Company lists · Data refreshed September 2026
Top 23 Conversational AI financial platforms based in New York, United States
RevenueBase identified 52 company matches for conversational AI financial platforms associated with New York, United States as of September 2026 and tracks 4,026 professional contacts across them, including 1,476 with verified work emails. Across the United States, San Francisco is the largest hub for this category (57 companies); New York follows with 57.
This list covers company matches for conversational AI financial platforms associated with New York, 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 September 27, 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 23 largest conversational AI financial platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,248 contacts → | ||||
Exact match “LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 490 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 372 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 354 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 100 contacts → | ||||
Exact match “Rogo is the purpose-built AI platform for finance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 84 contacts → | ||||
Exact match “At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 75 contacts → | ||||
Exact match “Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 49 contacts → | ||||
Exact match “Delfi offers an AI-native, end-to-end platform that helps banks and credit unions of all sizes make smarter financial decisions and strengthen their balance sheets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 48 contacts → | ||||
Exact match “Moveo [MO-ve-oh] To set in motion Moveo.AI was founded in 2020 to make complex AI technology accessible and useful for enterprises.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 45 contacts → | ||||
Exact match “Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 40 contacts → | ||||
Exact match “Multimodal is an agentic AI company founded in 2023 and based in the New York area.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 35 contacts → | ||||
Exact match “AI-powered financial command center for consumer brands.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 30 contacts → | ||||
Exact match “At Senseforth.ai, we enable organizations to bridge the customer experience gap.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 19 contacts → | ||||
Exact match “FROM helps large enterprises transform from where they are now to where they need to be to succeed with today’s digital-first customers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 17 contacts → | ||||
Exact match “Every month, finance teams do the same thing: they wait.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 16 contacts → | ||||
Exact match “Whelp is the leading conversational AI platform empowering every brand to deliver top-notch customer experiences.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “Thoughtly is revolutionizing calling by helping businesses deploy human-like AI voice agents in under 20 minutes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “Querlo is a consulting and marketing technology firm that provides Customized Artificial Intelligence Solutions and data management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 9 contacts → | ||||
Exact match “We are a next-gen, complete AI CX Platform focused on true resolution, customer devotion and growth- High Quality AI Agents - Help Desk w/ Unlimited Seats - CRM - AI QA + more We…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “As an innovative AI development company, we can help you leverage machine learning, computer vision, conversational AI, and more to solve a critical business need.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Next-Gen Financial Infrastructure for AI Agents” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “At Unleash Support, we recognize the challenges businesses face in delivering exceptional customer service in today's fast-paced digital landscape.” Recorded in the RevenueBase company graph · Sep 27, 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 23 of 52 conversational AI financial platforms based in New York, United States
See the full list, filter by size, metro and specialty, and access 1,476 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Conversational AI financial platforms based in New York, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 52 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 New York, 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 1,476 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 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 in the United States
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 New York, United States?
RevenueBase identified 52 company matches for conversational AI financial platforms associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Liveperson tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most conversational AI financial platforms?
San Francisco leads the United States with 57 company records, followed by New York (57) and Austin (18).
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 1,476 professional contacts with verified work emails tracked across these 52 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 conversational AI financial platforms based in New York, 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 Paris, France
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- Conversational AI financial platforms based in London, United Kingdom
- 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
- Conversational AI financial platforms based in Italy
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
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- Lists A-Z
- New lists
- Conversational AI financial platforms based in Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- Conversational AI financial platforms based in San Francisco, United States
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Company intelligence · public preview
Top 23 conversational AI financial platforms based in New York, 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 52 matching company records for conversational AI financial platforms based in New York, United States, with 4,026 tracked contacts and 1,476 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 23 conversational AI financial platforms based in New York, 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 |  Livepersonliveperson.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,248 contacts → |
“LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Symphonysymphony.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 490 contacts → |
“Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GLIAglia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ROGOrogo.aiHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 100 contacts → |
“Rogo is the purpose-built AI platform for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  cognext.aicognext.aiHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 84 contacts → |
“At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pypestreampypestream.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  DELFIdelfi.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“Delfi offers an AI-native, end-to-end platform that helps banks and credit unions of all sizes make smarter financial decisions and strengthen their balance sheets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  moveo.aimoveo.aiHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“Moveo [MO-ve-oh] To set in motion Moveo.AI was founded in 2020 to make complex AI technology accessible and useful for enterprises.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  bigdata.combigdata.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 45 contacts → |
“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Insaitinsait.ioHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 40 contacts → |
“Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Multimodalmultimodal.devHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Multimodal is an agentic AI company founded in 2023 and based in the New York area.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Highbeamhighbeam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“AI-powered financial command center for consumer brands.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  senseforth.aisenseforth.aiHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 30 contacts → |
“At Senseforth.ai, we enable organizations to bridge the customer experience gap.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | From, The Digital Transformation Agencyfrom.digital HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 19 contacts → |
“FROM helps large enterprises transform from where they are now to where they need to be to succeed with today’s digital-first customers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  VIEWZviewz.coHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 17 contacts → |
“Every month, finance teams do the same thing: they wait.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  WHELPwhelp.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Whelp is the leading conversational AI platform empowering every brand to deliver top-notch customer experiences.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Thoughtlythoughtly.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Thoughtly is revolutionizing calling by helping businesses deploy human-like AI voice agents in under 20 minutes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Querloquerlo.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“Querlo is a consulting and marketing technology firm that provides Customized Artificial Intelligence Solutions and data management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Applied Labsappliedlabs.aiHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“We are a next-gen, complete AI CX Platform focused on true resolution, customer devotion and growth- High Quality AI Agents - Help Desk w/ Unlimited Seats - CRM - AI QA + more We…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Infolytxinfolytx.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 8 contacts → |
“As an innovative AI development company, we can help you leverage machine learning, computer vision, conversational AI, and more to solve a critical business need.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Glide AIuseglide.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Next-Gen Financial Infrastructure for AI Agents” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Unleash Supportunleashsupport.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“At Unleash Support, we recognize the challenges businesses face in delivering exceptional customer service in today's fast-paced digital landscape.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Conversational AI financial platforms: dataset insights
September 27, 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
52 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 United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 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 in the United States
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 New York, United States?
The saved snapshot records 52 matching company records, 4,026 tracked contacts and 1,476 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 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 Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- 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
- Conversational AI financial platforms based in Italy
Cite this list
RevenueBase Data Team. Top 23 conversational AI financial platforms based in New York, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/conversational-ai-financial-platforms/united-states/new-york.
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 Paris, France
- Conversational AI financial platforms based in Bangalore, India
- Conversational AI financial platforms based in Singapore, Singapore
- Conversational AI financial platforms based in London, United Kingdom
- Conversational AI financial platforms based in San Francisco, United States
- Conversational AI financial platforms based in Australia
Company intelligence · public preview
Top 23 conversational AI financial platforms based in New York, United States
RevenueBase records 52 matching company records for conversational AI financial platforms based in New York, United States, with 4,026 tracked contacts and 1,476 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 23 conversational AI financial platforms based in New York, 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 | Livepersonliveperson.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,248 contacts → |
“LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Symphonysymphony.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 490 contacts → |
“Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GLIAglia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 372 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 354 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ROGOrogo.ai HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 100 contacts → |
“Rogo is the purpose-built AI platform for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | cognext.aicognext.ai HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 84 contacts → |
“At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pypestreampypestream.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | DELFIdelfi.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 49 contacts → |
“Delfi offers an AI-native, end-to-end platform that helps banks and credit unions of all sizes make smarter financial decisions and strengthen their balance sheets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | moveo.aimoveo.ai HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 contacts → |
“Moveo [MO-ve-oh] To set in motion Moveo.AI was founded in 2020 to make complex AI technology accessible and useful for enterprises.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | bigdata.combigdata.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 45 contacts → |
“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Insaitinsait.io HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 40 contacts → |
“Insait is revenue-generating conversational AI for enterprises where customer interactions drive revenue, including the most regulated industries in the world.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Multimodalmultimodal.dev HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Multimodal is an agentic AI company founded in 2023 and based in the New York area.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Highbeamhighbeam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“AI-powered financial command center for consumer brands.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | senseforth.aisenseforth.ai HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 30 contacts → |
“At Senseforth.ai, we enable organizations to bridge the customer experience gap.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | From, The Digital Transformation Agencyfrom.digital HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 19 contacts → |
“FROM helps large enterprises transform from where they are now to where they need to be to succeed with today’s digital-first customers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | VIEWZviewz.co HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 17 contacts → |
“Every month, finance teams do the same thing: they wait.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WHELPwhelp.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“Whelp is the leading conversational AI platform empowering every brand to deliver top-notch customer experiences.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thoughtlythoughtly.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 13 contacts → |
“Thoughtly is revolutionizing calling by helping businesses deploy human-like AI voice agents in under 20 minutes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Querloquerlo.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“Querlo is a consulting and marketing technology firm that provides Customized Artificial Intelligence Solutions and data management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Applied Labsappliedlabs.ai HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“We are a next-gen, complete AI CX Platform focused on true resolution, customer devotion and growth- High Quality AI Agents - Help Desk w/ Unlimited Seats - CRM - AI QA + more We…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Infolytxinfolytx.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 8 contacts → |
“As an innovative AI development company, we can help you leverage machine learning, computer vision, conversational AI, and more to solve a critical business need.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Glide AIuseglide.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Next-Gen Financial Infrastructure for AI Agents” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Unleash Supportunleashsupport.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“At Unleash Support, we recognize the challenges businesses face in delivering exceptional customer service in today's fast-paced digital landscape.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Conversational AI financial platforms: dataset insights
September 27, 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
52 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 United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 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 in the United States
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 New York, United States?
The saved snapshot records 52 matching company records, 4,026 tracked contacts and 1,476 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 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 23 conversational AI financial platforms based in New York, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/conversational-ai-financial-platforms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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