Company lists · Data refreshed September 2026
Top 25 Financial services document sharing platforms based in the United States
RevenueBase identified 100 financial services document sharing platforms headquartered in the United States as of September 2026 and tracks 1,151 professional contacts across them, including 534 with verified work emails and 401 with mobile numbers. San Francisco is the largest hub.
This list covers financial services document sharing platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 services document sharing platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 190 contacts → | ||||
Indirect evidence “Kurtosys helps investment managers deliver data & insights to their clients.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 76 contacts → | ||||
Strong evidence “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 75 contacts → | ||||
Indirect evidence “About LoanStreet Inc.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 45 contacts → | ||||
Strong evidence “Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 45 contacts → | ||||
Indirect evidence “Scan123 is a Saas company based in the Portland Metro Area.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 45 contacts → | ||||
Partial evidence “TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 42 contacts → | ||||
Strong evidence “Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 39 contacts → | ||||
Partial evidence “Digify allows companies to protect and keep control of confidential documents.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Strong evidence “GoDocs, the automation leader in commercial loan document generation, offers a next-generation software platform for banks, credit unions, private lenders, and insurance lenders…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 contacts → | ||||
Indirect evidence “Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 29 contacts → | ||||
Partial evidence “ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 29 contacts → | ||||
Strong evidence “Organize and securely store financial information, critical contacts and documents in one place.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 27 contacts → | ||||
Partial evidence “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Partial evidence “Easy to use, secure information sharing ecosystem for organizations, large and small, empowering teams to collaborate and service their clients creating peace of mind in the…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Indirect evidence “Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 22 contacts → | ||||
Partial evidence “NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 contacts → | ||||
Strong evidence “CapSync is a digital personal financial statement platform that empowers estate planners and wealth management teams with real-time data, enabling faster and more efficient…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 contacts → | ||||
Partial evidence “Share business-critical documents with confidence.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 18 contacts → | ||||
Indirect evidence “Botdoc helps thousands of organizations worldwide give their customers a better experience with a simple, fast and secure way to exchange confidential information.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 18 contacts → | ||||
Indirect evidence “Trust Exchange is a community of businesses who securely disclose and monitor key information to increase their trust in each other.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 15 contacts → | ||||
Partial evidence “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 contacts → | ||||
Strong evidence “Financial platforms don't get to opt out of their compliance obligations.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 contacts → | ||||
Indirect evidence “Build an investor-ready dataroom in minutes.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 contacts → | ||||
Partial evidence “Sharetru is a secure file transfer platform purpose-built for organizations that need to meet the highest standards in compliance, security, and usability.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Partial evidence “With 25+ years of experience, PaperHost leads the outsourced document management industry.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services document sharing platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial services document sharing platforms.
- Partial evidence
- Its own public description names part of financial services document sharing platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services document sharing platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 100 financial services document sharing platforms based in the United States
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Financial services document sharing platforms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services document sharing platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “financial services document sharing platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services document sharing platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among financial services document sharing platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 534 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services document sharing platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many financial services document sharing platforms are there based in the United States?
RevenueBase identified 100 financial services document sharing platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Kurtosys, headquartered in Raleigh, tops this list with the largest team on record.
Which city has the most financial services document sharing platforms?
San Francisco leads with 8 headquartered companies, followed by New York (6) and Los Angeles (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 534 verified decision-maker contacts tracked across these 100 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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