Company lists · Data refreshed September 2026
Top 25 AI assistants for financial service providers worldwide
RevenueBase identified 2,080 company matches for AI assistants for financial service providers worldwide as of September 2026 and tracks 26,884 professional contacts across them, including 5,430 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for AI assistants for financial service providers worldwide, 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 19, 2026. Country and city lists for AI assistants for financial service providers follow the table.
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 assistants for financial service providers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,461 contacts → | ||||
Exact match “24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 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 19, 2026 · View company records in RevenueBase | |||||
| 3 | 450 contacts → | ||||
Exact match “Transforming Customer Experience with AI-Driven Innovation ARMSoft-Tech is a leading AI and digital transformation company helping enterprises automate customer engagement…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 351 contacts → | ||||
Exact match “With more than 550 AI agents deployed globally, Ada is the trusted leader in agentic customer experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 321 contacts → | ||||
Exact match “The leading provider of enterprise AI agents for customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 317 contacts → | ||||
Exact match “Jio Haptik has pioneered AI-powered innovation since 2013, processing 10B+ conversations and 10M+ transactions across 10+ channels and in 135 languages for 500+ enterprises.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 310 contacts → | ||||
Exact match “ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 245 contacts → | ||||
Exact match “At BlackNGreen, we are on a mission to transform how enterprises embrace the power of AI.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 234 contacts → | ||||
Exact match “Gnani AI is the frontier Voice AI company the world runs on.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 226 contacts → | ||||
Exact match “FintechOS is the AI platform for financial product operations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 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 19, 2026 · View company records in RevenueBase | |||||
| 13 | 186 contacts → | ||||
Exact match “SESTEK is a conversational automation company working on AI-powered solutions for customer service since Our R&D team of 100+ engineers develops conversational products built on…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 182 contacts → | ||||
Exact match “AI that contact centers love” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 164 contacts → | ||||
Exact match “Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 157 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 156 contacts → | ||||
Exact match “Boost.ai deliver AI-powered customer experience solutions for regulated industries.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 134 contacts → | ||||
Exact match “Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 120 contacts → | ||||
Exact match “Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 115 contacts → | ||||
Exact match “AI Customer Engagement That Cuts Service Costs, With Enterprise Control Built In.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 114 contacts → | ||||
Exact match “Transformamos las finanzas con IA.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 114 contacts → | ||||
Exact match “AI Agent Company in India | AI Voice Agent | AI Calling Agent | AI Personal Assistant | Conversational AI for Marketing Sales & Customer Service Troika Tech Services…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 110 contacts → | ||||
Exact match “Founded in 2015 with the mission of "Extraordinary Finance for the Ordinary", PFC Technologies Inc.(PFCT) is Korea's leading digital finance company focused on AI technologies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 104 contacts → | ||||
Exact match “Zocks is the AI Assistant for financial services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 99 contacts → | ||||
Exact match “Con Helpia, tu ecommerce vende más y atiende mejor sin aumentar equipos.” Recorded in the RevenueBase company graph · Sep 19, 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 assistants for financial service providers”. 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 2,080 AI assistants for financial service providers worldwide
See the full list, filter by size, metro and specialty, and access 5,430 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
AI assistants for financial service providers worldwide at a glance
As of Sep 19, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for AI assistants for financial service providers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “AI assistants for financial service providers” 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. 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 5,430 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 19, 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 assistants for financial service providers by location
13 lists · largest firstEvery AI assistants for financial service providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI assistants for financial service providers based in the United States392
- AI assistants for financial service providers based in India192
- AI assistants for financial service providers based in the United Kingdom107
- AI assistants for financial service providers based in Brazil56
- AI assistants for financial service providers based in Australia51
- AI assistants for financial service providers based in Germany51
- AI assistants for financial service providers based in Canada47
- AI assistants for financial service providers based in Spain38
- AI assistants for financial service providers based in France35
- AI assistants for financial service providers based in Italy26
Cities
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 assistants for financial service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI assistants for financial service providers are there worldwide?
RevenueBase identified 2,080 company matches for AI assistants for financial service providers worldwide 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?
24 7.ai tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most AI assistants for financial service providers?
The United States leads with 392 companies, followed by India (192) and the United Kingdom (107). Every AI assistants for financial service providers list by country and city is linked on this page.
Which city has the most AI assistants for financial service providers?
London leads with 69 company records, followed by San Francisco (38) and New York (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 5,430 professional contacts with verified work emails tracked across these 2,080 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,080 AI assistants for financial service providers worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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
Company intelligence · public preview
Top 25 AI assistants for financial service providers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,080 matching company records for AI assistants for financial service providers worldwide, with 26,884 tracked contacts and 5,430 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 19, 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 assistants for financial service providers worldwide
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 |  24 7.ai247-inc.comHQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 8,461 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Armsoftech Private Limitedarmsoft-tech.comHQ: Chennai, IndiaReported employees: 1,001-5,000 | Chennai, India | 1,001-5,000 | Exact match | 450 contacts → |
“Transforming Customer Experience with AI-Driven Innovation ARMSoft-Tech is a leading AI and digital transformation company helping enterprises automate customer engagement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ADA CXada.cxHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 351 contacts → |
“With more than 550 AI agents deployed globally, Ada is the trusted leader in agentic customer experience.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Polyaipoly.aiHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 321 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Haptikhaptik.aiHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 317 contacts → |
“Jio Haptik has pioneered AI-powered innovation since 2013, processing 10B+ conversations and 10M+ transactions across 10+ channels and in 135 languages for 500+ enterprises.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ASAPPasapp.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Blackngreenblackngreen.comHQ: Dubai, United Arab EmiratesReported employees: 201-500 | Dubai, United Arab Emirates | 201-500 | Exact match | 245 contacts → |
“At BlackNGreen, we are on a mission to transform how enterprises embrace the power of AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  gnani.aignani.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 234 contacts → |
“Gnani AI is the frontier Voice AI company the world runs on.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fintechosfintechos.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sesteksestek.comHQ: Sarıyer, TürkiyeReported employees: 51-200 | Sarıyer, Türkiye | 51-200 | Exact match | 186 contacts → |
“SESTEK is a conversational automation company working on AI-powered solutions for customer service since Our R&D team of 100+ engineers develops conversational products built on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Replicantreplicant.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 182 contacts → |
“AI that contact centers love” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Jelou AIjelou.aiHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 164 contacts → |
“Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  boost.aiboost.aiHQ: Stavanger/sandnes, NorwayReported employees: 51-200 | Stavanger/sandnes, Norway | 51-200 | Exact match | 156 contacts → |
“Boost.ai deliver AI-powered customer experience solutions for regulated industries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  POSHposh.aiHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Prospect 33prospect33.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Commboxcommbox.ioHQ: Glil-yam, IsraelReported employees: 51-200 | Glil-yam, Israel | 51-200 | Exact match | 115 contacts → |
“AI Customer Engagement That Cuts Service Costs, With Enterprise Control Built In.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CORUcoru.comHQ: México, MexicoReported employees: 51-200 | México, Mexico | 51-200 | Exact match | 114 contacts → |
“Transformamos las finanzas con IA.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Troika Techtroikatech.inHQ: Virar, IndiaReported employees: 201-500 | Virar, India | 201-500 | Exact match | 114 contacts → |
“AI Agent Company in India | AI Voice Agent | AI Calling Agent | AI Personal Assistant | Conversational AI for Marketing Sales & Customer Service Troika Tech Services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PFCTpfct.co.krHQ: 서울특별시, South KoreaReported employees: 51-200 | 서울특별시, South Korea | 51-200 | Exact match | 110 contacts → |
“Founded in 2015 with the mission of "Extraordinary Finance for the Ordinary", PFC Technologies Inc.(PFCT) is Korea's leading digital finance company focused on AI technologies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Zocks AI For Advisorszocks.io HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 104 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Helpiahelpia.comHQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 99 contacts → |
“Con Helpia, tu ecommerce vende más y atiende mejor sin aumentar equipos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,080 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
AI assistants for financial service providers: dataset insights
September 19, 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
2,079 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,080 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 19, 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 assistants for financial service providers by location
13 lists · largest firstEvery AI assistants for financial service providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI assistants for financial service providers based in the United States392
- AI assistants for financial service providers based in India192
- AI assistants for financial service providers based in the United Kingdom107
- AI assistants for financial service providers based in Brazil56
- AI assistants for financial service providers based in Australia51
- AI assistants for financial service providers based in Germany51
- AI assistants for financial service providers based in Canada47
- AI assistants for financial service providers based in Spain38
- AI assistants for financial service providers based in France35
- AI assistants for financial service providers based in Italy26
Cities
Questions about this company list
What does Exact match mean for AI assistants for financial service providers?
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 assistants for financial service providers did RevenueBase find worldwide?
The saved snapshot records 2,080 matching company records, 26,884 tracked contacts and 5,430 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 19, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 AI assistants for financial service providers worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/ai-assistants-for-financial-service-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 AI assistants for financial service providers worldwide
RevenueBase records 2,080 matching company records for AI assistants for financial service providers worldwide, with 26,884 tracked contacts and 5,430 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 19, 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 assistants for financial service providers worldwide
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 | 24 7.ai247-inc.com HQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 8,461 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Armsoftech Private Limitedarmsoft-tech.com HQ: Chennai, IndiaReported employees: 1,001-5,000 | Chennai, India | 1,001-5,000 | Exact match | 450 contacts → |
“Transforming Customer Experience with AI-Driven Innovation ARMSoft-Tech is a leading AI and digital transformation company helping enterprises automate customer engagement…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ADA CXada.cx HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 351 contacts → |
“With more than 550 AI agents deployed globally, Ada is the trusted leader in agentic customer experience.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Polyaipoly.ai HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 321 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Haptikhaptik.ai HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 317 contacts → |
“Jio Haptik has pioneered AI-powered innovation since 2013, processing 10B+ conversations and 10M+ transactions across 10+ channels and in 135 languages for 500+ enterprises.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ASAPPasapp.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 310 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Blackngreenblackngreen.com HQ: Dubai, United Arab EmiratesReported employees: 201-500 | Dubai, United Arab Emirates | 201-500 | Exact match | 245 contacts → |
“At BlackNGreen, we are on a mission to transform how enterprises embrace the power of AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | gnani.aignani.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 234 contacts → |
“Gnani AI is the frontier Voice AI company the world runs on.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fintechosfintechos.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 226 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sesteksestek.com HQ: Sarıyer, TürkiyeReported employees: 51-200 | Sarıyer, Türkiye | 51-200 | Exact match | 186 contacts → |
“SESTEK is a conversational automation company working on AI-powered solutions for customer service since Our R&D team of 100+ engineers develops conversational products built on…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Replicantreplicant.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 182 contacts → |
“AI that contact centers love” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Jelou AIjelou.ai HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 164 contacts → |
“Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | boost.aiboost.ai HQ: Stavanger/sandnes, NorwayReported employees: 51-200 | Stavanger/sandnes, Norway | 51-200 | Exact match | 156 contacts → |
“Boost.ai deliver AI-powered customer experience solutions for regulated industries.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | POSHposh.ai HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Prospect 33prospect33.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Commboxcommbox.io HQ: Glil-yam, IsraelReported employees: 51-200 | Glil-yam, Israel | 51-200 | Exact match | 115 contacts → |
“AI Customer Engagement That Cuts Service Costs, With Enterprise Control Built In.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CORUcoru.com HQ: México, MexicoReported employees: 51-200 | México, Mexico | 51-200 | Exact match | 114 contacts → |
“Transformamos las finanzas con IA.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Troika Techtroikatech.in HQ: Virar, IndiaReported employees: 201-500 | Virar, India | 201-500 | Exact match | 114 contacts → |
“AI Agent Company in India | AI Voice Agent | AI Calling Agent | AI Personal Assistant | Conversational AI for Marketing Sales & Customer Service Troika Tech Services…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PFCTpfct.co.kr HQ: 서울특별시, South KoreaReported employees: 51-200 | 서울특별시, South Korea | 51-200 | Exact match | 110 contacts → |
“Founded in 2015 with the mission of "Extraordinary Finance for the Ordinary", PFC Technologies Inc.(PFCT) is Korea's leading digital finance company focused on AI technologies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Zocks AI For Advisorszocks.io HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 104 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Helpiahelpia.com HQ: Montevideo, UruguayReported employees: 11-50 | Montevideo, Uruguay | 11-50 | Exact match | 99 contacts → |
“Con Helpia, tu ecommerce vende más y atiende mejor sin aumentar equipos.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,080 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
AI assistants for financial service providers: dataset insights
September 19, 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
2,079 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 2,080 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 19, 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 assistants for financial service providers by location
13 lists · largest firstEvery AI assistants for financial service providers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- AI assistants for financial service providers based in the United States392
- AI assistants for financial service providers based in India192
- AI assistants for financial service providers based in the United Kingdom107
- AI assistants for financial service providers based in Brazil56
- AI assistants for financial service providers based in Australia51
- AI assistants for financial service providers based in Germany51
- AI assistants for financial service providers based in Canada47
- AI assistants for financial service providers based in Spain38
- AI assistants for financial service providers based in France35
- AI assistants for financial service providers based in Italy26
Cities
Questions about this company list
What does Exact match mean for AI assistants for financial service providers?
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 assistants for financial service providers did RevenueBase find worldwide?
The saved snapshot records 2,080 matching company records, 26,884 tracked contacts and 5,430 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 19, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 AI assistants for financial service providers worldwide. Snapshot: September 19, 2026. https://revenuebase.ai/companies/browse/ai-assistants-for-financial-service-providers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗