Company lists · Data refreshed September 2026
Top 25 Financial services document sharing platforms based in the United States
RevenueBase identified 100 company matches for financial services document sharing platforms associated with 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 company matches for financial services document sharing platforms 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 services document sharing platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 190 contacts → | ||||
Exact match “Kurtosys helps investment managers deliver data & insights to their clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 76 contacts → | ||||
Exact match “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 75 contacts → | ||||
Exact match “About LoanStreet Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 45 contacts → | ||||
Exact match “Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 45 contacts → | ||||
Exact match “Scan123 is a Saas company based in the Portland Metro Area.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 45 contacts → | ||||
Exact match “TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 42 contacts → | ||||
Exact match “Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 39 contacts → | ||||
Exact match “Digify allows companies to protect and keep control of confidential documents.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “GoDocs, the automation leader in commercial loan document generation, offers a next-generation software platform for banks, credit unions, private lenders, and insurance lenders…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 31 contacts → | ||||
Exact match “Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 29 contacts → | ||||
Exact match “Organize and securely store financial information, critical contacts and documents in one place.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 27 contacts → | ||||
Exact match “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 22 contacts → | ||||
Exact match “NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 20 contacts → | ||||
Exact match “Share business-critical documents with confidence.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 18 contacts → | ||||
Exact match “Botdoc helps thousands of organizations worldwide give their customers a better experience with a simple, fast and secure way to exchange confidential information.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “Trust Exchange is a community of businesses who securely disclose and monitor key information to increase their trust in each other.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 15 contacts → | ||||
Exact match “Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “Financial platforms don't get to opt out of their compliance obligations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Build an investor-ready dataroom in minutes.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 10 contacts → | ||||
Exact match “Sharetru is a secure file transfer platform purpose-built for organizations that need to meet the highest standards in compliance, security, and usability.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 8 contacts → | ||||
Exact match “With 25+ years of experience, PaperHost leads the outsourced document management industry.” 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 services document sharing platforms”. 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 100 financial services document sharing platforms based in the United States
See the full list, filter by size, metro and specialty, and access 534 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
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
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 services document sharing platforms” 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 534 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 services document sharing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services document sharing platforms are there based in the United States?
RevenueBase identified 100 company matches for financial services document sharing platforms 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?
Kurtosys tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services document sharing platforms?
San Francisco leads with 8 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 534 professional contacts with verified work emails tracked across these 100 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 100 financial services document sharing platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services document sharing platforms 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 services document sharing platforms based in the United Kingdom
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial services document sharing platforms 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 100 matching company records for financial services document sharing platforms based in the United States, with 1,151 tracked contacts and 534 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 services document sharing platforms 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 |  Kurtosyskurtosys.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Raleigh, NC, United States | 51-200 | Exact match | 190 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Smartvaultsmartvault.comHQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 76 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Loanstreet INCloan-street.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 | 75 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  INKITinkit.comHQ: HQ not recorded; location: Remote, United StatesReported employees: 51-200 | HQ not recorded; location: Remote, United States | 51-200 | Exact match | 45 contacts → |
“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Scan123scan123.comHQ: HQ not recorded; location: Clackamas, OR, United StatesReported employees: 11-50 | HQ not recorded; location: Clackamas, OR, United States | 11-50 | Exact match | 45 contacts → |
“Scan123 is a Saas company based in the Portland Metro Area.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Trustcloudtrustcloud.techHQ: HQ not recorded; location: Hobbs, NM, United StatesReported employees: 51-200 | HQ not recorded; location: Hobbs, NM, United States | 51-200 | Exact match | 45 contacts → |
“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Identifiidentifi.netHQ: HQ not recorded; location: Safety Harbor, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Safety Harbor, FL, United States | 11-50 | Exact match | 42 contacts → |
“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Digifydigify.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 39 contacts → |
“Digify allows companies to protect and keep control of confidential documents.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Godocsgodocs.comHQ: HQ not recorded; location: Los Alamitos, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Alamitos, CA, United States | 11-50 | Exact match | 32 contacts → |
“GoDocs, the automation leader in commercial loan document generation, offers a next-generation software platform for banks, credit unions, private lenders, and insurance lenders…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Spideroakspideroak.comHQ: HQ not recorded; location: Lenexa, KS, United StatesReported employees: 11-50 | HQ not recorded; location: Lenexa, KS, United States | 11-50 | Exact match | 31 contacts → |
“Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sharevaultsharevault.comHQ: HQ not recorded; location: Los Gatos, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Gatos, CA, United States | 11-50 | Exact match | 29 contacts → |
“ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  MYFOmyfotech.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 29 contacts → |
“Organize and securely store financial information, critical contacts and documents in one place.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sigfigsigfig.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Syncplicitysyncplicity.comHQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Liscioliscio.meHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 24 contacts → |
“Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Netdirectornetdirector.bizHQ: HQ not recorded; location: Tampa, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Tampa, FL, United States | 11-50 | Exact match | 22 contacts → |
“NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Capsynccapsync.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 21 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Dropbox Docsenddocsend.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 20 contacts → |
“Share business-critical documents with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Botdocbotdoc.ioHQ: HQ not recorded; location: Monument, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Monument, CO, United States | 11-50 | Exact match | 18 contacts → |
“Botdoc helps thousands of organizations worldwide give their customers a better experience with a simple, fast and secure way to exchange confidential information.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Trust Exchangetrustexchange.comHQ: HQ not recorded; location: Media, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Media, PA, United States | 1-10 | Exact match | 18 contacts → |
“Trust Exchange is a community of businesses who securely disclose and monitor key information to increase their trust in each other.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Terrapin Technologies, INCterrapintech.comHQ: HQ not recorded; location: Bloomington, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Bloomington, MN, United States | 11-50 | Exact match | 15 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Nutshell Labsnutshelllabs.ioHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Angeles, CA, United States | 11-50 | Exact match | 12 contacts → |
“Financial platforms don't get to opt out of their compliance obligations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Dataroomhqdataroomhq.aiHQ: HQ not recorded; location: Holmdel, NJ, United StatesReported employees: 11-50 | HQ not recorded; location: Holmdel, NJ, United States | 11-50 | Exact match | 11 contacts → |
“Build an investor-ready dataroom in minutes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Sharetrusharetru.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 | 10 contacts → |
“Sharetru is a secure file transfer platform purpose-built for organizations that need to meet the highest standards in compliance, security, and usability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Paperhostpaperhost.comHQ: HQ not recorded; location: Roswell, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Roswell, GA, United States | 51-200 | Exact match | 8 contacts → |
“With 25+ years of experience, PaperHost leads the outsourced document management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services document sharing platforms: 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
100 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 services document sharing platforms?
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 services document sharing platforms did RevenueBase find based in the United States?
The saved snapshot records 100 matching company records, 1,151 tracked contacts and 534 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 services document sharing platforms by geography
Cite this list
RevenueBase Data Team. Top 25 financial services document sharing platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-services-document-sharing-platforms/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 services document sharing platforms based in the United Kingdom
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
Company intelligence · public preview
Top 25 financial services document sharing platforms based in the United States
RevenueBase records 100 matching company records for financial services document sharing platforms based in the United States, with 1,151 tracked contacts and 534 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 services document sharing platforms 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 | Kurtosyskurtosys.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 51-200 | HQ not recorded; location: Raleigh, NC, United States | 51-200 | Exact match | 190 contacts → |
“Kurtosys helps investment managers deliver data & insights to their clients.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Smartvaultsmartvault.com HQ: HQ not recorded; location: Houston, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Houston, TX, United States | 51-200 | Exact match | 76 contacts → |
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Loanstreet INCloan-street.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 | 75 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | INKITinkit.com HQ: HQ not recorded; location: Remote, United StatesReported employees: 51-200 | HQ not recorded; location: Remote, United States | 51-200 | Exact match | 45 contacts → |
“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Scan123scan123.com HQ: HQ not recorded; location: Clackamas, OR, United StatesReported employees: 11-50 | HQ not recorded; location: Clackamas, OR, United States | 11-50 | Exact match | 45 contacts → |
“Scan123 is a Saas company based in the Portland Metro Area.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Trustcloudtrustcloud.tech HQ: HQ not recorded; location: Hobbs, NM, United StatesReported employees: 51-200 | HQ not recorded; location: Hobbs, NM, United States | 51-200 | Exact match | 45 contacts → |
“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Identifiidentifi.net HQ: HQ not recorded; location: Safety Harbor, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Safety Harbor, FL, United States | 11-50 | Exact match | 42 contacts → |
“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Digifydigify.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 39 contacts → |
“Digify allows companies to protect and keep control of confidential documents.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Godocsgodocs.com HQ: HQ not recorded; location: Los Alamitos, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Alamitos, CA, United States | 11-50 | Exact match | 32 contacts → |
“GoDocs, the automation leader in commercial loan document generation, offers a next-generation software platform for banks, credit unions, private lenders, and insurance lenders…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Spideroakspideroak.com HQ: HQ not recorded; location: Lenexa, KS, United StatesReported employees: 11-50 | HQ not recorded; location: Lenexa, KS, United States | 11-50 | Exact match | 31 contacts → |
“Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sharevaultsharevault.com HQ: HQ not recorded; location: Los Gatos, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Gatos, CA, United States | 11-50 | Exact match | 29 contacts → |
“ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | MYFOmyfotech.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 29 contacts → |
“Organize and securely store financial information, critical contacts and documents in one place.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sigfigsigfig.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Syncplicitysyncplicity.com HQ: HQ not recorded; location: Denver, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Denver, CO, United States | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Liscioliscio.me HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 1-10 | HQ not recorded; location: San Francisco, CA, United States | 1-10 | Exact match | 24 contacts → |
“Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Netdirectornetdirector.biz HQ: HQ not recorded; location: Tampa, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Tampa, FL, United States | 11-50 | Exact match | 22 contacts → |
“NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capsynccapsync.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 11-50 | HQ not recorded; location: Miami, FL, United States | 11-50 | Exact match | 21 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Dropbox Docsenddocsend.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Francisco, CA, United States | 51-200 | Exact match | 20 contacts → |
“Share business-critical documents with confidence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Botdocbotdoc.io HQ: HQ not recorded; location: Monument, CO, United StatesReported employees: 11-50 | HQ not recorded; location: Monument, CO, United States | 11-50 | Exact match | 18 contacts → |
“Botdoc helps thousands of organizations worldwide give their customers a better experience with a simple, fast and secure way to exchange confidential information.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trust Exchangetrustexchange.com HQ: HQ not recorded; location: Media, PA, United StatesReported employees: 1-10 | HQ not recorded; location: Media, PA, United States | 1-10 | Exact match | 18 contacts → |
“Trust Exchange is a community of businesses who securely disclose and monitor key information to increase their trust in each other.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Terrapin Technologies, INCterrapintech.com HQ: HQ not recorded; location: Bloomington, MN, United StatesReported employees: 11-50 | HQ not recorded; location: Bloomington, MN, United States | 11-50 | Exact match | 15 contacts → |
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nutshell Labsnutshelllabs.io HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Los Angeles, CA, United States | 11-50 | Exact match | 12 contacts → |
“Financial platforms don't get to opt out of their compliance obligations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Dataroomhqdataroomhq.ai HQ: HQ not recorded; location: Holmdel, NJ, United StatesReported employees: 11-50 | HQ not recorded; location: Holmdel, NJ, United States | 11-50 | Exact match | 11 contacts → |
“Build an investor-ready dataroom in minutes.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Sharetrusharetru.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 | 10 contacts → |
“Sharetru is a secure file transfer platform purpose-built for organizations that need to meet the highest standards in compliance, security, and usability.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Paperhostpaperhost.com HQ: HQ not recorded; location: Roswell, GA, United StatesReported employees: 51-200 | HQ not recorded; location: Roswell, GA, United States | 51-200 | Exact match | 8 contacts → |
“With 25+ years of experience, PaperHost leads the outsourced document management industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 100 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services document sharing platforms: 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
100 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 services document sharing platforms?
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 services document sharing platforms did RevenueBase find based in the United States?
The saved snapshot records 100 matching company records, 1,151 tracked contacts and 534 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 services document sharing platforms by geography
Cite this list
RevenueBase Data Team. Top 25 financial services document sharing platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-services-document-sharing-platforms/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 services document sharing platforms based in the United Kingdom
- Financial services document sharing platforms based in Australia
- Financial services document sharing platforms based in France
- Financial services document sharing platforms based in London, United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States