Latka logo

Top 3 Financial Services CRM Software Companies Under $1M Revenue (September 2026)

As of September 2026, Latka tracks 3 financial services CRM software companies under $1M in annual revenue. They have combined revenues of $2.4M and employ 22 people.

Every company below sells financial services CRM 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.

What Financial Services CRM Software Companies do

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
3
Revenue
$2.4M
Funding
-
Employees
22

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 Under $1M Revenue

Showing 3 of 3 companies ranked by annual revenue.

1DealFabric logo
DealFabric

United States

Since 2015, DealFabric has produced and distributed a cloud-based CRM solution dedicated to private equity firms. We improve the efficiency of investment and investor relationship management teams by providing solutions for simple deal flow management, fundraising, fund of funds, contact management, automated or online sharing of information to LP's and fostering collaboration. We are based in Switzerland and France but with a global ambition.

Revenue
$880K
Year founded
2015
Team size
8
2Financial Cloud logo
Financial Cloud

Glasgow, Scotland, United Kingdom

The CRM for Financial Services.

Revenue
$880K
Year founded
2014
Team size
8
3Knudge logo
Knudge

Boston, Massachusetts, United States

Knudge is a client engagement tool that helps financial professionals keep their clients on track with the things they need to do. Knudge provides an easy and repeatable process for managing client facing action items and sends timely reminders to help ensure clients get stuff done. By automating and optimizing the follow up process, Knudge empowers financial professionals to touch on more areas of their clients’ lives and develop deeper and longer relationships. Financial professionals that are using Knudge are appreciating tremendous time savings, more organization, and helping their clients get much more done in a timely manner.

Revenue
$660K
Year founded
2018
Team size
6

Frequently asked questions about Financial Services CRM Software Companies Under $1M Revenue

How many financial services CRM software companies under $1M in annual revenue are there?

Latka tracks 3 financial services CRM software companies under $1M in annual revenue. Together they generate $2.4M in annual revenue and employ 22 people.

Which financial services CRM software company under $1M in annual revenue is the largest?

DealFabric is the largest, with $880K in annual revenue, founded in 2015.

How much revenue does a typical financial services CRM software company under $1M in annual revenue make?

The average financial services CRM software company in this list makes $806.7K a year, across 3 companies with reported revenue.

Who are the leading Financial Services CRM software vendors under $1M in annual revenue?

Ranked by annual revenue, the leaders are DealFabric, Financial Cloud and Knudge.

Related Vertical Industry Software categories

All Vertical Industry Software SaaS categoriesEvery category we track inside Vertical Industry Software, each ranked by revenue.Browse every SaaS industryThe full A-Z of SaaS categories Latka tracks, from Financial Services CRM to everything else.

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