Company lists · Data refreshed September 2026
Top 25 AI finance automation companies based in New York, United States
RevenueBase identified 103 AI finance automation companies headquartered in New York, United States as of September 2026 and tracks 3,263 professional contacts across them, including 1,182 with verified work emails and 638 with mobile numbers. New York is the largest hub.
This list covers AI finance automation companies headquartered in New York, 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 7, 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 finance automation companies based in New York, United States
Ranked by team size| # | Company | RevenueBase Smart Search | Contacts | ||
|---|---|---|---|---|---|
| 1 | Partial evidence | 739 contacts → | |||
“Ocrolus is a leading AI-powered workflow and analytics platform for lenders.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 2 | Indirect evidence | 377 contacts → | |||
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 3 | Strong evidence | 239 contacts → | |||
“WorkFusion, a UiPath company, is a pioneer in AI agents for financial crime compliance (FCC).” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 4 | Strong evidence | 191 contacts → | |||
“Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 5 | Strong evidence | 157 contacts → | |||
“Hebbia is the leading AI platform for finance.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 6 | Partial evidence | 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…” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 7 | Strong evidence | 115 contacts → | |||
“Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 8 | Strong evidence | 102 contacts → | |||
“Vic.ai is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 9 | Strong evidence | 100 contacts → | |||
“Rogo is the purpose-built AI platform for finance.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 10 | Strong evidence | 96 contacts → | |||
“Zenskar is an AI-native revenue automation that solves real-world complexity.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 11 | Strong evidence | 84 contacts → | |||
“At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 12 | Partial evidence | 47 contacts → | |||
“Lama AI provides AI-native loan origination infrastructure for community and regional banks.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 13 | Strong evidence | 45 contacts → | |||
“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 14 | Strong evidence | 35 contacts → | |||
“AI-powered financial command center for consumer brands.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 15 | Partial evidence | 30 contacts → | |||
“CharliAI builds AI exposure control infrastructure for regulated enterprises.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 16 | Partial evidence | 30 contacts → | |||
“TRUE is a software solutions company and AI lab that helps lenders harness the power of artificial intelligence to make accurately informed underwriting decisions – increasing…” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 17 | Strong evidence | 29 contacts → | |||
“Ledge is an AI-powered platform where a team of agents works alongside finance teams to keep the books current and the close in motion.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 18 | Indirect evidence | 26 contacts → | |||
“Stratyfy optimizes high-stakes decisions in credit risk, fraud, and compliance.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 19 | Strong evidence | 25 contacts → | |||
“Tornado AI is a strategic partner to financial institutions, scaling human-quality research and report generation with secure, customizable AI.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 20 | Partial evidence | 24 contacts → | |||
“Maximor is an autonomous finance platform for the modern Office of the CFO.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 21 | Strong evidence | 23 contacts → | |||
“We are deploying the world's first digital AI Accountant and Financial workers.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 22 | Partial evidence | 17 contacts → | |||
“Every month, finance teams do the same thing: they wait.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 23 | Indirect evidence | 16 contacts → | |||
“Until now, people have had to learn and adapt to software.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 24 | Partial evidence | 16 contacts → | |||
“Backed by Google and Y Combinator, we are revolutionising how banks and fintechs conduct financial crime compliance.” Source: company website · checked Sep 7, 2026Thanks. The Data Team will review it. | |||||
| 25 | Strong evidence | 16 contacts → | |||
“AI-Powered Automation for Every User.” Source: company website · checked Sep 7, 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 finance automation companies. 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 finance automation companies.
- Partial evidence
- Its own public description names part of AI finance automation companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name AI finance automation companies. 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 103 AI finance automation companies based in New York, United States
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AI finance automation companies based in New York, United States at a glance
As of Sep 7, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
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 finance automation companies, 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 New York, United States whose own description of what they do matches “AI finance automation companies”. 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 finance automation companies), 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 finance automation companies, and records with no verified work email. Companies headquartered outside New York 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, 1,182 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 7, 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 finance automation companies by metro in the United States
- AI finance automation companies in New York77
- AI finance automation companies in San Francisco55
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 finance automation companies, 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 finance automation companies are there based in New York, United States?
RevenueBase identified 103 AI finance automation companies headquartered in New York, 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?
Ocrolus, headquartered in New York, tops this list with the largest team on record.
Which city has the most AI finance automation companies?
New York leads with 77 headquartered companies, followed by San Francisco (55) and New York City (15).
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 1,182 verified decision-maker contacts tracked across these 103 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 7, 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.
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