Company lists · Data refreshed September 2026

Top 25 Agent banking platforms based in the United States

RevenueBase identified 64 agent banking platforms headquartered in the United States as of September 2026 and tracks 3,956 professional contacts across them, including 2,247 with verified work emails. San Francisco is the largest hub.

This list covers agent banking platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
64Companies
3,956Contacts tracked
2,247Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest agent banking platforms based in the United States

Ranked by team size
Top 25 of 64 agent banking platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to agent banking platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceWilmington, NC, United StatesHQ checked Sep 14, 20261,001-5,0001,629 contacts →

Strong evidence

“nCino (NASDAQ: NCNO) is the platform for agentic banking.”

Source: RevenueBase Database · checked Sep 14, 2026
2Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 20261,001-5,000700 contacts →

Strong evidence

“Blend Labs Inc,(NYSE: BLND) is the leading origination platform for digital banking solutions.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceGilbert, AZ, United StatesHQ checked Sep 14, 2026501-1,000355 contacts →

Partial evidence

“Kinective is leading the way to Intelligent Banking.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 2026201-500339 contacts →

Partial evidence

“DriveWealth is a global B2B financial technology platform.”

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-200129 contacts →

Strong evidence

“Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceDublin, OH, United StatesHQ checked Sep 14, 202651-20097 contacts →

Indirect evidence

“For over 17 years, T-Cetra has been a trailblazer, harnessing cutting-edge proprietary software to open doors to underbanked markets through our expansive network of retailers.”

Source: RevenueBase Database · checked Sep 14, 2026
7Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-20087 contacts →

Strong evidence

“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-20060 contacts →

Strong evidence

“Treasury Prime is an embedded banking software platform that connects companies to the largest network of banks and product partners so that you can launch new financial products…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceAustin, TX, United StatesHQ checked Sep 14, 202611-5056 contacts →

Partial evidence

“At Nueve, we specialize in innovative digital banking solutions that empower financial institutions to deliver modern, seamless experiences.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5049 contacts →

Partial evidence

“MoCaFi is committed to building a financial services platform that helps America’s marginalized communities create wealth through better access to public, private, and social…”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceRochester, MI, United StatesHQ checked Sep 14, 202651-20030 contacts →

Partial evidence

“Our premier program, RevUp, is revolutionizing mortgage origination by empowering real estate agents to become licensed bankers under new regulatory pathways.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceWilmington, DE, United StatesHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“At AstraBit, we make digital asset trading and on‑chain finance simple for serious investors, businesses, and institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceNY, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Moon Technologies is dedicated to delivering secure and empowering technology for financial solutions for businesses that increase financial access.”

Source: RevenueBase Database · checked Sep 14, 2026
14Strong evidenceNew York, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“Sympera is an Agentic-AI platform for relationship banking, focusing bankers on the right clients, driving meaningful conversations, and delivering exceptional results, regardless…”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceNew York, NY, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“Ascent's banking execution platform unifies your data into a true 360° view of each customer, uses configurable AI to surface insights to your team, and then lets them execute…”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“Skyfire is the Agentic Commerce Platform built to let AI agents operate in the real economy with verified Know Your Agent (KYA) identity and native payments.”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202611-5016 contacts →

Partial evidence

“By leveraging a secure agentic operating system and a library of specialized agents & apps, we convert institutional potential into realized value, automating the manual friction…”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidencePalo Alto, CA, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“MOVO® Digital Cash.”

Source: RevenueBase Database · checked Sep 14, 2026
19Strong evidenceBoston, MA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Strong evidence

“Catena is a banking and governance platform for AI agents.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceFarmington, CT, United StatesHQ checked Sep 14, 202611-509 contacts →

Strong evidence

“InsurBanc has established itself as the bank of choice for independent insurance agents, demonstrating a deep understanding of the agency business and delivering the banking…”

Source: RevenueBase Database · checked Sep 14, 2026
21Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 2026201-5009 contacts →

Partial evidence

“We are specialists in Digital Banking, Enterprise Messaging and SMS Banking; using enterprise technology combined with human-led design to enhance the digital experience for…”

Source: RevenueBase Database · checked Sep 14, 2026
22Partial evidenceProvo, UT, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“Hightop is building the money layer for AI agents.”

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceSunnyvale, CA, United StatesHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“Quisk was a global technology company that partners with financial institutions and others to digitize cash and provide safe, simple and secure financial services and cash-less…”

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceClarkston, MI, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“For years national retail mortgage call centers have all had the same issues.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceDiamond Bar, CA, United StatesHQ checked Sep 14, 202611-504 contacts →

Partial evidence

“At Chip Financial, we are a digital banking services company that provides access to patented and proprietary software to service our clients with the latest digital payment and…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 64 agent banking platforms based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,247 reachable decision-makers.

Free signup · no credit card

View the full list →

Agent banking platforms based in the United States at a glance

As of Sep 14, 2026
56.8%Verified-email coverage
61.8Average contacts per company
11-50Median size (employees)
17.2%Largest-city concentration · San Francisco
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
29
51-200
11
201-500
3
501-1,000
2
1,001-5,000
2

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 64 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among agent banking platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “agent banking platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names agent banking platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among agent banking platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,247 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names agent banking platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many agent banking platforms are there based in the United States?

RevenueBase identified 64 agent banking platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

NCINO, headquartered in Wilmington, tops this list with the largest team on record.

Which city has the most agent banking platforms?

San Francisco leads with 11 headquartered companies, followed by New York (10) and Chicago (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,247 verified decision-maker contacts tracked across these 64 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 64 agent banking platforms based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.