Company lists · Data refreshed October 2026
Top 25 Agentic platform software companies for financial services based in New York, United States
RevenueBase identified 161 company matches for agentic platform software companies for financial services associated with New York, United States as of October 2026 and tracks 84,723 professional contacts across them, including 35,155 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for agentic platform software companies for financial services associated with New York, 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 New York, 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 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 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 | |||||
| 11 | 474 contacts → | ||||
Exact match “Most AI projects stall between prototype and deployment.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 12 | 402 contacts → | ||||
Exact match “The first AI-native technology partner for finance.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 13 | 370 contacts → | ||||
Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 14 | 368 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 15 | 364 contacts → | ||||
Exact match “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 16 | 338 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 17 | 300 contacts → | ||||
Exact match “TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 18 | 237 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 19 | 221 contacts → | ||||
Exact match “HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 20 | 181 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 21 | 168 contacts → | ||||
Exact match “Shelf is an agentic operating system that enables organizations to design, optimize, and orchestrate AI agents that transform customer experience and business operations at…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 22 | 164 contacts → | ||||
Exact match “Abacus Group, LLC is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 23 | 161 contacts → | ||||
Exact match “28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 24 | 143 contacts → | ||||
Exact match “ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 25 | 138 contacts → | ||||
Exact match “FlowX.AI is an AI-native agent platform built to make enterprise AI production-grade in mission-critical, highly regulated environments.” 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 161 agentic platform software companies for financial services based in New York, United States
See the full list, filter by size, metro and specialty, and access 35,155 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 New York, 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 161 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 New York, 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 35,155 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 New York, United States?
RevenueBase identified 161 company matches for agentic platform software companies for financial services associated with New York, 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 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 35,155 professional contacts with verified work emails tracked across these 161 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 161 agentic platform software companies for financial services based in New York, 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 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
- 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 New York, 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 161 matching company records for agentic platform software companies for financial services based in New York, United States, with 84,723 tracked contacts and 35,155 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 New York, 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 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 |  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. | |||||
| 10 |  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. | |||||
| 11 |  Omdenaomdena.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 474 contacts → |
“Most AI projects stall between prototype and deployment.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  RFArfa.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 402 contacts → |
“The first AI-native technology partner for finance.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CAIScaisgroup.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 370 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 368 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 364 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TS Imaginetsimagine.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 300 contacts → |
“TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  HOC INChoc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 221 contacts → |
“HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  SHELFshelf.ioHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 168 contacts → |
“Shelf is an agentic operating system that enables organizations to design, optimize, and orchestrate AI agents that transform customer experience and business operations at…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Abacus Groupabacusgroupllc.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 164 contacts → |
“Abacus Group, LLC is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  28stone28stone.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 161 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Analecanalec.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 143 contacts → |
“ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  flowx.aiflowx.aiHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 138 contacts → |
“FlowX.AI is an AI-native agent platform built to make enterprise AI production-grade in mission-critical, highly regulated environments.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 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
161 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 161 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 New York, United States?
The saved snapshot records 161 matching company records, 84,723 tracked contacts and 35,155 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 San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 agentic platform software companies for financial services based in New York, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/new-york.
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 New York, United States
RevenueBase records 161 matching company records for agentic platform software companies for financial services based in New York, United States, with 84,723 tracked contacts and 35,155 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 New York, 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 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | 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. | |||||
| 11 | Omdenaomdena.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 474 contacts → |
“Most AI projects stall between prototype and deployment.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | RFArfa.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 402 contacts → |
“The first AI-native technology partner for finance.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CAIScaisgroup.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 370 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 368 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 364 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TS Imaginetsimagine.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 300 contacts → |
“TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HOC INChoc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 221 contacts → |
“HOC, founded in 2001, specializes in building software for the energy trading and financial services sectors.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SHELFshelf.io HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 168 contacts → |
“Shelf is an agentic operating system that enables organizations to design, optimize, and orchestrate AI agents that transform customer experience and business operations at…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Abacus Groupabacusgroupllc.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 164 contacts → |
“Abacus Group, LLC is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 28stone28stone.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 161 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Analecanalec.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 143 contacts → |
“ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | flowx.aiflowx.ai HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 138 contacts → |
“FlowX.AI is an AI-native agent platform built to make enterprise AI production-grade in mission-critical, highly regulated environments.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 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
161 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 161 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 New York, United States?
The saved snapshot records 161 matching company records, 84,723 tracked contacts and 35,155 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 New York, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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