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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 7, 2026 86% judged on-target in blind review
103Companies
3,263Contacts tracked
1,182Verified emails
638Mobile numbers
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The 25 largest AI finance automation companies based in New York, United States

Ranked by team size
Top 25 of 103 AI finance automation companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 7, 2026. RevenueBase Smart Search rates how each company's information relates to AI finance automation companies: 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 7, 2026201-500739 contacts →

“Ocrolus is a leading AI-powered workflow and analytics platform for lenders.”

Source: company website · checked Sep 7, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 7, 2026201-500377 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, 2026
3Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 2026201-500239 contacts →

“WorkFusion, a UiPath company, is a pioneer in AI agents for financial crime compliance (FCC).”

Source: company website · checked Sep 7, 2026
4Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 2026201-500191 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, 2026
5Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-200157 contacts →

“Hebbia is the leading AI platform for finance.”

Source: company website · checked Sep 7, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-200120 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, 2026
7Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-200115 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, 2026
8Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-200102 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, 2026
9Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-200100 contacts →

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

Source: company website · checked Sep 7, 2026
10Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202651-20096 contacts →

“Zenskar is an AI-native revenue automation that solves real-world complexity.”

Source: company website · checked Sep 7, 2026
11Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5084 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, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5047 contacts →

“Lama AI provides AI-native loan origination infrastructure for community and regional banks.”

Source: company website · checked Sep 7, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 2026201-50045 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, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5035 contacts →

AI-powered financial command center for consumer brands.”

Source: company website · checked Sep 7, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5030 contacts →

“CharliAI builds AI exposure control infrastructure for regulated enterprises.”

Source: company website · checked Sep 7, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5030 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, 2026
17Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5029 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, 2026
18Indirect evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5026 contacts →

“Stratyfy optimizes high-stakes decisions in credit risk, fraud, and compliance.”

Source: company website · checked Sep 7, 2026
19Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5025 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, 2026
20Partial evidenceNew York, United StatesHQ checked Sep 7, 202651-20024 contacts →

“Maximor is an autonomous finance platform for the modern Office of the CFO.”

Source: company website · checked Sep 7, 2026
21Strong evidenceNew York, NY, United StatesHQ checked Sep 7, 20261-1023 contacts →

“We are deploying the world's first digital AI Accountant and Financial workers.”

Source: company website · checked Sep 7, 2026
22Partial evidenceNew York, United StatesHQ checked Sep 7, 202611-5017 contacts →

“Every month, finance teams do the same thing: they wait.”

Source: company website · checked Sep 7, 2026
23Indirect evidenceNew York, NY, United StatesHQ checked Sep 7, 202611-5016 contacts →

“Until now, people have had to learn and adapt to software.”

Source: company website · checked Sep 7, 2026
24Partial evidenceNew York, United StatesHQ checked Sep 7, 202611-5016 contacts →

“Backed by Google and Y Combinator, we are revolutionising how banks and fintechs conduct financial crime compliance.”

Source: company website · checked Sep 7, 2026
25Strong evidenceNew York, United StatesHQ checked Sep 7, 202611-5016 contacts →

AI-Powered Automation for Every User.”

Source: company website · checked Sep 7, 2026

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, 2026
36.2%Verified-email coverage
19.6%Mobile-number coverage
31.7Average contacts per company
11-50Median size (employees)
74.8%Largest-city concentration · New York
Sep 7, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
42
51-200
11
201-500
5

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

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.