 contacts → | ||||
Exact match “Datarails is the AI finance operating system for finance teams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 150 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 109 contacts → | ||||
Exact match “Aleph helps top finance teams work with their data in real time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 50 contacts → | ||||
Exact match “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 50 contacts → | ||||
Exact match “Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 48 contacts → | ||||
Exact match “Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 47 contacts → | ||||
Exact match “Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 47 contacts → | ||||
Exact match “Forecastr is an out-of-the-box finance function for your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 44 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Vareto is the most collaborative financial planning and reporting platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 26 contacts → | ||||
Exact match “QUODD acquired Xignite in early 2023.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 21 contacts → | ||||
Exact match “TBH has more than 15 years of experience in providing trusted financial planning services to individuals, families, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 15 contacts → | ||||
Exact match “At Structura Financial Partners, our planning process allows us to fit together all aspects of our clients’ plan, allowing them to spend their life living, confident they have…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 15 contacts → | ||||
Exact match “Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 10 contacts → | ||||
Exact match “PlanGuru | FP & A Software Built for the Real World: PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 10 contacts → | ||||
Exact match “At Torch, we deliver financial clarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 10 contacts → | ||||
Exact match “Stratify empowers finance teams and budget owners to drive business performance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 9 contacts → | ||||
Exact match “Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded in the RevenueBase company graph · Nov 6, 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 planning api providers”. 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 135 financial planning api providers based in the United States
See the full list, filter by size, metro and specialty, and access 1,646 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning api providers based in the United States at a glance
As of Nov 6, 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 135 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 planning api providers” 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 1,646 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 November 6, 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 planning api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning api providers are there based in the United States?
RevenueBase identified 135 company matches for financial planning api providers associated with the United States as of November 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?
Strata Decision Technology tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning api providers?
San Francisco leads with 8 company records, followed by New York (7) and Chicago (5).
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 1,646 professional contacts with verified work emails tracked across these 135 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 135 financial planning api providers based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- Lists A-Z
- New lists
- Financial planning api providers based in Australia
- Financial planning api providers based in India
- Financial planning api providers 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
Company intelligence · public preview
Top 25 financial planning api providers 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 135 matching company records for financial planning api providers based in the United States, with 2,897 tracked contacts and 1,646 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: November 6, 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 planning api providers 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 |  Strata Decision Technologystratadecision.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 727 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Datarailsdatarails.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 421 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ALEPHgetaleph.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 109 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Envestnet Moneyguidemoneyguidepro.com HQ: Powhatan, VA, United StatesReported employees: 51-200 | Powhatan, VA, United States | 51-200 | Exact match | 50 contacts → |
“Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Runwayrunway.cfo.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 50 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Boldinboldin.comHQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 48 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  JIRAVjirav.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 47 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Forecastrforecastr.coHQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 47 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Asset-Mapasset-map.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 44 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Plansmithplansmith.comHQ: Schaumburg, IL, United StatesReported employees: 11-50 | Schaumburg, IL, United States | 11-50 | Exact match | 31 contacts → |
“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Varetovareto.comHQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 27 contacts → |
“Vareto is the most collaborative financial planning and reporting platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Xignite, A Quodd Solutionquodd.comHQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 26 contacts → |
“QUODD acquired Xignite in early 2023.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Kepionkepion.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 25 contacts → |
“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Cfo's Cloudcfoscloud.netHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  TBH Advisorstbhadvisors.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 21 contacts → |
“TBH has more than 15 years of experience in providing trusted financial planning services to individuals, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Structura Financial Partnersstructura.nm.comHQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 15 contacts → |
“At Structura Financial Partners, our planning process allows us to fit together all aspects of our clients’ plan, allowing them to spend their life living, confident they have…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Madison Planning Groupmadisonplanning.comHQ: White Plains, NY, United StatesReported employees: 11-50 | White Plains, NY, United States | 11-50 | Exact match | 15 contacts → |
“Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Planguruplanguru.comHQ: Wilkes Barre, PA, United StatesReported employees: 11-50 | Wilkes Barre, PA, United States | 11-50 | Exact match | 10 contacts → |
“PlanGuru | FP & A Software Built for the Real World: PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Torch Tech Torch Technology Solutionstorchtech.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 10 contacts → |
“At Torch, we deliver financial clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Stratifystratifytech.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“Stratify empowers finance teams and budget owners to drive business performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  MY Financial Coach MFCmyfinancialcoach.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 9 contacts → |
“At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Quilttquiltt.ioHQ: Dallas, United StatesReported employees: 11-50 | Dallas, United States | 11-50 | Exact match | 9 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Financial planning api providers: dataset insights
November 6, 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
135 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 135 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: November 6, 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 planning api providers?
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 planning api providers did RevenueBase find based in the United States?
The saved snapshot records 135 matching company records, 2,897 tracked contacts and 1,646 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: November 6, 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 planning api providers by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning api providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-api-providers/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 planning api providers based in Australia
- Financial planning api providers based in India
- Financial planning api providers 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
Company intelligence · public preview
Top 25 financial planning api providers based in the United States
RevenueBase records 135 matching company records for financial planning api providers based in the United States, with 2,897 tracked contacts and 1,646 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: November 6, 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 planning api providers 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 | Strata Decision Technologystratadecision.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 727 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Datarailsdatarails.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 421 contacts → |
“Datarails is the AI finance operating system for finance teams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ALEPHgetaleph.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 109 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Envestnet Moneyguidemoneyguidepro.com HQ: Powhatan, VA, United StatesReported employees: 51-200 | Powhatan, VA, United States | 51-200 | Exact match | 50 contacts → |
“Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Runwayrunway.cfo.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 50 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Boldinboldin.com HQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 48 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | JIRAVjirav.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 47 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Forecastrforecastr.co HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 47 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Asset-Mapasset-map.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 44 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Plansmithplansmith.com HQ: Schaumburg, IL, United StatesReported employees: 11-50 | Schaumburg, IL, United States | 11-50 | Exact match | 31 contacts → |
“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Varetovareto.com HQ: Mountain View, CA, United StatesReported employees: 51-200 | Mountain View, CA, United States | 51-200 | Exact match | 27 contacts → |
“Vareto is the most collaborative financial planning and reporting platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Xignite, A Quodd Solutionquodd.com HQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 26 contacts → |
“QUODD acquired Xignite in early 2023.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Kepionkepion.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 25 contacts → |
“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Cfo's Cloudcfoscloud.net HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TBH Advisorstbhadvisors.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 21 contacts → |
“TBH has more than 15 years of experience in providing trusted financial planning services to individuals, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Structura Financial Partnersstructura.nm.com HQ: Waukesha, WI, United StatesReported employees: 11-50 | Waukesha, WI, United States | 11-50 | Exact match | 15 contacts → |
“At Structura Financial Partners, our planning process allows us to fit together all aspects of our clients’ plan, allowing them to spend their life living, confident they have…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Madison Planning Groupmadisonplanning.com HQ: White Plains, NY, United StatesReported employees: 11-50 | White Plains, NY, United States | 11-50 | Exact match | 15 contacts → |
“Financial Planning and Advisory Services Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Planguruplanguru.com HQ: Wilkes Barre, PA, United StatesReported employees: 11-50 | Wilkes Barre, PA, United States | 11-50 | Exact match | 10 contacts → |
“PlanGuru | FP & A Software Built for the Real World: PlanGuru is a cloud-based budgeting, forecasting, and financial analytics platform purpose-built for small and mid-sized…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Torch Tech Torch Technology Solutionstorchtech.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 10 contacts → |
“At Torch, we deliver financial clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Stratifystratifytech.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 10 contacts → |
“Stratify empowers finance teams and budget owners to drive business performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | MY Financial Coach MFCmyfinancialcoach.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 9 contacts → |
“At My Financial Coach (MFC) our comprehensive financial planning and modeling technology help uncover and fill financial gaps that your financial advisors may have overlooked.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Quilttquiltt.io HQ: Dallas, United StatesReported employees: 11-50 | Dallas, United States | 11-50 | Exact match | 9 contacts → |
“Unleash the next generation of fintech builders to realize the full promise of open banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 135 company matches
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Financial planning api providers: dataset insights
November 6, 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
135 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 135 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: November 6, 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 planning api providers?
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 planning api providers did RevenueBase find based in the United States?
The saved snapshot records 135 matching company records, 2,897 tracked contacts and 1,646 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: November 6, 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 planning api providers by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning api providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-planning-api-providers/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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