SMB CDPs for financial services in 2026

SMB CDPs for financial services: 7 platforms of 127 in the catalog. 3 of them publish pricing; the lowest published entry price in USD is $85/mo (CleverTap). 2 have a free plan: Mobio Activation CDP and Tracardi. Highest AllCDP Global Index: CleverTap (9.4), RESUL (7.9) and Ortto (6.9).

7 platforms match
SMB 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
RESUL logoRESULResulticks7.9Engagement platformContact salesSOC 2, ISO 27001, HIPAANot documentedEmail, SMS, Push, In-app
Ortto logoOrttoOrtto (Canva)6.9Engagement platformContact salesSOC 2, ISO 27001, HIPAAUS, EU, APACEmail, SMS, Push, In-app
Mobio Activation CDP logoMobio Activation CDPMobio6.2Suite CDPFrom $150/moNot 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
Terragon Marketing Cloud logoTerragon Marketing CloudTerragon4.6Engagement platformContact salesNot documentedNot documentedEmail, SMS, Push, In-app
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 RESUL (7.9) and Ortto (6.9).

How many of them publish pricing?

3 of 7. With a free plan: Mobio Activation CDP and Tracardi.

Which of them declare SOC 2 Type II?

CleverTap, RESUL, Ortto and Piwik PRO Data Activation.

Which of them offer EU data hosting?

CleverTap, Ortto and Piwik PRO Data Activation.

Wider
SMB CDPs18CDPs for financial services53
Other: industry
E-commerce8Retail10B2B4Healthcare6Travel and hospitality3
Other: company size
Mid-market9Enterprise33
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