Company lists · Data refreshed September 2026
Top 25 AI companies for financial services firms based in the United States
RevenueBase identified 1,221 AI companies for financial services firms headquartered in 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 AI companies for financial services firms 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.
The 25 largest AI companies for financial services firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 326,658 contacts → | ||||
Partial evidence “Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,491 contacts → | ||||
Partial evidence “Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,370 contacts → | ||||
Indirect evidence “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,329 contacts → | ||||
Indirect evidence “Intapp helps professionals turn knowledge, relationships, and operational insights into value.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,045 contacts → | ||||
Partial evidence “All enterprises are racing to adopt AI.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 603 contacts → | ||||
Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 551 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 527 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 516 contacts → | ||||
Partial evidence “Volga Partners is a global leader in generative AI (GenAI) innovation, building and deploying advanced AI solutions that power real-world business transformation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 475 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 381 contacts → | ||||
Indirect evidence “ShoreWise Consulting - Your Premier Solution Provider for Digital Transformation and Innovation About Us At ShoreWise Consulting, we are dedicated to driving transformative change…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 377 contacts → | ||||
Indirect evidence “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 372 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 372 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 354 contacts → | ||||
Indirect evidence “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 347 contacts → | ||||
Indirect evidence “Flip Robo is an artificial intelligence company.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 346 contacts → | ||||
Indirect evidence “Connect Data.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 310 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 260 contacts → | ||||
Partial evidence “PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 246 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 238 contacts → | ||||
Partial evidence “Exdion Insurance is the leading digital and artificial intelligence (AI) strategy partner for forward thinking insurance businesses.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 237 contacts → | ||||
Partial evidence “Most enterprises don't have an AI problem; they have an execution problem.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 225 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 213 contacts → | ||||
Partial evidence “Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 205 contacts → | ||||
Indirect evidence “delivered projects for clients like T-Mobile, Tom Ford, Burberry, MTV, Rio Olympics, Golden State Warriors, Aveda, Jo Malone, La Mer, Dr.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: AI companies for financial services firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names AI companies for financial services firms.
- Partial evidence
- Its own public description names part of AI companies for financial services firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI companies for financial services firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 1,221 AI companies for financial services firms based in the United States
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI companies for financial services firms, 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 companies for financial services firms”. 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 companies for financial services firms), 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 companies for financial services firms, 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, 102,340 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 companies for financial services firms by metro
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 companies for financial services firms, 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 companies for financial services firms are there based in the United States?
RevenueBase identified 1,221 AI companies for financial services firms 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?
Cognizant, headquartered in Teaneck, tops this list with the largest team on record.
Which city has the most AI companies for financial services firms?
New York leads with 167 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 102,340 verified decision-maker contacts tracked across these 1,221 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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AI companies for financial services firms by geography
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- 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
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.
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