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.

58

Technologies Tracked

10637

Companies Tracked

Categories related to Financial Planning

Billing And Invoicing
Enterprise Resource Planning (ERP)
Payments Processing
Insurance Administration And Management
POS Systems

Top 5 Financial Planning technologies in 2026

Over 10637 companies are using Financial Planning tools. Drivetrain with 30.58% market share (3253 customers), RightCapital with 20.65% market share (2197 customers), Workday Adaptive Planning with 12.25% market share (1303 customers).

Technology

Market Share (Est.)

Customers

  • Drivetrain

    30.58%

    3253

  • RightCapital

    20.65%

    2197

  • Workday Adaptive Planning

    12.25%

    1303

  • SAP Funds Management

    5.84%

    621

  • Planful

    5.72%

    608

  • Others

    24.96%

    2655

  • Financial Planning Customers by Employee Size

    The majority of Financial Planning category falls in the company size of 0 - 9 employees (2509 companies), 1,000 - 4,999 employees (1522 companies), 100 - 249 employees (1447 companies).

    Employee Size

    Financial Planning Customers by Geography

    Companies using Financial Planning technology software are majorly from the United States with 6829 (72.15%), Australia with 587 (6.20%), United Kingdom with 531 (5.61%) customers respectively.

    Customers

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    Financial Planning Customers by Industry

    Top industries that use Financial Planning for Financial Planning (311), Retirement Planning (235), Wealth Management (218).

    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.)(%)
    1Drivetrain325330.58
    2RightCapital219720.65
    3Workday Adaptive Planning130312.25
    4SAP Funds Management6215.84
    5Planful6085.72
    6TechnologyOne4944.64
    7Runway Financial3533.32
    8Runway2312.17
    9Datarails1511.42
    10Oracle Cloud EPM Narrative Reporting1441.35
    11Agicap1421.33
    12Advizr1221.15
    13Abacum930.87
    14TIAA710.67
    15Flinks600.56
    16Jirav520.49
    17Finmark510.48
    18Dynac500.47
    19Planacy450.42
    20Centage440.41
    21Acterys370.35
    22Paro360.34
    23Your Money Line340.32
    24Limelight320.30
    25Brixx280.26
    26Exopen280.26
    27FinFit260.24
    28Ramsey SmartDollar260.24
    29A3 Modeling250.24
    30iTWO costX230.22
    31Fuelfinance210.20
    32SMArtX Advisory Solutions190.18
    33Farseer190.18
    34Synario180.17
    35A3 Solutions170.16
    36Vareto160.15
    37Handit160.15
    38valQ150.14
    39Parametric140.13
    40MODLR130.12
    41Finario130.12
    42PlanSmart110.10
    43Unit4 Financial Planning & Analysis (FP&A)100.09
    44Prophecy80.08
    45Plannuh70.07
    46Up Your Cash Flow60.06
    47SAS Capital Planning And Management50.05
    48Capexplan40.04
    49Fintastic.ai40.04
    50Fast409A30.03
    51Archer30.03
    52Essatto30.03
    53Financeiro WEB20.02
    54MyNextAdvice20.02
    55Origin Financial20.02
    56PivotXL20.02
    57Ganacos20.02
    58ACE Insights20.02

    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.

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    How many companies use Financial Planning software these days?

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

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    What are the top industries that usually use Financial Planning softwares?

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    Popular Comparisons

    Drivetrain vs RightCapital

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