Company lists · Data refreshed September 2026

Top 25 Banking and fintech chatbot companies based in the United States

RevenueBase identified 163 banking and fintech chatbot companies headquartered in the United States as of September 2026 and tracks 7,740 professional contacts across them, including 3,993 with verified work emails. New York is the largest hub.

This list covers banking and fintech chatbot companies headquartered in the 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 27, 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 27, 2026 86% judged on-target in blind review
163Companies
7,740Contacts tracked
3,993Verified emails
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The 25 largest banking and fintech chatbot companies based in the United States

Ranked by team size
Top 25 of 163 banking and fintech chatbot companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to banking and fintech chatbot 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
1Strong evidenceAustin, TX, United StatesHQ checked Sep 27, 20261,001-5,0002,834 contacts →

Strong evidence

“Q2 is a financial experience company dedicated to providing digital banking and lending solutions to banks, credit unions, alternative finance, and fintech companies in the U.S.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500490 contacts →

Indirect evidence

“Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceNY, United StatesHQ checked Sep 27, 2026501-1,000475 contacts →

Indirect evidence

“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500372 contacts →

Partial evidence

“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500354 contacts →

Partial evidence

“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceDowntown Redwood City, CA, United StatesHQ checked Sep 27, 2026201-500267 contacts →

Indirect evidence

“We enable businesses to drive engagement, revenue, and loyalty with AI-powered chat commerce.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceBerkeley, CA, United StatesHQ checked Sep 27, 2026201-500262 contacts →

Indirect evidence

“Access Softek’s innovative financial software solutions keep 400+ credit unions and banks ahead of the technological curve.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceSanta Clara, CA, United StatesHQ checked Sep 27, 202651-200259 contacts →

Indirect evidence

“Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceDallas, TX, United StatesHQ checked Sep 27, 2026201-500183 contacts →

Indirect evidence

“SBT helps businesses in regulated industries turn consumer intent into completed action.”

Source: RevenueBase Database · checked Sep 27, 2026
10Strong evidenceMurray, UT, United StatesHQ checked Sep 27, 202651-200182 contacts →

Strong evidence

“FinWise provides comprehensive Banking and Payments solutions to Fintech brands.(Nasdaq: FINW)”

Source: RevenueBase Database · checked Sep 27, 2026
11Indirect evidenceChicago, IL, United StatesHQ checked Sep 27, 2026201-500171 contacts →

Indirect evidence

“Amount was acquired by FIS in August 2025.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceNaples, FL, United StatesHQ checked Sep 27, 202651-200143 contacts →

Indirect evidence

“Founded in 2016, Mbanq stands as a pioneering force in the digital finance industry.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 27, 202651-200139 contacts →

Indirect evidence

“Cleareye.ai is an advanced Artificial Intelligence & Machine Learning platform that enables banks to launch products at a rapid pace.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceNew York City, NY, United StatesHQ checked Sep 27, 202651-200120 contacts →

Partial evidence

“TrueNorth is one of the largest and most successful financial technology services companies in the world having built three fintech unicorns from scratch–Upgrade, LendingClub, and…”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202651-200103 contacts →

Partial evidence

“AI-Native Private Banking for Business Owners.”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceMiami, FL, United StatesHQ checked Sep 27, 202651-20099 contacts →

Partial evidence

“Zoral empowers banks and financial institutions to recalibrate banking around business objectives through intelligent automation and AI-powered decisioning.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceRoyal Oak, MI, United StatesHQ checked Sep 27, 202651-20071 contacts →

Partial evidence

“Bankjoy is a Y Combinator-backed FinTech startup.”

Source: RevenueBase Database · checked Sep 27, 2026
18Partial evidenceAustin, TX, United StatesHQ checked Sep 27, 202611-5056 contacts →

Partial evidence

“At Nueve, we specialize in innovative digital banking solutions that empower financial institutions to deliver modern, seamless experiences.”

Source: RevenueBase Database · checked Sep 27, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20049 contacts →

Indirect evidence

“From construction workers to barbers, mechanics to restaurant owners, NorthOne was built to solve big problems for the small businesses on main streets across America.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5044 contacts →

Indirect evidence

“Fundamento is an AI voice bot for enterprise contact centers.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 202611-5043 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
22Strong evidenceTulsa, OK, United StatesHQ checked Sep 27, 202651-20034 contacts →

Strong evidence

“ENACOMM is a FinTech provider of an open API digital gateway that supports open banking and enables financial services companies to innovate by overcoming the complexities of…”

Source: RevenueBase Database · checked Sep 27, 2026
23Indirect evidenceDes Moines, IA, United StatesHQ checked Sep 27, 202611-5032 contacts →

Indirect evidence

“Finexus is a leading provider of advanced AI loan agents and agentic apps tailored to financial services.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceMiami, FL, United StatesHQ checked Sep 27, 202651-20031 contacts →

Partial evidence

“Leap Financial pioneers the fusion of fintech and AI, transforming financial services and customer interactions.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceAnn Arbor, MI, United StatesHQ checked Sep 27, 202651-20030 contacts →

Indirect evidence

“Revolutionary conversational AI, with out-of-the-box solutions that power exceptional customer experiences for banks and credit unions.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 163 banking and fintech chatbot companies based in the United States

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Banking and fintech chatbot companies based in the United States at a glance

As of Sep 27, 2026
51.6%Verified-email coverage
47.5Average contacts per company
11-50Median size (employees)
13.5%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
64
51-200
22
201-500
10
501-1,000
1
1,001-5,000
1

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 163 companies.

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 banking and fintech chatbot 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 the United States whose own description of what they do matches “banking and fintech chatbot 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 banking and fintech chatbot 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 banking and fintech chatbot companies, and records with no verified work email. Companies headquartered outside United States 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, 3,993 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 27, 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.

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 banking and fintech chatbot 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 banking and fintech chatbot companies are there based in the United States?

RevenueBase identified 163 banking and fintech chatbot companies headquartered in the 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?

Q2, headquartered in Austin, tops this list with the largest team on record.

Which city has the most banking and fintech chatbot companies?

New York leads with 22 headquartered companies, followed by San Francisco (12) and Miami (10).

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 3,993 verified decision-maker contacts tracked across these 163 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 27, 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.