Company lists · Data refreshed September 2026
Top 25 AI financial services software companies based in the United States
RevenueBase identified 1,051 company matches for AI financial services software companies associated with the United States as of September 2026 and tracks 31,602 professional contacts across them, including 12,237 with verified work emails. New York is the largest hub.
This list covers company matches for AI financial services software companies associated with the 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 27, 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.
The 25 largest AI financial services software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 5,403 contacts → | ||||
Exact match “AI-powered automation for every decision.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 3,035 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 864 contacts → | ||||
Exact match “SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 833 contacts → | ||||
Exact match “Ready to embrace the future of healthcare finance?” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 780 contacts → | ||||
Exact match “Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 527 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 522 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 478 contacts → | ||||
Exact match “Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 475 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 402 contacts → | ||||
Exact match “Founded in 2018, Bakkt, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 386 contacts → | ||||
Exact match “SEON is the AI command center for fraud prevention and AML compliance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 377 contacts → | ||||
Exact match “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 372 contacts → | ||||
Exact match “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 372 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 354 contacts → | ||||
Exact match “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 263 contacts → | ||||
Exact match “Kunai is now part of the PwC network: - Kunai was born from experience.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 260 contacts → | ||||
Exact match “PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 257 contacts → | ||||
Exact match “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 246 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 225 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 27, 2026 · View company records in RevenueBase | |||||
| 22 | 213 contacts → | ||||
Exact match “Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 198 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 195 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 193 contacts → | ||||
Exact match “For more than 20 years, over organizations including BBVA, Deutsche Bank, Samsung, and FamilySearch have trusted Inbenta to deliver enterprise AI that works.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI financial services software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,051 AI financial services software companies based in the United States
See the full list, filter by size, metro and specialty, and access 12,237 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI financial services software companies 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 1,051 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 the United States whose business descriptions match “AI financial services 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 12,237 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 27, 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 software companies by metro
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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI financial services software companies are there based in the United States?
RevenueBase identified 1,051 company matches for AI financial services software companies associated with the 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?
Palantir Technologies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI financial services software companies?
New York leads with 187 company records, followed by San Francisco (77) and Miami (35).
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 12,237 professional contacts with verified work emails tracked across these 1,051 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,051 AI financial services software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
AI financial services software companies by geography
- AI financial services software companies based in Bangalore, India
- AI financial services software companies based in Hyderabad, India
- AI financial services software companies based in Mumbai, India
- AI financial services software companies based in Noida, India
- AI financial services software companies based in Pune, India
- AI financial services software companies based in Austin, United States
- AI financial services software companies based in Miami, United States
- AI financial services software companies based in New York, United States
- AI financial services software companies based in San Francisco, United States
- AI financial services software companies based in Australia
- AI financial services software companies based in Brazil
- AI financial services software companies based in Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial services software companies based in Bangalore, India
- AI financial services software companies based in Hyderabad, India
- AI financial services software companies based in Mumbai, India
- AI financial services software companies based in Noida, India
- AI financial services software companies based in Pune, India
- AI financial services software companies based in Austin, United States
Company intelligence · public preview
Top 25 AI financial services software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,051 matching company records for AI financial services software companies based in the United States, with 31,602 tracked contacts and 12,237 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial services software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Palantir Technologiespalantir.comHQ: Miami, CO, United StatesReported employees: 1,001-5,000 | Miami, CO, United States | 1,001-5,000 | Exact match | 5,403 contacts → |
“AI-powered automation for every decision.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ss&c Blue Prismblueprism.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 864 contacts → |
“SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Jorie AIjorie.aiHQ: Oak Brook, IL, United StatesReported employees: 1,001-5,000 | Oak Brook, IL, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Feedzaifeedzai.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 780 contacts → |
“Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Nexvalnexval.aiHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 527 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Numerixnumerix.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BAKKTbakkt.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 402 contacts → |
“Founded in 2018, Bakkt, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  SEONseon.ioHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 386 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Quinte Financial Technologiesquinteft.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GLIAglia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Shorthills AIshorthills.aiHQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kunai, Part Of The PWC Networkkunaico.comHQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 263 contacts → |
“Kunai is now part of the PwC network: - Kunai was born from experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Plus Technologies & Innovationsplus-ti.comHQ: Columbus, GA, United StatesReported employees: 201-500 | Columbus, GA, United States | 201-500 | Exact match | 260 contacts → |
“PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Lumin Digitallumindigital.comHQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 257 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Thetaraythetaray.comHQ: Start-Up City, NY, United StatesReported employees: 201-500 | Start-Up City, NY, United States | 201-500 | Exact match | 246 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Zest AIzest.aiHQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 213 contacts → |
“Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Savvy Wealthsavvywealth.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Inbentainbenta.comHQ: Allen, TX, United StatesReported employees: 51-200 | Allen, TX, United States | 51-200 | Exact match | 193 contacts → |
“For more than 20 years, over organizations including BBVA, Deutsche Bank, Samsung, and FamilySearch have trusted Inbenta to deliver enterprise AI that works.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,051 company matches
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AI financial services software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,050 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,051 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial services software companies by metro
Questions about this company list
What does Exact match mean for AI financial services software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial services software companies did RevenueBase find based in the United States?
The saved snapshot records 1,051 matching company records, 31,602 tracked contacts and 12,237 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial services software companies by geography
- AI financial services software companies based in Bangalore, India
- AI financial services software companies based in Hyderabad, India
- AI financial services software companies based in Mumbai, India
- AI financial services software companies based in Noida, India
- AI financial services software companies based in Pune, India
- AI financial services software companies based in Austin, United States
- AI financial services software companies based in Miami, United States
- AI financial services software companies based in New York, United States
- AI financial services software companies based in San Francisco, United States
- AI financial services software companies based in Australia
- AI financial services software companies based in Brazil
- AI financial services software companies based in Canada
Cite this list
RevenueBase Data Team. Top 25 AI financial services software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-financial-services-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial services software companies based in Bangalore, India
- AI financial services software companies based in Hyderabad, India
- AI financial services software companies based in Mumbai, India
- AI financial services software companies based in Noida, India
- AI financial services software companies based in Pune, India
- AI financial services software companies based in Austin, United States
Company intelligence · public preview
Top 25 AI financial services software companies based in the United States
RevenueBase records 1,051 matching company records for AI financial services software companies based in the United States, with 31,602 tracked contacts and 12,237 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI financial services software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Palantir Technologiespalantir.com HQ: Miami, CO, United StatesReported employees: 1,001-5,000 | Miami, CO, United States | 1,001-5,000 | Exact match | 5,403 contacts → |
“AI-powered automation for every decision.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,035 contacts → |
“DST Systems, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ss&c Blue Prismblueprism.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 864 contacts → |
“SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Jorie AIjorie.ai HQ: Oak Brook, IL, United StatesReported employees: 1,001-5,000 | Oak Brook, IL, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Feedzaifeedzai.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 780 contacts → |
“Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Nexvalnexval.ai HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 527 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Numerixnumerix.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 478 contacts → |
“Since our founding in 1996, we have been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics and software that redefines pricing…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BAKKTbakkt.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 402 contacts → |
“Founded in 2018, Bakkt, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | SEONseon.io HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 386 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quinte Financial Technologiesquinteft.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GLIAglia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Shorthills AIshorthills.ai HQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kunai, Part Of The PWC Networkkunaico.com HQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 263 contacts → |
“Kunai is now part of the PwC network: - Kunai was born from experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Plus Technologies & Innovationsplus-ti.com HQ: Columbus, GA, United StatesReported employees: 201-500 | Columbus, GA, United States | 201-500 | Exact match | 260 contacts → |
“PLUS TI is a leading software development firm that provides solutions to prevent financial crime.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Lumin Digitallumindigital.com HQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 257 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Thetaraythetaray.com HQ: Start-Up City, NY, United StatesReported employees: 201-500 | Start-Up City, NY, United States | 201-500 | Exact match | 246 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zest AIzest.ai HQ: Burbank, CA, United StatesReported employees: 51-200 | Burbank, CA, United States | 51-200 | Exact match | 213 contacts → |
“Since 2009, Zest AI has been innovating and perfecting AI technology with a mission to broaden access to lending using smarter, more efficient AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Savvy Wealthsavvywealth.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Inbentainbenta.com HQ: Allen, TX, United StatesReported employees: 51-200 | Allen, TX, United States | 51-200 | Exact match | 193 contacts → |
“For more than 20 years, over organizations including BBVA, Deutsche Bank, Samsung, and FamilySearch have trusted Inbenta to deliver enterprise AI that works.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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AI financial services software companies: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,050 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 1,051 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial services software companies by metro
Questions about this company list
What does Exact match mean for AI financial services software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial services software companies did RevenueBase find based in the United States?
The saved snapshot records 1,051 matching company records, 31,602 tracked contacts and 12,237 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial services software companies by geography
- AI financial services software companies based in Bangalore, India
- AI financial services software companies based in Hyderabad, India
- AI financial services software companies based in Mumbai, India
- AI financial services software companies based in Noida, India
- AI financial services software companies based in Pune, India
- AI financial services software companies based in Austin, United States
- AI financial services software companies based in Miami, United States
- AI financial services software companies based in New York, United States
- AI financial services software companies based in San Francisco, United States
- AI financial services software companies based in Australia
- AI financial services software companies based in Brazil
- AI financial services software companies based in Canada
Cite this list
RevenueBase Data Team. Top 25 AI financial services software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-financial-services-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- AI financial services software companies based in Bangalore, India
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- AI financial services software companies based in Austin, United States