Company lists · Data refreshed November 2026
Top 25 Customer data platforms for financial services worldwide
RevenueBase identified 444 company matches for customer data platforms for financial services worldwide as of November 2026 and tracks 13,758 professional contacts across them, including 5,413 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 November 5, 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 | 581 contacts → | ||||
Exact match “Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 510 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 493 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 438 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 411 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 402 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 372 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 314 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 305 contacts → | ||||
Exact match “Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 288 contacts → | ||||
Exact match “Softcrylic is a data consulting firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 285 contacts → | ||||
Exact match “Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 255 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 231 contacts → | ||||
Exact match “Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 180 contacts → | ||||
Exact match “Community banks and credit unions know their customers better than any big bank ever will.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 166 contacts → | ||||
Exact match “Transform your data into meaningful customer experiences at the moments that matter most.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 163 contacts → | ||||
Exact match “BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 150 contacts → | ||||
Exact match “Founded in 2014, Zeotap is the AI-powered Customer Data Platform that helps enterprises unlock the true value of their customer data - faster, smarter, and with enterprise-grade…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 143 contacts → | ||||
Exact match “Sagacity are the data intelligence people.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 139 contacts → | ||||
Exact match “Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 136 contacts → | ||||
Exact match “Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 135 contacts → | ||||
Exact match “Desde 2016, Leal ha impulsado el crecimiento de más de 700 empresas latinoamericanas, creando relaciones exitosas entre las marcas y sus clientes.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 131 contacts → | ||||
Exact match “CNVCDP is a solution that helps businesses unify customer data from various sales channels such as Offline, Website, Facebook, Shopee, TikTokShop, and Zalo.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 130 contacts → | ||||
Exact match “ChocoCRM provides Customer Relationship Management (CRM) and becomes one of the first player in SEA to develop a Customer Data Platform (CDP).” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 123 contacts → | ||||
Exact match “Full-stack) Data-tech.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 120 contacts → | ||||
Exact match “At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded in the RevenueBase company graph · Nov 5, 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 444 customer data platforms for financial services worldwide
See the full list, filter by size, metro and specialty, and access 5,413 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 Nov 5, 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 5,413 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 November 5, 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
4 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 States133
- Customer data platforms for financial services based in the United Kingdom46
- Customer data platforms for financial services based in India25
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 444 company matches for customer data platforms for financial services worldwide as of November 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?
Tealium 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 133 companies, followed by the United Kingdom (46) and India (25). 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 28 company records, followed by New York (14) and San Francisco (13).
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 5,413 professional contacts with verified work emails tracked across these 444 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 444 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 444 matching company records for customer data platforms for financial services worldwide, with 13,758 tracked contacts and 5,413 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: November 5, 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 |  Tealiumtealium.comHQ: San Diego, TX, United StatesReported employees: 501-1,000 | San Diego, TX, United States | 501-1,000 | Exact match | 581 contacts → |
“Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Infogroupinfogroup.comHQ: Dallas, IL, United StatesReported employees: 1,001-5,000 | Dallas, IL, United States | 1,001-5,000 | Exact match | 510 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cardlyticscardlytics.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 411 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Webengagewebengage.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 402 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Easyrewardz Software Serviceseasyrewardz.comHQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 372 contacts → |
“Easyrewardz offers industry-agnostic cloud-based CRM, Loyalty and Conversational Commerce solutions that enable seamless omnichannel customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Amperityamperity.comHQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 314 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Fullpathfullpath.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 305 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Softcrylicsoftcrylic.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 288 contacts → |
“Softcrylic is a data consulting firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hevo Datahevodata.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 285 contacts → |
“Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GIGYAgigya.comHQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 231 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Marquisgomarquis.comHQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Dengagedengage.comHQ: London, TürkiyeReported employees: 51-200 | London, Türkiye | 51-200 | Exact match | 166 contacts → |
“Transform your data into meaningful customer experiences at the moments that matter most.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Blueconicblueconic.comHQ: Boston, United StatesReported employees: 201-500 | Boston, United States | 201-500 | Exact match | 163 contacts → |
“BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Zeotapzeotap.comHQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 150 contacts → |
“Founded in 2014, Zeotap is the AI-powered Customer Data Platform that helps enterprises unlock the true value of their customer data - faster, smarter, and with enterprise-grade…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sagacitysagacitysolutions.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 143 contacts → |
“Sagacity are the data intelligence people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Riva International, INCrivaengine.comHQ: Edmonton, CA, CanadaReported employees: 51-200 | Edmonton, CA, Canada | 51-200 | Exact match | 139 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ometriaometria.comHQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 136 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  LEALleal.coHQ: Bogota, ColombiaReported employees: 51-200 | Bogota, Colombia | 51-200 | Exact match | 135 contacts → |
“Desde 2016, Leal ha impulsado el crecimiento de más de 700 empresas latinoamericanas, creando relaciones exitosas entre las marcas y sus clientes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CNV CDPcnv.vnHQ: Phường 15, VietnamReported employees: 201-500 | Phường 15, Vietnam | 201-500 | Exact match | 131 contacts → |
“CNVCDP is a solution that helps businesses unify customer data from various sales channels such as Offline, Website, Facebook, Shopee, TikTokShop, and Zalo.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Chococrmchococrm.comHQ: Bangkok, ThailandReported employees: 201-500 | Bangkok, Thailand | 201-500 | Exact match | 130 contacts → |
“ChocoCRM provides Customer Relationship Management (CRM) and becomes one of the first player in SEA to develop a Customer Data Platform (CDP).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Igaworks 아이지에이웍스igaworks.comHQ: Seoul, South KoreaReported employees: 51-200 | Seoul, South Korea | 51-200 | Exact match | 123 contacts → |
“Full-stack) Data-tech.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  L2tl2tmedia.comHQ: Evanston, IL, United StatesReported employees: 51-200 | Evanston, IL, United States | 51-200 | Exact match | 120 contacts → |
“At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 444 company matches
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Customer data platforms for financial services: dataset insights
November 5, 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
444 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 444 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: November 5, 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
4 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 States133
- Customer data platforms for financial services based in the United Kingdom46
- Customer data platforms for financial services based in India25
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 444 matching company records, 13,758 tracked contacts and 5,413 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: November 5, 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: November 5, 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 444 matching company records for customer data platforms for financial services worldwide, with 13,758 tracked contacts and 5,413 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: November 5, 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 | Tealiumtealium.com HQ: San Diego, TX, United StatesReported employees: 501-1,000 | San Diego, TX, United States | 501-1,000 | Exact match | 581 contacts → |
“Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Infogroupinfogroup.com HQ: Dallas, IL, United StatesReported employees: 1,001-5,000 | Dallas, IL, United States | 1,001-5,000 | Exact match | 510 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cardlyticscardlytics.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 411 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Webengagewebengage.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 402 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Easyrewardz Software Serviceseasyrewardz.com HQ: Gurgaon, IndiaReported employees: 201-500 | Gurgaon, India | 201-500 | Exact match | 372 contacts → |
“Easyrewardz offers industry-agnostic cloud-based CRM, Loyalty and Conversational Commerce solutions that enable seamless omnichannel customer experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Amperityamperity.com HQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 314 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fullpathfullpath.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 305 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Softcrylicsoftcrylic.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 288 contacts → |
“Softcrylic is a data consulting firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hevo Datahevodata.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 285 contacts → |
“Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GIGYAgigya.com HQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 231 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Marquisgomarquis.com HQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dengagedengage.com HQ: London, TürkiyeReported employees: 51-200 | London, Türkiye | 51-200 | Exact match | 166 contacts → |
“Transform your data into meaningful customer experiences at the moments that matter most.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Blueconicblueconic.com HQ: Boston, United StatesReported employees: 201-500 | Boston, United States | 201-500 | Exact match | 163 contacts → |
“BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Zeotapzeotap.com HQ: Berlin, GermanyReported employees: 51-200 | Berlin, Germany | 51-200 | Exact match | 150 contacts → |
“Founded in 2014, Zeotap is the AI-powered Customer Data Platform that helps enterprises unlock the true value of their customer data - faster, smarter, and with enterprise-grade…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sagacitysagacitysolutions.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 143 contacts → |
“Sagacity are the data intelligence people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Riva International, INCrivaengine.com HQ: Edmonton, CA, CanadaReported employees: 51-200 | Edmonton, CA, Canada | 51-200 | Exact match | 139 contacts → |
“Riva is the trusted partner for organizations seeking to build stronger client relationships while streamlining operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ometriaometria.com HQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 136 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | LEALleal.co HQ: Bogota, ColombiaReported employees: 51-200 | Bogota, Colombia | 51-200 | Exact match | 135 contacts → |
“Desde 2016, Leal ha impulsado el crecimiento de más de 700 empresas latinoamericanas, creando relaciones exitosas entre las marcas y sus clientes.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CNV CDPcnv.vn HQ: Phường 15, VietnamReported employees: 201-500 | Phường 15, Vietnam | 201-500 | Exact match | 131 contacts → |
“CNVCDP is a solution that helps businesses unify customer data from various sales channels such as Offline, Website, Facebook, Shopee, TikTokShop, and Zalo.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Chococrmchococrm.com HQ: Bangkok, ThailandReported employees: 201-500 | Bangkok, Thailand | 201-500 | Exact match | 130 contacts → |
“ChocoCRM provides Customer Relationship Management (CRM) and becomes one of the first player in SEA to develop a Customer Data Platform (CDP).” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Igaworks 아이지에이웍스igaworks.com HQ: Seoul, South KoreaReported employees: 51-200 | Seoul, South Korea | 51-200 | Exact match | 123 contacts → |
“Full-stack) Data-tech.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | L2tl2tmedia.com HQ: Evanston, IL, United StatesReported employees: 51-200 | Evanston, IL, United States | 51-200 | Exact match | 120 contacts → |
“At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 444 company matches
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Customer data platforms for financial services: dataset insights
November 5, 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
444 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 444 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: November 5, 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
4 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 States133
- Customer data platforms for financial services based in the United Kingdom46
- Customer data platforms for financial services based in India25
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 444 matching company records, 13,758 tracked contacts and 5,413 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: November 5, 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: November 5, 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 ↗