Enterprise CDPs for financial services in 2026

Enterprise CDPs for financial services: 33 platforms of 127 in the catalog. 3 of them publish pricing; the lowest published entry price in USD is $85/mo (CleverTap). 3 have a free plan: Hightouch, Mobio Activation CDP and Tracardi. Highest AllCDP Global Index: CleverTap (9.4), Hightouch (9.1) and MoEngage (9.1).

33 platforms match
Enterprise CDPs for financial services
PlatformGlobal IndexCategoryEntry priceComplianceData hostingOwn channels
CleverTap logoCleverTapCleverTap9.4Engagement platformFrom $85/moSOC 2, ISO 27001, HIPAAUS, EU, APAC, OtherEmail, SMS, Push, In-app
Hightouch logoHightouchHightouch9.1Composable CDPFree plan; paid plans on requestSOC 2, ISO 27001, HIPAAUS, EU, APAC, OtherEmail, SMS, Push, In-app
MoEngage logoMoEngageMoEngage9.1Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
Insider One logoInsider OneInsider One8.8Engagement platformContact salesSOC 2, ISO 27001Not documentedEmail, SMS, Push, In-app
Bloomreach Marketing logoBloomreach MarketingBloomreach8.6Engagement platformFrom $60,000/yrSOC 2, ISO 27001US, EU, UK, APAC, OtherEmail, SMS, Push, In-app
D·engage logoD·engageD·engage8.6Engagement platformContact salesSOC 2, ISO 27001US, EU, OtherEmail, SMS, Push, In-app
Treasure AI Intelligent CDP logoTreasure AI Intelligent CDPTreasure AI8.5Packaged CDPContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
WebEngage logoWebEngageWebEngage8.3Engagement platformContact salesSOC 2, ISO 27001, HIPAAAPAC, OtherEmail, SMS, Push, In-app
RESUL logoRESULResulticks7.9Engagement platformContact salesSOC 2, ISO 27001, HIPAANot documentedEmail, SMS, Push, In-app
GrowthLoop logoGrowthLoopGrowthLoop (Flywheel Software LLC)7.8Composable CDPContact salesSOC 2, HIPAAUS, EUEmail, SMS
Redpoint CDP logoRedpoint CDPRedpoint Global7.7Packaged CDPContact salesSOC 2, ISO 27001, HIPAAUS, UKEmail, SMS, Push
Amperity logoAmperityAmperity7.4Packaged CDPContact salesISO 27001US, EU, APAC, OtherEmail, SMS, Push
Lemnisk logoLemniskLemnisk7.4Composable CDPContact salesISO 27001US, APACEmail, SMS, Push, In-app
Zeta Marketing Platform logoZeta Marketing PlatformZeta Global7.4Engagement platformContact salesNot documentedUS, EUEmail, SMS, Push, In-app
Adobe Real-Time CDP logoAdobe Real-Time CDPAdobe7.3Suite CDPContact salesNot documentedUS, UK, EU, APAC, OtherEmail
Rokt mParticle logoRokt mParticleRokt7.3Packaged CDPContact salesSOC 2, ISO 27001US, EU, APACNone documented
SAS Customer Intelligence 360 logoSAS Customer Intelligence 360SAS7.3Suite CDPContact salesISO 27001US, EU, APACEmail, SMS, Push, In-app
Tealium AudienceStream CDP logoTealium AudienceStream CDPTealium7.3Packaged CDPContact salesSOC 2, ISO 27001, HIPAANot documentedNone documented
Ortto logoOrttoOrtto (Canva)6.9Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
FirstHiveFirstHive6.7Packaged CDPContact salesSOC 2, ISO 27001Not documentedEmail, SMS, Push, In-app
Appier AIRIS logoAppier AIRISAppier6.6Suite CDPContact salesISO 27001Not documentedEmail, SMS, Push, In-app
mediarithmics logomediarithmicsmediarithmics6.6Packaged CDPContact salesISO 27001Not documentedEmail
Mobio Activation CDP logoMobio Activation CDPMobio6.2Suite CDPFrom $150/moNot documentedNot documentedEmail, SMS, Push, In-app
Netmera logoNetmeraNetmera5.8Engagement platformContact salesISO 27001Not documentedEmail, SMS, Push, In-app
SelligentZeta Global5.8Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
Piwik PRO Data Activation logoPiwik PRO Data ActivationPiwik PRO5.6Suite CDPFrom €36/moSOC 2, ISO 27001, HIPAAUS, EU, APACNone documented
NGDATA Intelligent Engagement Platform logoNGDATA Intelligent Engagement PlatformNGDATA4.6Engagement platformContact salesSOC 2, ISO 27001Not documentedEmail, SMS
Terragon Marketing Cloud logoTerragon Marketing CloudTerragon4.6Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
ADA Real-Time Customer Data Platform (rCDP) logoADA Real-Time Customer Data Platform (rCDP)ADA4.3Packaged CDPContact salesNot documentedNot documentedEmail
Celebrus logoCelebrusCelebrus Technologies4.0Packaged CDPContact salesISO 27001, HIPAANot documentedNone documented
CC Engage logoCC EngageCustomer Centria3.9Engagement platformContact salesNot documentedNot documentedEmail, SMS
BSI Customer Data Platform logoBSI Customer Data PlatformBSI Software3.8Suite CDPContact salesISO 27001Not documentedEmail
Tracardi logoTracardiTracardi3.8Packaged CDPFree plan; paid plans on requestNot documentedNot documentedEmail, SMS

FAQ

Which of them has the highest AllCDP Global Index?

CleverTap scores 9.4 out of 10, followed by Hightouch (9.1) and MoEngage (9.1).

How many of them publish pricing?

3 of 33. With a free plan: Hightouch, Mobio Activation CDP and Tracardi.

Which of them declare SOC 2 Type II?

CleverTap, Hightouch, MoEngage, Insider One, Bloomreach Marketing and 12 more.

Which of them offer EU data hosting?

CleverTap, Hightouch, MoEngage, Bloomreach Marketing, D·engage and 9 more.

Wider
Enterprise CDPs61CDPs for financial services53
Other: industry
E-commerce22Retail45B2B7Media and publishing18Healthcare14Travel and hospitality30Telecom9Gaming6
Other: company size
SMB7Mid-market9
All CDP lists