Company lists · Data refreshed September 2026
Top 25 Financial planning tools based in the United States
RevenueBase identified 143 company matches for financial planning tools associated with the United States as of September 2026 and tracks 1,754 professional contacts across them, including 933 with verified work emails. San Francisco is the largest hub.
This list covers company matches for financial planning tools 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 20, 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 tools based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 615 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 249 contacts → | ||||
Exact match “Your financial life doesn't fit in a single category.” Recorded in the RevenueBase company graph · Sep 20, 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 20, 2026 · View company records in RevenueBase | |||||
| 4 | 52 contacts → | ||||
Exact match “Sequoia is a trusted international software product company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 42 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Sep 20, 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 20, 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 20, 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 20, 2026 · View company records in RevenueBase | |||||
| 9 | 21 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 20, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 15 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “RetireReady Solutions has been providing retirement software to advisors since 1986.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 12 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 20, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Intelligent Portfolio Management” Recorded in the RevenueBase company graph · Sep 20, 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 20, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “PlanScout provides a service for licensed financial professionals to create client-ready financial plans that help clients remain financially secure in retirement while reducing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “We are a boutique-style financial firm, with a comfortable approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 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 20, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Most retirement plans answer the wrong question.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “BRG is dedicated to helping find solutions to meet your retirement goals and financial needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “The best FP & A tool since Excel.” Recorded in the RevenueBase company graph · Sep 20, 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 tools”. 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 143 financial planning tools based in the United States
See the full list, filter by size, metro and specialty, and access 933 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial planning tools based in the United States at a glance
As of Sep 20, 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 143 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 tools” 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 933 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 20, 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 tools”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning tools are there based in the United States?
RevenueBase identified 143 company matches for financial planning tools 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 tools?
San Francisco leads with 6 company records, followed by New York (6) 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 933 professional contacts with verified work emails tracked across these 143 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 143 financial planning tools based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning tools 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 tools based in Australia
- Financial planning tools based in Canada
- Financial planning tools based in India
- Financial planning tools based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial planning tools 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 143 matching company records for financial planning tools based in the United States, with 1,754 tracked contacts and 933 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 20, 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 tools 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: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Quickenquicken.comHQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sequoiasequoia.biz HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Sequoia is a trusted international software product company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Asset-Mapasset-map.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  mosaic.techhibob.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nexteknextekdevelopment.comHQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Moneytree Softwaremoneytree.comHQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 21 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Edwards Jonesedwardjones.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 17 contacts → |
“At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Troutwoodtroutwood.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Retireready Solutionsretireready.comHQ: Salem, OR, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Insight Foliosinsightfolios.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  STOICstoic.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 11 contacts → |
“Intelligent Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Symplanysymplany.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Elementsgetelements.com HQ: South Jordan, UT, United StatesReported employees: 1-10 | South Jordan, UT, United States | 1-10 | Exact match | 9 contacts → |
“Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Retireupretireup.com HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 9 contacts → |
“In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Planscoutplanscout.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“PlanScout provides a service for licensed financial professionals to create client-ready financial plans that help clients remain financially secure in retirement while reducing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pillar Financial- Oakbrook Terrace, ILpillaradvisor.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 1-10 | Oakbrook Terrace, IL, United States | 1-10 | Exact match | 7 contacts → |
“We are a boutique-style financial firm, with a comfortable approach to retirement planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Advisoryworld Financial Technologyadvisoryworld.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brentmark, INCbrentmark.comHQ: Vowinckel, PA, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Advanced Time Segmentationatsadvisornetwork.comHQ: Orange, CA, United StatesReported employees: 11-50 | Orange, CA, United States | 11-50 | Exact match | 6 contacts → |
“Most retirement plans answer the wrong question.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Brick Retirement Groupbrickretirementgroup.com HQ: Oviedo, FL, United StatesReported employees: 1-10 | Oviedo, FL, United States | 1-10 | Exact match | 6 contacts → |
“BRG is dedicated to helping find solutions to meet your retirement goals and financial needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Modelopticmodeloptic.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 143 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning tools: dataset insights
September 20, 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
143 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 143 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 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 tools?
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 tools did RevenueBase find based in the United States?
The saved snapshot records 143 matching company records, 1,754 tracked contacts and 933 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 20, 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 tools by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning tools based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-tools/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 tools based in Australia
- Financial planning tools based in Canada
- Financial planning tools based in India
- Financial planning tools based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial planning tools based in the United States
RevenueBase records 143 matching company records for financial planning tools based in the United States, with 1,754 tracked contacts and 933 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 20, 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 tools 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: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 615 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Quickenquicken.com HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 249 contacts → |
“Your financial life doesn't fit in a single category.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sequoiasequoia.biz HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Sequoia is a trusted international software product company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Asset-Mapasset-map.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 42 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | mosaic.techhibob.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nexteknextekdevelopment.com HQ: Shoreview, MN, United StatesReported employees: 11-50 | Shoreview, MN, United States | 11-50 | Exact match | 31 contacts → |
“Our software serves 1500+ financial professionals nationwide.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Moneytree Softwaremoneytree.com HQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 21 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Edwards Jonesedwardjones.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 17 contacts → |
“At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Troutwoodtroutwood.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 15 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Retireready Solutionsretireready.com HQ: Salem, OR, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Insight Foliosinsightfolios.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | STOICstoic.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 11 contacts → |
“Intelligent Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Symplanysymplany.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Elementsgetelements.com HQ: South Jordan, UT, United StatesReported employees: 1-10 | South Jordan, UT, United States | 1-10 | Exact match | 9 contacts → |
“Elements gives financial planning firms the modern tools they need to quickly demonstrate value to prospective clients and consistently grow their revenue.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Retireupretireup.com HQ: Libertyville, IL, United StatesReported employees: 11-50 | Libertyville, IL, United States | 11-50 | Exact match | 9 contacts → |
“In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Planscoutplanscout.com HQ: Seattle, WA, United StatesReported employees: 1-10 | Seattle, WA, United States | 1-10 | Exact match | 7 contacts → |
“PlanScout provides a service for licensed financial professionals to create client-ready financial plans that help clients remain financially secure in retirement while reducing…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pillar Financial- Oakbrook Terrace, ILpillaradvisor.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 1-10 | Oakbrook Terrace, IL, United States | 1-10 | Exact match | 7 contacts → |
“We are a boutique-style financial firm, with a comfortable approach to retirement planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Advisoryworld Financial Technologyadvisoryworld.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brentmark, INCbrentmark.com HQ: Vowinckel, PA, United StatesReported employees: 1-10 | 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 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Advanced Time Segmentationatsadvisornetwork.com HQ: Orange, CA, United StatesReported employees: 11-50 | Orange, CA, United States | 11-50 | Exact match | 6 contacts → |
“Most retirement plans answer the wrong question.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Brick Retirement Groupbrickretirementgroup.com HQ: Oviedo, FL, United StatesReported employees: 1-10 | Oviedo, FL, United States | 1-10 | Exact match | 6 contacts → |
“BRG is dedicated to helping find solutions to meet your retirement goals and financial needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Modelopticmodeloptic.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 5 contacts → |
“The best FP & A tool since Excel.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 143 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial planning tools: dataset insights
September 20, 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
143 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 143 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 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 tools?
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 tools did RevenueBase find based in the United States?
The saved snapshot records 143 matching company records, 1,754 tracked contacts and 933 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 20, 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 tools by geography
Cite this list
RevenueBase Data Team. Top 25 financial planning tools based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-tools/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 tools based in Australia
- Financial planning tools based in Canada
- Financial planning tools based in India
- Financial planning tools based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States