As of May 2026, there are 615 SaaS companies in Financial Services Software. They have combined revenues of $14.2B and employ 108.2K people. They have raised $13.3B and serve 31.1M customers combined.
Financial Services Software encompasses a range of applications designed to support the various functions within the financial services industry, such as banking, investments, insurance, and financial planning. These software solutions facilitate essential tasks like transaction processing, account management, compliance, and risk assessment, enabling organizations to operate efficiently and securely. Key use cases for financial services software include customer relationship management, digital banking, payment processing, and financial analysis. Common features often found in these platforms include real-time data access, automated reporting, advanced analytics, and integration with other financial systems. Typical users include finance professionals, IT teams, and operational staff who require tools to streamline workflows and enhance decision-making in the financial sector. As the financial services landscape evolves, the demand for innovative solutions that leverage artificial intelligence and cloud capabilities continues to grow, offering businesses enhanced customer experiences and operational efficiencies. This segment of software development is vital for firms aiming to stay competitive and compliant in a rapidly changing regulatory environment.
Sorting: Highest -> Lowest
Showing 10 of 239 companies ranked by annual revenue.
Atlanta, Georgia, United States
Data and analytics platform company serving vendors, advisors and financial institutions of the U.S. banking sector to optimize revenue generation
Washington, District Of Columbia, United States
Ordway is a high-growth SaaS company based in Washington DC. We offer a suite of financial software applications that provide subscription billing, accounts receivable, revenue recognition and business KPI reporting. Ordway works with many of the world's most innovative companies to help them implement innovative pricing strategies and contract structures.
Sunnyvale, California, United States
Provider of online money management software designed to help people make better spending decisions. The company's online money management software is flexible and easy to use, offers powerful analytics and deep insights into money habits, delivers real-time, actionable advise for changing user behavior, enabling users to encourage proactive planning and goal-setting for the future.
Wien, Wien, Austria
Finmatics software supports companies and tax firms in experiencing the future in accounting today. Our digital assistants combine smart software that learns with comprehensive know-how that grows with you. This means our customers benefit from intelligent automation of their accounting processes - fast, easy and audit-proof.
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.
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.
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.
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.
- Must provide features that support transaction processing and account management - Should include tools for compliance tracking and risk assessment - Must offer real-time data access and reporting capabilities - Should cater to financial professionals in banking, investment, and insurance sectors - Must enable integrations with other financial systems and platforms - Not just for general accounting; must also support specific financial services functions
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
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