Company lists · Data refreshed November 2026
Top 25 Conversational AI financial platforms based in the United States
RevenueBase identified 794 company matches for conversational AI financial platforms associated with the United States as of November 2026 and tracks 36,767 professional contacts across them, including 11,527 with verified work emails. San Francisco is the largest hub.
This list covers company matches for conversational AI financial platforms associated with the United States, 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.
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 conversational AI financial platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,332 contacts → | ||||
Exact match “24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 3,659 contacts → | ||||
Exact match “Nuance Communications is a technology pioneer with market leadership in conversational, ambient, and generative AI.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 1,642 contacts → | ||||
Exact match “Build amazing customer experiences with Nextiva’s AI-powered platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 1,563 contacts → | ||||
Exact match “Dialpad is the leading AI-powered communications intelligence platform creating human-first, AI-enhanced solutions that will drive the next wave of how businesses communicate with…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 989 contacts → | ||||
Exact match “Gupshup is the leading platform for building and deploying industry-trained Conversational AI Agents for every business across marketing, commerce, and support use cases.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 728 contacts → | ||||
Exact match “Yellow.ai powers the future of service with Agentic AI.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 518 contacts → | ||||
Exact match “Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 509 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 488 contacts → | ||||
Exact match “Gorgias is the Conversational AI platform for ecommerce that drives sales and resolves support inquiries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 398 contacts → | ||||
Exact match “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 372 contacts → | ||||
Exact match “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 363 contacts → | ||||
Exact match “Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 351 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 345 contacts → | ||||
Exact match “The leading provider of enterprise AI agents for customer service.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 338 contacts → | ||||
Exact match “CallMiner is the global leader in AI-powered conversation intelligence and customer experience (CX) automation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 321 contacts → | ||||
Exact match “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 313 contacts → | ||||
Exact match “ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 307 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 276 contacts → | ||||
Exact match “Conversive is the world’s first Intelligent & Empathetic Conversations AI Platform, redefining how businesses engage customers in life-changing decisions with trust, care, and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 273 contacts → | ||||
Exact match “We enable businesses to drive engagement, revenue, and loyalty with AI-powered chat commerce.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 270 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 265 contacts → | ||||
Exact match “IntelePeer's Agentic AI business is now Aqurio.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 247 contacts → | ||||
Exact match “Character.AI isn’t just another AI chat app-it’s an infinite playground for your imagination, creativity, and exploration.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 232 contacts → | ||||
Exact match “AI agents to engage and delight your customers across Phone calls, Chat, WhatsApp, SMS, Email and Slack.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 224 contacts → | ||||
Exact match “interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded in the RevenueBase company graph · 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 “conversational AI financial platforms”. 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 794 conversational AI financial platforms based in the United States
See the full list, filter by size, metro and specialty, and access 11,527 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Conversational AI financial platforms based in the United States at a glance
As of Nov 5, 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 794 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “conversational AI financial platforms” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 11,527 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.
Conversational AI financial platforms by metro
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 “conversational AI financial platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many conversational AI financial platforms are there based in the United States?
RevenueBase identified 794 company matches for conversational AI financial platforms associated with the United States 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?
24 7.ai tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most conversational AI financial platforms?
San Francisco leads with 87 company records, followed by New York (75) and Austin (30).
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 11,527 professional contacts with verified work emails tracked across these 794 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 794 conversational AI financial platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Conversational AI financial platforms by geography
- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- Conversational AI financial platforms based in Austin, United States
- Conversational AI financial platforms based in New York, United States
- Conversational AI financial platforms based in San Francisco, United States
- Conversational AI financial platforms based in Argentina
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India
Company intelligence · public preview
Top 25 conversational AI financial platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 794 matching company records for conversational AI financial platforms based in the United States, with 36,767 tracked contacts and 11,527 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 conversational AI financial platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  24 7.ai247-inc.comHQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 9,332 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Nuance Communicationsnuance.comHQ: Burlington, MA, United StatesReported employees: 10001+ | Burlington, MA, United States | 10001+ | Exact match | 3,659 contacts → |
“Nuance Communications is a technology pioneer with market leadership in conversational, ambient, and generative AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nextivanextiva.comHQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 1,642 contacts → |
“Build amazing customer experiences with Nextiva’s AI-powered platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Dialpaddialpad.comHQ: San Ramon, CA, United StatesReported employees: 1,001-5,000 | San Ramon, CA, United States | 1,001-5,000 | Exact match | 1,563 contacts → |
“Dialpad is the leading AI-powered communications intelligence platform creating human-first, AI-enhanced solutions that will drive the next wave of how businesses communicate with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gupshupgupshup.aiHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 989 contacts → |
“Gupshup is the leading platform for building and deploying industry-trained Conversational AI Agents for every business across marketing, commerce, and support use cases.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  yellow.aiyellow.aiHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 728 contacts → |
“Yellow.ai powers the future of service with Agentic AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Symphonysymphony.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 518 contacts → |
“Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Gorgiasgorgias.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 488 contacts → |
“Gorgias is the Conversational AI platform for ecommerce that drives sales and resolves support inquiries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  GLIAglia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 398 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  observe.aiobserve.aiHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 363 contacts → |
“Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 351 contacts → |
“Connect Data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Polyaipoly.aiHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 345 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Callminercallminer.comHQ: Waltham, MA, United StatesReported employees: 201-500 | Waltham, MA, United States | 201-500 | Exact match | 338 contacts → |
“CallMiner is the global leader in AI-powered conversation intelligence and customer experience (CX) automation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lumin Digitallumindigital.comHQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 321 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  ASAPPasapp.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 313 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Eltropyeltropy.comHQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 307 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sms-Magicconversive.aiHQ: Henderson, NV, United StatesReported employees: 51-200 | Henderson, NV, United States | 51-200 | Exact match | 276 contacts → |
“Conversive is the world’s first Intelligent & Empathetic Conversations AI Platform, redefining how businesses engage customers in life-changing decisions with trust, care, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Clickatellclickatell.comHQ: Downtown Redwood City, CA, United StatesReported employees: 201-500 | Downtown Redwood City, CA, United States | 201-500 | Exact match | 273 contacts → |
“We enable businesses to drive engagement, revenue, and loyalty with AI-powered chat commerce.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Bankratebankrate.comHQ: Charlotte, NY, United StatesReported employees: 501-1,000 | Charlotte, NY, United States | 501-1,000 | Exact match | 270 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Intelepeerintelepeer.aiHQ: Dania Beach, FL, United StatesReported employees: 201-500 | Dania Beach, FL, United States | 201-500 | Exact match | 265 contacts → |
“IntelePeer's Agentic AI business is now Aqurio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  character.aicharacter.aiHQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 247 contacts → |
“Character.AI isn’t just another AI chat app-it’s an infinite playground for your imagination, creativity, and exploration.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  PLIVOplivo.comHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 232 contacts → |
“AI agents to engage and delight your customers across Phone calls, Chat, WhatsApp, SMS, Email and Slack.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 224 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 794 company matches
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Conversational AI financial platforms: 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
793 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured 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 794 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 ↗
Conversational AI financial platforms by metro
Questions about this company list
What does Exact match mean for conversational AI financial platforms?
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 conversational AI financial platforms did RevenueBase find based in the United States?
The saved snapshot records 794 matching company records, 36,767 tracked contacts and 11,527 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.
Related lists
Conversational AI financial platforms by geography
- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- Conversational AI financial platforms based in Austin, United States
- Conversational AI financial platforms based in New York, United States
- Conversational AI financial platforms based in San Francisco, United States
- Conversational AI financial platforms based in Argentina
Cite this list
RevenueBase Data Team. Top 25 conversational AI financial platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/conversational-ai-financial-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India
Company intelligence · public preview
Top 25 conversational AI financial platforms based in the United States
RevenueBase records 794 matching company records for conversational AI financial platforms based in the United States, with 36,767 tracked contacts and 11,527 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 conversational AI financial platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | 24 7.ai247-inc.com HQ: Campbell, CA, United StatesReported employees: 10001+ | Campbell, CA, United States | 10001+ | Exact match | 9,332 contacts → |
“24]7.ai™ customer engagement solutions use conversational artificial intelligence to understand customer intent, enabling companies to create personalized, predictive, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Nuance Communicationsnuance.com HQ: Burlington, MA, United StatesReported employees: 10001+ | Burlington, MA, United States | 10001+ | Exact match | 3,659 contacts → |
“Nuance Communications is a technology pioneer with market leadership in conversational, ambient, and generative AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nextivanextiva.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 1,642 contacts → |
“Build amazing customer experiences with Nextiva’s AI-powered platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Dialpaddialpad.com HQ: San Ramon, CA, United StatesReported employees: 1,001-5,000 | San Ramon, CA, United States | 1,001-5,000 | Exact match | 1,563 contacts → |
“Dialpad is the leading AI-powered communications intelligence platform creating human-first, AI-enhanced solutions that will drive the next wave of how businesses communicate with…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gupshupgupshup.ai HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 989 contacts → |
“Gupshup is the leading platform for building and deploying industry-trained Conversational AI Agents for every business across marketing, commerce, and support use cases.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | yellow.aiyellow.ai HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 728 contacts → |
“Yellow.ai powers the future of service with Agentic AI.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Symphonysymphony.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 518 contacts → |
“Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Gorgiasgorgias.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 488 contacts → |
“Gorgias is the Conversational AI platform for ecommerce that drives sales and resolves support inquiries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | GLIAglia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 398 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | observe.aiobserve.ai HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 363 contacts → |
“Observe.AI is the AI Agents platform for customer experience, designed to help organizations deliver faster, smarter, and more efficient customer service at scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 351 contacts → |
“Connect Data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Polyaipoly.ai HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 345 contacts → |
“The leading provider of enterprise AI agents for customer service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Callminercallminer.com HQ: Waltham, MA, United StatesReported employees: 201-500 | Waltham, MA, United States | 201-500 | Exact match | 338 contacts → |
“CallMiner is the global leader in AI-powered conversation intelligence and customer experience (CX) automation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lumin Digitallumindigital.com HQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 321 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | ASAPPasapp.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 313 contacts → |
“ASAPP is an artificial intelligence solution provider committed to solving the toughest problems in customer service.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Eltropyeltropy.com HQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 307 contacts → |
“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.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sms-Magicconversive.ai HQ: Henderson, NV, United StatesReported employees: 51-200 | Henderson, NV, United States | 51-200 | Exact match | 276 contacts → |
“Conversive is the world’s first Intelligent & Empathetic Conversations AI Platform, redefining how businesses engage customers in life-changing decisions with trust, care, and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Clickatellclickatell.com HQ: Downtown Redwood City, CA, United StatesReported employees: 201-500 | Downtown Redwood City, CA, United States | 201-500 | Exact match | 273 contacts → |
“We enable businesses to drive engagement, revenue, and loyalty with AI-powered chat commerce.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bankratebankrate.com HQ: Charlotte, NY, United StatesReported employees: 501-1,000 | Charlotte, NY, United States | 501-1,000 | Exact match | 270 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Intelepeerintelepeer.ai HQ: Dania Beach, FL, United StatesReported employees: 201-500 | Dania Beach, FL, United States | 201-500 | Exact match | 265 contacts → |
“IntelePeer's Agentic AI business is now Aqurio.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | character.aicharacter.ai HQ: Redwood City, CA, United StatesReported employees: 51-200 | Redwood City, CA, United States | 51-200 | Exact match | 247 contacts → |
“Character.AI isn’t just another AI chat app-it’s an infinite playground for your imagination, creativity, and exploration.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | PLIVOplivo.com HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 232 contacts → |
“AI agents to engage and delight your customers across Phone calls, Chat, WhatsApp, SMS, Email and Slack.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 224 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 794 company matches
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Conversational AI financial platforms: 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
793 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured 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 794 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 ↗
Conversational AI financial platforms by metro
Questions about this company list
What does Exact match mean for conversational AI financial platforms?
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 conversational AI financial platforms did RevenueBase find based in the United States?
The saved snapshot records 794 matching company records, 36,767 tracked contacts and 11,527 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.
Related lists
Conversational AI financial platforms by geography
- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- Conversational AI financial platforms based in Austin, United States
- Conversational AI financial platforms based in New York, United States
- Conversational AI financial platforms based in San Francisco, United States
- Conversational AI financial platforms based in Argentina
Cite this list
RevenueBase Data Team. Top 25 conversational AI financial platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/conversational-ai-financial-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Conversational AI financial platforms based in Sao Paulo, Brazil
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Hyderabad, India
- Conversational AI financial platforms based in Mumbai, India
- Conversational AI financial platforms based in Pune, India