The biggest software companies and custodial platforms for financial advisors, by estimated annual revenue. Estimates are ranges, not exact figures: if yours looks wrong, claim your page and tell us.
| Rank | Name | Est. annual revenue | Reviews |
|---|---|---|---|
4 |  LPL Financial (ClientWorks) Custodial Platform | $2.5–5B est. | 1 review |
4 |  Zoom Video Meetings & Messaging | $2.5–5B est. | — |
6 |  Monday.com Project Management | $1–2.5B est. | — |
7 | Dropbox Client File Sharing | $500M–$1B est. | — |
7 |  Calendly Schedule Apps | $500M–$1B est. | 1 review |
9 |  Zapier Workflow Support | $250–500M est. | — |
10 |  Orion Compliance, Portfolio Management, TAMP | $100–250M est. | 1 review |
10 |  eMoney Client Portal, Financial Planning, Account Aggregation | $100–250M est. | 1 review |
12 |  Harvest Everyone’s time is valuable. We help teams spend it wisely. | $50–100M est. | — |
13 |  Nitrogen Proposal Generation/Sales Enablement | $25–50M est. | 1 review |
13 |  YCharts Investment Data/Analytics | $25–50M est. | 1 review |
13 |  Altruist Custodial Platform | $25–50M est. | 1 review |
13 |  Wealthbox CRM | $25–50M est. | 1 review |
13 |  RightCapital Financial Planning | $25–50M est. | 1 review |
18 |  Monarch Cash Management/Budgeting | $10–25M est. | — |
18 |  Jump Client Meeting Support, AI Assistants/Agents, AI Platforms | $10–25M est. | — |
18 |  Wealth.com Estate Planning, Tax Planning, Outsourced Estate Document Preparation | $10–25M est. | — |
18 |  Toggl The time tracker millions trust. Now built to answer what's next. | $10–25M est. | — |
18 |  Holistiplan Tax Planning | $10–25M est. | 1 review |
18 |  Zocks Zocks is the #1 AI Assistant for financial advisors. | $10–25M est. | 1 review |
18 |  Advyzon Planning Light, Performance Reporting, Trading/Rebalancing, Portfolio Management, Risk Tolerance, Client Meeting Support, Client Data Gathering, AI Assistants/Agents, Client Portal, CRM, Advisory Fee Billing, Document Management, TAMP | $10–25M est. | — |
18 |  Practifi Intelligent CRM Solutions for RIAs. | $10–25M est. | — |
26 |  AdvicePay Advisory Fee Billing | $3–10M est. | — |
26 |  Redtail CRM, Client Texting | $3–10M est. | 1 review |
26 |  Asset-Map Advice Engagement | $3–10M est. | — |
26 |  WealthReach The organic growth platform built for financial advisors. Attract and Convert more ideal clients. | $3–10M est. | — |
26 |  Ruddr Ruddr is an AI-Native Professional Services Automation (PSA) platform that helps firms deliver world-class results. | $3–10M est. | — |
26 |  Greenboard Make everyone a compliance champion. Materially better software for SEC & FINRA compliance, built as a system of action | $3–10M est. | — |
32 |  Slant AI-powered CRM for financial advisors | $1–3M est. | — |
32 |  EncorEstate Plans Estate Planning, Outsourced Estate Document Preparation | $1–3M est. | — |
32 |  Kwanti Investment Data/Analytics | $1–3M est. | 1 review |
32 |  FinTurk Portfolio Management, CRM | $1–3M est. | — |
36 |  fpPathfinder Advice Engagement | Under $1M est. | — |
36 |  Hubly Workflow Support | Under $1M est. | — |
36 |  CurrentClient Client Texting | Under $1M est. | 1 review |
36 |  PreciseFP Client Data Gathering | Under $1M est. | — |
36 |  BLOXFOLIO AI portfolio design and rebalancing for financial advisors | Under $1M est. | — |
36 |  CanyonOps The practice management platform for independent RIAs. Deliver what you promise, grow on your reputation, and prove it. | Under $1M est. | — |
36 |  Kerdora AI-enhanced financial planning software | Under $1M est. | — |
Each box is sized by the company's revenue (estimated, or reported where known). Hover for how it was worked out; click to open the company's page.
