Company lists · Data refreshed September 2026
Top 25 Customer data platforms for financial services worldwide
RevenueBase identified 1,068 company matches for customer data platforms for financial services worldwide as of September 2026 and tracks 37,868 professional contacts across them, including 14,921 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for customer data platforms for financial services 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 28, 2026. Country and city lists for customer data platforms for financial services 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 customer data platforms for financial services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,953 contacts → | ||||
Exact match “Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 1,036 contacts → | ||||
Exact match “Insider-one platform for individualized, cross-channel experiences-enables enterprise marketers to connect customer data across channels and systems, predict their future behavior…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 702 contacts → | ||||
Exact match “CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 588 contacts → | ||||
Exact match “Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 579 contacts → | ||||
Exact match “Belltech te ayuda a entender el comportamiento de tus clientes impulsado por una estrategia basada en los datos, para poder entregar experiencias que sean personalizadas…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 558 contacts → | ||||
Exact match “Analytic Partners is the leader in Commercial Analytics.” Recorded in the RevenueBase company graph · Sep 28, 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 28, 2026 · View company records in RevenueBase | |||||
| 8 | 485 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 481 contacts → | ||||
Exact match “A CRMBonus é uma plataforma que utiliza dados e inteligência artificial para maximizar as relações de empresas com seus clientes, transformando cada interação em mais geração de…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 476 contacts → | ||||
Exact match “Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 474 contacts → | ||||
Exact match “Numberly, Marketing Technologist, is a major player in the field of data marketing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 420 contacts → | ||||
Exact match “EDM is gespecialiseerd in de creatie van de meest actuele en correcte klantendatabase, het samenstellen en inzetten van doelgroepen voor on- en offline klantenwerving en het…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 417 contacts → | ||||
Exact match “Cardlytics (NASDAQ: CDLX) is a commerce media platform, powered by our publishers’ first-party purchase data, that makes commerce smarter and more rewarding for everyone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 415 contacts → | ||||
Exact match “Hansa Cequity is a data-driven, technology-enabled marketing consulting company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 404 contacts → | ||||
Exact match “WebEngage is an advanced Customer Data and Engagement Platform helping consumer brands achieve higher lifetime value and marketing ROI through personalized experiences at scale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 361 contacts → | ||||
Exact match “Easyrewardz offers industry-agnostic cloud-based CRM, Loyalty and Conversational Commerce solutions that enable seamless omnichannel customer experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 355 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 307 contacts → | ||||
Exact match “At Environics Analytics (EA), we take pride in our reputation for producing the best data products and software in the industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 299 contacts → | ||||
Exact match “Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 291 contacts → | ||||
Exact match “Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 282 contacts → | ||||
Exact match “Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 277 contacts → | ||||
Exact match “Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 265 contacts → | ||||
Exact match “Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 255 contacts → | ||||
Exact match “Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 253 contacts → | ||||
Exact match “Adverity is the essential marketing data and intelligence platform empowering brands and agencies to turn complex data into confident AI-powered decisions that drive business…” Recorded in the RevenueBase company graph · Sep 28, 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 “customer data platforms for financial services”. 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 1,068 customer data platforms for financial services worldwide
See the full list, filter by size, metro and specialty, and access 14,921 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Customer data platforms for financial services worldwide at a glance
As of Sep 28, 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 customer data platforms for financial services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “customer data platforms for financial services” 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 14,921 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 28, 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.
Customer data platforms for financial services by location
11 lists · largest firstEvery Customer data platforms for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Customer data platforms for financial services based in the United States370
- Customer data platforms for financial services based in the United Kingdom91
- Customer data platforms for financial services based in India48
- Customer data platforms for financial services based in Canada34
- Customer data platforms for financial services based in France31
- Customer data platforms for financial services based in Australia28
- Customer data platforms for financial services based in Brazil26
- Customer data platforms for financial services based in Germany25
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 “customer data platforms for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer data platforms for financial services are there worldwide?
RevenueBase identified 1,068 company matches for customer data platforms for financial services 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?
Epsilon tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most customer data platforms for financial services?
The United States leads with 370 companies, followed by the United Kingdom (91) and India (48). Every customer data platforms for financial services list by country and city is linked on this page.
Which city has the most customer data platforms for financial services?
London leads with 50 company records, followed by New York (40) and San Francisco (26).
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 14,921 professional contacts with verified work emails tracked across these 1,068 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,068 customer data platforms for financial services worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 customer data platforms for financial services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,068 matching company records for customer data platforms for financial services worldwide, with 37,868 tracked contacts and 14,921 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 28, 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 customer data platforms for financial services 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 |  Epsilonepsilon.comHQ: Irving, TX, United StatesReported employees: 5,001-10,000 | Irving, TX, United States | 5,001-10,000 | Exact match | 9,953 contacts → |
“Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Insideruseinsider.com HQ: Istanbul, TürkiyeReported employees: 1,001-5,000 | Istanbul, Türkiye | 1,001-5,000 | Exact match | 1,036 contacts → |
“Insider-one platform for individualized, cross-channel experiences-enables enterprise marketers to connect customer data across channels and systems, predict their future behavior…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Clevertapclevertap.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 702 contacts → |
“CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Tealiumtealium.comHQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 588 contacts → |
“Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Belltechbelltech.laHQ: Las Condes, ChileReported employees: 201-500 | Las Condes, Chile | 201-500 | Exact match | 579 contacts → |
“Belltech te ayuda a entender el comportamiento de tus clientes impulsado por una estrategia basada en los datos, para poder entregar experiencias que sean personalizadas…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Analytic Partnersanalyticpartners.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 558 contacts → |
“Analytic Partners is the leader in Commercial Analytics.” Recorded description excerpt · September 28, 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Crmbonuscrmbonus.comHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 481 contacts → |
“A CRMBonus é uma plataforma que utiliza dados e inteligência artificial para maximizar as relações de empresas com seus clientes, transformando cada interação em mais geração de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Infogroupinfogroup.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 476 contacts → |
“Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Numberlynumberly.comHQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 474 contacts → |
“Numberly, Marketing Technologist, is a major player in the field of data marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  EDMedm.nlHQ: Utrecht, NetherlandsReported employees: 51-200 | Utrecht, Netherlands | 51-200 | Exact match | 420 contacts → |
“EDM is gespecialiseerd in de creatie van de meest actuele en correcte klantendatabase, het samenstellen en inzetten van doelgroepen voor on- en offline klantenwerving en het…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Cardlyticscardlytics.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 417 contacts → |
“Cardlytics (NASDAQ: CDLX) is a commerce media platform, powered by our publishers’ first-party purchase data, that makes commerce smarter and more rewarding for everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hansa Cequityhansacequity.comHQ: Kurla (w), IndiaReported employees: 201-500 | Kurla (w), India | 201-500 | Exact match | 415 contacts → |
“Hansa Cequity is a data-driven, technology-enabled marketing consulting company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Webengagewebengage.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 404 contacts → |
“WebEngage is an advanced Customer Data and Engagement Platform helping consumer brands achieve higher lifetime value and marketing ROI through personalized experiences at scale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Easyrewardz Software Serviceseasyrewardz.comHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 361 contacts → |
“Easyrewardz offers industry-agnostic cloud-based CRM, Loyalty and Conversational Commerce solutions that enable seamless omnichannel customer experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Environics Analyticsenvironicsanalytics.comHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 307 contacts → |
“At Environics Analytics (EA), we take pride in our reputation for producing the best data products and software in the industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Claritasclaritas.comHQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 299 contacts → |
“Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Amperityamperity.comHQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 291 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wilandwiland.comHQ: Niwot, CO, United StatesReported employees: 201-500 | Niwot, CO, United States | 201-500 | Exact match | 282 contacts → |
“Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fullpathfullpath.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 277 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Hevo Datahevodata.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 265 contacts → |
“Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Affinity Solutionsaffinity.solutionsHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 255 contacts → |
“Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Adverityadverity.comHQ: Vienna, United StatesReported employees: 201-500 | Vienna, United States | 201-500 | Exact match | 253 contacts → |
“Adverity is the essential marketing data and intelligence platform empowering brands and agencies to turn complex data into confident AI-powered decisions that drive business…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,068 company matches
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Customer data platforms for financial services: dataset insights
September 28, 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
1,068 records in the displayed employee bands.
0 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 1,068 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 28, 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 ↗
Customer data platforms for financial services by location
11 lists · largest firstEvery Customer data platforms for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Customer data platforms for financial services based in the United States370
- Customer data platforms for financial services based in the United Kingdom91
- Customer data platforms for financial services based in India48
- Customer data platforms for financial services based in Canada34
- Customer data platforms for financial services based in France31
- Customer data platforms for financial services based in Australia28
- Customer data platforms for financial services based in Brazil26
- Customer data platforms for financial services based in Germany25
Cities
Questions about this company list
What does Exact match mean for customer data platforms for financial services?
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 customer data platforms for financial services did RevenueBase find worldwide?
The saved snapshot records 1,068 matching company records, 37,868 tracked contacts and 14,921 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/customer-data-platforms-for-financial-services.
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 customer data platforms for financial services worldwide
RevenueBase records 1,068 matching company records for customer data platforms for financial services worldwide, with 37,868 tracked contacts and 14,921 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 28, 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 customer data platforms for financial services 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 | Epsilonepsilon.com HQ: Irving, TX, United StatesReported employees: 5,001-10,000 | Irving, TX, United States | 5,001-10,000 | Exact match | 9,953 contacts → |
“Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Insideruseinsider.com HQ: Istanbul, TürkiyeReported employees: 1,001-5,000 | Istanbul, Türkiye | 1,001-5,000 | Exact match | 1,036 contacts → |
“Insider-one platform for individualized, cross-channel experiences-enables enterprise marketers to connect customer data across channels and systems, predict their future behavior…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Clevertapclevertap.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 702 contacts → |
“CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Tealiumtealium.com HQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 588 contacts → |
“Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Belltechbelltech.la HQ: Las Condes, ChileReported employees: 201-500 | Las Condes, Chile | 201-500 | Exact match | 579 contacts → |
“Belltech te ayuda a entender el comportamiento de tus clientes impulsado por una estrategia basada en los datos, para poder entregar experiencias que sean personalizadas…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Analytic Partnersanalyticpartners.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 558 contacts → |
“Analytic Partners is the leader in Commercial Analytics.” Recorded description excerpt · September 28, 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Crmbonuscrmbonus.com HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 481 contacts → |
“A CRMBonus é uma plataforma que utiliza dados e inteligência artificial para maximizar as relações de empresas com seus clientes, transformando cada interação em mais geração de…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Infogroupinfogroup.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 476 contacts → |
“Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Numberlynumberly.com HQ: Paris, FranceReported employees: 501-1,000 | Paris, France | 501-1,000 | Exact match | 474 contacts → |
“Numberly, Marketing Technologist, is a major player in the field of data marketing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | EDMedm.nl HQ: Utrecht, NetherlandsReported employees: 51-200 | Utrecht, Netherlands | 51-200 | Exact match | 420 contacts → |
“EDM is gespecialiseerd in de creatie van de meest actuele en correcte klantendatabase, het samenstellen en inzetten van doelgroepen voor on- en offline klantenwerving en het…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Cardlyticscardlytics.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 417 contacts → |
“Cardlytics (NASDAQ: CDLX) is a commerce media platform, powered by our publishers’ first-party purchase data, that makes commerce smarter and more rewarding for everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hansa Cequityhansacequity.com HQ: Kurla (w), IndiaReported employees: 201-500 | Kurla (w), India | 201-500 | Exact match | 415 contacts → |
“Hansa Cequity is a data-driven, technology-enabled marketing consulting company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Webengagewebengage.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 404 contacts → |
“WebEngage is an advanced Customer Data and Engagement Platform helping consumer brands achieve higher lifetime value and marketing ROI through personalized experiences at scale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Easyrewardz Software Serviceseasyrewardz.com HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 361 contacts → |
“Easyrewardz offers industry-agnostic cloud-based CRM, Loyalty and Conversational Commerce solutions that enable seamless omnichannel customer experience.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Environics Analyticsenvironicsanalytics.com HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 307 contacts → |
“At Environics Analytics (EA), we take pride in our reputation for producing the best data products and software in the industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Claritasclaritas.com HQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 299 contacts → |
“Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Amperityamperity.com HQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 291 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wilandwiland.com HQ: Niwot, CO, United StatesReported employees: 201-500 | Niwot, CO, United States | 201-500 | Exact match | 282 contacts → |
“Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fullpathfullpath.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 277 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Hevo Datahevodata.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 265 contacts → |
“Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Affinity Solutionsaffinity.solutions HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 255 contacts → |
“Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Adverityadverity.com HQ: Vienna, United StatesReported employees: 201-500 | Vienna, United States | 201-500 | Exact match | 253 contacts → |
“Adverity is the essential marketing data and intelligence platform empowering brands and agencies to turn complex data into confident AI-powered decisions that drive business…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Customer data platforms for financial services: dataset insights
September 28, 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
1,068 records in the displayed employee bands.
0 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 1,068 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 28, 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 ↗
Customer data platforms for financial services by location
11 lists · largest firstEvery Customer data platforms for financial services list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Customer data platforms for financial services based in the United States370
- Customer data platforms for financial services based in the United Kingdom91
- Customer data platforms for financial services based in India48
- Customer data platforms for financial services based in Canada34
- Customer data platforms for financial services based in France31
- Customer data platforms for financial services based in Australia28
- Customer data platforms for financial services based in Brazil26
- Customer data platforms for financial services based in Germany25
Cities
Questions about this company list
What does Exact match mean for customer data platforms for financial services?
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 customer data platforms for financial services did RevenueBase find worldwide?
The saved snapshot records 1,068 matching company records, 37,868 tracked contacts and 14,921 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/customer-data-platforms-for-financial-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗