Company lists · Data refreshed September 2026

Top 25 AI chatbot platforms for banking based in the United States

RevenueBase identified 249 AI chatbot platforms for banking headquartered in the United States as of September 2026 and tracks 7,243 professional contacts across them, including 2,902 with verified work emails. San Francisco is the largest hub.

This list covers AI chatbot platforms for banking headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
249Companies
7,243Contacts tracked
2,902Verified emails
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The 25 largest AI chatbot platforms for banking based in the United States

Ranked by team size
Top 25 of 249 AI chatbot platforms for banking based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to AI chatbot platforms for banking: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,0001,248 contacts →

Partial evidence

“LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceNY, United StatesHQ checked Sep 27, 2026501-1,000475 contacts →

Indirect evidence

“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network”

Source: RevenueBase Database · checked Sep 27, 2026
3Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500372 contacts →

Strong evidence

“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500354 contacts →

Strong evidence

“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 27, 20261,001-5,000346 contacts →

Indirect evidence

“Connect Data.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500310 contacts →

Indirect evidence

“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026501-1,000294 contacts →

Strong evidence

“Decagon is the leading conversational AI platform empowering every brand to deliver concierge customer experiences.”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceDowntown Redwood City, CA, United StatesHQ checked Sep 27, 2026201-500267 contacts →

Partial evidence

“We enable businesses to drive engagement, revenue, and loyalty with AI-powered chat commerce.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 27, 202651-200259 contacts →

Indirect evidence

“Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200234 contacts →

Partial evidence

“Gnani AI is the frontier Voice AI company the world runs on.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200225 contacts →

Partial evidence

“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200182 contacts →

Partial evidence

“AI that contact centers love”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200157 contacts →

Strong evidence

“Hebbia is the leading AI platform for finance.”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202651-200139 contacts →

Strong evidence

“Cleareye.ai is an advanced Artificial Intelligence & Machine Learning platform that enables banks to launch products at a rapid pace.”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceBoston, MA, United StatesHQ checked Sep 27, 202651-200134 contacts →

Strong evidence

“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200120 contacts →

Indirect evidence

“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200103 contacts →

Strong evidence

“AI-Native Private Banking for Business Owners.”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200100 contacts →

Strong evidence

“Rogo is the purpose-built AI platform for finance.”

Source: RevenueBase Database · checked Sep 27, 2026
19Strong evidenceMiami, FL, United StatesHQ checked Sep 27, 202651-20099 contacts →

Strong evidence

“Zoral empowers banks and financial institutions to recalibrate banking around business objectives through intelligent automation and AI-powered decisioning.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20075 contacts →

Partial evidence

“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.”

Source: RevenueBase Database · checked Sep 27, 2026
21Strong evidenceFort Lauderdale, FL, United StatesHQ checked Sep 27, 2026201-50070 contacts →

Strong evidence

“As a pioneer in secure AI, automation, and AI software development, iBusiness builds infrastructure and platforms that empower financial institutions to modernize faster-without…”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 27, 202651-20069 contacts →

Partial evidence

“At Verse.ai, our core value lies in transforming customer interactions through AI-powered conversations.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceSchaumburg, IL, United StatesHQ checked Sep 27, 202611-5061 contacts →

Partial evidence

“DataOrb is a pioneering AI company transforming how organizations understand and act on customer conversations.”

Source: RevenueBase Database · checked Sep 27, 2026
24Indirect evidenceMarina Del Rey, CA, United StatesHQ checked Sep 27, 202611-5048 contacts →

Indirect evidence

“Spring Labs is redefining how financial institutions handle customer support and compliance.”

Source: RevenueBase Database · checked Sep 27, 2026
25Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5044 contacts →

Partial evidence

“Fundamento is an AI voice bot for enterprise contact centers.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 249 AI chatbot platforms for banking based in the United States

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AI chatbot platforms for banking based in the United States at a glance

As of Sep 27, 2026
40.1%Verified-email coverage
29.1Average contacts per company
1-10Median size (employees)
11.6%Largest-city concentration · San Francisco
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
125
11-50
79
51-200
30
201-500
10
501-1,000
4
1,001-5,000
1

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 249 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI chatbot platforms for banking, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “AI chatbot platforms for banking”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names AI chatbot platforms for banking), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among AI chatbot platforms for banking, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 2,902 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

AI chatbot platforms for banking by metro

  • AI chatbot platforms for banking in San Francisco29
  • AI chatbot platforms for banking in New York26

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names AI chatbot platforms for banking, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many AI chatbot platforms for banking are there based in the United States?

RevenueBase identified 249 AI chatbot platforms for banking headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Liveperson, headquartered in New York, tops this list with the largest team on record.

Which city has the most AI chatbot platforms for banking?

San Francisco leads with 29 headquartered companies, followed by New York (26) and Austin (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,902 verified decision-maker contacts tracked across these 249 companies.

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.

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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 Smart Search, 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.