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CRM tools used by Finance companies

Each line links its public proof and the date usedby last checked it.

15

Finance companies use CRM tools

2 confirmed 1 declared 8 observed 4 signals

The most used: HubSpot (8), Attio (4), and Day AI (3).Data as of Oct 25, 2026

Ranking

Tools ranked by the Finance companies that use them. Ties go to the stronger proof.

Largest and best-proven users

Two labelled views of the same companies. Neither is a score.

Largest companies

By employee range. Size known for 10 of 15.

  • StripeSignal5,001–10,000 employeesChecked Oct 9, 2026
  • AirwallexSignal1,001–5,000 employeesChecked Oct 23, 2026
  • AlloyObserved201–1,000 employeesChecked Oct 22, 2026

Strongest proof

Confirmed or declared: 3 of 15. This view filters what you read, never what is counted.

Who uses each tool

Strongest proof first. A job post is a signal, the weakest proof.

  1. 1HubSpot8 companies · Checked Oct 25, 20268
    1 confirmed 1 declared 2 observed 4 signals

    HubSpot profile

  2. 2Attio4 companies · Checked Oct 16, 20264
    1 confirmed 3 observed

    Attio profile

  3. 3Day AI3 companies · Checked Oct 22, 20263
    0 confirmed 3 observed

    Day AI profile

How usedby counts

2 confirmed 1 declared 8 observed 4 signals

A company counts once per tool, at its strongest proof: confirmed (a case study, a named testimonial, a press release or the company's own account), declared (the company told usedby), observed (a vendor logo wall or customers page) or signal (a job post). Counts cover the companies on usedby, never the whole market.

No software vendor had to be left out.

Data as of October 25, 2026.

Questions

Which CRM tools do Finance companies use most?

HubSpot leads: 8 of the 15 Finance companies on usedby that use CRM tools use it. Next: Attio (4) and Day AI (3). See HubSpot.

How many Finance companies use CRM tools?

15 Finance companies on usedby use at least one of 3 CRM tools. It counts the companies usedby tracks.

What proof backs these lines?

Of the 15 companies, each counted at its strongest proof: 2 confirmed, 1 declared, 8 observed and 4 known from a job post.

How does usedby build this ranking?

usedby counts each Finance company once per tool, from public proof: case studies, press releases, the company's own site or its declaration to usedby, vendor customer pages and job posts. Every line shows its proof and the date usedby last checked it.