C
Identity and Access Management
Cisco Duo
Cisco Duo is a cloud identity security platform providing MFA, SSO, passwordless authentication, device trust, and adaptive access controls.
$0 / monthTechZella 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.
Related context
Explore Financial Services through related software needs
These links use TechZella's existing product-to-taxonomy relationships. They are navigation aids, not independent endorsements.
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 / 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 |
Related software discovery paths
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Editorial selection
Financial Services Software in 2026
S
Cybersecurity Software
SailPoint
SailPoint provides identity security software for governing access, automating identity lifecycles, and managing compliance across cloud and on-premises environments.
Contact sales / Custom enterprise agreement
C
Cybersecurity Software
CyberArk
CyberArk is an enterprise identity security platform for privileged access, workforce identity, secrets, endpoints, cloud permissions and machine identities.
Contact sales / Quote-based
P
Identity and Access Management
Ping Identity
Enterprise identity and access management software for workforce, customer, partner, API, and AI-agent identity use cases.
$3 per user / month
M
Identity and Access Management
Microsoft Entra ID
Microsoft Entra ID is a cloud identity and access management service for users, applications, devices, and organizational resources.
$0 / not applicable
O
Identity and Access Management
Okta
Okta provides cloud-based identity and access management for workforce, customer, partner, API, and machine identities.
$6 per user / month, billed annually
E
Cybersecurity Software
Enpass
Enpass is a password and passkey manager that stores encrypted vaults in user-controlled cloud storage, local folders, or offline environments.
$0 / ongoing
K
Cybersecurity Software
Keeper Security
Keeper Security is a zero-knowledge platform for password management, secrets, privileged access, remote connections and encrypted data storage.
$0 / indefinite
K
Email Marketing
Klaviyo
Klaviyo is a B2C CRM platform for customer data, email, SMS, mobile push, WhatsApp, analytics, service and AI-assisted marketing automation.
$0 / month
D
Cybersecurity Software
Dashlane
Dashlane is a password manager and credential security platform for individuals, families, and organizations.
/ year