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.
40
Technologies Tracked
6468
Companies Tracked
Categories related to Financial Planning
Top 5 Financial Planning technologies in 2025
Over 6468 companies are using Financial Planning tools. Drivetrain with 35.36% market share (2287 customers), RightCapital with 28.22% market share (1825 customers), Workday Adaptive Planning with 12.62% market share (816 customers).
Technology
Market Share (Est.)
Customers
35.36%
2287
28.22%
1825
12.62%
816
7.08%
458
4.76%
308
Others
11.97%
774
Financial Planning Customers by Employee Size
The majority of Financial Planning category falls in the company size of 0 - 9 employees (1868 companies), 1,000 - 4,999 employees (863 companies), 10,000+ employees (755 companies).
Employee Size
Financial Planning Customers by Geography
Companies using Financial Planning technology software are majorly from the United States with 4689 (79.11%), United Kingdom with 347 (5.85%), Canada with 203 (3.43%) customers respectively.
Customers
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Financial Planning Customers by Industry
Top industries that use Financial Planning for Financial Planning (255), Retirement Planning (193), Investment Management (172).
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.)(%) |
|---|---|---|---|
| 1 | Drivetrain | 2287 | 35.36 |
| 2 | RightCapital | 1825 | 28.22 |
| 3 | Workday Adaptive Planning | 816 | 12.62 |
| 4 | SAP Funds Management | 458 | 7.08 |
| 5 | Planful | 308 | 4.76 |
| 6 | Advizr | 133 | 2.06 |
| 7 | Runway Financial | 108 | 1.67 |
| 8 | Runway | 74 | 1.14 |
| 9 | Datarails | 65 | 1.00 |
| 10 | TIAA | 45 | 0.70 |
| 11 | Paro | 34 | 0.53 |
| 12 | Your Money Line | 31 | 0.48 |
| 13 | Brixx | 26 | 0.40 |
| 14 | Finmark | 25 | 0.39 |
| 15 | Ramsey SmartDollar | 18 | 0.28 |
| 16 | Synario | 18 | 0.28 |
| 17 | Exopen | 18 | 0.28 |
| 18 | Origin Financial | 17 | 0.26 |
| 19 | Flinks | 16 | 0.25 |
| 20 | A3 Solutions | 13 | 0.20 |
| 21 | FinFit | 12 | 0.19 |
| 22 | Parametric | 12 | 0.19 |
| 23 | PlanSmart | 12 | 0.19 |
| 24 | Abacum | 11 | 0.17 |
| 25 | Jirav | 10 | 0.15 |
| 26 | iTWO costX | 8 | 0.12 |
| 27 | SMArtX Advisory Solutions | 8 | 0.12 |
| 28 | Vareto | 8 | 0.12 |
| 29 | MyNextAdvice | 7 | 0.11 |
| 30 | Farseer | 7 | 0.11 |
| 31 | Unit4 Financial Planning & Analysis (FP&A) | 6 | 0.09 |
| 32 | Archer | 5 | 0.08 |
| 33 | Acterys | 5 | 0.08 |
| 34 | Capexplan | 5 | 0.08 |
| 35 | MODLR | 4 | 0.06 |
| 36 | Fast409A | 3 | 0.05 |
| 37 | Finario | 3 | 0.05 |
| 38 | Essatto | 3 | 0.05 |
| 39 | SAS Capital Planning And Management | 2 | 0.03 |
| 40 | Plannuh | 2 | 0.03 |
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.
How many companies use Financial Planning software these days?
Which company has the most significant market share in the Financial Planning software space?
What are the top industries that usually use Financial Planning softwares?
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