Company lists · Data refreshed October 2026
Top 25 Agentic platform software companies for financial services based in San Francisco, United States
RevenueBase identified 66 company matches for agentic platform software companies for financial services associated with San Francisco, United States as of October 2026 and tracks 2,140 professional contacts across them, including 672 with verified work emails. Across the United States, New York is the largest hub for this category (161 companies); San Francisco follows with 66.
This list covers company matches for agentic platform software companies for financial services associated with San Francisco, 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 San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 252 contacts → | ||||
Exact match “Sardine is the leading agentic risk platform to fight financial crime.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 2 | 240 contacts → | ||||
Exact match “The only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 3 | 218 contacts → | ||||
Exact match “interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 4 | 114 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 5 | 80 contacts → | ||||
Exact match “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 6 | 58 contacts → | ||||
Exact match “Treasury Prime is the world's leading embedded banking platform connecting banks and fintechs.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 7 | 56 contacts → | ||||
Exact match “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 8 | 40 contacts → | ||||
Exact match “SimplAI is a full-stack Agentic AI Operating System built for enterprises that need to move beyond isolated LLM experiments and deploy AI that actually runs production workflows.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 9 | 36 contacts → | ||||
Exact match “Machines for AI agents” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 10 | 26 contacts → | ||||
Exact match “GenerativeX is a 2023-founded startup partnering with clients to build bespoke agentic AI solutions, uniquely tailored to their individual business goals and workflows.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “Build one internal tool for all your data.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 13 | 18 contacts → | ||||
Exact match “By leveraging a secure agentic operating system and a library of specialized agents & apps, we convert institutional potential into realized value, automating the manual friction…” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 14 | 17 contacts → | ||||
Exact match “We are an AI-native infrastructure platform for wealth management firms.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 15 | 14 contacts → | ||||
Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 16 | 13 contacts → | ||||
Exact match “Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 17 | 13 contacts → | ||||
Exact match “In asset-intensive and regulated industries like Pharma, Manufacturing, and Critical Infrastructure, operational downtime is a multi-million dollar problem.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “Revolutionizing homeownership with the first end-to-end platform powered by Agentic AI.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Agentic AI platform to help lenders and brokers close more small business loans.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Building autonomous agents for everyday work.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “At rtZen we are building agentic AI to bring zen to the chaos of finance operations.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “We're about to launch our Agentic Digital Marketing Platform!” Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…” 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 66 agentic platform software companies for financial services based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 672 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 San Francisco, 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 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 San Francisco, 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 672 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 San Francisco, United States?
RevenueBase identified 66 company matches for agentic platform software companies for financial services associated with San Francisco, 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?
Sardine 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 672 professional contacts with verified work emails tracked across these 66 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 66 agentic platform software companies for financial services based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Agentic platform software companies for financial services by geography
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
- Agentic platform software companies for financial services based in Zurich, Switzerland
- Agentic platform software companies for financial services based in Istanbul, Türkiye
- Agentic platform software companies for financial services based in Dubai, United Arab Emirates
- Agentic platform software companies for financial services based in London, United Kingdom
- Agentic platform software companies for financial services based in Chicago, United States
- Agentic platform software companies for financial services based in New York, United States
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
Company intelligence · public preview
Top 25 agentic platform software companies for financial services based in San Francisco, 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 66 matching company records for agentic platform software companies for financial services based in San Francisco, United States, with 2,140 tracked contacts and 672 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 San Francisco, 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 |  Sardinesardine.aiHQ: San Francisco, United StatesReported employees: 201-500 | San Francisco, United States | 201-500 | Exact match | 252 contacts → |
“Sardine is the leading agentic risk platform to fight financial crime.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Federatofederato.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 240 contacts → |
“The only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 218 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Myvestmyvest.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 114 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Jacobijacobistrategies.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 80 contacts → |
“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Treasury Primetreasuryprime.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 58 contacts → |
“Treasury Prime is the world's leading embedded banking platform connecting banks and fintechs.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Quantumstreet AIquantumstreetai.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Simplaisimplai.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 40 contacts → |
“SimplAI is a full-stack Agentic AI Operating System built for enterprises that need to move beyond isolated LLM experiments and deploy AI that actually runs production workflows.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  E2be2b.devHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 36 contacts → |
“Machines for AI agents” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Generativexgenerativex.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 26 contacts → |
“GenerativeX is a 2023-founded startup partnering with clients to build bespoke agentic AI solutions, uniquely tailored to their individual business goals and workflows.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Forest Adminforestadmin.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“Build one internal tool for all your data.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Perpetuals Groupgroup.perpetuals.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Elevation AIelevationai.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“By leveraging a secure agentic operating system and a library of specialized agents & apps, we convert institutional potential into realized value, automating the manual friction…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sherpassherpaswealth.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 17 contacts → |
“We are an AI-native infrastructure platform for wealth management firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Goodfingoodfin.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  KIVORkivor.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“In asset-intensive and regulated industries like Pharma, Manufacturing, and Critical Infrastructure, operational downtime is a multi-million dollar problem.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finayafinaya.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Revolutionizing homeownership with the first end-to-end platform powered by Agentic AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 8 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  KAAJkaaj.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Agentic AI platform to help lenders and brokers close more small business loans.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Spine AI YC S23medley.sh HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 7 contacts → |
“Building autonomous agents for everyday work.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rtzen, INC Artisanrtzen.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At rtZen we are building agentic AI to bring zen to the chaos of finance operations.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Fingagefingage.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Cavaco AIcavaco.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“We're about to launch our Agentic Digital Marketing Platform!” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Banker AIbankerai.netHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 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
66 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 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 San Francisco, United States?
The saved snapshot records 66 matching company records, 2,140 tracked contacts and 672 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 19, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Agentic platform software companies for financial services by geography
- Agentic platform software companies for financial services based in Sydney, Australia
- Agentic platform software companies for financial services based in Sao Paulo, Brazil
- Agentic platform software companies for financial services based in Toronto, Canada
- Agentic platform software companies for financial services based in Paris, France
- Agentic platform software companies for financial services based in Bangalore, India
- Agentic platform software companies for financial services based in Mumbai, India
- Agentic platform software companies for financial services based in Zurich, Switzerland
- Agentic platform software companies for financial services based in Istanbul, Türkiye
- Agentic platform software companies for financial services based in Dubai, United Arab Emirates
- Agentic platform software companies for financial services based in London, United Kingdom
- Agentic platform software companies for financial services based in Chicago, United States
- Agentic platform software companies for financial services based in New York, United States
Cite this list
RevenueBase Data Team. Top 25 agentic platform software companies for financial services based in San Francisco, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/san-francisco.
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 San Francisco, United States
RevenueBase records 66 matching company records for agentic platform software companies for financial services based in San Francisco, United States, with 2,140 tracked contacts and 672 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 San Francisco, 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 | Sardinesardine.ai HQ: San Francisco, United StatesReported employees: 201-500 | San Francisco, United States | 201-500 | Exact match | 252 contacts → |
“Sardine is the leading agentic risk platform to fight financial crime.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Federatofederato.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 240 contacts → |
“The only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 218 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Myvestmyvest.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 114 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Jacobijacobistrategies.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 80 contacts → |
“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Treasury Primetreasuryprime.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 58 contacts → |
“Treasury Prime is the world's leading embedded banking platform connecting banks and fintechs.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Quantumstreet AIquantumstreetai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Simplaisimplai.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 40 contacts → |
“SimplAI is a full-stack Agentic AI Operating System built for enterprises that need to move beyond isolated LLM experiments and deploy AI that actually runs production workflows.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | E2be2b.dev HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 36 contacts → |
“Machines for AI agents” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Generativexgenerativex.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 26 contacts → |
“GenerativeX is a 2023-founded startup partnering with clients to build bespoke agentic AI solutions, uniquely tailored to their individual business goals and workflows.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Forest Adminforestadmin.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 24 contacts → |
“Build one internal tool for all your data.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Perpetuals Groupgroup.perpetuals.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Elevation AIelevationai.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“By leveraging a secure agentic operating system and a library of specialized agents & apps, we convert institutional potential into realized value, automating the manual friction…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sherpassherpaswealth.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 17 contacts → |
“We are an AI-native infrastructure platform for wealth management firms.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Goodfingoodfin.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KIVORkivor.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“In asset-intensive and regulated industries like Pharma, Manufacturing, and Critical Infrastructure, operational downtime is a multi-million dollar problem.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finayafinaya.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Revolutionizing homeownership with the first end-to-end platform powered by Agentic AI.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 8 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KAAJkaaj.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Agentic AI platform to help lenders and brokers close more small business loans.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Spine AI YC S23medley.sh HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 7 contacts → |
“Building autonomous agents for everyday work.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rtzen, INC Artisanrtzen.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“At rtZen we are building agentic AI to bring zen to the chaos of finance operations.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fingagefingage.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cavaco AIcavaco.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“We're about to launch our Agentic Digital Marketing Platform!” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Banker AIbankerai.net HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 5 contacts → |
“Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…” Recorded description excerpt · October 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 66 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
66 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 San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 66 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 San Francisco, United States?
The saved snapshot records 66 matching company records, 2,140 tracked contacts and 672 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 San Francisco, United States. Snapshot: October 19, 2026. https://revenuebase.ai/companies/agentic-platform-software-companies-for-financial-services/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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