Financial Planning

Gain market share and customer base information about the top Financial Planning software. Check out our list of Financial Planning Software, analyze them by marketshare, region, company size along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more.

57

Technologies Tracked

10278

Companies Tracked

Categories related to Financial Planning

Billing And Invoicing
Enterprise Resource Planning (ERP)
Payments Processing
Insurance Administration And Management
POS Systems

Top 5 Financial Planning technologies in 2026

Over 10278 companies are using Financial Planning tools. Drivetrain with 31.34% market share (3221 customers), RightCapital with 20.07% market share (2063 customers), Workday Adaptive Planning with 13.05% market share (1341 customers).

Technology

Market Share (Est.)

Customers

  • Drivetrain

    31.34%

    3221

  • RightCapital

    20.07%

    2063

  • Workday Adaptive Planning

    13.05%

    1341

  • SAP Funds Management

    6.05%

    622

  • Planful

    5.81%

    597

  • Others

    23.68%

    2434

  • Financial Planning Customers by Employee Size

    The majority of Financial Planning category falls in the company size of 0 - 9 employees (2358 companies), 1,000 - 4,999 employees (1491 companies), 10,000+ employees (1416 companies).

    Employee Size

    Financial Planning Customers by Geography

    Companies using Financial Planning technology software are majorly from the United States with 6608 (72.38%), Australia with 541 (5.93%), United Kingdom with 515 (5.64%) customers respectively.

    Customers

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    Financial Planning Customers by Industry

    Top industries that use Financial Planning for Financial Planning (295), Retirement Planning (223), Wealth Management (209).

    Customers

    Market Share for Top Financial Planning Technologies

    Analyze the market share of popular Financial Planning technologies along with information about competitors, prospects, tech stacks, funding information, contract renewal dates and more

    Ranking
    Technology
    Customers
    Market share(Est.)(%)
    1Drivetrain322131.34
    2RightCapital206320.07
    3Workday Adaptive Planning134113.05
    4SAP Funds Management6226.05
    5Planful5975.81
    6TechnologyOne4594.47
    7Runway Financial3133.05
    8Runway2051.99
    9Datarails1641.60
    10Oracle Cloud EPM Narrative Reporting1561.52
    11Advizr1151.12
    12Agicap1091.06
    13Abacum850.83
    14TIAA670.65
    15Flinks580.56
    16Jirav510.50
    17Finmark510.50
    18Centage500.49
    19Dynac440.43
    20Planacy440.43
    21Paro360.35
    22Your Money Line330.32
    23Brixx320.31
    24Ramsey SmartDollar310.30
    25Limelight310.30
    26Exopen290.28
    27iTWO costX230.22
    28FinFit220.21
    29Farseer210.20
    30Acterys190.18
    31Synario180.18
    32A3 Solutions170.17
    33SMArtX Advisory Solutions160.16
    34Parametric150.15
    35Finario150.15
    36Unit4 Financial Planning & Analysis (FP&A)100.10
    37PlanSmart100.10
    38Vareto90.09
    39valQ90.09
    40MODLR80.08
    41Plannuh70.07
    42A3 Modeling70.07
    43Up Your Cash Flow70.07
    44SAS Capital Planning And Management50.05
    45Archer40.04
    46Capexplan40.04
    47Fintastic.ai40.04
    48Essatto30.03
    49Fast409A20.02
    50Financeiro WEB20.02
    51MyNextAdvice20.02
    52Origin Financial20.02
    53First Rate20.02
    54PivotXL20.02
    55Ganacos20.02
    56ACE Insights20.02
    57Handit20.02

    FAQ

    Find answers to the most often asked questions by users.

    Who are the top Financial Planning software market leaders?

    Top leaders in the category for Financial Planning software are Drivetrain, RightCapital, Workday Adaptive Planning. Here, you can view a full list of Financial Planning tools in the market.

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    How many companies use Financial Planning software these days?

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    Which company has the most significant market share in the Financial Planning software space?

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    What are the top industries that usually use Financial Planning softwares?

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    Popular Comparisons

    Drivetrain vs RightCapital

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