Company lists · Data refreshed November 2026
Top 14 Savings management software vendors based in the United States
RevenueBase identified 29 company matches for savings management software vendors associated with the United States as of November 2026 and tracks 5,629 professional contacts across them, including 3,029 with verified work emails. Arlington is the largest hub.
This list covers company matches for savings management software vendors 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 November 5, 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 14 largest savings management software vendors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,972 contacts → | ||||
Exact match “Ascensus is a market-leading enabler of tax-advantaged savings-providing technology, services, and expertise that helps millions save for a better today and tomorrow.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 633 contacts → | ||||
Exact match “Vestwell is the backbone of the modern savings economy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 589 contacts → | ||||
Exact match “PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 207 contacts → | ||||
Exact match “We are the trusted partner for retirement plan professionals and sponsors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “SecureSave is the leading workplace emergency savings solution offering a standalone Emergency Savings Account (ESA) built specifically to drive high employee participation while…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 24 contacts → | ||||
Exact match “Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “First Dollar is a technology company that builds flexible infrastructure for health spending benefits.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “InWest partners with employers and financial advisors to design, communicate and administer retirement savings plans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “mapbenefits® is a technology company focused on the nonqualified plans administration space.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “At Harvest Savings & Wealth Technologies, our software platform enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “inVesti is a turnkey software infrastructure that allows financial professionals to offer workforce solutions such as fiduciary managed employer plans, 401(k)s, IRAs and HSAs with…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “is simple software that makes a big difference.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Retiremap is an award-winning financial wellness program that helps employees achieve their financial goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “PlanTools, LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment…” Recorded in the RevenueBase company graph · Nov 5, 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 “savings management software vendors”. 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 14 of 29 savings management software vendors based in the United States
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Savings management software vendors based in the United States at a glance
As of Nov 5, 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 29 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 “savings management software vendors” 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 3,029 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 November 5, 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 “savings management software vendors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many savings management software vendors are there based in the United States?
RevenueBase identified 29 company matches for savings management software vendors associated with the United States as of November 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?
Ascensus tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most savings management software vendors?
Arlington leads with 1 company records, followed by Atlanta (1) and Austin (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 3,029 professional contacts with verified work emails tracked across these 29 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 29 savings management software vendors based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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- AI companies based in the United States
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Company intelligence · public preview
Top 14 savings management software vendors 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 29 matching company records for savings management software vendors based in the United States, with 5,629 tracked contacts and 3,029 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 14 savings management software vendors 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 |  Ascensusascensus.comHQ: Dresher, PA, United StatesReported employees: 5,001-10,000 | Dresher, PA, United States | 5,001-10,000 | Exact match | 3,972 contacts → |
“Ascensus is a market-leading enabler of tax-advantaged savings-providing technology, services, and expertise that helps millions save for a better today and tomorrow.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vestwellvestwell.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 633 contacts → |
“Vestwell is the backbone of the modern savings economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Plansourceplansource.comHQ: Orlando, FL, United StatesReported employees: 501-1,000 | Orlando, FL, United States | 501-1,000 | Exact match | 589 contacts → |
“PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Blue Ridge Associatesoneblueridge.comHQ: Charlottesville, OH, United StatesReported employees: 501-1,000 | Charlottesville, OH, United States | 501-1,000 | Exact match | 207 contacts → |
“We are the trusted partner for retirement plan professionals and sponsors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Securesavesecuresave.comHQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 25 contacts → |
“SecureSave is the leading workplace emergency savings solution offering a standalone Emergency Savings Account (ESA) built specifically to drive high employee participation while…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sunny DAY Fundsunnydayfund.comHQ: Arlington, United StatesReported employees: 11-50 | Arlington, United States | 11-50 | Exact match | 24 contacts → |
“Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  First Dollarfirstdollar.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“First Dollar is a technology company that builds flexible infrastructure for health spending benefits.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Inwest Retirement Solutionsinwest.netHQ: Midland, TX, United StatesReported employees: 11-50 | Midland, TX, United States | 11-50 | Exact match | 10 contacts → |
“InWest partners with employers and financial advisors to design, communicate and administer retirement savings plans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Mapbenefitsmapbenefits.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 4 contacts → |
“mapbenefits® is a technology company focused on the nonqualified plans administration space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Harvest Savings & Wealth Technologiesharvestsw.comHQ: San Francisco Bay, CA, United StatesReported employees: 51-200 | San Francisco Bay, CA, United States | 51-200 | Exact match | 3 contacts → |
“At Harvest Savings & Wealth Technologies, our software platform enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Investi Financialinvestifinancial.com HQ: York, United StatesReported employees: 11-50 | York, United States | 11-50 | Exact match | 3 contacts → |
“inVesti is a turnkey software infrastructure that allows financial professionals to offer workforce solutions such as fiduciary managed employer plans, 401(k)s, IRAs and HSAs with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wallet1000wallet1000.comHQ: St. Louis, United StatesReported employees: 1-10 | St. Louis, United States | 1-10 | Exact match | 2 contacts → |
“is simple software that makes a big difference.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Retiremapretiremaphq.com HQ: San Ramon, CA, United StatesReported employees: 1-10 | San Ramon, CA, United States | 1-10 | Exact match | 2 contacts → |
“Retiremap is an award-winning financial wellness program that helps employees achieve their financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Plantools, LLCplantools.comHQ: Fort Mill, SC, United StatesReported employees: 11-50 | Fort Mill, SC, United States | 11-50 | Exact match | 1 contacts → |
“PlanTools, LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 29 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Savings management software vendors: dataset insights
November 5, 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
29 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 29 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: November 5, 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 savings management software vendors?
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 savings management software vendors did RevenueBase find based in the United States?
The saved snapshot records 29 matching company records, 5,629 tracked contacts and 3,029 verified emails. The public preview displays 14 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: November 5, 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
Cite this list
RevenueBase Data Team. Top 14 savings management software vendors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/savings-management-software-vendors/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
- 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
- Real estate companies based in the United States
Company intelligence · public preview
Top 14 savings management software vendors based in the United States
RevenueBase records 29 matching company records for savings management software vendors based in the United States, with 5,629 tracked contacts and 3,029 verified work emails.
This public preview shows 14 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 14 savings management software vendors 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 | Ascensusascensus.com HQ: Dresher, PA, United StatesReported employees: 5,001-10,000 | Dresher, PA, United States | 5,001-10,000 | Exact match | 3,972 contacts → |
“Ascensus is a market-leading enabler of tax-advantaged savings-providing technology, services, and expertise that helps millions save for a better today and tomorrow.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vestwellvestwell.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 633 contacts → |
“Vestwell is the backbone of the modern savings economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Plansourceplansource.com HQ: Orlando, FL, United StatesReported employees: 501-1,000 | Orlando, FL, United States | 501-1,000 | Exact match | 589 contacts → |
“PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Blue Ridge Associatesoneblueridge.com HQ: Charlottesville, OH, United StatesReported employees: 501-1,000 | Charlottesville, OH, United States | 501-1,000 | Exact match | 207 contacts → |
“We are the trusted partner for retirement plan professionals and sponsors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Securesavesecuresave.com HQ: Kirkland, WA, United StatesReported employees: 11-50 | Kirkland, WA, United States | 11-50 | Exact match | 25 contacts → |
“SecureSave is the leading workplace emergency savings solution offering a standalone Emergency Savings Account (ESA) built specifically to drive high employee participation while…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sunny DAY Fundsunnydayfund.com HQ: Arlington, United StatesReported employees: 11-50 | Arlington, United States | 11-50 | Exact match | 24 contacts → |
“Sunny Day Fund is on a mission to power financial health for all, starting with workplace emergency savings.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | First Dollarfirstdollar.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“First Dollar is a technology company that builds flexible infrastructure for health spending benefits.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Inwest Retirement Solutionsinwest.net HQ: Midland, TX, United StatesReported employees: 11-50 | Midland, TX, United States | 11-50 | Exact match | 10 contacts → |
“InWest partners with employers and financial advisors to design, communicate and administer retirement savings plans.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Mapbenefitsmapbenefits.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 4 contacts → |
“mapbenefits® is a technology company focused on the nonqualified plans administration space.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Harvest Savings & Wealth Technologiesharvestsw.com HQ: San Francisco Bay, CA, United StatesReported employees: 51-200 | San Francisco Bay, CA, United States | 51-200 | Exact match | 3 contacts → |
“At Harvest Savings & Wealth Technologies, our software platform enables financial institutions to deliver tightly integrated savings and wealth solutions to their customers at any…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Investi Financialinvestifinancial.com HQ: York, United StatesReported employees: 11-50 | York, United States | 11-50 | Exact match | 3 contacts → |
“inVesti is a turnkey software infrastructure that allows financial professionals to offer workforce solutions such as fiduciary managed employer plans, 401(k)s, IRAs and HSAs with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wallet1000wallet1000.com HQ: St. Louis, United StatesReported employees: 1-10 | St. Louis, United States | 1-10 | Exact match | 2 contacts → |
“is simple software that makes a big difference.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Retiremapretiremaphq.com HQ: San Ramon, CA, United StatesReported employees: 1-10 | San Ramon, CA, United States | 1-10 | Exact match | 2 contacts → |
“Retiremap is an award-winning financial wellness program that helps employees achieve their financial goals.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Plantools, LLCplantools.com HQ: Fort Mill, SC, United StatesReported employees: 11-50 | Fort Mill, SC, United States | 11-50 | Exact match | 1 contacts → |
“PlanTools, LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 14 of 29 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Savings management software vendors: dataset insights
November 5, 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
29 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 29 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: November 5, 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 savings management software vendors?
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 savings management software vendors did RevenueBase find based in the United States?
The saved snapshot records 29 matching company records, 5,629 tracked contacts and 3,029 verified emails. The public preview displays 14 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: November 5, 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
Cite this list
RevenueBase Data Team. Top 14 savings management software vendors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/savings-management-software-vendors/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
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