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.
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.
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
Browse the current directory listings and open individual profiles for detailed feature, pricing and evidence information.
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 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 |
Transmit Security’s Mosaic platform combines customer identity management, authentication, identity orchestration, fraud detection, and identity verification for business applications.
Starting at $200,000/year / year
Corbado provides managed passkey authentication and authentication observability for organizations using existing identity systems. Its products support passkey rollout, login analysis, and…
Custom / Usage-based or contract-based
HYPR provides enterprise passwordless authentication using passkeys, biometrics and security keys. Its platform also includes identity risk and verification capabilities.
$3/user / month
DomainTools Iris is a domain-intelligence platform for investigating internet infrastructure, assessing domain risk, and enriching security workflows through web tools, APIs, and…
Contact vendor
Salesforce Marketing Cloud Account Engagement, formerly Pardot, is a cloud marketing automation product for B2B lead generation, nurturing, scoring, and Salesforce-connected marketing…
$1,250 / organization/month
Iterable is a cloud customer-engagement and marketing automation platform for coordinating personalized campaigns across email, mobile, web, and other messaging channels.
Braze is a cloud customer engagement and marketing automation platform for customer data, cross-channel messaging, and journey orchestration. It supports web and…
Custom quote / Not publicly listed
Optimizely CMP is a cloud-based workspace for planning campaigns, creating content, coordinating approvals, managing assets, and connecting publishing workflows.
Quote-based
Precoro is cloud procurement and accounts-payable software for purchase requests, approvals, orders, invoices, supplier management, and spend visibility.
$499 / month, billed annuallyVoicegain is a speech and voice AI platform offering transcription, speech analytics, telephony bots, MRCP ASR, and private deployment options.
$50 credit / one-time credit