# Workspaces & project management tools used by Finance companies

usedby lists 44 Finance companies using 6 Workspaces & project management tools. The most used is Notion: 20 of the 44 Finance companies on usedby, every proof level counted. These are counts of the companies usedby tracks, not a market share. Data as of 2026-10-25.

## Largest and best-proven users

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

### Largest companies

By employee range. Size known for 30 of 44.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [BlackRock](https://www.usedby.ai/companies/blackrock.md) | Observed | 10,001+ | Airtable | 2026-10-25 |
| [Bancolombia](https://www.usedby.ai/companies/bancolombia.md) | Observed | 10,001+ | Miro | 2026-10-24 |
| [Humana](https://www.usedby.ai/companies/humana.md) | Observed | 10,001+ | Miro | 2026-10-24 |

### Strongest proof

Confirmed or declared: 8 of 44. This view filters what you read, never what is counted.

| Company | Proof | Employees | Tools | Last check |
|---|---|---|---|---|
| [Ramp](https://www.usedby.ai/companies/ramp.md) | Confirmed | 1,001–5,000 | Notion | 2026-10-24 |
| [Diversified Insurance Brokers](https://www.usedby.ai/companies/diversified-insurance-brokers.md) | Confirmed | Unknown | Jotform | 2026-10-24 |
| [Uqual](https://www.usedby.ai/companies/uqual.md) | Confirmed | Unknown | Jotform | 2026-10-24 |

## Ranking

Tools ranked by the companies of the 44 Finance companies on usedby that use them. Each company counts once per tool, at its strongest proof. Ties go to more confirmed, then declared, then observed companies.

| # | Tool | Companies | Confirmed | Declared | Observed | Job posts only | Last check |
|---|---|---|---|---|---|---|---|
| 1 | [Notion](https://www.usedby.ai/tools/notion.md) | 20 | 1 | 1 | 16 | 2 | 2026-10-25 |
| 2 | [Miro](https://www.usedby.ai/tools/miro.md) | 13 | 0 | 0 | 13 | 0 | 2026-10-24 |
| 3 | [ClickUp](https://www.usedby.ai/tools/clickup.md) | 4 | 2 | 0 | 1 | 1 | 2026-10-23 |
| 4 | [Jotform](https://www.usedby.ai/tools/jotform.md) | 3 | 3 | 0 | 0 | 0 | 2026-10-24 |
| 5 | [Coda](https://www.usedby.ai/tools/coda.md) | 3 | 1 | 0 | 2 | 0 | 2026-10-16 |
| 6 | [Airtable](https://www.usedby.ai/tools/airtable.md) | 1 | 0 | 0 | 1 | 0 | 2026-10-25 |

## Customers per tool

Every line is a customer, at one of three proof levels: confirmed (a case study, a named quote, a press release, or the company's own public account of using the tool (its own site, or a post by one of its executives, VP or above)), observed (the vendor shows the company on its own pages) or signal (a job post shows the company's employees use the tool, the weakest proof). A line the company declared to usedby itself, or that it lists as a sub-processor on its own legal page, is marked declared. A signal is never a case study or a vendor listing. Strongest proof first. "Last check" is the later of the line's re-verification and its latest capture.

| Tool | Company | Proof | Source | Last check |
|---|---|---|---|---|
| Notion | [Ramp](https://www.usedby.ai/companies/ramp.md) | Confirmed | [notion.com](https://www.notion.com/customers/ramp), captured 2026-10-13 | 2026-10-24 |
| Notion | [Carta](https://www.usedby.ai/companies/carta.md) | Declared by the company | [carta.com](https://carta.com/legal/privacy/sub-processors/), captured 2026-10-25 | 2026-10-25 |
| Notion | [Qonto](https://www.usedby.ai/companies/qonto.md) | Observed | [notion.so](https://www.notion.so/customers) | 2026-10-22 |
| Notion | [AngelList](https://www.usedby.ai/companies/angellist.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Wealthsimple](https://www.usedby.ai/companies/wealthsimple.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Mangopay](https://www.usedby.ai/companies/mangopay.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Mercury](https://www.usedby.ai/companies/mercury.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Vertex Ventures](https://www.usedby.ai/companies/vertex-ventures.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Argyle](https://www.usedby.ai/companies/argyle.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Chipper Cash](https://www.usedby.ai/companies/chipper-cash.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Dojo](https://www.usedby.ai/companies/dojo.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Planful](https://www.usedby.ai/companies/planful.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Pleo](https://www.usedby.ai/companies/pleo.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Synctera](https://www.usedby.ai/companies/synctera.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Taxfix](https://www.usedby.ai/companies/taxfix.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Base10](https://www.usedby.ai/companies/base10.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [RAISE](https://www.usedby.ai/companies/raise.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Viva](https://www.usedby.ai/companies/viva.md) | Observed | [notion.so](https://www.notion.so/customers) | Not dated |
| Notion | [Affirm](https://www.usedby.ai/companies/affirm.md) | Signal (job post) | [job-boards.greenhouse.io](https://job-boards.greenhouse.io/affirm/jobs/7995763003), captured 2026-10-23 | 2026-10-23 |
| Notion | [Sumup](https://www.usedby.ai/companies/sumup.md) | Signal (job post) | [sumup.com](https://sumup.com/careers/positions/8737288002?gh_jid=8737288002), captured 2026-10-24 | 2026-10-24 |
| Miro | [PayPal](https://www.usedby.ai/companies/paypal.md) | Observed | [miro.com](https://miro.com/), captured 2026-10-24 | 2026-10-24 |
| Miro | [S&P Global](https://www.usedby.ai/companies/s-p-global.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Moody's](https://www.usedby.ai/companies/moodys.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Prudential](https://www.usedby.ai/companies/prudential.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [TransUnion](https://www.usedby.ai/companies/transunion.md) | Observed | [miro.com](https://miro.com/customers) | Not dated |
| Miro | [Bancolombia](https://www.usedby.ai/companies/bancolombia.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Chase](https://www.usedby.ai/companies/chase.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Edenred](https://www.usedby.ai/companies/edenred.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Humana](https://www.usedby.ai/companies/humana.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Loan.co.uk](https://www.usedby.ai/companies/loan-co-uk.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Medibank](https://www.usedby.ai/companies/medibank.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [MSCI](https://www.usedby.ai/companies/msci.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| Miro | [Rabobank](https://www.usedby.ai/companies/rabobank.md) | Observed | [miro.com](https://miro.com/customers/), captured 2026-10-24 | 2026-10-24 |
| ClickUp | [Bell Direct](https://www.usedby.ai/companies/bell-direct.md) | Confirmed | [clickup.com](https://clickup.com/customers/bell-direct), captured 2026-10-03 | 2026-10-20 |
| ClickUp | [Finastra](https://www.usedby.ai/companies/finastra.md) | Confirmed | [clickup.com](https://clickup.com/customers/finastra), captured 2026-10-03 | 2026-10-20 |
| ClickUp | [Wallester](https://www.usedby.ai/companies/wallester.md) | Observed | [clickup.com](https://clickup.com/customers), captured 2026-10-20 | 2026-10-20 |
| ClickUp | [Andreessen Horowitz](https://www.usedby.ai/companies/andreessen-horowitz.md) | Signal (job post) | [a16z.com](https://a16z.com/about/jobs/?gh_jid=7978452003), captured 2026-10-23 | 2026-10-23 |
| Jotform | [Diversified Insurance Brokers](https://www.usedby.ai/companies/diversified-insurance-brokers.md) | Confirmed | [jotform.com](https://www.jotform.com/customer-stories/diversified-insurance-brokers/), captured 2026-10-08 | 2026-10-24 |
| Jotform | [The Veloz Group](https://www.usedby.ai/companies/the-veloz-group.md) | Confirmed | [jotform.com](https://www.jotform.com/customer-stories/the-veloz-group/), captured 2026-10-13 | 2026-10-13 |
| Jotform | [Uqual](https://www.usedby.ai/companies/uqual.md) | Confirmed | [jotform.com](https://www.jotform.com/customer-stories/uqual/), captured 2026-10-13 | 2026-10-24 |
| Coda | [Oportun](https://www.usedby.ai/companies/oportun.md) | Confirmed | [coda.io](https://coda.io/solutions/case-studies/oportun), captured 2026-10-04 | 2026-10-16 |
| Coda | [Square](https://www.usedby.ai/companies/square.md) | Observed | [coda.io](https://coda.io/), captured 2026-10-16 | 2026-10-16 |
| Coda | [Robinhood](https://www.usedby.ai/companies/robinhood.md) | Observed | [coda.io](https://coda.io/), captured 2026-10-16 | 2026-10-16 |
| Airtable | [BlackRock](https://www.usedby.ai/companies/blackrock.md) | Observed | [airtable.com](https://airtable.com/pricing), captured 2026-10-25 | 2026-10-25 |

## Method

Public customer lines of active Workspaces & project management tools at companies classified in Finance. No software vendor had to be left out. Company mix by strongest proof: 7 confirmed, 1 declared, 33 observed and 3 signals.

## Questions

### Which Workspaces & project management tools do Finance companies use most?

Notion leads: 20 of the 44 Finance companies on usedby that use Workspaces & project management tools use it. Next: Miro (13), ClickUp (4), Jotform (3), and Coda (3).

### How many Finance companies use Workspaces & project management tools?

44 Finance companies on usedby use at least one of 6 Workspaces & project management tools. It counts the companies usedby tracks.

### What proof backs these lines?

Of the 44 companies, each counted at its strongest proof: 7 confirmed, 1 declared, 33 observed and 3 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.

Workspaces & project management by industry within Finance: [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments/project-workspace-mgmt.md) (26)

Industry page: https://www.usedby.ai/companies/industry/finance.md · Category page: https://www.usedby.ai/tools/category/project-workspace-mgmt.md

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Source: https://www.usedby.ai/companies/industry/finance/project-workspace-mgmt · How we check: https://www.usedby.ai/methodology