Company lists · Data refreshed September 2026

Top 25 Generative AI financial advisory companies worldwide

Name: Generative AI financial advisory companies worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 5,824 companies tracked

RevenueBase identified 5,824 generative AI financial advisory companies worldwide as of September 2026 and tracks 71,855 professional contacts across them, including 18,112 with verified work emails. The United States is the largest market and London the largest hub.

This list covers generative AI financial advisory companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026. Country and city lists for generative AI financial advisory companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

5,824Companies

71,855Contacts tracked

18,112Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest generative AI financial advisory companies worldwide

Ranked by team size

Top 25 of 5,824 generative AI financial advisory companies worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to generative AI financial advisory companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	JK Tech	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,017 contacts →
	Partial evidence “JK Tech is a leading AI and data solutions company helping enterprises accelerate transformation through Google Cloud, Gemini, and Agentic AI.” Source: RevenueBase Database · checked Sep 20, 2026
2	Sigmoid	Partial evidence	Jersey City, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,601 contacts →
	Partial evidence “Sigmoid is an AI-first company that helps organizations modernize data, transform business processes, and make better decisions using data and AI.” Source: RevenueBase Database · checked Sep 20, 2026
3	The Hackett Group INC	Strong evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	501-1,000	1,482 contacts →
	Strong evidence “The Hackett Group, Inc.(NASDAQ: HCKT) is a Gen AI strategic consulting and executive advisory firm that enables Digital World Class® performance.” Source: RevenueBase Database · checked Sep 20, 2026
4	Evoke Technologies	Partial evidence	Dayton, OH, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,388 contacts →
	Partial evidence “Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Source: RevenueBase Database · checked Sep 20, 2026
5	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 20, 2026
6	Quantium	Partial evidence	Eveleigh, AustraliaHQ checked Sep 20, 2026	1,001-5,000	1,278 contacts →
	Partial evidence “We've been building AI systems that run in production since 2002.” Source: RevenueBase Database · checked Sep 20, 2026
7	Mutant	Partial evidence	Sao Paulo, BrazilHQ checked Sep 20, 2026	1,001-5,000	1,033 contacts →
	Partial evidence “Na Mutant, IA Generativa e Customer Experience caminham juntas para ir além.” Source: RevenueBase Database · checked Sep 20, 2026
8	Indianic Infotech Limited	Partial evidence	Ahmedabad, IndiaHQ checked Sep 20, 2026	501-1,000	734 contacts →
	Partial evidence “IndiaNIC is a leading AI development, premier machine learning solutions provider and Software Development Company, established in 1998 in Ahmedabad, India, with a continuously…” Source: RevenueBase Database · checked Sep 20, 2026
9	Advisor360	Strong evidence	Needham, MA, United StatesHQ checked Sep 20, 2026	501-1,000	603 contacts →
	Strong evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 20, 2026
10	Leapfrog Technology, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 20, 2026	201-500	550 contacts →
	Partial evidence “Trusted by 200+ enterprises, we are a full-stack AI technology partner that helps you build digital experiences of tomorrow by leveraging GenAI, Machine Learning, and AWS.” Source: RevenueBase Database · checked Sep 20, 2026
11	Propel Holdings	Partial evidence	Toronto, ON, CanadaHQ checked Sep 20, 2026	201-500	530 contacts →
	Partial evidence “Propel’s (TSX: PRL) operating brands, CreditFresh, MoneyKey, Fora Credit, and QuidMarket, facilitate access to credit for consumers underserved by traditional financial…” Source: RevenueBase Database · checked Sep 20, 2026
12	Pagaya	Partial evidence	NY, United StatesHQ checked Sep 20, 2026	501-1,000	475 contacts →
	Partial evidence “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Source: RevenueBase Database · checked Sep 20, 2026
13	Shorthills AI	Strong evidence	West, NJ, United StatesHQ checked Sep 20, 2026	201-500	372 contacts →
	Strong evidence “Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Source: RevenueBase Database · checked Sep 20, 2026
14	Yodlee	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 20, 2026	1,001-5,000	346 contacts →
	Indirect evidence “Connect Data.” Source: RevenueBase Database · checked Sep 20, 2026
15	Snapwork Technologies	Indirect evidence	IndiaHQ checked Sep 20, 2026	501-1,000	330 contacts →
	Indirect evidence “SnapWork Technologies is a premier development, design and products organization.” Source: RevenueBase Database · checked Sep 20, 2026
16	Highbrow Technology INC	Indirect evidence	Cary, NC, United StatesHQ checked Sep 20, 2026	201-500	329 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	Ideyalabs	Partial evidence	Hyderabad, IndiaHQ checked Sep 20, 2026	201-500	320 contacts →
	Partial evidence “We empower transformative product development at ideyaLabs through sophisticated AI Agents and cutting-edge multi-agentic architectures that revolutionize how enterprises innovate.” Source: RevenueBase Database · checked Sep 20, 2026
18	Bosonit	Indirect evidence	Europe, SpainHQ checked Sep 20, 2026	501-1,000	312 contacts →
	Indirect evidence “Bosonit, grupo dedicado a la creación de empresas de tecnología, entre las que se incluyen Elliot Cloud, DocExploit, Appolow, Graphenus, The Wick y Bitkeeper.” Source: RevenueBase Database · checked Sep 20, 2026
19	xertica.ai	Partial evidence	Ciudad De Mexico, MexicoHQ checked Sep 20, 2026	201-500	290 contacts →
	Partial evidence “Xertica.ai es una empresa especializada en soluciones GenAI y consultoría en la nube que promueve la innovación en América Latina a través de la inteligencia artificial…” Source: RevenueBase Database · checked Sep 20, 2026
20	Finnomena	Indirect evidence	Wang Mai, ThailandHQ checked Sep 20, 2026	201-500	289 contacts →
	Indirect evidence “Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.” Source: RevenueBase Database · checked Sep 20, 2026
21	Rezolve AI	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	248 contacts →
	Partial evidence “Rezolve Ai revolutionizes how customers discover, engage and shop online.” Source: RevenueBase Database · checked Sep 20, 2026
22	Sarvam	Partial evidence	United StatesHQ checked Sep 20, 2026	51-200	247 contacts →
	Partial evidence “At Sarvam, we're on a mission to build the bedrock of Sovereign AI for India.” Source: RevenueBase Database · checked Sep 20, 2026
23	Advance Intelligence Group	Strong evidence	SingaporeHQ checked Sep 20, 2026	1,001-5,000	246 contacts →
	Strong evidence “Founded in 2016, Advance Intelligence Group is an AI-native financial and data platform, enabling easy and fair access to financial products and services for everyone.” Source: RevenueBase Database · checked Sep 20, 2026
24	expert.ai	Partial evidence	Modena, ItalyHQ checked Sep 20, 2026	201-500	239 contacts →
	Partial evidence “Welcome to expert.ai – your trusted partner for enterprise AI solutions that drive measurable business value.” Source: RevenueBase Database · checked Sep 20, 2026
25	Gushwork	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 20, 2026	51-200	238 contacts →
	Partial evidence “Gushwork builds complex AI marketing agents to help small and medium businesses get inbound leads from AI search engines like Gemini, ChatGPT, Claude and Perplexity” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: generative AI financial advisory companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names generative AI financial advisory companies.
Partial evidence: Its own public description names part of generative AI financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name generative AI financial advisory companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 5,824 generative AI financial advisory companies worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 18,112 reachable decision-makers.

Free signup · no credit card

View the full list →

Generative AI financial advisory companies worldwide at a glance

As of Sep 20, 2026

25.2%Verified-email coverage

12.3Average contacts per company

1-10Median size (employees)

5.2%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

3,918

11-50

1,467

51-200

325

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among generative AI financial advisory companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for generative AI financial advisory companies are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “generative AI financial advisory companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names generative AI financial advisory companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among generative AI financial advisory companies, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 18,112 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Generative AI financial advisory companies by location

34 lists · largest first

Every Generative AI financial advisory companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names generative AI financial advisory companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many generative AI financial advisory companies are there worldwide?

RevenueBase identified 5,824 generative AI financial advisory companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

JK Tech, headquartered in New York, tops this list with the largest team on record.

Which country has the most generative AI financial advisory companies?

The United States leads with 1,460 companies, followed by India (536) and the United Kingdom (386). Every generative AI financial advisory companies list by country and city is linked on this page.

Which city has the most generative AI financial advisory companies?

London leads with 303 headquartered companies, followed by New York (225) and San Francisco (151).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 18,112 verified decision-maker contacts tracked across these 5,824 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 5,824 generative AI financial advisory companies worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.