Company lists · Data refreshed September 2026
Top 25 Retail financial management platforms based in the United States
RevenueBase identified 330 retail financial management platforms headquartered in the United States as of September 2026 and tracks 26,561 professional contacts across them, including 12,724 with verified work emails. New York is the largest hub.
This list covers retail financial management platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest retail financial management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,024 contacts → | ||||
Partial evidence “Toast is the operating system behind the hardest-working people out there, the restaurateurs and retailers running busy businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 6,194 contacts → | ||||
Indirect evidence “Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,004 contacts → | ||||
Indirect evidence “We're Clover - your partner in building a smarter business.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 818 contacts → | ||||
Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 752 contacts → | ||||
Strong evidence “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 629 contacts → | ||||
Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 434 contacts → | ||||
Strong evidence “Retail Pro, a retail management software, serves the needs of specialty retailers worldwide, from those just realizing their retail dreams to retailers who've grown to…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 339 contacts → | ||||
Strong evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 330 contacts → | ||||
Partial evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 328 contacts → | ||||
Partial evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 311 contacts → | ||||
Partial evidence “TRUNO is the national leader in integrated retail technology solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 218 contacts → | ||||
Partial evidence “National Retail Solutions (NRS), a division of IDT Corp.(NYSE: IDT), is one of the fastest-growing retail technology providers in the U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 183 contacts → | ||||
Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 170 contacts → | ||||
Strong evidence “KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 153 contacts → | ||||
Partial evidence “Founded in 2002, Mi9 Retail mission is to develop great software that delights end users by excelling in design and functionality.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 122 contacts → | ||||
Strong evidence “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 117 contacts → | ||||
Partial evidence “Brightpearl is the number one Retail Operating System for e-commerce, multichannel retail brands and wholesalers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 112 contacts → | ||||
Indirect evidence “Over the last 20 years, Modisoft has built solutions that empowers businesses to operate smarter, adapt faster, and grow stronger.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 111 contacts → | ||||
Indirect evidence “talech provides merchants with a powerful yet easy to use point of sale software with rich analytics and deep insights.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 111 contacts → | ||||
Partial evidence “CAM Commerce Solutions was founded in 1983 and develops, markets, installs and services highly integrated Point-of-Sale and ERP solutions for small to medium size retailers.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 108 contacts → | ||||
Partial evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 100 contacts → | ||||
Strong evidence “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 96 contacts → | ||||
Partial evidence “Erply was founded in 2009 to give businesses the easiest and most powerful platform to manage their inventory and shops across a series of locations and devices.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 94 contacts → | ||||
Strong evidence “Finaloop is the financial operating system built for DTC, ecommerce, and retail brands.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 82 contacts → | ||||
Partial evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retail financial management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names retail financial management platforms.
- Partial evidence
- Its own public description names part of retail financial management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retail financial management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 330 retail financial management platforms based in the United States
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Retail financial management platforms based in the United States at a glance
As of Sep 29, 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 330 companies.
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 retail financial management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “retail financial management platforms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retail financial management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among retail financial management platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 12,724 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 29, 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.
Retail financial management platforms by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retail financial management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many retail financial management platforms are there based in the United States?
RevenueBase identified 330 retail financial management 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?
TOAST, headquartered in Boston, tops this list with the largest team on record.
Which city has the most retail financial management platforms?
New York leads with 37 headquartered companies, followed by Chicago (12) and San Francisco (11).
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 12,724 verified decision-maker contacts tracked across these 330 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 29, 2026.
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Retail financial management platforms by geography
- Retail financial management platforms based in London, United Kingdom
- Retail financial management platforms based in New York, United States
- Retail financial management platforms based in Australia
- Retail financial management platforms based in Brazil
- Retail financial management platforms based in Canada
- Retail financial management platforms based in France
- Retail financial management platforms based in India
- Retail financial management platforms based in South Africa
- Retail financial management platforms based in the United Arab Emirates
- Retail financial management platforms based in the United Kingdom
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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