Company lists · Data refreshed October 2026

Top 25 AI financial analysis software companies based in San Francisco, United States

RevenueBase identified 71 company matches for AI financial analysis software companies associated with San Francisco, United States as of October 2026 and tracks 825 professional contacts across them, including 187 with verified work emails. Across the United States, New York is the largest hub for this category (150 companies); San Francisco follows with 71.

This list covers company matches for AI financial analysis software companies associated with San Francisco, 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 October 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 20, 2026 How this list was built
71Companies
825Contacts tracked
187Verified emails
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The 25 largest AI financial analysis software companies based in San Francisco, United States

Ranked by team size
Top 25 of 71 company matches for AI financial analysis software companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-20097 contacts →

Exact match

“Nuvo is the AI order-to-cash network that combines customer onboarding, credit & risk management, and accounts receivable in a unified platform, built on top of Nuvo's proprietary…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-20056 contacts →

Exact match

“Fligoo is a data and AI expert company that builds high-quality products and delivers intelligent solutions at speed.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5049 contacts →

Exact match

“FDIC-insured banks and fintechs use Casca to process business loan applications with 90% less manual effort and 300% higher conversion rates.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 2026201-50049 contacts →

Exact match

“Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-20033 contacts →

Exact match

“With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-1028 contacts →

Exact match

“Archer is an AI-powered suite for the modern real estate investor, lender, and broker.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5026 contacts →

Exact match

“Most financial decisions are made without expertise, analysis, or data.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-20024 contacts →

Exact match

“TomoCredit, based in San Francisco, uses AI and machine learning for credit underwriting and loan decisioning.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5024 contacts →

Exact match

“TAZI.AI is an AI-led Business Intelligence Platform, revolutionizing the AI industry with a focus on delivering rapid and measurable ROI.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-1019 contacts →

Exact match

“Traversaal builds advanced AI agents designed to enhance enterprise productivity.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5017 contacts →

Exact match

“Wurthy is the AI Agent Platform built to help small and medium-sized businesses run smarter-by automating day-to-day operations, delivering real-time financial diagnostics, and…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5017 contacts →

Exact match

“Because your best people can’t be in every room.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-20013 contacts →

Exact match

“LoanFlow is the world’s first smart loan technology that uses AI and machine learning to analyze a person’s entire financial picture, and shows them how to benefit with a smart…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-1012 contacts →

Exact match

“Superjoin is building an Excel AI agent for Financial Modeling and Analysis!”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-5011 contacts →

Exact match

“Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-1011 contacts →

Exact match

“Accountstory builds AI powered sales software to help you grow your business.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-1010 contacts →

Exact match

“Kiro Money embeds agentic AI into fintech and banking platforms to deliver contextual, personalized financial intelligence.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202651-2009 contacts →

Exact match

“At HYPERC, we turn profit into a real-time metric.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, United StatesHQ recorded Oct 20, 20261-109 contacts →

Exact match

“MetaLearner simplifies decision-making across operations by transforming complex ERP data into clear, actionable insight.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-108 contacts →

Exact match

“Athenic AI is an agentic data analyst-an autonomous, always-on teammate that monitors your business in real time.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-108 contacts →

Exact match

“Anvai is an AI software company turning unstructured enterprise data into strategic information.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-505 contacts →

Exact match

“Banker AI provides GenAI agents that support lending and portfolio management processes, integrating seamlessly with existing underwriting and investment platforms to bring…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 202611-505 contacts →

Exact match

“Flowcast leverages its patented machine learning methodologies to create high-performing predictive models that assess risk and enable lenders to unlock credit to all size…”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Oct 20, 20261-104 contacts →

Exact match

“At Vizmatch, we're dedicated to reshaping the world of business analytics and corporate finance.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, United StatesHQ recorded Oct 20, 202611-503 contacts →

Exact match

“Boost.money is a cutting-edge AI platform empowering Financial Institutions and Lenders to revolutionize lending decisions.”

Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase

Showing 25 of 71 AI financial analysis software companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 187 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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AI financial analysis software companies based in San Francisco, United States at a glance

As of Oct 20, 2026
22.7%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
Oct 20, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
24
51-200
8
201-500
1
501-1,000
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 71 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 San Francisco, United States whose business descriptions match “AI financial analysis software companies” 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 187 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 October 20, 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 financial analysis software companies by metro in the United States

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 financial analysis software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many AI financial analysis software companies are there based in San Francisco, United States?

RevenueBase identified 71 company matches for AI financial analysis software companies associated with San Francisco, United States as of October 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?

NUVO tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most AI financial analysis software companies?

New York leads the United States with 150 company records, followed by San Francisco (71) and Boston (23).

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 187 professional contacts with verified work emails tracked across these 71 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 October 20, 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 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.