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Financial Planning & Budgeting Tools

SaaS Browser tracks 4,225 Financial Planning & Budgeting Tools software companies, with 449 added in the past 30 days. The top countries for Financial Planning & Budgeting Tools SaaS include United States (494), United Kingdom (110), India (101).

Key Data Points for Financial Planning & Budgeting Tools

4,225
Total Software1
449
New (Past 30 Days)2
148
Affiliate Programs3
6
Median Age (Years)4
+2,906
New (Past 365 Days)5
1,261
Churned (Past Year)6
30.3%
Annual Churn Rate7
46.6%
Free Trial8

Company Size Distribution9

13
Enterprise (1,000+)
2.5% of total
21
Large (201-1,000)
4.1% of total
50
Mid-Size (51-200)
9.8% of total
428
Small (2-50)
83.6% of total

Most Established Financial Planning & Budgeting Tools Companies

Company Employees Domain Rank Founded Added
Fidelity 66 1946 2025-02-10
TurboTax 65 1983 2026-01-08
WalletHub 200 65 2012 2025-02-28
Mint 60 2025-02-10
Quicken 58 2025-02-07
Acorns 58 2025-02-26
NatWest 10,000 57 2025-06-04
Starling Bank 55 2025-02-28
PocketGuard 50 53 2025-02-06
Central Provident Fund Board 5,000 52 1955 2025-12-13

Top 10 Countries for Financial Planning & Budgeting Tools SaaS

The following countries represent where most Financial Planning & Budgeting Tools SaaS companies are headquartered, based on our data for 4,225 software products.

Country Count % of Total
United States 494 11.7%
United Kingdom 110 2.6%
India 101 2.4%
Australia 58 1.4%
Canada 50 1.2%
Germany 23 0.5%
Nigeria 14 0.3%
New Zealand 13 0.3%
Netherlands 12 0.3%
Czechia 12 0.3%

SEO & Domain Authority for Financial Planning & Budgeting Tools

Median Domain Rank10
5
vs. overall median of 8
Median Referring Domains11
1
vs. overall median of 2

Pricing Data for Financial Planning & Budgeting Tools

Median Starting Price (USD)12
$5/mo
Median High Price (USD)13
$17/mo

Market Saturation for Financial Planning & Budgeting Tools

This score is computed from a combination of total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence.

Saturation Score14
46 / 100 (Medium)

Affiliate Programs in Financial Planning & Budgeting Tools

148 Financial Planning & Budgeting Tools SaaS companies offer affiliate programs (3.5% of total).

Median Commission15
25%
Commission Type Distribution
One-Time 18
Recurring 32

Most Recently Added Financial Planning & Budgeting Tools SaaS

HOA Reserve Planning Added 2026-07-25
Couplesplit Added 2026-07-25
Fanika Added 2026-07-25
Monarch Added 2026-07-25
Ducat Added 2026-07-25
Monkee Finance Added 2026-07-25
Quhusb Added 2026-07-25
Kedil Added 2026-07-25
MarketBae Added 2026-07-24
Credit Advisor Added 2026-07-24

Median Age of Financial Planning & Budgeting Tools SaaS Companies

The median Financial Planning & Budgeting Tools SaaS company was founded 6.0 years ago (median founding year: 2020).

B2B / B2C Breakdown for Financial Planning & Budgeting Tools16

1,836
Both B2B & B2C
43.5%
578
Business (B2B)
13.7%
1,803
Consumer (B2C)
42.8%

Based on 4,217 companies with consumer type data (99.8% of total).

SaaS Discovery Trend for Financial Planning & Budgeting Tools

Monthly SaaS discovery count for Financial Planning & Budgeting Tools compared to its share of all SaaS discovered. A rising percentage indicates this segment is growing faster than the overall market.

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Discover Financial Planning & Budgeting Tools SaaS

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Category: Financial Planning & Budgeting Tools
Top Pick
Harpoon Logo

Harpoon

This SaaS is trending! We've detected monthly traffic growth.
Promoted This is a promoted listing, and we may earn a commission if you sign up. Free Trial

Harpoon is a comprehensive financial planning and management tool designed for agencies, studios, and freelancers, offering features such as time tracking, invoicing, budgeting, and real-time revenue forecasting. With its user-friendly interface and powerful automation capabilities, Harpoon empowers businesses to set financial goals, track expenses, and streamline billing processes for enhanced profitability and efficiency.

Est: 2016 The earliest date of creation we have for this listing. We use various publicly available data sources.
Consumer Type: B2B
Whether or not this is focused on business or individual use.
Financial Planning & Budgeting Tools
The category of this listing.
Top Pick
WalletCalcs Logo

WalletCalcs

The owner has verified their profile information displayed on this page.
Promoted This is a promoted listing, and we may earn a commission if you sign up.

This online financial calculator tool provides quick, straightforward answers to common personal money questions by allowing users to input simple data to receive clear, practical results. It features key functions such as converting hourly wages to annual salaries, estimating credit card payoff durations, calculating expected monthly loan payments, and setting achievable savings goals, addressing everyday financial decisions and planning needs. Designed for individuals seeking accessible, user-friendly financial insights, it helps solve common money management challenges by offering easy-to-understand estimates that serve as useful starting points for more detailed financial planning.

Est: 2025 The earliest date of creation we have for this listing. We use various publicly available data sources.
Consumer Type: B2C
Whether or not this is focused on business or individual use.
Financial Planning & Budgeting Tools
The category of this listing.
SenticMoney Logo

SenticMoney

Free Trial
The owner has verified their profile information displayed on this page.
This application is a comprehensive personal finance management tool that enables users to budget, track expenses, analyze financial health, and manage transactions entirely on their local device, ensuring maximum privacy and data security. Key features include AI-powered insights and guidance, automatic bank statement import and categorization, receipt scanning with itemized extraction, a personal setup coach, various budgeting methods, and offline multi-device access, making it suitable for privacy-conscious individuals, small business owners, and anyone seeking an intuitive, secure, and cost-effective financial planning solution that eliminates reliance on cloud storage and targeted advertising.
Pricing: $0-$3.25/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Accounting Software
The category of this listing.
Expense Management & Receipt Scanning Apps
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OpeoAI Logo

OpeoAI

The owner has verified their profile information displayed on this page.
OpeoAI offers AI-powered financial analysis reports that can be generated in minutes, providing insights into US stocks and cryptocurrencies. The platform uses advanced multi-agent technology to simulate a team of human analysts, delivering comprehensive market analysis and real-time data.
Pricing: $29.99-$3999.99/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Business Intelligence & Analytics
The category of this listing.
Financial Planning & Budgeting Tools
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Tripta Innovations Private limited Logo
Tripta Innovations Pvt. Ltd. has been a pioneer in accounting software since 1995, providing innovative solutions tailored for businesses of all sizes. With a commitment to exceptional service and a robust product lineup, including RADIX and RELY, Tripta empowers over 13,000 satisfied clients to navigate their financial landscapes with ease and efficiency.
Accounting Software
The category of this listing.
Tax Preparation & Filing Tools
The category of this listing.
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Visyond Logo

Visyond

This SaaS is trending! We've detected monthly traffic growth.
This platform enhances spreadsheet functionality by transforming traditional Excel models into interactive, predictive dashboards that facilitate scenario planning and financial analysis. Key features include automated financial statement generation, customizable investment calculators, secure data sharing, and robust visualization tools, all designed to streamline decision-making processes for finance professionals, small businesses, and management consultants while minimizing errors and protecting sensitive information.
Pricing: $0-$97/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Business Intelligence & Analytics
The category of this listing.
Financial Planning & Budgeting Tools
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Steve Vogt Logo

Steve Vogt

The owner has verified their profile information displayed on this page.
This platform offers a suite of privacy-focused, free digital tools designed to help individuals manage finances, optimize investments, and improve productivity without ads, data collection, or sales, catering to independent creators, savvy consumers, and proactive savers. Its main features include comprehensive financial planning calculators, reward tracking systems, flight and price monitoring tools, and educational resources, all aiming to simplify complex tasks, promote financial literacy, and support personal project development. It addresses problems such as inefficient money management, time-consuming price tracking, limited access to customizable financial analysis, and the need for privacy-respecting educational and organizational tools, making it ideal for independent learners, budget-conscious users, and entrepreneurs seeking reliable, secure digital solutions.
Financial Planning & Budgeting Tools
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Stavia Models Logo

Stavia Models

Free Trial
The owner has verified their profile information displayed on this page.
This platform offers guided financial modeling tools designed for startup founders, particularly those in SaaS and AI sectors, to facilitate planning, decision-making, and fundraising without the need for complex spreadsheets. Its main features include structured workflows for building revenue projections, costs, growth assumptions, and key performance indicators, along with linked forecasts and a reusable, updateable model system that enhances accuracy and transparency. It addresses the challenges of fragile and error-prone spreadsheet models by providing a durable, intuitive, and collaborative environment tailored for entrepreneurs and early-stage companies aiming to optimize financial strategies and attract investment.
Pricing: $33-$109.67/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Financial Planning & Budgeting Tools
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CostLoop Logo

CostLoop

Free Trial
The owner has verified their profile information displayed on this page.
This platform provides comprehensive management and tracking of recurring financial commitments, focusing on software subscriptions, license renewals, invoices, and cancellation links, aimed at helping freelancers and small businesses prevent unexpected charges and optimize expenses. Its main features include real-time dashboard views of overall spending, automated alerts for upcoming renewals, detailed invoice storage, and insights into unused or duplicate seats, thereby solving problems related to subscription oversight, auto-renewal surprises, scattered invoice management, and lack of financial visibility. Designed for small business owners, entrepreneurs, and freelance professionals, it offers a user-friendly, GDPR-compliant interface to streamline cost control, reduce unnecessary expenditures, and ensure accurate budgeting and cost forecasting.
Pricing: $9-$36/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
Business Intelligence & Analytics
The category of this listing.
Expense Management & Receipt Scanning Apps
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Stock Price Catalyst Logo

Stock Price Catalyst

The owner has verified their profile information displayed on this page.
This advanced financial analysis platform employs artificial intelligence and extensive historical data to detect emerging market catalysts by analyzing corporate press releases, news patterns, and online buzz, primarily for short- to medium-term traders engaged in derivatives like options and CFDs. Its core features include real-time press release monitoring, automated news ranking, data-driven reports, personalized watchlists, and daily alerts that help investors identify lucrative entry points, reduce manual analysis, and improve trading accuracy, all designed for active traders, financial analysts, and investors seeking timely, data-backed market insights.
Pricing: $0/mo
The monthly pricing range for this SaaS product. Prices are normalized to monthly amounts where possible.
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* Some or all parts of this page may be AI generated, so please verify any critical information independently.

Frequently Asked Questions

How many Financial Planning & Budgeting Tools SaaS companies are there?

SaaS Browser tracks 4,225 Financial Planning & Budgeting Tools software products as of July 2026. 449 new Financial Planning & Budgeting Tools SaaS companies have been added in the past 30 days.

How many new Financial Planning & Budgeting Tools SaaS companies are added each month?

449 new Financial Planning & Budgeting Tools SaaS companies have been added to SaaS Browser in the past 30 days. Our proprietary crawling infrastructure continuously discovers new software products.

What are the most established Financial Planning & Budgeting Tools SaaS companies?

The most established Financial Planning & Budgeting Tools SaaS companies by domain authority include Fidelity, TurboTax , WalletHub, Mint, Quicken. These companies represent the highest domain rank scores in the Financial Planning & Budgeting Tools category.

What is the typical company size for Financial Planning & Budgeting Tools SaaS?

Among Financial Planning & Budgeting Tools SaaS companies with employee data, the size distribution is: - 13 (2.5%), - 21 (4.1%), - 50 (9.8%), - 428 (83.6%).

What is the median domain authority for Financial Planning & Budgeting Tools SaaS companies?

The median domain rank for Financial Planning & Budgeting Tools SaaS companies is 5, compared to an overall SaaS median of 8. These companies have a median of 1 referring domains.

Which countries have the most Financial Planning & Budgeting Tools SaaS companies?

The top countries for Financial Planning & Budgeting Tools SaaS are: United States (494), United Kingdom (110), India (101), Australia (58), Canada (50). These represent the largest concentrations of Financial Planning & Budgeting Tools software companies globally.

What percentage of Financial Planning & Budgeting Tools SaaS companies offer affiliate programs?

148 Financial Planning & Budgeting Tools SaaS companies offer affiliate programs, representing 3.5% of all Financial Planning & Budgeting Tools software tracked by SaaS Browser. The median commission rate is 25%.

What is the median age of Financial Planning & Budgeting Tools SaaS companies?

The median Financial Planning & Budgeting Tools SaaS company was founded 6.0 years ago, with a median founding year of 2020.

Are Financial Planning & Budgeting Tools SaaS companies mostly B2B or B2C?

Based on available data, Financial Planning & Budgeting Tools SaaS companies break down as follows: Both B2B & B2C (43.5%), Business (B2B) (13.7%), Consumer (B2C) (42.8%).

What are the newest Financial Planning & Budgeting Tools SaaS companies?

The most recently discovered Financial Planning & Budgeting Tools SaaS companies include HOA Reserve Planning, Couplesplit, Fanika, Monarch, Ducat. SaaS Browser continuously discovers and indexes new software products using proprietary crawling infrastructure.

About SaaS Browser

SaaS Browser is the largest, most up-to-date SaaS database on the internet, the ultimate prospecting and research tool for SaaS companies.

We discover emerging tools weeks after launch, before they appear in Apollo, ZoomInfo, or other databases. Our purpose-built platform exclusively tracks real software products with verified data, unlike generic prospecting tools polluted with agencies, consultancies, and outdated listings.

From Fortune 500 enterprises to bootstrapped startups launching this week, if it's SaaS, we track it.

How these numbers are calculated

  1. Total Software. The number of published SaaS companies currently listed for this selection. Only companies that pass our automated quality checks are counted.
  2. New (Past 30 Days). The net number of SaaS companies newly published for this selection in the last 30 days.
  3. Affiliate Programs. The number of listed SaaS companies that operate a verified affiliate or referral program.
  4. Median Age (Years). The median age, in years, of companies in this selection, based on founding year. The median is the middle value, so half are older and half younger.
  5. New (Past 365 Days). The number of SaaS companies published for this selection over the last 365 days.
  6. Churned (Past Year). Companies published within the last year that are no longer listed - they went offline, were removed, or stopped passing our quality checks.
  7. Annual Churn Rate. The annual churn rate - churned companies as a percentage of all companies published in the last year (still-listed plus churned).
  8. Free Trial. The percentage of listed companies in this selection that offer a free trial.
  9. Company Size Distribution. Distribution of companies by employee count: solo (1), small (2–50), mid (51–200), large (201–1,000), enterprise (1,000+). Percentages are of companies with employee data.
  10. Median Domain Rank. The median domain rank (0–100) across listed companies, a measure of search-engine authority. Higher is stronger. Shown against the overall median across all SaaS for comparison.
  11. Median Referring Domains. The median number of unique referring domains (distinct external sites linking to a company) across listed companies.
  12. Median Starting Price (USD). The median entry-level monthly price (USD) across companies in this selection with pricing data.
  13. Median High Price (USD). The median premium monthly price (USD) across companies in this selection with pricing data.
  14. Saturation Score. A 0–100 market saturation score combining total products, domain authority, referring domains, company age, traffic growth, pricing, and enterprise presence. Higher means more competitive.
  15. Median Commission. The median affiliate commission rate offered by companies in this selection that run an affiliate program.
  16. B2B / B2C Breakdown. Breakdown of companies by target market - business (B2B), consumer (B2C), or both - among those with consumer-type data.