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.

Technologies

2859

Companies

Movements

Categories related to Financial Planning

Top 5 Financial Planning technologies in 2023

Over 2,859 companies are using Financial Planning tools. RightCapital with 41.94% market share (1,199 customers), Workday Adaptive Planning with 25.18% market share (720 customers), Planful with 15.81% market share (452 customers),

RightCapital

41.94 %

Market Share

1199

Customers
Workday Adaptive Planning

25.18 %

Market Share

720

Customers
Planful

15.81 %

Market Share

452

Customers
Advizr

7.69 %

Market Share

220

Customers
Paro

2.97 %

Market Share

85

Customers
Others

6.40 %

Market Share

183

Customers

Financial Planning Customers by Employee Size

The majority of Financial Planning category falls in the company size of 0 - 9 employees (1,071 companies), 20 - 49 employees (244 companies), 1,000 - 4,999 employees (231 companies).

Financial Planning Customers by Geography

Companies using Financial Planning technology software are majorly from the United States with 2,020 (89.18%), United Kingdom with 93 (4.11%), Canada with 61 (2.69%) customers respectively.

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Financial Planning Customers by Industry

Top industries that use Financial Planning for Financial Services (897), Professional Services (349), Technology (313).

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
1	RightCapital	1199	41.94 (%)
2	Workday Adaptive Planning	720	25.18 (%)
3	Planful	452	15.81 (%)
4	Advizr	220	7.69 (%)
5	Paro	85	2.97 (%)
6	Brixx	56	1.96 (%)
7	Flinks	32	1.12 (%)
8	Jirav	28	0.98 (%)
9	Runway	22	0.77 (%)
10	Plannuh	22	0.77 (%)
11	iTWO costX	9	0.31 (%)
12	SAS Capital Planning And Management	8	0.28 (%)
13	Fast409A	4	0.14 (%)
14	MyNextAdvice	2	0.07 (%)

Technology	Market share
RightCapital	41.94 (%)
Workday Adaptive Planning	25.18 (%)
Planful	15.81 (%)
Advizr	7.69 (%)
Paro	2.97 (%)
Brixx	1.96 (%)
Flinks	1.12 (%)
Jirav	0.98 (%)
Runway	0.77 (%)
Plannuh	0.77 (%)
iTWO costX	0.31 (%)
SAS Capital Planning And Management	0.28 (%)
Fast409A	0.14 (%)
MyNextAdvice	0.07 (%)

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 RightCapital, Workday Adaptive Planning, Planful. Here, you can view a full list of Financial Planning tools in the market.

How many companies use Financial Planning software these days?

Around the world in 2023, over 2,317 companies are currently using one or more Financial Planning software. Out of these, there are 2,020 companies using Financial Planning tools that are originally from the United States .

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

The top few companies that have the most significant market share in the Financial Planning space are RightCapital with 41.94 % of market share, and Workday Adaptive Planning with 25.18 % of market share and Planful with 15.81 % of market share . Check for other Financial Planning technologies market share here.