Company lists · Data refreshed September 2026
Top 25 Customer data platforms for financial services based in the United States
RevenueBase identified 370 customer data platforms for financial services headquartered in the United States as of September 2026 and tracks 22,513 professional contacts across them, including 10,272 with verified work emails. New York is the largest hub.
This list covers customer data platforms for financial services headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest customer data platforms for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,953 contacts → | ||||
Strong evidence “Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 702 contacts → | ||||
Strong evidence “CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 588 contacts → | ||||
Strong evidence “Tealium helps companies collect, govern, and enrich their customer data in real-time to power AI initiatives and delight customers in the moments that matter.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 558 contacts → | ||||
Indirect evidence “Analytic Partners is the leader in Commercial Analytics.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 522 contacts → | ||||
Strong evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 485 contacts → | ||||
Strong evidence “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 476 contacts → | ||||
Strong evidence “Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 417 contacts → | ||||
Strong evidence “Cardlytics (NASDAQ: CDLX) is a commerce media platform, powered by our publishers’ first-party purchase data, that makes commerce smarter and more rewarding for everyone.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 355 contacts → | ||||
Indirect evidence “Kinective is leading the way to Intelligent Banking.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 299 contacts → | ||||
Strong evidence “Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 291 contacts → | ||||
Strong evidence “Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 282 contacts → | ||||
Strong evidence “Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 277 contacts → | ||||
Indirect evidence “Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 265 contacts → | ||||
Strong evidence “Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 255 contacts → | ||||
Partial evidence “Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 234 contacts → | ||||
Strong evidence “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 222 contacts → | ||||
Strong evidence “Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 195 contacts → | ||||
Partial evidence “Community banks and credit unions know their customers better than any big bank ever will.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 195 contacts → | ||||
Strong evidence “Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 161 contacts → | ||||
Strong evidence “BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 135 contacts → | ||||
Strong evidence “mParticle, an end-to-end customer data platform (CDP), turns customer data into customer joy by seamlessly orchestrating the entirety of the customer data stack in real time.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 133 contacts → | ||||
Partial evidence “Catalyst is a marketing agency that helps clients develop more profitable customer relationships.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 128 contacts → | ||||
Indirect evidence “Founded in 2011 by the team behind ICQ, Dotomi and Jajah-and backed by Peter Thiel,(via Founders Fund), Eric Schmidt (via Innovation endeavors) and Jerry Yang, AppCard disrupts…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 127 contacts → | ||||
Strong evidence “Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 124 contacts → | ||||
Indirect evidence “DataLab USA is an analytics-driven award-winning database marketing services company that focuses on optimizing multichannel direct marketing solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: customer data platforms for financial services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names customer data platforms for financial services.
- Partial evidence
- Its own public description names part of customer data platforms for financial services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name customer data platforms for financial services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 370 customer data platforms for financial services based in the United States
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Customer data platforms for financial services based in the United States at a glance
As of Sep 28, 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 370 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among customer data platforms for financial services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “customer data platforms for financial services”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names customer data platforms for financial services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among customer data platforms for financial services, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 10,272 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Customer data platforms for financial services by metro
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names customer data platforms for financial services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many customer data platforms for financial services are there based in the United States?
RevenueBase identified 370 customer data platforms for financial services headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Epsilon, headquartered in Irving, tops this list with the largest team on record.
Which city has the most customer data platforms for financial services?
New York leads with 40 headquartered companies, followed by San Francisco (26) and Atlanta (10).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 10,272 verified decision-maker contacts tracked across these 370 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
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Customer data platforms for financial services by geography
- Customer data platforms for financial services based in London, United Kingdom
- Customer data platforms for financial services based in New York, United States
- Customer data platforms for financial services based in San Francisco, United States
- Customer data platforms for financial services based in Australia
- Customer data platforms for financial services based in Brazil
- Customer data platforms for financial services based in Canada
- Customer data platforms for financial services based in France
- Customer data platforms for financial services based in Germany
- Customer data platforms for financial services based in India
- Customer data platforms for financial services based in the United Kingdom
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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- Customer data platforms for financial services based in London, United Kingdom
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