Company lists · Data refreshed September 2026

Top 24 AI financial services companies based in San Francisco, United States

RevenueBase identified 51 company matches for AI financial services companies associated with San Francisco, United States as of September 2026 and tracks 1,099 professional contacts across them, including 385 with verified work emails. Across the United States, New York is the largest hub for this category (87 companies); San Francisco follows with 51.

This list covers company matches for AI financial services 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 September 30, 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 Sep 30, 2026 How this list was built
51Companies
1,099Contacts tracked
385Verified emails
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The 24 largest AI financial services companies based in San Francisco, United States

Ranked by team size
Top 24 of 51 company matches for AI financial services companies based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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 Sep 30, 202651-200225 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 30, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-200103 contacts →

Exact match

“AI-Native Private Banking for Business Owners.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-200101 contacts →

Exact match

“Hummingbird sets the new standard for AI-powered compliance.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20063 contacts →

Exact match

“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20047 contacts →

Exact match

“Informed helps financial institutions fund more loans faster while reducing risk and fraud.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20047 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 · Sep 30, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5043 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 · Sep 30, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5043 contacts →

Exact match

“Salient enables US consumer lenders to increase recovery, resolve disputes and losses faster, reduce manual servicing workload, and strengthen exam readiness, all through AI…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20043 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 · Sep 30, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20041 contacts →

Exact match

“Inscribe has been solving document fraud for banks, lenders, and fintechs since 2017.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20028 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 · Sep 30, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5025 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5021 contacts →

Exact match

“Formed in 2015, Plum Lending is revolutionizing commercial real estate lending, combining the world of data science with traditional lending.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5013 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 · Sep 30, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 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 · Sep 30, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-109 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 · Sep 30, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-506 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 · Sep 30, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, United StatesHQ recorded Sep 30, 202611-506 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 · Sep 30, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-506 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 · Sep 30, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-105 contacts →

Exact match

“VeraScore is an innovative technology company specializing in data-driven financial health solutions.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-502 contacts →

Exact match

“BankSight is The First Intelligent Banking Customer Engagement Application 100% purpose-built for banks and credit unions.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-101 contacts →

Exact match

“Clovis Technologies is a new company whose founders are using nearly 50 years of experience in Financial Regulations Big Data Intelligence Gathering to bring new software…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, United StatesHQ recorded Sep 30, 20261-101 contacts →

Exact match

“AI Platform for Credit Intelligence.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-101 contacts →

Exact match

“25 Points is a technology company that helps businesses, schools, NGOs and institutions build and operate reliable digital systems.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

Showing 24 of 51 AI financial services companies based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 385 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 30, 2026
35.0%Verified-email coverage
21.5Average contacts per company
11-50Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
17
51-200
11
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 51 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 services 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 385 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 30, 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 services 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 services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 51 company matches for AI financial services companies associated with San Francisco, 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?

interface.ai 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 services companies?

New York leads the United States with 87 company records, followed by San Francisco (51) and Miami (12).

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 385 professional contacts with verified work emails tracked across these 51 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 30, 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.