Company lists · Data refreshed September 2026
Top 25 Conversational AI financial platforms based in the United States
RevenueBase identified 492 conversational AI financial platforms headquartered in the United States as of September 2026 and tracks 26,294 professional contacts across them, including 7,052 with verified work emails. San Francisco is the largest hub.
This list covers conversational AI financial platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest conversational AI financial platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8,461 contacts → | ||||
Strong evidence “24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 3,544 contacts → | ||||
Strong evidence “Nuance Communications is a technology pioneer with market leadership in conversational, ambient, and generative AI.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,248 contacts → | ||||
Strong evidence “LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,050 contacts → | ||||
Strong evidence “Gupshup is the leading platform for building and deploying industry-trained Conversational AI Agents for every business across marketing, commerce, and support use cases.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 669 contacts → | ||||
Strong evidence “SoundHound AI (Nasdaq: SOUN), a global leader in voice and conversational AI, delivers solutions that allow businesses to offer superior experiences to their customers.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 490 contacts → | ||||
Strong evidence “Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 475 contacts → | ||||
Strong evidence “Gorgias is the Conversational AI platform for ecommerce that drives sales and resolves support inquiries.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 372 contacts → | ||||
Strong evidence “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 354 contacts → | ||||
Partial evidence “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 346 contacts → | ||||
Indirect evidence “Connect Data.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 294 contacts → | ||||
Strong evidence “Decagon is the leading conversational AI platform empowering every brand to deliver concierge customer experiences.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 293 contacts → | ||||
Strong evidence “Conversive is the world’s first Intelligent & Empathetic Conversations AI Platform, redefining how businesses engage customers in life-changing decisions with trust, care, and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 278 contacts → | ||||
Partial evidence “IntelePeer's Agentic AI business is now Aqurio.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 259 contacts → | ||||
Partial evidence “Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 257 contacts → | ||||
Partial evidence “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 239 contacts → | ||||
Strong evidence “With five decades of trust and market leadership, Bankrate is transforming into an AI-powered fintech platform that puts consumers in control-connecting them to the best financial…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 234 contacts → | ||||
Partial evidence “Gnani AI is the frontier Voice AI company the world runs on.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 233 contacts → | ||||
Partial evidence “Character.AI isn’t just another AI chat app-it’s an infinite playground for your imagination, creativity, and exploration.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 225 contacts → | ||||
Partial evidence “interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 205 contacts → | ||||
Indirect evidence “delivered projects for clients like T-Mobile, Tom Ford, Burberry, MTV, Rio Olympics, Golden State Warriors, Aveda, Jo Malone, La Mer, Dr.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 194 contacts → | ||||
Strong evidence “Marchex harnesses the power of AI and conversational intelligence to provide actionable insights aligned with prescriptive vertical market data analytics, driving operational…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 182 contacts → | ||||
Partial evidence “AI that contact centers love” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 163 contacts → | ||||
Strong evidence “Drift®, the buyer experience and Conversational AI company, inspires businesses to create more engaging customer experiences, one conversation at a time.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 140 contacts → | ||||
Indirect evidence “We believe that the best work is born when diligence mixes with fun, and creativity blends seamlessly with professionalism.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
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: conversational AI financial platforms. 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 conversational AI financial platforms.
- Partial evidence
- Its own public description names part of conversational AI financial platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name conversational AI financial platforms. 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 492 conversational AI financial platforms based in the United States
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Conversational AI financial platforms based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 492 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among conversational AI financial platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “conversational AI financial platforms”. 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 conversational AI financial platforms), 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 conversational AI financial platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 7,052 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Conversational AI financial platforms by metro
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 conversational AI financial platforms, 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 conversational AI financial platforms are there based in the United States?
RevenueBase identified 492 conversational AI financial platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
24 7.ai, headquartered in Campbell, tops this list with the largest team on record.
Which city has the most conversational AI financial platforms?
San Francisco leads with 57 headquartered companies, followed by New York (52) and Austin (18).
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 7,052 verified decision-maker contacts tracked across these 492 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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Conversational AI financial platforms by geography
- Conversational AI financial platforms based in Paris, France
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- Conversational AI financial platforms based in San Francisco, United States
- Conversational AI financial platforms based in Australia
- Conversational AI financial platforms based in Brazil
- Conversational AI financial platforms based in Canada
- Conversational AI financial platforms based in France
- Conversational AI financial platforms based in Germany
- Conversational AI financial platforms based in India
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.
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