Company lists · Data refreshed October 2026
Top 25 Agentic platform software companies for financial services based in the United States
RevenueBase identified 891 company matches for agentic platform software companies for financial services associated with the United States as of October 2026 and tracks 124,329 professional contacts across them, including 49,956 with verified work emails. New York is the largest hub.
This list covers company matches for agentic platform software companies for financial services associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest agentic platform software companies for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53,138 contacts → | ||||
Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 2 | 14,721 contacts → | ||||
Exact match “Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 3 | 3,151 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 4 | 2,851 contacts → | ||||
Exact match “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 5 | 2,632 contacts → | ||||
Exact match “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 6 | 1,658 contacts → | ||||
Exact match “nCino (NASDAQ: NCNO) is the platform for agentic banking.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 7 | 1,519 contacts → | ||||
Exact match “Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 8 | 1,482 contacts → | ||||
Exact match “Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 9 | 1,420 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 10 | 1,285 contacts → | ||||
Exact match “About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 11 | 1,234 contacts → | ||||
Exact match “WinWire unleashes the Power of Agentic AI to deliver innovative solutions that help our customers gain competitive advantage.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 12 | 1,163 contacts → | ||||
Exact match “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 13 | 1,145 contacts → | ||||
Exact match “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 14 | 1,081 contacts → | ||||
Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 15 | 1,051 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 16 | 1,034 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 17 | 999 contacts → | ||||
Exact match “InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 18 | 875 contacts → | ||||
Exact match “iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 19 | 854 contacts → | ||||
Exact match “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 20 | 769 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 21 | 655 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 22 | 625 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 23 | 622 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 24 | 530 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 25 | 526 contacts → | ||||
Exact match “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “agentic platform software companies for financial services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 891 agentic platform software companies for financial services based in the United States
See the full list, filter by size, metro and specialty, and access 49,956 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Agentic platform software companies for financial services based in the United States at a glance
As of Oct 19, 2026Companies by employee count
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 891 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “agentic platform software companies for financial services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 49,956 professional contacts with verified work emails across the full matched dataset. 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 October 19, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Agentic platform software companies for financial services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “agentic platform software companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many agentic platform software companies for financial services are there based in the United States?
RevenueBase identified 891 company matches for agentic platform software companies for financial services associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
BNY tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most agentic platform software companies for financial services?
New York leads with 161 company records, followed by San Francisco (66) and Chicago (38).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 49,956 professional contacts with verified work emails tracked across these 891 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 891 agentic platform software companies for financial services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Agentic platform software companies for financial services by geography
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
- Agentic platform software companies for financial services based in Zurich, Switzerland
- Agentic platform software companies for financial services based in Istanbul, Türkiye
- Agentic platform software companies for financial services based in Dubai, United Arab Emirates
- Agentic platform software companies for financial services based in London, United Kingdom
- Agentic platform software companies for financial services based in Chicago, United States
- Agentic platform software companies for financial services based in New York, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
Company intelligence · public preview
Top 25 agentic platform software companies for financial services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 891 matching company records for agentic platform software companies for financial services based in the United States, with 124,329 tracked contacts and 49,956 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 agentic platform software companies for financial services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  BNYbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 53,138 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Broadridgebroadridge.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 14,721 contacts → |
“Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,151 contacts → |
“DST Systems, Inc.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Arcesiumarcesium.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,851 contacts → |
“Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  BGC Groupbgcg.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,632 contacts → |
“BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  NCINOncino.comHQ: Wilmington, NC, United StatesReported employees: 1,001-5,000 | Wilmington, NC, United States | 1,001-5,000 | Exact match | 1,658 contacts → |
“nCino (NASDAQ: NCNO) is the platform for agentic banking.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  EBIXebix.comHQ: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,519 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Evoke Technologiesevoketechnologies.comHQ: Dayton, OH, United StatesReported employees: 1,001-5,000 | Dayton, OH, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Trading Technologiestradingtechnologies.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 1,285 contacts → |
“About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Winwirewinwire.comHQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,234 contacts → |
“WinWire unleashes the Power of Agentic AI to deliver innovative solutions that help our customers gain competitive advantage.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Charles River Developmentcrd.comHQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,163 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ITGitg.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,145 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  ORIONorion.comHQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,081 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Assetmarkassetmark.comHQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,051 contacts → |
“AssetMark, Inc.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,034 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Investcloud, INCinvestcloud.comHQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 999 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ipipelineipipeline.comHQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 875 contacts → |
“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Clear Streetclearstreet.ioHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 854 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 769 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 655 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 622 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 530 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Instinet Incorporatedinstinet.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 526 contacts → |
“When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 891 company matches
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Agentic platform software companies for financial services: dataset insights
October 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
891 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 891 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Agentic platform software companies for financial services by metro
Questions about this company list
What does Exact match mean for agentic platform software companies for financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many agentic platform software companies for financial services did RevenueBase find based in the United States?
The saved snapshot records 891 matching company records, 124,329 tracked contacts and 49,956 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Agentic platform software companies for financial services by geography
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
- Agentic platform software companies for financial services based in Zurich, Switzerland
- Agentic platform software companies for financial services based in Istanbul, Türkiye
- Agentic platform software companies for financial services based in Dubai, United Arab Emirates
- Agentic platform software companies for financial services based in London, United Kingdom
- Agentic platform software companies for financial services based in Chicago, United States
- Agentic platform software companies for financial services based in New York, United States
Cite this list
RevenueBase Data Team. Top 25 agentic platform software companies for financial services based in the United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
Company intelligence · public preview
Top 25 agentic platform software companies for financial services based in the United States
RevenueBase records 891 matching company records for agentic platform software companies for financial services based in the United States, with 124,329 tracked contacts and 49,956 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 19, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 agentic platform software companies for financial services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BNYbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 53,138 contacts → |
“BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Broadridgebroadridge.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 14,721 contacts → |
“Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,151 contacts → |
“DST Systems, Inc.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Arcesiumarcesium.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,851 contacts → |
“Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | BGC Groupbgcg.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,632 contacts → |
“BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | NCINOncino.com HQ: Wilmington, NC, United StatesReported employees: 1,001-5,000 | Wilmington, NC, United States | 1,001-5,000 | Exact match | 1,658 contacts → |
“nCino (NASDAQ: NCNO) is the platform for agentic banking.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | EBIXebix.com HQ: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,519 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Evoke Technologiesevoketechnologies.com HQ: Dayton, OH, United StatesReported employees: 1,001-5,000 | Dayton, OH, United States | 1,001-5,000 | Exact match | 1,482 contacts → |
“Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Trading Technologiestradingtechnologies.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 1,285 contacts → |
“About Trading Technologies Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Winwirewinwire.com HQ: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,234 contacts → |
“WinWire unleashes the Power of Agentic AI to deliver innovative solutions that help our customers gain competitive advantage.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Charles River Developmentcrd.com HQ: Burlington, MA, United StatesReported employees: 1,001-5,000 | Burlington, MA, United States | 1,001-5,000 | Exact match | 1,163 contacts → |
“Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ITGitg.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,145 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | ORIONorion.com HQ: Omaha, NE, United StatesReported employees: 1,001-5,000 | Omaha, NE, United States | 1,001-5,000 | Exact match | 1,081 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Assetmarkassetmark.com HQ: Concord, CA, United StatesReported employees: 1,001-5,000 | Concord, CA, United States | 1,001-5,000 | Exact match | 1,051 contacts → |
“AssetMark, Inc.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,034 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Investcloud, INCinvestcloud.com HQ: West Hollywood, CA, United StatesReported employees: 1,001-5,000 | West Hollywood, CA, United States | 1,001-5,000 | Exact match | 999 contacts → |
“InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ipipelineipipeline.com HQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 875 contacts → |
“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clear Streetclearstreet.io HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 854 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 769 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 655 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 622 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 530 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Instinet Incorporatedinstinet.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 526 contacts → |
“When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 891 company matches
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Agentic platform software companies for financial services: dataset insights
October 19, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
891 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 891 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 19, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Agentic platform software companies for financial services by metro
Questions about this company list
What does Exact match mean for agentic platform software companies for financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many agentic platform software companies for financial services did RevenueBase find based in the United States?
The saved snapshot records 891 matching company records, 124,329 tracked contacts and 49,956 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 agentic platform software companies for financial services based in the United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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