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.

56

Technologies Tracked

10158

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 10158 companies are using Financial Planning tools. Drivetrain with 31.63% market share (3213 customers), RightCapital with 21.01% market share (2134 customers), Workday Adaptive Planning with 13.07% market share (1328 customers).

Technology

Market Share (Est.)

Customers

  • Drivetrain

    31.63%

    3213

  • RightCapital

    21.01%

    2134

  • Workday Adaptive Planning

    13.07%

    1328

  • SAP Funds Management

    6.03%

    613

  • Planful

    5.83%

    592

  • Others

    22.43%

    2278

  • Financial Planning Customers by Employee Size

    The majority of Financial Planning category falls in the company size of 0 - 9 employees (2416 companies), 1,000 - 4,999 employees (1450 companies), 10,000+ employees (1428 companies).

    Employee Size

    Financial Planning Customers by Geography

    Companies using Financial Planning technology software are majorly from the United States with 6496 (72.40%), Australia with 540 (6.02%), United Kingdom with 502 (5.60%) customers respectively.

    Customers

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    Financial Planning Customers by Industry

    Top industries that use Financial Planning for Financial Planning (306), Retirement Planning (226), Research (210).

    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.)(%)
    1Drivetrain321331.63
    2RightCapital213421.01
    3Workday Adaptive Planning132813.07
    4SAP Funds Management6136.03
    5Planful5925.83
    6TechnologyOne4684.61
    7Runway Financial2662.62
    8Runway1771.74
    9Datarails1471.45
    10Oracle Cloud EPM Narrative Reporting1451.43
    11Advizr1211.19
    12Agicap1071.05
    13TIAA590.58
    14Flinks520.51
    15Jirav510.50
    16Finmark510.50
    17Centage510.50
    18Abacum480.47
    19Dynac450.44
    20Paro350.34
    21Brixx340.33
    22Your Money Line320.32
    23Exopen310.31
    24Planacy310.31
    25Limelight300.30
    26Ramsey SmartDollar280.28
    27iTWO costX230.23
    28FinFit220.22
    29Farseer210.21
    30SMArtX Advisory Solutions200.20
    31Synario180.18
    32Acterys170.17
    33A3 Solutions170.17
    34Parametric150.15
    35Finario140.14
    36PlanSmart100.10
    37Vareto90.09
    38Unit4 Financial Planning & Analysis (FP&A)90.09
    39valQ90.09
    40Plannuh70.07
    41A3 Modeling70.07
    42Up Your Cash Flow70.07
    43Archer60.06
    44MODLR60.06
    45SAS Capital Planning And Management40.04
    46Capexplan40.04
    47Fintastic.ai40.04
    48First Rate30.03
    49Essatto30.03
    50Fast409A20.02
    51Financeiro WEB20.02
    52MyNextAdvice20.02
    53Origin Financial20.02
    54PivotXL20.02
    55ACE Insights20.02
    56Handit20.02

    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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