Company lists · Data refreshed October 2026
Top 20 Forex CRM software companies based in the United States
RevenueBase identified 44 company matches for forex CRM software companies associated with the United States as of October 2026 and tracks 611 professional contacts across them, including 175 with verified work emails. New York is the largest hub.
This list covers company matches for forex CRM software companies 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 October 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 20 largest forex CRM software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 87 contacts → | ||||
Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 76 contacts → | ||||
Exact match “Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 53 contacts → | ||||
Exact match “Redtail Technology, Inc.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “Surefire leads the mortgage industry as the #1 most used mortgage CRM.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 23 contacts → | ||||
Exact match “At ClientCircle, we build software that helps you grow your agency.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “CMS Forex was founded in by professional Forex traders, Forex brokers, and software developers.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 14 contacts → | ||||
Exact match “Building a great customer experience doesn't happen by accident.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Kenmore Design is a technology company specializing in Forex CRM and Prop Firm CRM solutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 11 contacts → | ||||
Exact match “Cimmaron Mortgage Manager CRM software is a powerful contact management database, lead distribution, and automated marketing mortgage software solution.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Forexware is a unique full-service forex trading technology and advisory leader providing end-to-end forex software solutions and liquidity to FX brokerages, introducing…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Now part of LightBox, ClientLook provides #CRM software for #broker solutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Quivr | The Community-Driven CRM for Financial Advisors - Quivr isn’t just another CRM-it’s The CRM built by financial planners, for financial planners.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “FX Bridge Technologies is a leading global provider of innovative software solutions to companies which participate in the foreign exchange marketplace.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “iEnterprises provides intelligent CRM, Social and Mobile products and tools to allow our customers to build better relationships and work more intelligently with their own…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “CurrentDesk is a leader in software solutions for brokerages and financial institutions.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Make your tools work for you!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “MASI, the cutting-edge CRM platform designed specifically for international and domestic moving companies.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “SEDONA CRM helps financial institutions centralize data sources and essential operational functions to maximize every customer relationship and interaction.” Recorded in the RevenueBase company graph · Oct 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 “forex CRM software companies”. 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 20 of 44 forex CRM software companies based in the United States
See the full list, filter by size, metro and specialty, and access 175 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Forex CRM software companies based in the United States at a glance
As of Oct 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 44 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 “forex CRM software companies” 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 175 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 October 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 “forex CRM software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many forex CRM software companies are there based in the United States?
RevenueBase identified 44 company matches for forex CRM software companies associated with the United States as of October 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?
Practifi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most forex CRM software companies?
New York leads with 5 company records, followed by Dallas (2) and Alpharetta (1).
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 175 professional contacts with verified work emails tracked across these 44 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 44 forex CRM software companies based in the United States. Start with a free account, no credit card.
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Forex CRM software companies 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.
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Company intelligence · public preview
Top 20 forex CRM software companies 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 44 matching company records for forex CRM software companies based in the United States, with 611 tracked contacts and 175 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 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 20 forex CRM software companies 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 |  Practifipractifi.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Finstekfinstek.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 76 contacts → |
“Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Redtail Technologyredtailtechnology.comHQ: Sacramento, CA, United StatesReported employees: 51-200 | Sacramento, CA, United States | 51-200 | Exact match | 53 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Optsoft, INCoptsoft.comHQ: Mountainside, NJ, United StatesReported employees: 11-50 | Mountainside, NJ, United States | 11-50 | Exact match | 26 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 |  Surefire CRM By Black Knightsurefirecrm.comHQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 25 contacts → |
“Surefire leads the mortgage industry as the #1 most used mortgage CRM.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Clientcircleclientcircle.comHQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 23 contacts → |
“At ClientCircle, we build software that helps you grow your agency.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Capital Market Servicescmsfx.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 19 contacts → |
“CMS Forex was founded in by professional Forex traders, Forex brokers, and software developers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mloflomloflo.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 14 contacts → |
“Building a great customer experience doesn't happen by accident.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kenmore Design LLCkenmoredesign.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“Kenmore Design is a technology company specializing in Forex CRM and Prop Firm CRM solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cimmaron Softwarecimmaronsoftware.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 11 contacts → |
“Cimmaron Mortgage Manager CRM software is a powerful contact management database, lead distribution, and automated marketing mortgage software solution.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Forexwareforexware.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Forexware is a unique full-service forex trading technology and advisory leader providing end-to-end forex software solutions and liquidity to FX brokerages, introducing…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lightbox Clientlooklightboxre.comHQ: Laguna Niguel, CA, United StatesReported employees: 11-50 | Laguna Niguel, CA, United States | 11-50 | Exact match | 6 contacts → |
“Now part of LightBox, ClientLook provides #CRM software for #broker solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quivr CRMquivrcrm.ioHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Quivr | The Community-Driven CRM for Financial Advisors - Quivr isn’t just another CRM-it’s The CRM built by financial planners, for financial planners.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FX Bridge Technologies Corpfxbridge.comHQ: Kennesaw, GA, United StatesReported employees: 11-50 | Kennesaw, GA, United States | 11-50 | Exact match | 5 contacts → |
“FX Bridge Technologies is a leading global provider of innovative software solutions to companies which participate in the foreign exchange marketplace.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ienterprisesienterprises.comHQ: Piscataway, NJ, United StatesReported employees: 51-200 | Piscataway, NJ, United States | 51-200 | Exact match | 5 contacts → |
“iEnterprises provides intelligent CRM, Social and Mobile products and tools to allow our customers to build better relationships and work more intelligently with their own…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Currentdeskcurrentdesk.comHQ: Tulsa, OK, United StatesReported employees: 11-50 | Tulsa, OK, United States | 11-50 | Exact match | 4 contacts → |
“CurrentDesk is a leader in software solutions for brokerages and financial institutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisors Assistantadvisorsassistant.com HQ: Pismo Beach, CA, United StatesReported employees: 11-50 | Pismo Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Salestoolboxsalestoolbox.pro HQ: Eagle, ID, United StatesReported employees: 1-10 | Eagle, ID, United States | 1-10 | Exact match | 2 contacts → |
“Make your tools work for you!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Masi Leap LLCmasi-leap.com HQ: Miami Gardens, United StatesReported employees: 11-50 | Miami Gardens, United States | 11-50 | Exact match | 1 contacts → |
“MASI, the cutting-edge CRM platform designed specifically for international and domestic moving companies.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sedona Corporationsedonacorp.com HQ: Collegeville, PA, United StatesReported employees: 1-10 | Collegeville, PA, United States | 1-10 | Exact match | 1 contacts → |
“SEDONA CRM helps financial institutions centralize data sources and essential operational functions to maximize every customer relationship and interaction.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 44 company matches
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Forex CRM software companies: dataset insights
October 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
44 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 44 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: October 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 forex CRM software companies?
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 forex CRM software companies did RevenueBase find based in the United States?
The saved snapshot records 44 matching company records, 611 tracked contacts and 175 verified emails. The public preview displays 20 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: October 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
Forex CRM software companies by geography
Cite this list
RevenueBase Data Team. Top 20 forex CRM software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/forex-crm-software-companies/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
- Forex CRM software companies based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 20 forex CRM software companies based in the United States
RevenueBase records 44 matching company records for forex CRM software companies based in the United States, with 611 tracked contacts and 175 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 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 20 forex CRM software companies 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 | Practifipractifi.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Finstekfinstek.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 76 contacts → |
“Finstek provides complete brokerage technology for FX and CFD brokers, built over 9 years and $34M in R&D.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Redtail Technologyredtailtechnology.com HQ: Sacramento, CA, United StatesReported employees: 51-200 | Sacramento, CA, United States | 51-200 | Exact match | 53 contacts → |
“Redtail Technology, Inc.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Optsoft, INCoptsoft.com HQ: Mountainside, NJ, United StatesReported employees: 11-50 | Mountainside, NJ, United States | 11-50 | Exact match | 26 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 5 | Surefire CRM By Black Knightsurefirecrm.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 25 contacts → |
“Surefire leads the mortgage industry as the #1 most used mortgage CRM.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Clientcircleclientcircle.com HQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 23 contacts → |
“At ClientCircle, we build software that helps you grow your agency.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Capital Market Servicescmsfx.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 19 contacts → |
“CMS Forex was founded in by professional Forex traders, Forex brokers, and software developers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mloflomloflo.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 14 contacts → |
“Building a great customer experience doesn't happen by accident.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kenmore Design LLCkenmoredesign.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 13 contacts → |
“Kenmore Design is a technology company specializing in Forex CRM and Prop Firm CRM solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cimmaron Softwarecimmaronsoftware.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 11 contacts → |
“Cimmaron Mortgage Manager CRM software is a powerful contact management database, lead distribution, and automated marketing mortgage software solution.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Forexwareforexware.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Forexware is a unique full-service forex trading technology and advisory leader providing end-to-end forex software solutions and liquidity to FX brokerages, introducing…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lightbox Clientlooklightboxre.com HQ: Laguna Niguel, CA, United StatesReported employees: 11-50 | Laguna Niguel, CA, United States | 11-50 | Exact match | 6 contacts → |
“Now part of LightBox, ClientLook provides #CRM software for #broker solutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quivr CRMquivrcrm.io HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Quivr | The Community-Driven CRM for Financial Advisors - Quivr isn’t just another CRM-it’s The CRM built by financial planners, for financial planners.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FX Bridge Technologies Corpfxbridge.com HQ: Kennesaw, GA, United StatesReported employees: 11-50 | Kennesaw, GA, United States | 11-50 | Exact match | 5 contacts → |
“FX Bridge Technologies is a leading global provider of innovative software solutions to companies which participate in the foreign exchange marketplace.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ienterprisesienterprises.com HQ: Piscataway, NJ, United StatesReported employees: 51-200 | Piscataway, NJ, United States | 51-200 | Exact match | 5 contacts → |
“iEnterprises provides intelligent CRM, Social and Mobile products and tools to allow our customers to build better relationships and work more intelligently with their own…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Currentdeskcurrentdesk.com HQ: Tulsa, OK, United StatesReported employees: 11-50 | Tulsa, OK, United States | 11-50 | Exact match | 4 contacts → |
“CurrentDesk is a leader in software solutions for brokerages and financial institutions.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Advisors Assistantadvisorsassistant.com HQ: Pismo Beach, CA, United StatesReported employees: 11-50 | Pismo Beach, CA, United States | 11-50 | Exact match | 2 contacts → |
“Advisors Assistant – The Leader in Client Management Software for Financial Services Professionals.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Salestoolboxsalestoolbox.pro HQ: Eagle, ID, United StatesReported employees: 1-10 | Eagle, ID, United States | 1-10 | Exact match | 2 contacts → |
“Make your tools work for you!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Masi Leap LLCmasi-leap.com HQ: Miami Gardens, United StatesReported employees: 11-50 | Miami Gardens, United States | 11-50 | Exact match | 1 contacts → |
“MASI, the cutting-edge CRM platform designed specifically for international and domestic moving companies.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Sedona Corporationsedonacorp.com HQ: Collegeville, PA, United StatesReported employees: 1-10 | Collegeville, PA, United States | 1-10 | Exact match | 1 contacts → |
“SEDONA CRM helps financial institutions centralize data sources and essential operational functions to maximize every customer relationship and interaction.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Forex CRM software companies: dataset insights
October 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
44 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 44 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: October 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 forex CRM software companies?
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 forex CRM software companies did RevenueBase find based in the United States?
The saved snapshot records 44 matching company records, 611 tracked contacts and 175 verified emails. The public preview displays 20 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: October 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
Forex CRM software companies by geography
Cite this list
RevenueBase Data Team. Top 20 forex CRM software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/forex-crm-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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