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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

Top Financial Services CRM Software Companies

Showing 10 of 2 companies ranked by annual revenue.

1
TEGSOFT

Kağıthane, İstanbul, Turkey

Tegsoft is a Contact Center solution both running as on-prem and cloud SaaS, that offers omnichannel customer experience management over communication channels such as phone calls, web chat, email, messaging apps, social media, text, fax. With its integrated CRM structure, it enables you to know your customer and provide a truly customized customer experience. Tegsoft is handling more than 1 million calls per day at over 450 customers with more than 15,000 Agents in 15 countries with 25-language support. It was founded in 2008 by entrepreneurs who have over ten years of experience in software development, telecommunication sector and running international projects. Tegsoft Contact Center solution is a Web-based application which allows companies to interact with their customers via different communication channels such as Voice, E-mail, SMS, Web chat and Social Media. It allows users to manage all these communication channels from a single user-friendly interface. Tegsoft has been preferred by many different companies operating in various sectors, especially in the Finance sector. From the very beginning, Tegsoft has been focused on product development and R&D activities to disseminate the innovative features in the industry. Certified Partners offer Pre-Sales, Sales and After-Sales services. Accredited Trainers of Tegsoft Academy deliver product training.

Revenue
$4M
Customers
-
Year founded
2008
Funding
-
Team size
36
Growth
-
2
Tier1 Financial Solutions

Toronto, Ontario, Canada

Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk. Trusted by 20,000+ CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights & a centralized view of client interactions that drive revenue-generating engagements, all on a capital markets grade security engine for large enterprises & specialist firm alike.

Revenue
$2M
Customers
-
Year founded
-
Funding
-
Team size
18
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