As of November 2026, Latka tracks 128 financial analysis software companies. They have combined revenues of $1.2B and employ 8.5K people. They have raised $1.7B and serve 1.1M customers combined.
Every company below sells financial analysis software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Financial analysis software encompasses tools designed to collect, analyze, and interpret financial data, enhancing the decision-making processes for businesses. These tools aid in budgeting, forecasting, and generating detailed financial reports, allowing organizations to assess performance and plan strategically. Key features often include real-time reporting, predictive analytics, and scenario modeling, which help finance professionals and analysts understand various financial outcomes based on changing variables. With a primary focus on improving financial health, these solutions are typically utilized by finance departments, analysts, and business executives responsible for financial planning and analysis (FP&A). Users leverage these tools to optimize cash flow management, evaluate investment opportunities, and navigate financial risks. The software aims to streamline workflows, enabling organizations to achieve accurate financial forecasts and comprehensive insights into overall financial performance.
Sorting: Highest -> Lowest
Showing 10 of 128 companies ranked by annual revenue.
Mountain View, California, United States
Addepar, Inc. is a financial technology company that provides an investment management platform for wealth management firms, family offices, and financial advisors. The platform also offers a comprehensive suite of tools for portfolio management, performance reporting, data aggregation, and client communication.
Sioux Falls, South Dakota, United States
MarketBeat empowers retail investors to make better trading decisions by providing real-time financial data and objective market analysis. Whether you’re looking for analyst ratings, corporate buybacks, dividends, earnings, economic reports, insider trades, IPOs, SEC filings or stock splits, MarketBeat has the objective information you need to analyze any stock.
New York, New York, United States
BlueMatrix is the gold standard solution and the world's largest publisher of investment research. We connect the world's leading asset and wealth managers with nearly 1,000 research firms in more than 50 countries, and serve internal teams across multi-national corporations.
Austin, Texas, United States
Operational analytics and reporting for Oracle Business Applications
São Paulo, Sao Paulo, Brazil
Finnet produces business management software for financial management solutions for companies.
San Francisco, California, United States
Digits is a real-time financial dashboard company for small businesses, founded in mid-2018 and headquartered at digits.com. The company was built by Jeff Seibert, Co-Founder and CEO, alongside co-founder Wayne Chang, who serves as Senior Vice President and Chief Financial Officer. As of January 2022, Digits had been in heads-down research and development for approximately three and a half years and had not yet launched a commercial product or generated revenue, operating instead on a waitlist model. The company raised a total of $32 million across two rounds: a $10 million Series A from Benchmark in 2018 and a $22 million Series B from GV in 2019. The rounds also included 72 angel investors drawn from the founders' network, including the CEOs of Box, GitHub, Twitter, and TikTok. Digits was approaching major product launches at the time of the interview. Seibert is a repeat founder whose prior companies include Increo, acquired by Box in 2009, and Crashlytics, acquired by Twitter in 2013 after reaching 300 million devices in its first twelve months. He spent four years at Twitter, including a period as head of consumer product, before departing in 2017 and beginning work on Digits after a nine-month sabbatical.
Latka tracks 128 financial analysis software companies with reported revenue. Together they generate $1.2B in annual revenue and employ 8.5K people.
Addepar is the largest, with $171.3M in annual revenue, founded in 2009.
The average financial analysis software company in this list makes $9.1M a year, across 128 companies with reported revenue. They serve 1.1M customers combined.
Ranked by annual revenue, the leaders are Addepar, Aspire, FAZZ, Venasolutions and Simetrik.
The 128 financial analysis software companies tracked here have raised $1.7B in disclosed funding between them.
- Must provide tools for aggregating and analyzing financial data - Should support budgeting and forecasting functionalities - Must offer reporting capabilities with customizable dashboards - Should facilitate predictive analytics and scenario modeling - Must be suitable for finance departments and professional analysts - Not just focused on accounting; must also provide strategic planning features
