Company lists · Data refreshed September 2026

Top 25 Financial software companies based in the United States

RevenueBase identified 84 financial software companies headquartered in the United States as of September 2026 and tracks 7,063 professional contacts across them, including 2,321 with verified work emails and 2,017 with mobile numbers. San Francisco is the largest hub.

This list covers financial software companies 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
84Companies
7,063Contacts tracked
2,321Verified emails
2,017Mobile numbers
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The 25 largest financial software companies based in the United States

Ranked by team size
Top 25 of 84 financial software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
DST SystemsIndirect evidence
Windsor, CT, United States10001+3,032

“DST Systems, Inc.”

Source: company website · checked Sep 2, 2026
2
InsightsoftwareIndirect evidence
Raleigh, NC, United States1,001-5,0001,941

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: company website · checked Sep 2, 2026
3
PlanfulStrong evidence
San Francisco, CA, United States201-500582

“Planful is the pioneer of financial performance management cloud software.”

Source: company website · checked Sep 2, 2026
4
Aptitude SoftwarePartial evidence
Boston, MA, United States501-1,000320

“Here at Aptitude, we provide software solutions to enable deliver fully autonomous finance so our customers can drive growth, efficiency and sustainability.”

Source: company website · checked Sep 2, 2026
5
Profile SoftwareStrong evidence
Miami, FL, United States201-500202

“Founded in 1990, Profile Software is a specialised financial software solutions provider with offices in key financial centers and a presence in 50+ countries across Europe, the…”

Source: company website · checked Sep 2, 2026
6
DebtbookPartial evidence
Charlotte, NC, United States51-200155

“DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to…”

Source: company website · checked Sep 2, 2026
7Beaverton, OR, United States51-20060

“Wildgrube Software Pvt Ltd (WSPL) is a subsidiary company of MIMICS Inc.”

Source: company website · checked Sep 2, 2026
8
A3 SolutionsIndirect evidence
San Francisco, CA, United States11-5050

“A3 Solutions is the developer of A3 Modeling.”

Source: company website · checked Sep 2, 2026
9
Qvinci SoftwarePartial evidence
Austin, TX, United States51-20048

“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…”

Source: company website · checked Sep 2, 2026
10
Martus SolutionsPartial evidence
Greenville, SC, United States11-5042

“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.”

Source: company website · checked Sep 2, 2026
11Muncie, IN, United States201-50039

“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.”

Source: company website · checked Sep 2, 2026
12
AccountingwareIndirect evidence
Lubbock, TX, United States51-20035

“AccountingWare is the developer of ActivityHD, a flexible and comprehensive ERP system allowing the sophisticated accounting department to manage the enterprise.”

Source: company website · checked Sep 2, 2026
13
RED Wing SoftwarePartial evidence
Red Wing, MN, United States11-5027

“Red Wing Software, Inc.”

Source: company website · checked Sep 2, 2026
14
TPG SoftwareIndirect evidence
Denver, CO, United States11-5026

“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…”

Source: company website · checked Sep 2, 2026
15
Arcsys TechnologiesPartial evidence
Norfolk, VA, United States11-5024

“The expert teams at ARCSys Technologies are trailblazers in the financial modeling and analytics industry.”

Source: company website · checked Sep 2, 2026
16
Cfo's CloudPartial evidence
Dallas, TX, United States11-5022

“We are helping all size of companies who is looking to out grow from excel/ spread sheet Planning and Budgeting to Cloud software.”

Source: company website · checked Sep 2, 2026
17
Crystal Computer ConsultingIndirect evidence
Janesville, WI, United States11-5019

“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.”

Source: company website · checked Sep 2, 2026
18
Fyisoft, INCIndirect evidence
Naples, FL, United States11-5019

“A simple integration with your ERP can bring the automation power needed to reduce your reporting time 50% or more.* FYIsoft solutions are designed for companies with complex…”

Source: company website · checked Sep 2, 2026
19
Credex SystemsPartial evidence
Birmingham, AL, United States11-5016

“Credex develops and supports software systems for consumer finance companies throughout the United States and in Guam.”

Source: company website · checked Sep 2, 2026
20San Diego, CA, United States11-5013

“MSX Group® is your expert resource for financial reporting, budgeting and analysis software solutions (FP & A).”

Source: company website · checked Sep 2, 2026
21
FinmarkStrong evidence
Raleigh, NC, United States11-5013

“Finmark, a BILL financial planning and cash flow insights software, simplifies financial planning and cash flow insights for SMBs.”

Source: company website · checked Sep 2, 2026
22
CrewcostIndirect evidence
Austin, TX, United States11-509

“Building a Stronger Future for Construction Contractors.”

Source: company website · checked Sep 2, 2026
23
Helix Financial SystemsStrong evidence
New York, NY, United States11-509

“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.”

Source: company website · checked Sep 2, 2026
24
BiztechnologiesStrong evidence
Lewis Center, OH, United States11-508

“BizTechnologies is the developer of BizSight 365, financial accounting software for Small Business, available in partnership with Microsoft Azure.”

Source: company website · checked Sep 2, 2026
25Minneapolis, MN, United States11-507

“SBS financial management software has everything your company needs in one integrated system.”

Source: company website · checked Sep 2, 2026

Showing 25 of 84 financial software companies based in the United States

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Financial software companies based in the United States at a glance

As of Sep 2, 2026
11-50Median size (employees)
San FranciscoLargest hub · 6 HQs
2,017Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
37
11-50
30
51-200
8
201-500
4
501-1,000
3
1,001-5,000
1
10001+
1

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 software companies, 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 software companies”. 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 software companies, 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, 2,321 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 software companies are there based in the United States?

RevenueBase identified 84 financial software companies 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?

DST Systems, headquartered in Windsor, tops this list with the largest team on record.

Which city has the most financial software companies?

San Francisco leads with 6 headquartered companies, followed by New York (5) and Chicago (4).

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 2,321 verified decision-maker contacts tracked across these 84 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.