Company lists · Data refreshed October 2026

Top 22 Conversational AI financial services based in New York, United States

RevenueBase identified 70 company matches for conversational AI financial services associated with New York, United States as of October 2026 and tracks 3,407 professional contacts across them, including 1,026 with verified work emails. Across the United States, San Francisco is the largest hub for this category (79 companies); New York follows with 70.

This list covers company matches for conversational AI financial services 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 October 10, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 10, 2026 How this list was built
70Companies
3,407Contacts tracked
1,026Verified emails
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The 22 largest conversational AI financial services based in New York, United States

Ranked by team size
Top 22 of 70 company matches for conversational AI financial services based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 10, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Oct 10, 2026501-1,0001,210 contacts →

Exact match

“LivePerson (NASDAQ: LPSN) is the leader in predictable conversational AI and digital transformation.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Oct 10, 2026201-500393 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 · Oct 10, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 10, 2026201-500307 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 · Oct 10, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202651-200113 contacts →

Exact match

“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202651-20078 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202651-20076 contacts →

Exact match

“Pypestream is reimagining how enterprises connect with their customers in the era of Applied AI.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5062 contacts →

Exact match

“Empowering brands with empathic AI agents that automate customer interactions, drive revenue, and turn conversations into actionable insights.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5049 contacts →

Exact match

“AI-powered financial command center for consumer brands.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5037 contacts →

Exact match

“At PromethistAI, we are pioneering the next generation of Conversational AI technology and digital workforce solutions.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
10Exact matchNew York, United StatesHQ recorded Oct 10, 202651-20029 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 · Oct 10, 2026 · View company records in RevenueBase
11Exact matchNew York, United StatesHQ recorded Oct 10, 202651-20027 contacts →

Exact match

“At Senseforth.ai, we enable organizations to bridge the customer experience gap.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
12Exact matchNew York, United StatesHQ recorded Oct 10, 202611-5017 contacts →

Exact match

“AskHandle is a personalized AI system that leverages advanced generative AI and natural language processing (NLP).”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5015 contacts →

Exact match

“Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5013 contacts →

Exact match

“Sei AI is automating pre-underwriting & customer service for mortgage lenders & servicers.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5012 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 · Oct 10, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-5010 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 · Oct 10, 2026 · View company records in RevenueBase
17Exact matchNew York, United StatesHQ recorded Oct 10, 202611-509 contacts →

Exact match

“Convert 3X More Leads With Agentic Voice AI and 1:1 Live Video.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Oct 10, 20261-107 contacts →

Exact match

“TruAgents is the AI-native customer engagement platform enabling companies to deploy AI agents that email, text, and talk to customers.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
19Exact matchNew York, United StatesHQ recorded Oct 10, 202611-506 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 · Oct 10, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202651-2003 contacts →

Exact match

“Kasisto was founded in 2013 with the vision of enabling companies to engage and transact with their customers through intelligent conversations, anytime, anywhere.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202611-502 contacts →

Exact match

“NexLink is an AI and business intelligence company focused on providing AI-driven solutions that enhance both operational efficiency and human interaction within businesses.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Oct 10, 20261-102 contacts →

Exact match

“And Chill is an award winning conversational platform that fights user indecision and gives people back their leisure time.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase

Showing 22 of 70 conversational AI financial services based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,026 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Conversational AI financial services based in New York, United States at a glance

As of Oct 10, 2026
30.1%Verified-email coverage
48.7Average contacts per company
11-50Median size (employees)
Oct 10, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
27
51-200
12
201-500
4
501-1,000
1

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 70 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 services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. 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 1,026 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 October 10, 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many conversational AI financial services are there based in New York, United States?

RevenueBase identified 70 company matches for conversational AI financial services associated with New York, United States as of October 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 services?

San Francisco leads the United States with 79 company records, followed by New York (70) and Austin (36).

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 1,026 professional contacts with verified work emails tracked across these 70 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 October 10, 2026.

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About this data

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