Company lists · Data refreshed October 2026
Top 23 Agentic platform software companies for financial services based in Chicago, United States
RevenueBase identified 38 company matches for agentic platform software companies for financial services associated with Chicago, United States as of October 2026 and tracks 2,862 professional contacts across them, including 1,313 with verified work emails. Across the United States, New York is the largest hub for this category (161 companies); Chicago has 38.
This list covers company matches for agentic platform software companies for financial services associated with Chicago, 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 23 largest agentic platform software companies for financial services based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 149 contacts → | ||||
Exact match “Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 4 | 141 contacts → | ||||
Exact match “Amount was acquired by FIS in August 2025.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 5 | 123 contacts → | ||||
Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 6 | 87 contacts → | ||||
Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 7 | 71 contacts → | ||||
Exact match “Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 8 | 60 contacts → | ||||
Exact match “Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “BornTec is a Chicago-based technology solutions firm.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “Deep Systems provides the financial industry with state-of-the-art strategically applied solutions for servicing software, infrastructure and managed IT.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 13 | 14 contacts → | ||||
Exact match “Clockwork is financial planning software for growing businesses and the accountants who work with them.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “TEKchand was founded in with the mission to develop a quick to market, vendor agnostic software solution for ATM channel management.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “EBG Systems is a cloud computing financial services company that specializes in CRM/Workflow Portals and Retirement Plan Design solutions for pension professionals.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Expertise in service doesn’t come just from building strategy decks.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Sarna Technologies leverages the latest advancements in technology to respond to the growing needs of broker dealers, professional traders, clearing firms, and exchanges.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Parabolic Ventures actively invested in publicly traded securities using our algorithmic investing platform called Parabolic AI.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “21st Century E-Business Solutions Software Guru provides consulting services to the Financial Services community as well as all Small to Mid-Sized Businesses.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Since 1985, The ARC has assisted a variety of organizations in the design, development, and delivery of financial software applications.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Banrion Capital Management is an alternatives technology platform build by advisors for advisors.” 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 23 of 38 agentic platform software companies for financial services based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 1,313 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 Chicago, United States at a glance
As of Oct 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 38 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 Chicago, 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 1,313 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 in the United States
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 Chicago, United States?
RevenueBase identified 38 company matches for agentic platform software companies for financial services associated with Chicago, 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?
Trading Technologies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most agentic platform software companies for financial services?
New York leads the United States 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 1,313 professional contacts with verified work emails tracked across these 38 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 38 agentic platform software companies for financial services based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Agentic platform software companies for financial services by geography
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- Agentic platform software companies for financial services based in Bangalore, India
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- 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 New York, United States
- Agentic platform software companies for financial services based in San Francisco, 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
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- Lists A-Z
- New lists
- Agentic platform software companies for financial services based in Sydney, Australia
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Company intelligence · public preview
Top 23 agentic platform software companies for financial services based in Chicago, 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 38 matching company records for agentic platform software companies for financial services based in Chicago, United States, with 2,862 tracked contacts and 1,313 verified work emails.
This public preview shows 23 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 23 agentic platform software companies for financial services based in Chicago, 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  Supernova Technologysupernovacompanies.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 149 contacts → |
“Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Amountamount.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 141 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advyzonadvyzon.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 123 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Practifipractifi.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sterling Trading Techsterlingtradingtech.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 71 contacts → |
“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Quick Suite Trading Computer Voice Systemsquicksuitetrading.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 60 contacts → |
“Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Borntecborntec.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“BornTec is a Chicago-based technology solutions firm.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Deep Systemsdeepsystems.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 19 contacts → |
“Deep Systems provides the financial industry with state-of-the-art strategically applied solutions for servicing software, infrastructure and managed IT.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Wavvestwavvest.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 16 contacts → |
“Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 16 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | clockwork.aiclockwork.ai HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Clockwork is financial planning software for growing businesses and the accountants who work with them.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bridgeftbridgeft.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“BridgeFT is now a part of Field.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tekchand LLCtekchand.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 7 contacts → |
“TEKchand was founded in with the mission to develop a quick to market, vendor agnostic software solution for ATM channel management.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  EBG Systems, INCebgsystems.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“EBG Systems is a cloud computing financial services company that specializes in CRM/Workflow Portals and Retirement Plan Design solutions for pension professionals.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Nirvana Consulting Companyainirvana.aiHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Expertise in service doesn’t come just from building strategy decks.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sarna Technologiessarna.ioHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Sarna Technologies leverages the latest advancements in technology to respond to the growing needs of broker dealers, professional traders, clearing firms, and exchanges.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Advanced Objectsadvancedobjects.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 2 contacts → |
“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Parabolic Ventures INCparabolicventures.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Parabolic Ventures actively invested in publicly traded securities using our algorithmic investing platform called Parabolic AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Software Guru, INCsoftwareguru.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“21st Century E-Business Solutions Software Guru provides consulting services to the Financial Services community as well as all Small to Mid-Sized Businesses.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  The Applied Research Companyappliedresearch.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Since 1985, The ARC has assisted a variety of organizations in the design, development, and delivery of financial software applications.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Banríon Capital Management INCbanrioncapital.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Banrion Capital Management is an alternatives technology platform build by advisors for advisors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 38 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
38 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 across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 38 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 in the United States
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 Chicago, United States?
The saved snapshot records 38 matching company records, 2,862 tracked contacts and 1,313 verified emails. The public preview displays 23 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 New York, United States
- Agentic platform software companies for financial services based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 23 agentic platform software companies for financial services based in Chicago, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/chicago.
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
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- Lists A-Z
- New lists
- Agentic platform software companies for financial services based in Sydney, Australia
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- Agentic platform software companies for financial services based in Toronto, Canada
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- Agentic platform software companies for financial services based in Bangalore, India
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Company intelligence · public preview
Top 23 agentic platform software companies for financial services based in Chicago, United States
RevenueBase records 38 matching company records for agentic platform software companies for financial services based in Chicago, United States, with 2,862 tracked contacts and 1,313 verified work emails.
This public preview shows 23 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 23 agentic platform software companies for financial services based in Chicago, 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | Supernova Technologysupernovacompanies.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 149 contacts → |
“Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Amountamount.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 141 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advyzonadvyzon.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 123 contacts → |
“In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Practifipractifi.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 87 contacts → |
“Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sterling Trading Techsterlingtradingtech.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 71 contacts → |
“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Quick Suite Trading Computer Voice Systemsquicksuitetrading.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 60 contacts → |
“Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Borntecborntec.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“BornTec is a Chicago-based technology solutions firm.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Deep Systemsdeepsystems.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 19 contacts → |
“Deep Systems provides the financial industry with state-of-the-art strategically applied solutions for servicing software, infrastructure and managed IT.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Wavvestwavvest.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 16 contacts → |
“Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 16 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | clockwork.aiclockwork.ai HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Clockwork is financial planning software for growing businesses and the accountants who work with them.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bridgeftbridgeft.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“BridgeFT is now a part of Field.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tekchand LLCtekchand.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 7 contacts → |
“TEKchand was founded in with the mission to develop a quick to market, vendor agnostic software solution for ATM channel management.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | EBG Systems, INCebgsystems.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“EBG Systems is a cloud computing financial services company that specializes in CRM/Workflow Portals and Retirement Plan Design solutions for pension professionals.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Nirvana Consulting Companyainirvana.ai HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 5 contacts → |
“Expertise in service doesn’t come just from building strategy decks.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sarna Technologiessarna.io HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Sarna Technologies leverages the latest advancements in technology to respond to the growing needs of broker dealers, professional traders, clearing firms, and exchanges.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Advanced Objectsadvancedobjects.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 2 contacts → |
“Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Parabolic Ventures INCparabolicventures.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“Parabolic Ventures actively invested in publicly traded securities using our algorithmic investing platform called Parabolic AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Software Guru, INCsoftwareguru.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“21st Century E-Business Solutions Software Guru provides consulting services to the Financial Services community as well as all Small to Mid-Sized Businesses.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | The Applied Research Companyappliedresearch.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Since 1985, The ARC has assisted a variety of organizations in the design, development, and delivery of financial software applications.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Banríon Capital Management INCbanrioncapital.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 1 contacts → |
“Banrion Capital Management is an alternatives technology platform build by advisors for advisors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 38 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
38 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 across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 38 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 in the United States
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 Chicago, United States?
The saved snapshot records 38 matching company records, 2,862 tracked contacts and 1,313 verified emails. The public preview displays 23 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 23 agentic platform software companies for financial services based in Chicago, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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