Company lists · Data refreshed September 2026
Top 25 Retail financial management platforms based in the United States
RevenueBase identified 330 company matches for retail financial management platforms associated with 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 company matches for retail financial management 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 29, 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 retail financial management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,024 contacts → | ||||
Exact match “Toast is the operating system behind the hardest-working people out there, the restaurateurs and retailers running busy businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 6,194 contacts → | ||||
Exact match “Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 1,004 contacts → | ||||
Exact match “We're Clover - your partner in building a smarter business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 818 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 752 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 629 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 434 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 339 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 330 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 328 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 311 contacts → | ||||
Exact match “TRUNO is the national leader in integrated retail technology solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 218 contacts → | ||||
Exact match “National Retail Solutions (NRS), a division of IDT Corp.(NYSE: IDT), is one of the fastest-growing retail technology providers in the U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 183 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 170 contacts → | ||||
Exact match “KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 153 contacts → | ||||
Exact match “Founded in 2002, Mi9 Retail mission is to develop great software that delights end users by excelling in design and functionality.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 122 contacts → | ||||
Exact match “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 117 contacts → | ||||
Exact match “Brightpearl is the number one Retail Operating System for e-commerce, multichannel retail brands and wholesalers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 112 contacts → | ||||
Exact match “Over the last 20 years, Modisoft has built solutions that empowers businesses to operate smarter, adapt faster, and grow stronger.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 111 contacts → | ||||
Exact match “talech provides merchants with a powerful yet easy to use point of sale software with rich analytics and deep insights.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 111 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 108 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 100 contacts → | ||||
Exact match “SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 96 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 94 contacts → | ||||
Exact match “Finaloop is the financial operating system built for DTC, ecommerce, and retail brands.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 82 contacts → | ||||
Exact match “AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded in the RevenueBase company graph · Sep 29, 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 “retail financial management 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 330 retail financial management platforms based in the United States
See the full list, filter by size, metro and specialty, and access 12,724 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 “retail financial management 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 12,724 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 29, 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.
Retail financial management platforms by metro
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 “retail financial management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retail financial management platforms are there based in the United States?
RevenueBase identified 330 company matches for retail financial management 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?
TOAST tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retail financial management platforms?
New York leads with 38 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 12,724 professional contacts with verified work emails tracked across these 330 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 330 retail financial management platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
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 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
- 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
Company intelligence · public preview
Top 25 retail financial management 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 330 matching company records for retail financial management platforms based in the United States, with 26,561 tracked contacts and 12,724 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 29, 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 retail financial management 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 |  TOASTpos.toasttab.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 7,024 contacts → |
“Toast is the operating system behind the hardest-working people out there, the restaurateurs and retailers running busy businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Squaresquareup.comHQ: San Francisco, AZ, United StatesReported employees: 1,001-5,000 | San Francisco, AZ, United States | 1,001-5,000 | Exact match | 6,194 contacts → |
“Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cloverclover.comHQ: Sunnyvale, NJ, United StatesReported employees: 1,001-5,000 | Sunnyvale, NJ, United States | 1,001-5,000 | Exact match | 1,004 contacts → |
“We're Clover - your partner in building a smarter business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Scottradescottrade.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 752 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Retail PRO International, LLCretailpro.comHQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 434 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 339 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Truno, Retail Technology Solutionstruno.comHQ: Lubbock, TX, United StatesReported employees: 201-500 | Lubbock, TX, United States | 201-500 | Exact match | 311 contacts → |
“TRUNO is the national leader in integrated retail technology solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  National Retail Solutions NRS Plusnrsplus.comHQ: Newark, NJ, United StatesReported employees: 501-1,000 | Newark, NJ, United States | 501-1,000 | Exact match | 218 contacts → |
“National Retail Solutions (NRS), a division of IDT Corp.(NYSE: IDT), is one of the fastest-growing retail technology providers in the U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Datazoic INCdatazoic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  KWIkwi.comHQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 170 contacts → |
“KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mi9 Retailmi9retail.comHQ: Fort Lauderdale, FL, United StatesReported employees: 501-1,000 | Fort Lauderdale, FL, United States | 501-1,000 | Exact match | 153 contacts → |
“Founded in 2002, Mi9 Retail mission is to develop great software that delights end users by excelling in design and functionality.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Solovissolovis.comHQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 122 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Brightpearl By Sagebrightpearl.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 117 contacts → |
“Brightpearl is the number one Retail Operating System for e-commerce, multichannel retail brands and wholesalers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Modisoft INCmodisoft.comHQ: Sugar Land, TX, United StatesReported employees: 51-200 | Sugar Land, TX, United States | 51-200 | Exact match | 112 contacts → |
“Over the last 20 years, Modisoft has built solutions that empowers businesses to operate smarter, adapt faster, and grow stronger.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Talech Point Of Saletalech.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 111 contacts → |
“talech provides merchants with a powerful yet easy to use point of sale software with rich analytics and deep insights.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  CAM Commerce Solutionscumulusretail.comHQ: Westminster, CA, United StatesReported employees: 51-200 | Westminster, CA, United States | 51-200 | Exact match | 111 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Smartx Advisory Solutionssmartxadvisory.comHQ: West Palm Beach, FL, United StatesReported employees: 51-200 | West Palm Beach, FL, United States | 51-200 | Exact match | 100 contacts → |
“SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Erply Retail Softwareerply.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Finaloopfinaloop.comHQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 94 contacts → |
“Finaloop is the financial operating system built for DTC, ecommerce, and retail brands.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Advisorengineadvisorengine.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 82 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 330 company matches
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Retail financial management platforms: dataset insights
September 29, 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
329 records in the displayed employee bands.
1 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 330 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: September 29, 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management 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 retail financial management platforms did RevenueBase find based in the United States?
The saved snapshot records 330 matching company records, 26,561 tracked contacts and 12,724 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 29, 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
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
Cite this list
RevenueBase Data Team. Top 25 retail financial management platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retail-financial-management-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
- 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
Company intelligence · public preview
Top 25 retail financial management platforms based in the United States
RevenueBase records 330 matching company records for retail financial management platforms based in the United States, with 26,561 tracked contacts and 12,724 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 29, 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 retail financial management 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 | TOASTpos.toasttab.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 7,024 contacts → |
“Toast is the operating system behind the hardest-working people out there, the restaurateurs and retailers running busy businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Squaresquareup.com HQ: San Francisco, AZ, United StatesReported employees: 1,001-5,000 | San Francisco, AZ, United States | 1,001-5,000 | Exact match | 6,194 contacts → |
“Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cloverclover.com HQ: Sunnyvale, NJ, United StatesReported employees: 1,001-5,000 | Sunnyvale, NJ, United States | 1,001-5,000 | Exact match | 1,004 contacts → |
“We're Clover - your partner in building a smarter business.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Scottradescottrade.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 752 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 629 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Retail PRO International, LLCretailpro.com HQ: Folsom, CA, United StatesReported employees: 51-200 | Folsom, CA, United States | 51-200 | Exact match | 434 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 339 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 330 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Truno, Retail Technology Solutionstruno.com HQ: Lubbock, TX, United StatesReported employees: 201-500 | Lubbock, TX, United States | 201-500 | Exact match | 311 contacts → |
“TRUNO is the national leader in integrated retail technology solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | National Retail Solutions NRS Plusnrsplus.com HQ: Newark, NJ, United StatesReported employees: 501-1,000 | Newark, NJ, United States | 501-1,000 | Exact match | 218 contacts → |
“National Retail Solutions (NRS), a division of IDT Corp.(NYSE: IDT), is one of the fastest-growing retail technology providers in the U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Datazoic INCdatazoic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | KWIkwi.com HQ: Melville, NY, United StatesReported employees: 51-200 | Melville, NY, United States | 51-200 | Exact match | 170 contacts → |
“KWI enables modern retailers to create unforgettable shopper experiences, maximize sales, and streamline operations with the industry’s only true turnkey omnichannel platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mi9 Retailmi9retail.com HQ: Fort Lauderdale, FL, United StatesReported employees: 501-1,000 | Fort Lauderdale, FL, United States | 501-1,000 | Exact match | 153 contacts → |
“Founded in 2002, Mi9 Retail mission is to develop great software that delights end users by excelling in design and functionality.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Solovissolovis.com HQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 122 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Brightpearl By Sagebrightpearl.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 117 contacts → |
“Brightpearl is the number one Retail Operating System for e-commerce, multichannel retail brands and wholesalers.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Modisoft INCmodisoft.com HQ: Sugar Land, TX, United StatesReported employees: 51-200 | Sugar Land, TX, United States | 51-200 | Exact match | 112 contacts → |
“Over the last 20 years, Modisoft has built solutions that empowers businesses to operate smarter, adapt faster, and grow stronger.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Talech Point Of Saletalech.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 111 contacts → |
“talech provides merchants with a powerful yet easy to use point of sale software with rich analytics and deep insights.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | CAM Commerce Solutionscumulusretail.com HQ: Westminster, CA, United StatesReported employees: 51-200 | Westminster, CA, United States | 51-200 | Exact match | 111 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 108 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Smartx Advisory Solutionssmartxadvisory.com HQ: West Palm Beach, FL, United StatesReported employees: 51-200 | West Palm Beach, FL, United States | 51-200 | Exact match | 100 contacts → |
“SMArtX Advisory Solutions offers a cloud-native managed accounts platform designed to support the evolving needs of financial institutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Erply Retail Softwareerply.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 96 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Finaloopfinaloop.com HQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 94 contacts → |
“Finaloop is the financial operating system built for DTC, ecommerce, and retail brands.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Advisorengineadvisorengine.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 82 contacts → |
“AdvisorEngine is a digital platform to supercharge advisor growth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 330 company matches
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Retail financial management platforms: dataset insights
September 29, 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
329 records in the displayed employee bands.
1 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 330 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: September 29, 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 ↗
Retail financial management platforms by metro
Questions about this company list
What does Exact match mean for retail financial management 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 retail financial management platforms did RevenueBase find based in the United States?
The saved snapshot records 330 matching company records, 26,561 tracked contacts and 12,724 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 29, 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
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
Cite this list
RevenueBase Data Team. Top 25 retail financial management platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retail-financial-management-platforms/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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- 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