Company lists · Data refreshed September 2026
Top 25 AI companies for financial services firms based in the United States
RevenueBase identified 1,221 company matches for AI companies for financial services firms associated with the United States as of September 2026 and tracks 354,657 professional contacts across them, including 102,340 with verified work emails. New York is the largest hub.
This list covers company matches for AI companies for financial services firms 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 AI companies for financial services firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 326,658 contacts → | ||||
Exact match “Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 1,491 contacts → | ||||
Exact match “Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 1,370 contacts → | ||||
Exact match “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 1,329 contacts → | ||||
Exact match “Intapp helps professionals turn knowledge, relationships, and operational insights into value.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 1,045 contacts → | ||||
Exact match “All enterprises are racing to adopt AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 603 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 551 contacts → | ||||
Exact match “Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 527 contacts → | ||||
Exact match “At Nexval.ai, we deliver AI, cloud, and automation solutions that help lenders, banks, fintechs, and regulated enterprises reduce friction, strengthen compliance, and scale with…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 516 contacts → | ||||
Exact match “Volga Partners is a global leader in generative AI (GenAI) innovation, building and deploying advanced AI solutions that power real-world business transformation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 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 27, 2026 · View company records in RevenueBase | |||||
| 11 | 381 contacts → | ||||
Exact match “ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 377 contacts → | ||||
Exact match “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 372 contacts → | ||||
Exact match “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 372 contacts → | ||||
Exact match “Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 354 contacts → | ||||
Exact match “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 347 contacts → | ||||
Exact match “Flip Robo is an artificial intelligence company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 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 27, 2026 · View company records in RevenueBase | |||||
| 19 | 260 contacts → | ||||
Exact match “PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 246 contacts → | ||||
Exact match “ThetaRay provides the end-to-end risk decisioning infrastructure for financial crime compliance, built for enterprises that refuse to trade risk management for business growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 238 contacts → | ||||
Exact match “Exdion Insurance is the leading digital and artificial intelligence (AI) strategy partner for forward thinking insurance businesses.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 237 contacts → | ||||
Exact match “Most enterprises don't have an AI problem; they have an execution problem.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 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 27, 2026 · View company records in RevenueBase | |||||
| 24 | 213 contacts → | ||||
Exact match “Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 205 contacts → | ||||
Exact match “delivered projects for clients like T-Mobile, Tom Ford, Burberry, MTV, Rio Olympics, Golden State Warriors, Aveda, Jo Malone, La Mer, Dr.” 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 “AI companies for financial services firms”. 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 1,221 AI companies for financial services firms based in the United States
See the full list, filter by size, metro and specialty, and access 102,340 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI companies for financial services firms 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 1,221 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 companies for financial services firms” 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 102,340 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.
AI companies for financial services firms 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 companies for financial services firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI companies for financial services firms are there based in the United States?
RevenueBase identified 1,221 company matches for AI companies for financial services firms 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?
Cognizant tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI companies for financial services firms?
New York leads with 188 company records, followed by San Francisco (90) and Austin (39).
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 102,340 professional contacts with verified work emails tracked across these 1,221 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 1,221 AI companies for financial services firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
AI companies for financial services firms by geography
- AI companies for financial services firms based in Bangalore, India
- AI companies for financial services firms based in Hyderabad, India
- AI companies for financial services firms based in Mumbai, India
- AI companies for financial services firms based in Pune, India
- AI companies for financial services firms based in Austin, United States
- AI companies for financial services firms based in Chicago, United States
- AI companies for financial services firms based in Miami, United States
- AI companies for financial services firms based in New York, United States
- AI companies for financial services firms based in San Francisco, United States
- AI companies for financial services firms based in Australia
- AI companies for financial services firms based in Brazil
- AI companies for financial services firms based in Canada
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 companies for financial services firms based in Bangalore, India
- AI companies for financial services firms based in Hyderabad, India
- AI companies for financial services firms based in Mumbai, India
- AI companies for financial services firms based in Pune, India
- AI companies for financial services firms based in Austin, United States
- AI companies for financial services firms based in Chicago, United States
Company intelligence · public preview
Top 25 AI companies for financial services firms 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 1,221 matching company records for AI companies for financial services firms based in the United States, with 354,657 tracked contacts and 102,340 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 AI companies for financial services firms 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 |  Cognizantcognizant.aiHQ: Teaneck, NJ, United StatesReported employees: 10001+ | Teaneck, NJ, United States | 10001+ | Exact match | 326,658 contacts → |
“Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  EBIXebix.comHQ: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,491 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  AIS Infoaisinfo.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,370 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Intappintapp.comHQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,329 contacts → |
“Intapp helps professionals turn knowledge, relationships, and operational insights into value.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Statusneostatusneo.comHQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,045 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Solvd, INCsolvd.comHQ: Walnut Creek, CA, United StatesReported employees: 501-1,000 | Walnut Creek, CA, United States | 501-1,000 | Exact match | 551 contacts → |
“Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nexvalnexval.aiHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 527 contacts → |
“At Nexval.ai, we deliver AI, cloud, and automation solutions that help lenders, banks, fintechs, and regulated enterprises reduce friction, strengthen compliance, and scale with…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Volga Partnersvolgapartners.comHQ: Kirkland, WA, United StatesReported employees: 1,001-5,000 | Kirkland, WA, United States | 1,001-5,000 | Exact match | 516 contacts → |
“Volga Partners is a global leader in generative AI (GenAI) innovation, building and deploying advanced AI solutions that power real-world business transformation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Shorewise Consultingshorewiseconsulting.comHQ: Rochester Hills, MI, United StatesReported employees: 1,001-5,000 | Rochester Hills, MI, United States | 1,001-5,000 | Exact match | 381 contacts → |
“ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quinte Financial Technologiesquinteft.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GLIAglia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Shorthills AIshorthills.aiHQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Flip Robo Technologies LLCfliprobo.com HQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 347 contacts → |
“Flip Robo is an artificial intelligence company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Plus Technologies & Innovationsplus-ti.comHQ: Columbus, GA, United StatesReported employees: 201-500 | Columbus, GA, United States | 201-500 | Exact match | 260 contacts → |
“PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Thetaraythetaray.comHQ: Start-Up City, NY, United StatesReported employees: 201-500 | Start-Up City, NY, United States | 201-500 | Exact match | 246 contacts → |
“ThetaRay provides the end-to-end risk decisioning infrastructure for financial crime compliance, built for enterprises that refuse to trade risk management for business growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Exdioninsuranceexdioninsurance.comHQ: Plano, TX, United StatesReported employees: 501-1,000 | Plano, TX, United States | 501-1,000 | Exact match | 238 contacts → |
“Exdion Insurance is the leading digital and artificial intelligence (AI) strategy partner for forward thinking insurance businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Aifa Labsaifalabs.comHQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 237 contacts → |
“Most enterprises don't have an AI problem; they have an execution problem.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Zest AIzest.aiHQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 213 contacts → |
“Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Master Of Code Globalmasterofcode.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 205 contacts → |
“delivered projects for clients like T-Mobile, Tom Ford, Burberry, MTV, Rio Olympics, Golden State Warriors, Aveda, Jo Malone, La Mer, Dr.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,221 company matches
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AI companies for financial services firms: 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
1,220 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 1,221 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 ↗
AI companies for financial services firms by metro
Questions about this company list
What does Exact match mean for AI companies for financial services firms?
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 companies for financial services firms did RevenueBase find based in the United States?
The saved snapshot records 1,221 matching company records, 354,657 tracked contacts and 102,340 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
AI companies for financial services firms by geography
- AI companies for financial services firms based in Bangalore, India
- AI companies for financial services firms based in Hyderabad, India
- AI companies for financial services firms based in Mumbai, India
- AI companies for financial services firms based in Pune, India
- AI companies for financial services firms based in Austin, United States
- AI companies for financial services firms based in Chicago, United States
- AI companies for financial services firms based in Miami, United States
- AI companies for financial services firms based in New York, United States
- AI companies for financial services firms based in San Francisco, United States
- AI companies for financial services firms based in Australia
- AI companies for financial services firms based in Brazil
- AI companies for financial services firms based in Canada
Cite this list
RevenueBase Data Team. Top 25 AI companies for financial services firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-companies-for-financial-services-firms/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 companies for financial services firms based in Bangalore, India
- AI companies for financial services firms based in Hyderabad, India
- AI companies for financial services firms based in Mumbai, India
- AI companies for financial services firms based in Pune, India
- AI companies for financial services firms based in Austin, United States
- AI companies for financial services firms based in Chicago, United States
Company intelligence · public preview
Top 25 AI companies for financial services firms based in the United States
RevenueBase records 1,221 matching company records for AI companies for financial services firms based in the United States, with 354,657 tracked contacts and 102,340 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 AI companies for financial services firms 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 | Cognizantcognizant.ai HQ: Teaneck, NJ, United StatesReported employees: 10001+ | Teaneck, NJ, United States | 10001+ | Exact match | 326,658 contacts → |
“Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | EBIXebix.com HQ: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,491 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | AIS Infoaisinfo.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,370 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Intappintapp.com HQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,329 contacts → |
“Intapp helps professionals turn knowledge, relationships, and operational insights into value.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Statusneostatusneo.com HQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,045 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Solvd, INCsolvd.com HQ: Walnut Creek, CA, United StatesReported employees: 501-1,000 | Walnut Creek, CA, United States | 501-1,000 | Exact match | 551 contacts → |
“Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nexvalnexval.ai HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 527 contacts → |
“At Nexval.ai, we deliver AI, cloud, and automation solutions that help lenders, banks, fintechs, and regulated enterprises reduce friction, strengthen compliance, and scale with…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Volga Partnersvolgapartners.com HQ: Kirkland, WA, United StatesReported employees: 1,001-5,000 | Kirkland, WA, United States | 1,001-5,000 | Exact match | 516 contacts → |
“Volga Partners is a global leader in generative AI (GenAI) innovation, building and deploying advanced AI solutions that power real-world business transformation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Shorewise Consultingshorewiseconsulting.com HQ: Rochester Hills, MI, United StatesReported employees: 1,001-5,000 | Rochester Hills, MI, United States | 1,001-5,000 | Exact match | 381 contacts → |
“ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quinte Financial Technologiesquinteft.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GLIAglia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shorthills AIshorthills.ai HQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Flip Robo Technologies LLCfliprobo.com HQ: Houston, TX, United StatesReported employees: 201-500 | Houston, TX, United States | 201-500 | Exact match | 347 contacts → |
“Flip Robo is an artificial intelligence company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Plus Technologies & Innovationsplus-ti.com HQ: Columbus, GA, United StatesReported employees: 201-500 | Columbus, GA, United States | 201-500 | Exact match | 260 contacts → |
“PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thetaraythetaray.com HQ: Start-Up City, NY, United StatesReported employees: 201-500 | Start-Up City, NY, United States | 201-500 | Exact match | 246 contacts → |
“ThetaRay provides the end-to-end risk decisioning infrastructure for financial crime compliance, built for enterprises that refuse to trade risk management for business growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Exdioninsuranceexdioninsurance.com HQ: Plano, TX, United StatesReported employees: 501-1,000 | Plano, TX, United States | 501-1,000 | Exact match | 238 contacts → |
“Exdion Insurance is the leading digital and artificial intelligence (AI) strategy partner for forward thinking insurance businesses.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Aifa Labsaifalabs.com HQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 237 contacts → |
“Most enterprises don't have an AI problem; they have an execution problem.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Zest AIzest.ai HQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 213 contacts → |
“Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Master Of Code Globalmasterofcode.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 205 contacts → |
“delivered projects for clients like T-Mobile, Tom Ford, Burberry, MTV, Rio Olympics, Golden State Warriors, Aveda, Jo Malone, La Mer, Dr.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,221 company matches
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AI companies for financial services firms: 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
1,220 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 1,221 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 ↗
AI companies for financial services firms by metro
Questions about this company list
What does Exact match mean for AI companies for financial services firms?
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 companies for financial services firms did RevenueBase find based in the United States?
The saved snapshot records 1,221 matching company records, 354,657 tracked contacts and 102,340 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
AI companies for financial services firms by geography
- AI companies for financial services firms based in Bangalore, India
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- AI companies for financial services firms based in Mumbai, India
- AI companies for financial services firms based in Pune, India
- AI companies for financial services firms based in Austin, United States
- AI companies for financial services firms based in Chicago, United States
- AI companies for financial services firms based in Miami, United States
- AI companies for financial services firms based in New York, United States
- AI companies for financial services firms based in San Francisco, United States
- AI companies for financial services firms based in Australia
- AI companies for financial services firms based in Brazil
- AI companies for financial services firms based in Canada
Cite this list
RevenueBase Data Team. Top 25 AI companies for financial services firms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-companies-for-financial-services-firms/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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