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.
49
Technologies Tracked
7221
Companies Tracked
Categories related to Financial Planning
Top 5 Financial Planning technologies in 2025
Over 7221 companies are using Financial Planning tools. Drivetrain with 32.52% market share (2348 customers), RightCapital with 26.66% market share (1925 customers), Workday Adaptive Planning with 11.33% market share (818 customers).
Technology
Market Share (Est.)
Customers
32.52%
2348
26.66%
1925
11.33%
818
6.19%
447
5.66%
409
Others
17.64%
1274
Financial Planning Customers by Employee Size
The majority of Financial Planning category falls in the company size of 0 - 9 employees (1950 companies), 1,000 - 4,999 employees (1071 companies), 20 - 49 employees (805 companies).
Employee Size
Financial Planning Customers by Geography
Companies using Financial Planning technology software are majorly from the United States with 5002 (75.65%), Australia with 382 (5.78%), United Kingdom with 346 (5.23%) customers respectively.
Customers
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Financial Planning Customers by Industry
Top industries that use Financial Planning for Financial Planning (271), Retirement Planning (205), Investment Management (187).
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 | 2348 | 32.52 |
| 2 | RightCapital | 1925 | 26.66 |
| 3 | Workday Adaptive Planning | 818 | 11.33 |
| 4 | SAP Funds Management | 447 | 6.19 |
| 5 | Planful | 409 | 5.66 |
| 6 | TechnologyOne | 327 | 4.53 |
| 7 | Advizr | 131 | 1.81 |
| 8 | Runway Financial | 116 | 1.61 |
| 9 | Runway | 82 | 1.14 |
| 10 | Datarails | 65 | 0.90 |
| 11 | TIAA | 50 | 0.69 |
| 12 | Agicap | 47 | 0.65 |
| 13 | Jirav | 46 | 0.64 |
| 14 | Paro | 30 | 0.42 |
| 15 | Your Money Line | 30 | 0.42 |
| 16 | Dynac | 28 | 0.39 |
| 17 | Finmark | 24 | 0.33 |
| 18 | Brixx | 22 | 0.30 |
| 19 | Ramsey SmartDollar | 21 | 0.29 |
| 20 | Origin Financial | 20 | 0.28 |
| 21 | Synario | 19 | 0.26 |
| 22 | Exopen | 18 | 0.25 |
| 23 | Flinks | 17 | 0.24 |
| 24 | Abacum | 15 | 0.21 |
| 25 | FinFit | 14 | 0.19 |
| 26 | A3 Solutions | 13 | 0.18 |
| 27 | Parametric | 12 | 0.17 |
| 28 | PlanSmart | 12 | 0.17 |
| 29 | Planacy | 12 | 0.17 |
| 30 | SMArtX Advisory Solutions | 11 | 0.15 |
| 31 | Farseer | 10 | 0.14 |
| 32 | MyNextAdvice | 8 | 0.11 |
| 33 | Vareto | 8 | 0.11 |
| 34 | iTWO costX | 7 | 0.10 |
| 35 | Acterys | 7 | 0.10 |
| 36 | valQ | 7 | 0.10 |
| 37 | A3 Modeling | 7 | 0.10 |
| 38 | Archer | 5 | 0.07 |
| 39 | Finario | 5 | 0.07 |
| 40 | Unit4 Financial Planning & Analysis (FP&A) | 4 | 0.06 |
| 41 | MODLR | 4 | 0.06 |
| 42 | Capexplan | 4 | 0.06 |
| 43 | Fast409A | 3 | 0.04 |
| 44 | Essatto | 3 | 0.04 |
| 45 | Financeiro WEB | 2 | 0.03 |
| 46 | Plannuh | 2 | 0.03 |
| 47 | Fintastic.ai | 2 | 0.03 |
| 48 | Up Your Cash Flow | 2 | 0.03 |
| 49 | ACE Insights | 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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