Company lists · Data refreshed September 2026
Top 25 Financial planning software companies based in the United States
RevenueBase identified 152 financial planning software companies headquartered in the United States as of September 2026 and tracks 1,661 professional contacts across them, including 966 with verified work emails and 835 with mobile numbers. New York is the largest hub.
This list covers financial planning software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 612 | ||||
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | YchartsPartial evidence | 180 | |||
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | RightcapitalStrong evidence | 148 | |||
“RightCapital is financial planning software done right.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | Universal RetirementIndirect evidence | 48 | |||
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 41 | ||||
“Founded by Certified Financial Planning Practitioner H.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 38 | ||||
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 38 | ||||
“Mosaic.tech is now Bob Finance by HiBob.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | NextekStrong evidence | 31 | |||
“Our software serves 1500+ financial professionals nationwide.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | Moneytree SoftwareStrong evidence | 20 | |||
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 | ||||
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | Ifrah Financial Services, INCStrong evidence | 16 | |||
“We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | Retireready SolutionsPartial evidence | 15 | |||
“RetireReady Solutions has been providing retirement software to advisors since 1986.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | Sensible Financial Planning And ManagementStrong evidence | 14 | |||
“We founded Sensible Financial® Planning and Management in 2002 to make state-of-the-art, unbiased and personalized financial advice more widely available, especially to people who…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 | ||||
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 | ||||
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | SymplanyIndirect evidence | 9 | |||
“At Symplany, we believe plans and portfolios belong together.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | MY Financial Coach MFCStrong evidence | 8 | |||
“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.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 | ||||
“At Fiscal Fitness, we help people across the country create a road map for their money that takes into account their next car payment as well as their dreams and goals for the…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 | ||||
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 | ||||
“Most retirement plans answer the wrong question.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 | ||||
“The best FP & A tool since Excel.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 | ||||
“Carrying out your plans so you can carry on with life” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 | ||||
“InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 | ||||
“With various features and state-of-the-art capabilities, Financli is a financial planning and analysis software - that enables businesses, financial advisors, and planners to stay…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | Journeyguide Planning SoftwarePartial evidence | 5 | |||
“JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 152 financial planning software companies based in the United States
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Financial planning software companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “financial planning software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial planning software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 966 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many financial planning software companies are there based in the United States?
RevenueBase identified 152 financial planning software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Emoney Advisor, headquartered in Radnor, tops this list with the largest team on record.
Which city has the most financial planning software companies?
New York leads with 5 headquartered companies, followed by Charlotte (4) and San Francisco (3).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 966 verified decision-maker contacts tracked across these 152 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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