Company lists · Data refreshed September 2026
Top 25 Aggregated financial services platforms based in the United States
RevenueBase identified 193 company matches for aggregated financial services platforms associated with the United States as of September 2026 and tracks 131,308 professional contacts across them, including 31,459 with verified work emails. New York is the largest hub.
This list covers company matches for aggregated financial services platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 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 aggregated financial services platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80,732 contacts → | ||||
Exact match “At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 38,885 contacts → | ||||
Exact match “Unlocking financial technology.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 2,991 contacts → | ||||
Exact match “It all started with an idea at Block in 2013.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 1,215 contacts → | ||||
Exact match “About Green Dot Green Dot Corporation (NYSE: GDOT) is a financial technology platform and registered bank holding company that builds banking and payment solutions to create…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 931 contacts → | ||||
Exact match “Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 553 contacts → | ||||
Exact match “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 485 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 427 contacts → | ||||
Exact match “Sezzle is a forward-thinking fintech company committed to financially empowering the next generation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 355 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 263 contacts → | ||||
Exact match “LendingPoint is a consumer lender headquartered in metro Atlanta, Georgia offering unsecured personal loans of to $36,500 to qualified borrowers across 42 states.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 240 contacts → | ||||
Exact match “Integral to leading the SaaS revolution.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 199 contacts → | ||||
Exact match “Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 199 contacts → | ||||
Exact match “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 174 contacts → | ||||
Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 152 contacts → | ||||
Exact match “MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 139 contacts → | ||||
Exact match “Highnote is the unified payments platform integrating card issuing, acquiring, credit, ledger, and real-time money movement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 134 contacts → | ||||
Exact match “Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 106 contacts → | ||||
Exact match “The Jifiti Group is a global technology company operating two industry-leading businesses - a white-labeled lending technology platform for banks and lenders, and a digital gift…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 85 contacts → | ||||
Exact match “Bill Me Later is a leader in the digital payments industry with its popular Bill Me Later® product and flexible financing programs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 65 contacts → | ||||
Exact match “A pioneering financial super app transforming how over 40 million consumers across the Americas manage their finances and lifestyles.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 56 contacts → | ||||
Exact match “Jaris enables platforms, payment processors, and banks to launch white-labeled lending, banking, and instant payout products to their customers through a single integration.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 53 contacts → | ||||
Exact match “Currency.com is a global digital finance provider.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 50 contacts → | ||||
Exact match “Versatile Credit is a financial technology provider that delivers high impact solutions for consumer financing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 50 contacts → | ||||
Exact match “Power is workplace banking, simplified.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 49 contacts → | ||||
Exact match “From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America.” Recorded in the RevenueBase company graph · Sep 27, 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 “aggregated financial services platforms”. 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 193 aggregated financial services platforms based in the United States
See the full list, filter by size, metro and specialty, and access 31,459 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Aggregated financial services platforms based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 193 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “aggregated financial services platforms” 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 31,459 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 September 27, 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.
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 “aggregated financial services platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many aggregated financial services platforms are there based in the United States?
RevenueBase identified 193 company matches for aggregated financial services platforms associated with the United States as of September 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?
American Express tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most aggregated financial services platforms?
New York leads with 30 company records, followed by San Francisco (17) and Atlanta (7).
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 31,459 professional contacts with verified work emails tracked across these 193 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 193 aggregated financial services platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Aggregated financial services platforms by geography
- Aggregated financial services platforms based in Bangalore, India
- Aggregated financial services platforms based in Mumbai, India
- Aggregated financial services platforms based in Australia
- Aggregated financial services platforms based in Brazil
- Aggregated financial services platforms based in Canada
- Aggregated financial services platforms based in India
- Aggregated financial services platforms based in the United Arab Emirates
- Aggregated financial services platforms based in the United Kingdom
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
- Aggregated financial services platforms based in Bangalore, India
- Aggregated financial services platforms based in Mumbai, India
- Aggregated financial services platforms based in Australia
- Aggregated financial services platforms based in Brazil
- Aggregated financial services platforms based in Canada
- Aggregated financial services platforms based in India
Company intelligence · public preview
Top 25 aggregated financial services platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 193 matching company records for aggregated financial services platforms based in the United States, with 131,308 tracked contacts and 31,459 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: September 27, 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 aggregated financial services platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  American Expressamericanexpress.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 80,732 contacts → |
“At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FISfisglobal.comHQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 38,885 contacts → |
“Unlocking financial technology.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cash APPcash.appHQ: New York, GA, United StatesReported employees: 1,001-5,000 | New York, GA, United States | 1,001-5,000 | Exact match | 2,991 contacts → |
“It all started with an idea at Block in 2013.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Green DOT Corporationgreendot.comHQ: Provo, UT, United StatesReported employees: 1,001-5,000 | Provo, UT, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“About Green Dot Green Dot Corporation (NYSE: GDOT) is a financial technology platform and registered bank holding company that builds banking and payment solutions to create…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cross Rivercrossriver.comHQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 931 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Moneylionmoneylion.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 553 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Sezzlesezzle.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 427 contacts → |
“Sezzle is a forward-thinking fintech company committed to financially empowering the next generation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lendingpointlendingpoint.comHQ: Kennesaw, GA, United StatesReported employees: 201-500 | Kennesaw, GA, United States | 201-500 | Exact match | 263 contacts → |
“LendingPoint is a consumer lender headquartered in metro Atlanta, Georgia offering unsecured personal loans of to $36,500 to qualified borrowers across 42 states.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Integral Development Corpintegral.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 240 contacts → |
“Integral to leading the SaaS revolution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  CFSBcfsb.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 199 contacts → |
“Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  PCR Financial Aggregationpcrinsights.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  M1m1.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 174 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Merchantemerchante.comHQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 152 contacts → |
“MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Highnotehighnote.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 139 contacts → |
“Highnote is the unified payments platform integrating card issuing, acquiring, credit, ledger, and real-time money movement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Parafinparafin.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Jifitijifiti.comHQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 106 contacts → |
“The Jifiti Group is a global technology company operating two industry-leading businesses - a white-labeled lending technology platform for banks and lenders, and a digital gift…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Bill ME Later, INCbillmelater.comHQ: Timonium, MD, United StatesReported employees: 201-500 | Timonium, MD, United States | 201-500 | Exact match | 85 contacts → |
“Bill Me Later is a leader in the digital payments industry with its popular Bill Me Later® product and flexible financing programs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Inter USinter.coHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 65 contacts → |
“A pioneering financial super app transforming how over 40 million consumers across the Americas manage their finances and lifestyles.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  JARISjaris.comHQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 56 contacts → |
“Jaris enables platforms, payment processors, and banks to launch white-labeled lending, banking, and instant payout products to their customers through a single integration.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  currency.comcurrency.comHQ: Hoboken, NJ, United StatesReported employees: 51-200 | Hoboken, NJ, United States | 51-200 | Exact match | 53 contacts → |
“Currency.com is a global digital finance provider.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Versatile Creditversatilecredit.comHQ: Mechanicsburg, PA, United StatesReported employees: 51-200 | Mechanicsburg, PA, United States | 51-200 | Exact match | 50 contacts → |
“Versatile Credit is a financial technology provider that delivers high impact solutions for consumer financing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | POWERyourpower.io HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 50 contacts → |
“Power is workplace banking, simplified.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  North ONEnorthone.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 49 contacts → |
“From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 193 company matches
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Aggregated financial services platforms: dataset insights
September 27, 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
193 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 193 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for aggregated financial services platforms?
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 aggregated financial services platforms did RevenueBase find based in the United States?
The saved snapshot records 193 matching company records, 131,308 tracked contacts and 31,459 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: September 27, 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
Aggregated financial services platforms by geography
- Aggregated financial services platforms based in Bangalore, India
- Aggregated financial services platforms based in Mumbai, India
- Aggregated financial services platforms based in Australia
- Aggregated financial services platforms based in Brazil
- Aggregated financial services platforms based in Canada
- Aggregated financial services platforms based in India
- Aggregated financial services platforms based in the United Arab Emirates
- Aggregated financial services platforms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 aggregated financial services platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/aggregated-financial-services-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Aggregated financial services platforms based in Bangalore, India
- Aggregated financial services platforms based in Mumbai, India
- Aggregated financial services platforms based in Australia
- Aggregated financial services platforms based in Brazil
- Aggregated financial services platforms based in Canada
- Aggregated financial services platforms based in India
Company intelligence · public preview
Top 25 aggregated financial services platforms based in the United States
RevenueBase records 193 matching company records for aggregated financial services platforms based in the United States, with 131,308 tracked contacts and 31,459 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: September 27, 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 aggregated financial services platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | American Expressamericanexpress.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 80,732 contacts → |
“At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FISfisglobal.com HQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 38,885 contacts → |
“Unlocking financial technology.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cash APPcash.app HQ: New York, GA, United StatesReported employees: 1,001-5,000 | New York, GA, United States | 1,001-5,000 | Exact match | 2,991 contacts → |
“It all started with an idea at Block in 2013.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Green DOT Corporationgreendot.com HQ: Provo, UT, United StatesReported employees: 1,001-5,000 | Provo, UT, United States | 1,001-5,000 | Exact match | 1,215 contacts → |
“About Green Dot Green Dot Corporation (NYSE: GDOT) is a financial technology platform and registered bank holding company that builds banking and payment solutions to create…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cross Rivercrossriver.com HQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 931 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Moneylionmoneylion.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 553 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sezzlesezzle.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 427 contacts → |
“Sezzle is a forward-thinking fintech company committed to financially empowering the next generation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lendingpointlendingpoint.com HQ: Kennesaw, GA, United StatesReported employees: 201-500 | Kennesaw, GA, United States | 201-500 | Exact match | 263 contacts → |
“LendingPoint is a consumer lender headquartered in metro Atlanta, Georgia offering unsecured personal loans of to $36,500 to qualified borrowers across 42 states.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Integral Development Corpintegral.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 240 contacts → |
“Integral to leading the SaaS revolution.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | CFSBcfsb.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 199 contacts → |
“Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | PCR Financial Aggregationpcrinsights.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 199 contacts → |
“PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | M1m1.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 174 contacts → |
“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Merchantemerchante.com HQ: Atlanta, GA, United StatesReported employees: 201-500 | Atlanta, GA, United States | 201-500 | Exact match | 152 contacts → |
“MerchantE provides a financial technology platform that drives digital commerce and supports the money management needs of growing businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Highnotehighnote.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 139 contacts → |
“Highnote is the unified payments platform integrating card issuing, acquiring, credit, ledger, and real-time money movement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Parafinparafin.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Jifitijifiti.com HQ: Columbus, OH, United StatesReported employees: 51-200 | Columbus, OH, United States | 51-200 | Exact match | 106 contacts → |
“The Jifiti Group is a global technology company operating two industry-leading businesses - a white-labeled lending technology platform for banks and lenders, and a digital gift…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Bill ME Later, INCbillmelater.com HQ: Timonium, MD, United StatesReported employees: 201-500 | Timonium, MD, United States | 201-500 | Exact match | 85 contacts → |
“Bill Me Later is a leader in the digital payments industry with its popular Bill Me Later® product and flexible financing programs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Inter USinter.co HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 65 contacts → |
“A pioneering financial super app transforming how over 40 million consumers across the Americas manage their finances and lifestyles.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | JARISjaris.com HQ: Burlingame, CA, United StatesReported employees: 11-50 | Burlingame, CA, United States | 11-50 | Exact match | 56 contacts → |
“Jaris enables platforms, payment processors, and banks to launch white-labeled lending, banking, and instant payout products to their customers through a single integration.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | currency.comcurrency.com HQ: Hoboken, NJ, United StatesReported employees: 51-200 | Hoboken, NJ, United States | 51-200 | Exact match | 53 contacts → |
“Currency.com is a global digital finance provider.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Versatile Creditversatilecredit.com HQ: Mechanicsburg, PA, United StatesReported employees: 51-200 | Mechanicsburg, PA, United States | 51-200 | Exact match | 50 contacts → |
“Versatile Credit is a financial technology provider that delivers high impact solutions for consumer financing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | POWERyourpower.io HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 50 contacts → |
“Power is workplace banking, simplified.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | North ONEnorthone.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 49 contacts → |
“From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 193 company matches
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Aggregated financial services platforms: dataset insights
September 27, 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
193 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 193 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for aggregated financial services platforms?
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 aggregated financial services platforms did RevenueBase find based in the United States?
The saved snapshot records 193 matching company records, 131,308 tracked contacts and 31,459 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: September 27, 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 aggregated financial services platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/aggregated-financial-services-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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