Top 17 Financial Software Powerhouses in the US
Top 17 Financial Software Powerhouses in the US
The financial software industry in the US is a rapidly growing sector that provides a wide range of solutions to businesses and individuals. This industry revolves around developing software applications and platforms that help manage financial tasks efficiently. Companies in this industry offer various products such as accounting software, financial management tools, tax preparation software, investment management platforms, and more. These software solutions help streamline financial processes, improve accuracy, and enhance productivity. As technology advances, the industry is heading towards increased automation and integration with artificial intelligence, machine learning, and data analytics. This will enable businesses to make more informed decisions, improve risk management, and optimize their financial operations.
Top 17 Financial Software Companies in the US
1. NetSuite
- Headquarter: Austin, Texas, United States
- Founded: 1998
- Headcount: 10001+
- Latest funding type: Series B
NetSuite is a company that offers cloud-based business management software. They provide solutions for financial management, customer relationship management, e-commerce, and more.
2. Intuit
- Headquarter: Mountain View, California, United States
- Founded: 1983
- Headcount: 10001+
Intuit is a company that offers a range of financial software solutions and services, including QuickBooks, TurboTax, and Mint. These tools are designed for individuals, small businesses, and accountants to manage their finances, taxes, and payroll efficiently.
3. SS&C Technologies
- Headquarter: Windsor, Connecticut, United States
- Headcount: 10001+
SS&C Technologies is a company that specializes in providing investment management software and services solutions. They offer a wide range of products and services in the areas of asset management, banking, health, hedge funds, insurance, private markets, and retirement. With a focus on intelligent automation and advanced technology, SS&C Technologies helps clients optimize their investment operations and improve their overall business performance.
4. Workday
- Headquarter: Pleasanton, California, United States
- Founded: 2005
- Headcount: 10001+
- Latest funding type: Series F
Workday is a leading provider of enterprise cloud applications for finance, HR, and planning. They offer a comprehensive suite of solutions that help businesses manage their financial and human capital management needs. With their adaptable architecture, Workday enables businesses to pivot quickly and make data-driven decisions. Their products include financial management, human capital management, payroll, talent management, and more.
5. Clearwater Analytics
- Headquarter: Boise, Idaho, United States
- Founded: 2004
- Headcount: 1001-5000
- Latest funding type: Private Equity
Clearwater Analytics is a trusted provider of investment accounting software and services. They offer user-friendly dashboards that are customizable to meet accounting needs. Their platform allows clients to automate investment accounting, data management, and reporting, helping them make confident fact-based decisions and manage risk. Clearwater Analytics supports organizations in achieving operational excellence and growth through their comprehensive and customizable reports.
6. Formidium
- Headquarter: Downers Grove, Illinois, United States
- Founded: 2016
- Headcount: 1001-5000
- Latest funding type: Convertible Note
Formidium is a web-based integrated fund administration platform that provides seamless solutions for portfolio, fund, and investor accounting. They offer full general ledger accounting software and a marketplace for alternative investments. Their cutting-edge technology and high-touch client service make them a trusted partner for hedge funds, private equity, venture capital, and real estate funds.
7. Eze Software (SS&C Eze, a unit of SS&C Technologies)
- Headquarter: Boston, Massachusetts, United States
- Founded: 1995
- Headcount: 1001-5000
Ezesoft.com is a provider of investment management software and services. They offer solutions for trade order management, execution management, portfolio management & accounting, investor accounting, and compliance.
8. Vestmark
- Headquarter: Wakefield, Massachusetts, United States
- Founded: 2001
- Headcount: 201-500
- Latest funding type: Series Unknown
Vestmark is a financial technology company that offers solutions for managing and trading investor portfolios. They provide outsourced back-office services, model trading services, and a marketplace for investment managers. Their VestmarkONE platform enables financial institutions and advisors to efficiently manage and trade portfolios through an innovative SaaS platform.
9. Quicken
- Headquarter: Menlo Park, California, United States
- Founded: 2016
- Headcount: 51-200
Quicken.com is a financial software company that offers a wide range of solutions to help individuals and businesses manage their finances. Their products include personal finance software, online banking services, and investment management tools.
10. Fi-Tek
- Headquarter: Edison, New Jersey, United States
- Founded: 1998
- Headcount: 201-500
Fi-Tek is a financial technology company that provides best-in-class Wealth Management Software and Hedge Fund Software solutions. Their software encompasses the entire lifecycle of wealth management and addresses complex investor allocation requirements for hedge funds and private equity.
11. FYIsoft, Inc.
- Headquarter: Naples, Florida, United States
- Founded: 2012
- Headcount: 11-50
FYIsoft is a financial reporting software company that offers solutions for multi-entity and high-growth companies. Their software simplifies reporting and boosts efficiencies by 50% or more. It is designed to be powerful yet easy to use, catering to finance and accounting professionals. FYIsoft integrates with various ERP/GLs and provides accurate and current data for superior reporting, analysis, and budgeting. They are trusted by many brands and offer features like multi-entity consolidation and management reporter replacement.
12. inDinero
- Headquarter: Los Angeles, United States
- Founded: 2009
- Headcount: 201-500
- Latest funding type: Series Unknown
inDinero is an accounting solution that helps businesses manage their finances and plan for the future. With a combination of software and personalized support, inDinero provides tailored services to meet the unique needs of startups, small businesses, and mid-sized enterprises. Their comprehensive range of services includes outsourced accounting, CFO services, online bookkeeping, and business tax services.
13. SoftLedger
- Headquarter: Santa Monica, California, United States
- Founded: 2016
- Headcount: 11-50
- Latest funding type: Seed
SoftLedger provides cloud-based inventory management software that empowers businesses with a smart general ledger and real-time accounting. It enables consolidation of multiple entities and offers features for real-time financial reporting and multi-entity accounting. The company's SaaS accounting software is user-friendly and helps reduce operational time for software developers. SoftLedger caters to various industries including real estate, manufacturing, retail, venture capital, and healthcare.
14. Gridlex
- Headquarter: Miami, Florida, United States
- Founded: 2011
- Headcount: 51-200
Gridlex provides customized software solutions including CRM, Customer Service Help Desk, Accounting, Expenses & ERP, and HR Software to help businesses succeed in their respective sectors.
15. ComplYant
- Headquarter: Los Angeles, California, United States
- Founded: 2019
- Headcount: 11-50
- Latest funding type: Seed
ComplYant is a small business tax management platform that helps LLCs, S-Corps, and more to manage deadlines for all business tax types. It simplifies tax compliance by providing a tax calendar, budgeting tools, and reminders. ComplYant ensures encrypted and secure data protection and offers customizable reminders and document storage. It caters to various customer groups such as small businesses, online sellers, restaurants, startups, and solo entrepreneurs. The company aims to help businesses save time and money by avoiding tax penalties and managing their taxes effectively.
16. PowerPlan, Inc.
- Headquarter: Atlanta, Georgia, United States
- Founded: 1994
- Headcount: 201-500
- Latest funding type: Private Equity
PowerPlan is a software company that provides solutions for financial decision-making in the energy industry. Their integrated platform helps key stakeholders in accounting, tax, finance, operations, IT, and regulatory make informed decisions that improve corporate performance. They offer asset investment optimization, capital planning and forecasting, data hub, fixed assets, income tax, lease accounting, project portfolio cost management, property tax, rate case and ROE management, tax fixed assets (TFA), and workflow process automation solutions. PowerPlan serves customers in the cooperative utilities, investor-owned utilities, oil & gas, and other industries.
17. Eton Solutions LP
- Headquarter: Morrisville, North Carolina, United States
- Founded: 2015
- Headcount: 201-500
- Latest funding type: Series C
Eton Solutions is a provider of a fully integrated wealth management platform for family offices and multi-family offices. Their platform transforms data governance and aggregation practices while automating workflows and processes, enabling employees and offices to achieve more.
Want to find more financial software companies?
If you want to find more companies that offer cutting-edge financial software products and services you can doso with Inven. This list was built with Inven and there are hundreds ofcompanies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emailsand phone numbers?
- Financials: What is the financial performance of these companies?
...and a lot more!
