Top 50 Financial Services Software Companies With $1M–$5M Revenue (August 2026)

United States

Apiax is a technology company that builds the compliance infrastructure for the digital world. Businesses of every size—from FinTechs to globally operating banks —use our product to bring compliance into their applications and operational processes. Apiax 'Embedded Compliance' solution replaces manual compliance processes with instant, accurate and actionable answers to business units’ most pressing regulatory questions right when and where they need them. It can be seamlessly integrated into CRM systems, trading tools, wealth management platforms and many other systems used in the financial industry. This enables business leaders to make critical decisions faster, delivering real-time answers to the financial industry's most pressing regulatory issues. Backed by regulatory knowledge from the world’s top legal experts, allows for Apiax’s products to be up-to-date, ensuring reliability on verified compliance knowledge.

Fremont, California, United States

Developer of a payments technology created to pass speed and efficiencies on to all market participants. The company's technology offers a shared, permissioned ledger that serves as a real-time clearing and settlement gateway, allowing instant reconciliation down to the sub-account level, enabling financial institutions to meet today's demands for cost savings, regulatory requirements and capital management.

Miami, Florida, United States

ControlBox Corp. Founded in 2003 started creating SaaS solutions for international courier companies and money transfer businesses worldwide. Our software is used in more than 31 countries worldwide ControlBox Corp. Software solutions for Money Transfer and Cargo Companies, ControlBox On-line for cargo, air, sea freight forwaders agency management. ControlMoney© our money transfer solution is now a suit containing multiple platforms with 2000+ features all to get your MSB to the next level such as Perfect KYC, CID (algorithm based customer identification), granular configuration, multiple currencies, multiple products/services and flexible fees. We put in your hands thousands of hours of research development and programing at a price that is affordable by any company size. ControlMoney is an scalable solution that can handle a few hundreds, up to millions of transactions per month, proudly handmade by a young team of coders.

United States

Webitel is a vendor of the omnichannel software platform for contact centers automation. Our company helps businesses to grow and successfully solve upcoming issues in the fast-challenging environment. We offer an individual approach and deep analysis of actual business needs to provide a complex omnichannel solution for your company. Key facts: - 10 years on the market - trusted partnerships within 350 companies - accomplished projects in 30+ countries over the globe. Webitel products include powerful tools for effective call center work and top b2c performance: - Cloud-based and On-premise installation - Omnichannel communications - Predictive, progressive, preview dialers - Intelligent routing - AMD tools - Call tracking, recording and post analysis - CRM and messengers integration - IVR menu - Live chats - Appealing and understandable interface - Scalable metrics and agents’ KPI reports - 24/7 technical support and other great features to provide excellent customer service. Webitel platform is designed to implement any functionality for the small enterprises as well as for the large contact centers. We help to build reliable customer care in various industries: - Finances (mfi, banks, pay services) - Retail - E-commerce - Medical centers - Educational organizations.

Charlottetown, Prince Edward Island, Canada

PayTic empowers financial institutions to automate, optimize, and scale their payment operations through purpose-built technology that eliminates manual work. It specializes in providing dedicated back-office solutions for managing card programs.

Portland, Maine, United States

Quantrix is the world’s leading provider of business and financial modeling software. Our cutting-edge tools enable both small and enterprise-level organizations to replace traditional spreadsheets with next-generation software, helping them transform their financial and operational practices. With over 1,000 customers in over 50 countries, our products are used in sectors ranging from commercial banking, investment and financial services, through to real estate, energy and agriculture. Founded in 2002, and headquartered in Portland, Maine USA, we are devoted to constantly innovating with our software which has built many years of trust with our customers across the globe.

Den Haag, Zuid-Holland, Netherlands

Visma Cash ontwikkelt al meer dan 35 jaar bedrijfssoftware voor het MKB: Cash®. Van boekhouden tot ERP, zowel offline als online. Ondernemers, accountants, verenigingen en stichtingen werken volledig automatisch met Cash door online oplossingen en koppelingen met onder andere de grote Nederlandse banken, de KVK en de Belastingdienst. Vanuit onze ruime ervaring bieden wij oplossingen die niet alleen geld en tijd besparen, maar de ondernemer een actueel overzicht geeft van zijn financiële positie. Speciaal voor accountants bieden we producten zoals de Cash Accountancyportal, waarmee alle processen volledig worden geautomatiseerd en waarmee men efficiënt kan samenwerken met de klant. Groeit je bedrijf, dan groeit CASH met je mee. Onze oplossingen zijn geschikt voor de startende ondernemer tot aan de grote MKB-er. Je hebt keuze uit verschillende modules, zoals Handel, Productie, Lonen en CRM. Nieuwsgierig? Bel ons op 070 3560570 of bezoek onze website. Via deze LinkedIn pagina houden wij je graag op de hoogte van alle ontwikkelingen op het gebied van financiële bedrijfsvoering en natuurlijk van de nieuwe mogelijkheden die Cash je biedt.

Austin, Texas, United States

Financial Consolidation, Reporting & Benchmarking Software

Irvine, California, United States

Shape is the AI-powered CRM, sales, and marketing automation platform built for mortgage, solar, education, insurance, and more. Our cloud-based software streamlines workflows, boosts productivity, and automates everyday tasks, helping businesses scale faster and work smarter. With industry-specific solutions and powerful integrations, Shape is designed to solve your unique challenges. Join thousands of businesses using Shape to transform the way they operate. Ready to grow? Let’s talk!

United States

Subaio, a pioneering fintech firm, redefines personal finance with its innovative engine. Subaio's engine excels in analyzing, sorting, and translating all transaction data into actionable recurring payment insights. It leverages a powerful ecosystem for unparalleled accuracy and expansive merchant connections. The platform excels in subscription management, credit checks, and digital sales solutions, setting a new standard in personal finance management. This unique capability offers insights and functionalities beyond what banks can typically access or develop internally, positioning Subaio as an indispensable partner in the financial industry.