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Top 50 Financial Services Software Companies Under $1M Revenue (August 2026)

As of August 2026, Latka tracks 116 financial services software companies under $1M in annual revenue. They have combined revenues of $58.1M and employ 7.3K people. They have raised $31.8M and serve 10.1M customers combined.

Every company below sells financial services 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 Software Companies do

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.

Companies
116
Revenue
$58.1M
Funding
$31.8M
Employees
7.3K

Filters

Sorting: Highest -> Lowest

Filters

Top Financial Services Software Companies Under $1M Revenue

Showing 10 of 116 companies ranked by annual revenue.

1CanPe Solutions logo
CanPe Solutions

United States

At CanPe, we are building the next generation intelligent SAAS engine (iCanPe) for debt collections. We seek to disrupt early arrears management and NPA recovery for financial institutions. Our engine is powered by sophisticated AI/ML algorithms and is based on a digital-first compassion-led approach. Lenders across the globe continue to face mounting losses despite enhanced focus on credit management operations. Our rigorous science-based approach enhances collections and recovery while bringing transparency and efficiency to your process. We do so by honoring customer choices and respecting their right to privacy.

Revenue
$990K
Year founded
2019
Team size
9
2illio logo
illio

United States

We aim to bring simplicity, efficiency and transparency to the wealth industry. Traditionally, analyzing wealth is a complex process which doesn't help advisor productivity. Furthermore, explaining wealth is often jargon intense which doesn't help stakeholders' understanding of what they own. Our modular wealth platform is designed to support wealth firms, online platforms, family offices, asset or fund managers with time saving analytics, user friendly visualizations and personalized portfolio Insights.

Revenue
$990K
Year founded
2019
Team size
9
3Muse Finance logo
Muse Finance

London, England, United Kingdom

Muse Finance enables B2B businesses to provide working capital finance to their clients to keep them on-platform, increase engagement and increase the overall experience. We are a no-code and low-code option that allows you to brand the financing in your name and get up and running within a week. Muse Finance has a real-time dashboard so that you can manage client funding requests and track their progress. Our tech pack gives true credit insights and instant credit decisions. We are the only company that provides factoring finance with a direct link to Allianz trade credit insurance, allowing you and your customers to have peace of mind regarding the credit quality of their clients and the ability to get paid. Muse Finance offers two working capital finance products: buy now, pay later for businesses and invoice finance for UK limited companies. Contact us for more information.

Revenue
$990K
Team size
9
4TransactionLink logo
TransactionLink

United States

At Transaction Link we help companies around the globe to build tailored business onboarding processes in minutes, all with no code, saving huge amounts of time and money. We work with some of the biggest payment providers in the world as well as new challengers in the fintech space. For some established players we were able to reduce their onboarding costs by as much as 70% and for scale ups - speed up their geographic and product expansion by months. Our solution enables our clients to automate their business onboarding processes - from creating complex workflows, to adding risk and decision logic, and integrating with over 150 best-in-class KYC/KYB services across more than 100 geographies. The platform automates back-end checks and front-end customer interactions for a complete end-to-end experience.

Revenue
$990K
Year founded
2020
Team size
9
5fincrm GmbH logo
fincrm GmbH

Köln, North Rhine-Westphalia, Germany

4.500+ Kreditvermittler nutzen fincrm, um mehr Finanzierungen in weniger Zeit abzuschließen.

Revenue
$990K
Year founded
2015
Team size
9
6CNS Treasury logo
CNS Treasury

Auckland, New Zealand

Solid FX Management CNS is premium cloud-based treasury software with a focus on FX management and straightforward usability. Built on the Microsoft.net platform, CNS Treasury offers an extensive range of tabulated and graphical management reports. Four modules for Treasury Management Foreign Exchange - Enter and review FX transactions - Show underlying FX exposure - Marked to market valuation - Analyse FX impact on the Cost of Goods Sold (COGS) - Graphical and tabular reports Hedge Accounting - Hedge documentation - Effectiveness Testing - Credit adjustments - Journal Entries Interest Rates(IR) - Enter and review IR transactions - Show underlying IR exposure - Marked to market valuation - Analyse true cost of money - Graphical and tabular reports Commodities - Enter and review commodity transactions - Show underlying commodity exposure - Marked to market valuation - Graphical and tabular reports Client Quotes: "CNS Treasury took the time to fully understand my business "

Revenue
$946.6K
Year founded
2004
Team size
6
7Intelligent Trading Machines logo
Intelligent Trading Machines

Bogotá, Distrito Especial, Colombia

Intelligent Trading Machines is a company that specializes in capital markets and provides AI SaaS platforms for trading.

Revenue
$891.5K
Year founded
2016
Team size
7
8Cai Xiaobi logo
Cai Xiaobi

China

Developer of a Software as A Service (SaaS) technology designed to provide financial settlement and cashier service for vegetable wholesale industry in China. The company uses big data and cloud computing technologies to mainly provide vegetable wholesalers with sales and cashier management software and financial system support, enabling clients to efficiently track their product sources and optimize their management process.

Revenue
$888K
Customers
50K
Year founded
2016
Team size
37
9FSMLabs logo
FSMLabs

Austin, Texas, United States

Time synchronization for financial services, enterprise, and cloud

Revenue
$880K
Year founded
1998
Team size
8
10bxp software logo
bxp software

Dublin, Dublin, Ireland

bxp software own and distribute bxp, a specialist software solution providing a range of award-winning CRM, Contact Centre Management, eLearning and Quality Assurance tools aimed at maximising efficiency and profitability. We tailor-make web-based software for a range of blue-chip clients in the areas of BPO’s, leisure & gaming, telecoms, utilities and financial services and we will have a relevant and profitable solution for your challenge. bxp is safe, simple and smart. Our brand is our relationship with our clients. We take pride in developing personal relationships with everyone we work with and fit each program to best suit the needs of our clients. Our CRM solution, for example, is exactly tailored to the needs of your business and your stakeholders, created for you by our dedicated team. If you own or manage a business process, we should be talking to each other.

Revenue
$880K
Year founded
2005
Team size
8

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

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

Latka tracks 116 financial services software companies under $1M in annual revenue. Together they generate $58.1M in annual revenue and employ 7.3K people.

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

CanPe Solutions is the largest, with $990K in annual revenue, founded in 2019.

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

The average financial services software company in this list makes $500.6K a year, across 116 companies with reported revenue. They serve 10.1M customers combined.

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

Ranked by annual revenue, the leaders are CanPe Solutions, illio, Muse Finance, TransactionLink and fincrm GmbH.

How much funding have financial services software companies under $1M in annual revenue raised?

The 116 financial services software companies under $1M in annual revenue tracked here have raised $31.8M in disclosed funding between them.

Related Vertical Industry Software categories

Inclusion Criteria

- 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