Latka logo

Top 10 Financial Services CRM Software SaaS Companies in May 2026

As of May 2026, there are 10 SaaS companies in Financial Services CRM Software. They have combined revenues of $48.5M and employ 427 people. They have raised - and serve - customers combined.

Financial Services CRM Software encompasses tools specifically designed to streamline client relationship management within the financial services sector. These platforms facilitate the organization of client information, enhance communication, and enable personalized service for clients, thereby fostering stronger relationships and better client retention. Typical features include integrated communication channels, automated workflows, lead management, and compliance tracking. Users of such software typically include financial advisors, wealth managers, and sales professionals who require efficient tools to manage their client interactions and business processes effectively. Furthermore, these CRMs often integrate with various financial systems and provide analytics dashboards to assess client engagement and pipeline management. The primary buyer personas include sales operations, compliance teams, and customer service representatives, all of whom benefit from improved efficiency and data accessibility.

Companies
10
Revenue
$48.5M
Funding
-
Employees
427

Filters

Sorting: Highest -> Lowest

Filters
Revenue
All<$1M$1M-$5M$5M-$10M$10M-$100M$100M+
Funding (Locked)Growth (Locked)Team-Size (Locked)

Top Financial Services CRM Software Companies

Showing 10 of 4 companies ranked by annual revenue.

1
SalesGO CRM Technologies

Bangalore, Karnataka, India

SalesGO CRM Technologies "( formerly Node Technologies ) is a software product company based in Bangalore, India. SalesGO, a sales force enablement product is built on the ‘Salespeople First’ philosophy making it a preferred favorite by salespeople on the field. Unlike most CRMs and SFAs SalesGo has a 100% adoption rate by its users. With Leads, Visits, DSR, and Campaign modules SalesGO caters to a host of clients across categories like Asset Management, Banking, Consumer Durables, Electric Automation, Construction, Telecom, IT hardware etc. SalesGO is currently focused on India as a market and caters to Large, Medium, Small, and Micro segments in relevant industries pan-India. SalesGO has worked with clients like IBM, Apple, Lenovo, Airtel, Samsung, LIC Nomura, Cisco, SBI, Schneider Electric, and many more. It also pioneers the Customer Success Model in product delivery, a result-oriented, output-based model to help clients see tangible results in sales effectiveness from day one. SalesGO stands out for its ease of use, deployment, and strong RoI compared to any conventional CRM product making It a preferred choice, especially in the Indian marketing scenario.

Revenue
$7.5M
Customers
-
Year founded
2010
Funding
-
Team size
68
Growth
-
2
Nowcerts

Flower Mound, Texas, United States

Unified software suite including an agency management system, CRM, commercial rating tools, a premium financing platform, lead distribution and more

Revenue
$7.1M
Customers
-
Year founded
2013
Funding
-
Team size
50
Growth
-
3
Redtail Technology

Sacramento, California, United States

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Revenue
$6.9M
Customers
-
Year founded
2003
Funding
-
Team size
63
Growth
-
4
FinDock

Woerden, Utrecht, Netherlands

In a customer-centric world, payments don’t belong in the back office—they belong in your CRM. FinDock brings payments into Salesforce, transforming payments into a seamless, strategic interaction that enhances both customer satisfaction and operational efficiency. By putting payments at the heart of Salesforce’s Customer 360, we empower organizations to deliver personalized, frictionless payment experiences that match the unique preferences of their customers. With FinDock, you can offer every payment method your customers need, while centralizing all processes—both online and traditional—within a single, streamlined architecture. Ready to unlock the full potential of Salesforce? Discover how FinDock can transform your payment processes and elevate your entire organization to a whole new level. Start making informed, data-driven decisions that drive revenue growth and reduce costs.

Revenue
$5.3M
Customers
-
Year founded
2014
Funding
-
Team size
48
Growth
-

Inclusion Criteria

- Must provide tools for managing client relationships specifically in financial services - Must include features for lead management and interaction tracking - Must support compliance and regulatory requirements relevant to the finance industry - Must allow for automation of workflows related to client communication and follow-ups - Not just a general CRM; must offer features tailored to financial advisory and wealth management - Must integrate with other financial and accounting software to provide a comprehensive management solution - Should enhance client interaction with personalized service options and communication tools