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.
23
Technologies Tracked
3706
Companies Tracked
Categories related to Financial Planning
Top 5 Financial Planning technologies in 2024
Over 3706 companies are using Financial Planning tools. RightCapital with 40.91% market share (1516 customers), Workday Adaptive Planning with 22.10% market share (819 customers), SAP Funds Management with 14.22% market share (527 customers).
Technology
Market Share (Est.)
Customers
40.91%
1516
22.10%
819
14.22%
527
10.50%
389
3.53%
131
Others
8.74%
324
Financial Planning Customers by Employee Size
The majority of Financial Planning category falls in the company size of 0 - 9 employees (1291 companies), 1,000 - 4,999 employees (469 companies), 10,000+ employees (401 companies).
Employee Size
Financial Planning Customers by Geography
Companies using Financial Planning technology software are majorly from the United States with 2826 (85.69%), United Kingdom with 159 (4.82%), Canada with 92 (2.79%) customers respectively.
Customers
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Financial Planning Customers by Industry
Top industries that use Financial Planning for Financial Planning (238), Retirement Planning (183), Investment Management (163).
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 | RightCapital | 1516 | 40.91 |
| 2 | Workday Adaptive Planning | 819 | 22.10 |
| 3 | SAP Funds Management | 527 | 14.22 |
| 4 | Planful | 389 | 10.50 |
| 5 | Advizr | 131 | 3.53 |
| 6 | Runway | 78 | 2.10 |
| 7 | TIAA | 53 | 1.43 |
| 8 | Paro | 32 | 0.86 |
| 9 | Brixx | 28 | 0.76 |
| 10 | Ramsey SmartDollar | 22 | 0.59 |
| 11 | Origin Financial | 18 | 0.49 |
| 12 | Flinks | 17 | 0.46 |
| 13 | Parametric | 13 | 0.35 |
| 14 | Jirav | 12 | 0.32 |
| 15 | FinFit | 12 | 0.32 |
| 16 | iTWO costX | 8 | 0.22 |
| 17 | Your Money Line | 7 | 0.19 |
| 18 | Archer | 7 | 0.19 |
| 19 | SMArtX Advisory Solutions | 7 | 0.19 |
| 20 | SAS Capital Planning And Management | 3 | 0.08 |
| 21 | Plannuh | 3 | 0.08 |
| 22 | Fast409A | 2 | 0.05 |
| 23 | First Rate | 2 | 0.05 |
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, SAP Funds Management. 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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