TechZella Directory

Financial Services Software in 2026

List of Financial Services Software | Last updated: November 6, 2026

This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.

Editorial guide

About Financial Services software

This page lists the 167 tools in the TechZella directory that are classified under Financial Services, a industry in our taxonomy. Every profile summarises what the product does, who it suits, what it costs, and where it falls short, based on documented vendor and independent sources rather than hands-on testing. Examples in this group include 1Kosmos BlockID, Box, CrashPlan, Filemail, HYPR, Microsoft Defender, Palo Alto Networks Cortex XDR and Sophos Intercept X; the list is alphabetical and does not imply a ranking. The most common documented use cases are Workflow automation, Multi-factor authentication, Passwordless Authentication, Customer onboarding. Tools here are most often also filed under Identity and Access Management, Marketing Automation, Cybersecurity Software, CRM Software. Platform support most often listed is Web, API, iOS, Android. To compare options, open each profile and read the Decision Snapshot, the pricing and total cost sections, and the Gotchas, then check the alternatives listed for the products you are considering. Features, pricing and availability change, so confirm current details with each vendor before you decide.

Directory

Software listed under Financial Services

Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.

Quick comparison

Financial Services Software

#Software / ToolBest ForTechZella ScoreUser RatingPricing
1 Sigma Computing Sigma is a cloud analytics and application platform that queries supported data… 8.1/10 — $0 / Quote-based
2 Qlik Sense Qlik Sense is an analytics and business intelligence platform for building interactive… 8.0/10 — $300 / $825
3 Scratchpad Scratchpad is a Salesforce-connected sales workspace for pipeline updates, notes, and deal… 8.0/10 — $20 / $16
4 ThoughtSpot Cloud analytics software for querying warehouse data in natural language, building interactive… 8.0/10 — $25 per user / $50 per user
5 Domo Domo is a cloud data and analytics platform for connecting, preparing, and… 7.9/10 — $0 / Custom
6 6sense 6sense combines B2B buyer-intent data, predictive account prioritization, and marketing and sales… 7.8/10 — Contact sales
7 Redash Redash is an open-source tool for querying data from multiple sources and… 7.8/10 — $0
8 Cognism Cognism is a B2B sales-intelligence platform for prospecting, contact and company data,… 7.7/10 — Contact sales
9 Act! CRM Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… 7.5/10 — $30 per user per month / $45 per…
10 GoldMine GoldMine is a CRM for contact and activity management, sales opportunities, forecasting,… 6.9/10 — Contact for quote / CA$65
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Editorial selection

Financial Services Software in 2026

200 software listings