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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial services document sharing platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | KurtosysIndirect evidence | 190 | |||
“Kurtosys helps investment managers deliver data & insights to their clients.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | SmartvaultStrong evidence | 76 | |||
“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 75 | ||||
“About LoanStreet Inc.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 45 | ||||
“Inkit is your secure File Intelligence Platform, built to organize, search, and share your documents with ease.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 45 | ||||
“Scan123 is a Saas company based in the Portland Metro Area.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 45 | ||||
“TrustCloud is a globally compliant trust platform for secure digital transactions and digital asset protection.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 42 | ||||
“Cloud-based solutions for Banks, Credit Unions, and other financial intuitions for business process automation, organization of documents, document tracking, electronic signing…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 39 | ||||
“Digify allows companies to protect and keep control of confidential documents.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 31 | ||||
“Software for Mission Critical Collaboration SpiderOak enables teams to complete their mission without having to make compromises.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 29 | ||||
“ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | MYFOStrong evidence | 29 | |||
“Organize and securely store financial information, critical contacts and documents in one place.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | SigfigPartial evidence | 27 | |||
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | SyncplicityPartial evidence | 24 | |||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 | ||||
“Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 22 | ||||
“NetDirector, a leading provider of cloud-based data & document exchange solutions in Mortgage Banking & Healthcare.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 21 | ||||
“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: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 20 | ||||
“Share business-critical documents with confidence.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 18 | ||||
“Botdoc helps thousands of organizations worldwide give their customers a better experience with a simple, fast and secure way to exchange confidential information.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | Trust ExchangeIndirect evidence | 18 | |||
“Trust Exchange is a community of businesses who securely disclose and monitor key information to increase their trust in each other.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | Terrapin Technologies, INCPartial evidence | 15 | |||
“Terrapin Technologies provides financial data and reporting solutions that enable wealth management firms to see the big picture, increase profits, and reduce risk.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 12 | ||||
“Financial platforms don't get to opt out of their compliance obligations.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 11 | ||||
“Build an investor-ready dataroom in minutes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 10 | ||||
“Sharetru is a secure file transfer platform purpose-built for organizations that need to meet the highest standards in compliance, security, and usability.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | PaperhostPartial evidence | 8 | |||
“With 25+ years of experience, PaperHost leads the outsourced document management industry.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
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 evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “financial services document sharing platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial 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 an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 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
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 SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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