Latka logo

Top 1 Financial Services CRM Software Companies With $10M–$100M Revenue (September 2026)

As of September 2026, Latka tracks 1 financial services CRM software companies with $10M–$100M in annual revenue. They have combined revenues of $13.4M and employ 122 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
1
Revenue
$13.4M
Funding
-
Employees
122

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 With $10M–$100M Revenue

Showing 1 of 1 companies ranked by annual revenue.

1Riva International, Inc. logo
Riva International, Inc.

Edmonton, Alberta, Canada

Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations. Our innovative solutions empower advisors to deliver personalized, compliant experiences at scale. With seamless CRM integration, real-time client insights, and advanced data governance, Riva ensures every interaction counts. Serving financial services and other data-sensitive industries for over 15 years, we help businesses safeguard their clients, nurture lifelong relationships, and reclaim valuable time. Join the 650+ enterprises worldwide who trust Riva to transform how they engage with their customers.

Revenue
$13.4M
Year founded
2008
Team size
122

Frequently asked questions about Financial Services CRM Software Companies With $10M–$100M Revenue

How many financial services CRM software companies with $10M–$100M in annual revenue are there?

Latka tracks 1 financial services CRM software companies with $10M–$100M in annual revenue. Together they generate $13.4M in annual revenue and employ 122 people.

Which financial services CRM software company with $10M–$100M in annual revenue is the largest?

Riva International, Inc. is the largest, with $13.4M in annual revenue, founded in 2008.

How much revenue does a typical financial services CRM software company with $10M–$100M in annual revenue make?

The average financial services CRM software company in this list makes $13.4M a year, across 1 companies with reported revenue.

Who are the leading Financial Services CRM software vendors with $10M–$100M in annual revenue?

Ranked by annual revenue, the leaders are Riva International, Inc..

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