Company lists · Data refreshed September 2026
Top 25 Financial planning software companies based in the United States
RevenueBase identified 152 company matches for financial planning software companies associated with 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 company matches for financial planning software companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 612 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 180 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 48 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 41 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 38 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 38 contacts → | ||||
Exact match “Mosaic.tech is now Bob Finance by HiBob.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 31 contacts → | ||||
Exact match “Our software serves 1500+ financial professionals nationwide.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “At Symplany, we believe plans and portfolios belong together.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 8 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Most retirement plans answer the wrong question.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “The best FP & A tool since Excel.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Carrying out your plans so you can carry on with life” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “With various features and state-of-the-art capabilities, Financli is a financial planning and analysis software - that enables businesses, financial advisors, and planners to stay…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 152 financial planning software companies based in the United States
See the full list, filter by size, metro and specialty, and access 966 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 966 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning software companies are there based in the United States?
RevenueBase identified 152 company matches for financial planning software companies associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Emoney Advisor tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial planning software companies?
New York leads with 5 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 966 professional contacts with verified work emails tracked across these 152 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 152 financial planning software companies based in the United States. Start with a free account, no credit card.
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Financial planning software companies by geography
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial planning software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 152 matching company records for financial planning software companies based in the United States, with 1,661 tracked contacts and 966 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Emoney Advisoremoneyadvisor.comHQ: HQ not recorded; location: Radnor, PA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Radnor, PA, United States | 501-1,000 | Exact match | 612 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ychartsycharts.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 180 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rightcapitalrightcapital.comHQ: HQ not recorded; location: Shelton, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Universal Retirementuniret.comHQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 48 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Asset-Mapasset-map.comHQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Income LABincomelab.ioHQ: HQ not recorded; location: Golden, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  mosaic.techhibob.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nexteknextekdevelopment.comHQ: HQ not recorded; location: Shoreview, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Moneytree Softwaremoneytree.comHQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 11-50 | HQ not recorded; location: Muncie, IN, United States | 11-50 | Exact match | 20 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Troutwoodtroutwood.comHQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ifrah Financial Services, INCifrahfinancial.com HQ: HQ not recorded; location: Little Rock, AR, United StatesReported employees: 11-50 | HQ not recorded; location: Little Rock, AR, United States | 11-50 | Exact match | 16 contacts → |
“We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Retireready Solutionsretireready.comHQ: HQ not recorded; location: Salem, OR, United StatesReported employees: 1-10 | HQ not recorded; location: Salem, OR, United States | 1-10 | Exact match | 15 contacts → |
“RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sensible Financial Planning And Managementsensiblefinancial.comHQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Finmarkfinmark.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Insight Foliosinsightfolios.comHQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Symplanysymplany.comHQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  MY Financial Coach MFCmyfinancialcoach.comHQ: HQ not recorded; location: Phoenix, AZ, United StatesReported employees: 11-50 | HQ not recorded; location: Phoenix, AZ, United States | 11-50 | Exact match | 8 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fiscal Fitness Phoenix, INCfiscalfitnessphx.comHQ: HQ not recorded; location: Gilbert, AZ, United StatesReported employees: 1-10 | HQ not recorded; location: Gilbert, AZ, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Brentmark, INCbrentmark.comHQ: HQ not recorded; location: Vowinckel, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Advanced Time Segmentationatsadvisornetwork.comHQ: HQ not recorded; location: Orange, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Orange, CA, United States | 11-50 | Exact match | 6 contacts → |
“Most retirement plans answer the wrong question.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Modelopticmodeloptic.comHQ: HQ not recorded; location: Chicago, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fruition Financialfruition.financialHQ: HQ not recorded; location: Chesterfield, MO, United StatesReported employees: 1-10 | HQ not recorded; location: Chesterfield, MO, United States | 1-10 | Exact match | 5 contacts → |
“Carrying out your plans so you can carry on with life” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Insmarkinsmark.comHQ: HQ not recorded; location: San Ramon, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Ramon, CA, United States | 11-50 | Exact match | 5 contacts → |
“InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Financlifinancli.comHQ: HQ not recorded; location: Claymont, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Claymont, DE, United States | 11-50 | Exact match | 5 contacts → |
“With various features and state-of-the-art capabilities, Financli is a financial planning and analysis software - that enables businesses, financial advisors, and planners to stay…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Journeyguide Planning Softwarejourneyguideplanning.comHQ: HQ not recorded; location: Fort Wayne, IN, United StatesReported employees: 1-10 | HQ not recorded; location: Fort Wayne, IN, United States | 1-10 | Exact match | 5 contacts → |
“JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 152 company matches
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Financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
152 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning software companies did RevenueBase find based in the United States?
The saved snapshot records 152 matching company records, 1,661 tracked contacts and 966 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial planning software companies based in the United States
RevenueBase records 152 matching company records for financial planning software companies based in the United States, with 1,661 tracked contacts and 966 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Emoney Advisoremoneyadvisor.com HQ: HQ not recorded; location: Radnor, PA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Radnor, PA, United States | 501-1,000 | Exact match | 612 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ychartsycharts.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 180 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rightcapitalrightcapital.com HQ: HQ not recorded; location: Shelton, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Universal Retirementuniret.com HQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 48 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Asset-Mapasset-map.com HQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Income LABincomelab.io HQ: HQ not recorded; location: Golden, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | mosaic.techhibob.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nexteknextekdevelopment.com HQ: HQ not recorded; location: Shoreview, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Moneytree Softwaremoneytree.com HQ: HQ not recorded; location: Muncie, IN, United StatesReported employees: 11-50 | HQ not recorded; location: Muncie, IN, United States | 11-50 | Exact match | 20 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Troutwoodtroutwood.com HQ: HQ not recorded; location: Pittsburgh, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ifrah Financial Services, INCifrahfinancial.com HQ: HQ not recorded; location: Little Rock, AR, United StatesReported employees: 11-50 | HQ not recorded; location: Little Rock, AR, United States | 11-50 | Exact match | 16 contacts → |
“We specialize in providing financial planning and investment advisory services designed to help you achieve your financial objectives.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Retireready Solutionsretireready.com HQ: HQ not recorded; location: Salem, OR, United StatesReported employees: 1-10 | HQ not recorded; location: Salem, OR, United States | 1-10 | Exact match | 15 contacts → |
“RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sensible Financial Planning And Managementsensiblefinancial.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Diego, CA, United States | 11-50 | Exact match | 14 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Finmarkfinmark.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Raleigh, NC, United States | 11-50 | Exact match | 13 contacts → |
“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Insight Foliosinsightfolios.com HQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Symplanysymplany.com HQ: HQ not recorded; location: Minneapolis, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | MY Financial Coach MFCmyfinancialcoach.com HQ: HQ not recorded; location: Phoenix, AZ, United StatesReported employees: 11-50 | HQ not recorded; location: Phoenix, AZ, United States | 11-50 | Exact match | 8 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fiscal Fitness Phoenix, INCfiscalfitnessphx.com HQ: HQ not recorded; location: Gilbert, AZ, United StatesReported employees: 1-10 | HQ not recorded; location: Gilbert, AZ, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Brentmark, INCbrentmark.com HQ: HQ not recorded; location: Vowinckel, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Vowinckel, PA, United States | 1-10 | Exact match | 6 contacts → |
“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Advanced Time Segmentationatsadvisornetwork.com HQ: HQ not recorded; location: Orange, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Orange, CA, United States | 11-50 | Exact match | 6 contacts → |
“Most retirement plans answer the wrong question.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Modelopticmodeloptic.com HQ: HQ not recorded; location: Chicago, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fruition Financialfruition.financial HQ: HQ not recorded; location: Chesterfield, MO, United StatesReported employees: 1-10 | HQ not recorded; location: Chesterfield, MO, United States | 1-10 | Exact match | 5 contacts → |
“Carrying out your plans so you can carry on with life” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Insmarkinsmark.com HQ: HQ not recorded; location: San Ramon, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Ramon, CA, United States | 11-50 | Exact match | 5 contacts → |
“InsMark is a financial software company based out of San Ramon, CA, founded in 1983 by Robert B.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Financlifinancli.com HQ: HQ not recorded; location: Claymont, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Claymont, DE, United States | 11-50 | Exact match | 5 contacts → |
“With various features and state-of-the-art capabilities, Financli is a financial planning and analysis software - that enables businesses, financial advisors, and planners to stay…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Journeyguide Planning Softwarejourneyguideplanning.com HQ: HQ not recorded; location: Fort Wayne, IN, United StatesReported employees: 1-10 | HQ not recorded; location: Fort Wayne, IN, United States | 1-10 | Exact match | 5 contacts → |
“JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
152 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning software companies did RevenueBase find based in the United States?
The saved snapshot records 152 matching company records, 1,661 tracked contacts and 966 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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