Company lists · Data refreshed September 2026
Top 25 AI assistants for financial service providers based in the United States
RevenueBase identified 392 company matches for AI assistants for financial service providers associated with the United States as of September 2026 and tracks 13,765 professional contacts across them, including 2,481 with verified work emails. New York is the largest hub.
This list covers company matches for AI assistants for financial service providers 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 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 AI assistants for financial service providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,461 contacts → | ||||
Exact match “24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 475 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 321 contacts → | ||||
Exact match “The leading provider of enterprise AI agents for customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 310 contacts → | ||||
Exact match “ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 234 contacts → | ||||
Exact match “Gnani AI is the frontier Voice AI company the world runs on.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 225 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 182 contacts → | ||||
Exact match “AI that contact centers love” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 157 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 134 contacts → | ||||
Exact match “Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 120 contacts → | ||||
Exact match “Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 93 contacts → | ||||
Exact match “We have built best in class AI Assistants for IT and Customer Support teams to take Instant action and automate workflows across multiple enterprise applications.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 77 contacts → | ||||
Exact match “At BotsCrew, we revolutionize the way companies engage with their customers and empower their employees through innovative generative AI agents and voice assistants.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 75 contacts → | ||||
Exact match “Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 69 contacts → | ||||
Exact match “At Verse.ai, our core value lies in transforming customer interactions through AI-powered conversations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “Next IT is a Verint Company.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 49 contacts → | ||||
Exact match “Empowering brands with empathic AI agents that automate customer interactions, drive revenue, and turn conversations into actionable insights.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 48 contacts → | ||||
Exact match “Spring Labs is redefining how financial institutions handle customer support and compliance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 47 contacts → | ||||
Exact match “Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 44 contacts → | ||||
Exact match “Fundamento is an AI voice bot for enterprise contact centers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 44 contacts → | ||||
Exact match “WorkHub is transforming how businesses deliver customer support with intelligent, always-on AI agents.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 40 contacts → | ||||
Exact match “Yobi is a cutting-edge AI company that employs digital synths to create a new kind of employee who can handle tasks related to sales, customer service, and marketing.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 40 contacts → | ||||
Exact match “Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 39 contacts → | ||||
Exact match “AI for financial institutions that refuse to be left behind.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 39 contacts → | ||||
Exact match “World's only accessible (#NOCODE) cognitive AI assistants that can augment your workforce empathetically and responsibly.” Recorded in the RevenueBase company graph · Sep 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 “AI assistants for financial service providers”. 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 392 AI assistants for financial service providers based in the United States
See the full list, filter by size, metro and specialty, and access 2,481 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI assistants for financial service providers based in the United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 392 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 “AI assistants for financial service providers” 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 2,481 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 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.
AI assistants for financial service providers by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI assistants for financial service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI assistants for financial service providers are there based in the United States?
RevenueBase identified 392 company matches for AI assistants for financial service providers 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?
24 7.ai tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI assistants for financial service providers?
New York leads with 42 company records, followed by San Francisco (38) and Austin (16).
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 2,481 professional contacts with verified work emails tracked across these 392 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 392 AI assistants for financial service providers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
AI assistants for financial service providers by geography
- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada
- AI assistants for financial service providers based in France
- AI assistants for financial service providers based in Germany
- AI assistants for financial service providers based in India
- AI assistants for financial service providers based in Italy
- AI assistants for financial service providers based in Spain
- AI assistants for financial service providers 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
- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada
Company intelligence · public preview
Top 25 AI assistants for financial service providers 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 392 matching company records for AI assistants for financial service providers based in the United States, with 13,765 tracked contacts and 2,481 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 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 AI assistants for financial service providers 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 |  24 7.ai247-inc.comHQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 8,461 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Polyaipoly.aiHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 321 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ASAPPasapp.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  gnani.aignani.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 234 contacts → |
“Gnani AI is the frontier Voice AI company the world runs on.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Replicantreplicant.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 182 contacts → |
“AI that contact centers love” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  POSHposh.aiHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Prospect 33prospect33.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Turabit AIturabit.comHQ: Chantilly, VA, United StatesReported employees: 51-200 | Chantilly, VA, United States | 51-200 | Exact match | 93 contacts → |
“We have built best in class AI Assistants for IT and Customer Support teams to take Instant action and automate workflows across multiple enterprise applications.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Botscrewbotscrew.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 77 contacts → |
“At BotsCrew, we revolutionize the way companies engage with their customers and empower their employees through innovative generative AI agents and voice assistants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Pypestreampypestream.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Verse.ai, A Nice Companyverse.aiHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 69 contacts → |
“At Verse.ai, our core value lies in transforming customer interactions through AI-powered conversations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Verint Next ITnextit.comHQ: Spokane Valley, WA, United StatesReported employees: 51-200 | Spokane Valley, WA, United States | 51-200 | Exact match | 50 contacts → |
“Next IT is a Verint Company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Siena AIsiena.cxHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“Empowering brands with empathic AI agents that automate customer interactions, drive revenue, and turn conversations into actionable insights.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Spring Labsspringlabs.com HQ: Marina Del Rey, CA, United StatesReported employees: 11-50 | Marina Del Rey, CA, United States | 11-50 | Exact match | 48 contacts → |
“Spring Labs is redefining how financial institutions handle customer support and compliance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  informed.iqinformediq.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fundamentofundamento.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“Fundamento is an AI voice bot for enterprise contact centers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Workhubworkhub.aiHQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 44 contacts → |
“WorkHub is transforming how businesses deliver customer support with intelligent, always-on AI agents.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  YOBIyobi.comHQ: Los Gatos, CA, United StatesReported employees: 11-50 | Los Gatos, CA, United States | 11-50 | Exact match | 40 contacts → |
“Yobi is a cutting-edge AI company that employs digital synths to create a new kind of employee who can handle tasks related to sales, customer service, and marketing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Insaitinsait.ioHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 40 contacts → |
“Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | GLIDEwithglide.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 39 contacts → |
“AI for financial institutions that refuse to be left behind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Juji, INCjuji.ioHQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 39 contacts → |
“World's only accessible (#NOCODE) cognitive AI assistants that can augment your workforce empathetically and responsibly.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 392 company matches
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AI assistants for financial service providers: dataset insights
September 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
391 records in the displayed employee bands.
1 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 392 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 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 ↗
AI assistants for financial service providers by metro
Questions about this company list
What does Exact match mean for AI assistants for financial service providers?
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 AI assistants for financial service providers did RevenueBase find based in the United States?
The saved snapshot records 392 matching company records, 13,765 tracked contacts and 2,481 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 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
AI assistants for financial service providers by geography
- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada
- AI assistants for financial service providers based in France
- AI assistants for financial service providers based in Germany
- AI assistants for financial service providers based in India
- AI assistants for financial service providers based in Italy
- AI assistants for financial service providers based in Spain
- AI assistants for financial service providers based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 AI assistants for financial service providers based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/ai-assistants-for-financial-service-providers/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
- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada
Company intelligence · public preview
Top 25 AI assistants for financial service providers based in the United States
RevenueBase records 392 matching company records for AI assistants for financial service providers based in the United States, with 13,765 tracked contacts and 2,481 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 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 AI assistants for financial service providers 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 | 24 7.ai247-inc.com HQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 8,461 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Polyaipoly.ai HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 321 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ASAPPasapp.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | gnani.aignani.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 234 contacts → |
“Gnani AI is the frontier Voice AI company the world runs on.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Replicantreplicant.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 182 contacts → |
“AI that contact centers love” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | POSHposh.ai HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Prospect 33prospect33.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Turabit AIturabit.com HQ: Chantilly, VA, United StatesReported employees: 51-200 | Chantilly, VA, United States | 51-200 | Exact match | 93 contacts → |
“We have built best in class AI Assistants for IT and Customer Support teams to take Instant action and automate workflows across multiple enterprise applications.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Botscrewbotscrew.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 77 contacts → |
“At BotsCrew, we revolutionize the way companies engage with their customers and empower their employees through innovative generative AI agents and voice assistants.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Pypestreampypestream.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Verse.ai, A Nice Companyverse.ai HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 69 contacts → |
“At Verse.ai, our core value lies in transforming customer interactions through AI-powered conversations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Verint Next ITnextit.com HQ: Spokane Valley, WA, United StatesReported employees: 51-200 | Spokane Valley, WA, United States | 51-200 | Exact match | 50 contacts → |
“Next IT is a Verint Company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Siena AIsiena.cx HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“Empowering brands with empathic AI agents that automate customer interactions, drive revenue, and turn conversations into actionable insights.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Spring Labsspringlabs.com HQ: Marina Del Rey, CA, United StatesReported employees: 11-50 | Marina Del Rey, CA, United States | 11-50 | Exact match | 48 contacts → |
“Spring Labs is redefining how financial institutions handle customer support and compliance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | informed.iqinformediq.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 47 contacts → |
“Informed helps financial institutions fund more loans faster while reducing risk and fraud.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fundamentofundamento.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“Fundamento is an AI voice bot for enterprise contact centers.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Workhubworkhub.ai HQ: Campbell, CA, United StatesReported employees: 51-200 | Campbell, CA, United States | 51-200 | Exact match | 44 contacts → |
“WorkHub is transforming how businesses deliver customer support with intelligent, always-on AI agents.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | YOBIyobi.com HQ: Los Gatos, CA, United StatesReported employees: 11-50 | Los Gatos, CA, United States | 11-50 | Exact match | 40 contacts → |
“Yobi is a cutting-edge AI company that employs digital synths to create a new kind of employee who can handle tasks related to sales, customer service, and marketing.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Insaitinsait.io HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 40 contacts → |
“Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | GLIDEwithglide.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 39 contacts → |
“AI for financial institutions that refuse to be left behind.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Juji, INCjuji.io HQ: San Jose, CA, United StatesReported employees: 11-50 | San Jose, CA, United States | 11-50 | Exact match | 39 contacts → |
“World's only accessible (#NOCODE) cognitive AI assistants that can augment your workforce empathetically and responsibly.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 392 company matches
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AI assistants for financial service providers: dataset insights
September 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
391 records in the displayed employee bands.
1 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 392 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 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 ↗
AI assistants for financial service providers by metro
Questions about this company list
What does Exact match mean for AI assistants for financial service providers?
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 AI assistants for financial service providers did RevenueBase find based in the United States?
The saved snapshot records 392 matching company records, 13,765 tracked contacts and 2,481 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 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
AI assistants for financial service providers by geography
- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada
- AI assistants for financial service providers based in France
- AI assistants for financial service providers based in Germany
- AI assistants for financial service providers based in India
- AI assistants for financial service providers based in Italy
- AI assistants for financial service providers based in Spain
- AI assistants for financial service providers based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 AI assistants for financial service providers based in the United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/ai-assistants-for-financial-service-providers/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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- AI assistants for financial service providers based in London, United Kingdom
- AI assistants for financial service providers based in New York, United States
- AI assistants for financial service providers based in San Francisco, United States
- AI assistants for financial service providers based in Australia
- AI assistants for financial service providers based in Brazil
- AI assistants for financial service providers based in Canada