Company lists · Data refreshed September 2026
Top 25 Customer data platforms for financial services based in the United States
RevenueBase identified 370 company matches for customer data platforms for financial services associated with 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 company matches for customer data platforms for financial services 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 September 28, 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 customer data platforms for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,953 contacts → | ||||
Exact match “Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 702 contacts → | ||||
Exact match “CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 588 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 558 contacts → | ||||
Exact match “Analytic Partners is the leader in Commercial Analytics.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 522 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 485 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 476 contacts → | ||||
Exact match “Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 417 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 355 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 299 contacts → | ||||
Exact match “Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 291 contacts → | ||||
Exact match “Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 282 contacts → | ||||
Exact match “Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 277 contacts → | ||||
Exact match “Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 265 contacts → | ||||
Exact match “Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 255 contacts → | ||||
Exact match “Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 234 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 222 contacts → | ||||
Exact match “Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 195 contacts → | ||||
Exact match “Community banks and credit unions know their customers better than any big bank ever will.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 195 contacts → | ||||
Exact match “Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 161 contacts → | ||||
Exact match “BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 135 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 133 contacts → | ||||
Exact match “Catalyst is a marketing agency that helps clients develop more profitable customer relationships.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 128 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 127 contacts → | ||||
Exact match “Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 124 contacts → | ||||
Exact match “DataLab USA is an analytics-driven award-winning database marketing services company that focuses on optimizing multichannel direct marketing solutions.” Recorded in the RevenueBase company graph · Sep 28, 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 “customer data platforms for financial services”. 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 370 customer data platforms for financial services based in the United States
See the full list, filter by size, metro and specialty, and access 10,272 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 “customer data platforms for 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 10,272 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 28, 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.
Customer data platforms for financial services 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 “customer data platforms for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many customer data platforms for financial services are there based in the United States?
RevenueBase identified 370 company matches for customer data platforms for financial services associated with the 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?
Epsilon tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most customer data platforms for financial services?
New York leads with 42 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 10,272 professional contacts with verified work emails tracked across these 370 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 370 customer data platforms for financial services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
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 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
- 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
Company intelligence · public preview
Top 25 customer data platforms for financial services 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 370 matching company records for customer data platforms for financial services based in the United States, with 22,513 tracked contacts and 10,272 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: September 28, 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 customer data platforms for financial services 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 |  Epsilonepsilon.comHQ: Irving, TX, United StatesReported employees: 5,001-10,000 | Irving, TX, United States | 5,001-10,000 | Exact match | 9,953 contacts → |
“Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Clevertapclevertap.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 702 contacts → |
“CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tealiumtealium.comHQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 588 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Analytic Partnersanalyticpartners.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 558 contacts → |
“Analytic Partners is the leader in Commercial Analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Infogroupinfogroup.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 476 contacts → |
“Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cardlyticscardlytics.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 417 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Claritasclaritas.comHQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 299 contacts → |
“Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Amperityamperity.comHQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 291 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Wilandwiland.comHQ: Niwot, CO, United StatesReported employees: 201-500 | Niwot, CO, United States | 201-500 | Exact match | 282 contacts → |
“Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fullpathfullpath.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 277 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hevo Datahevodata.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 265 contacts → |
“Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Affinity Solutionsaffinity.solutionsHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 255 contacts → |
“Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 234 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  GIGYAgigya.comHQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 222 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Marquisgomarquis.comHQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 195 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Segmentsegment.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 195 contacts → |
“Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Blueconicblueconic.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 161 contacts → |
“BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Rokt Mparticlemparticle.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 135 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Catalystcatalystinc.comHQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 133 contacts → |
“Catalyst is a marketing agency that helps clients develop more profitable customer relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Appcard, INCappcard.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ometriaometria.comHQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 127 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Datalab USAdatalabusa.comHQ: Germantown, MD, United StatesReported employees: 51-200 | Germantown, MD, United States | 51-200 | Exact match | 124 contacts → |
“DataLab USA is an analytics-driven award-winning database marketing services company that focuses on optimizing multichannel direct marketing solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 370 company matches
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Customer data platforms for financial services: dataset insights
September 28, 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
370 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 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 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 28, 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 ↗
Customer data platforms for financial services by metro
Questions about this company list
What does Exact match mean for customer data platforms for financial services?
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 customer data platforms for financial services did RevenueBase find based in the United States?
The saved snapshot records 370 matching company records, 22,513 tracked contacts and 10,272 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: September 28, 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
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
Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/customer-data-platforms-for-financial-services/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
- 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
Company intelligence · public preview
Top 25 customer data platforms for financial services based in the United States
RevenueBase records 370 matching company records for customer data platforms for financial services based in the United States, with 22,513 tracked contacts and 10,272 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: September 28, 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 customer data platforms for financial services 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 | Epsilonepsilon.com HQ: Irving, TX, United StatesReported employees: 5,001-10,000 | Irving, TX, United States | 5,001-10,000 | Exact match | 9,953 contacts → |
“Epsilon is a global leader in data and identity with deep expertise in digital media, clean rooms, customer data platforms, loyalty and marketing services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Clevertapclevertap.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 702 contacts → |
“CleverTap is the leading all-in-one customer engagement platform that helps brands unlock limitless customer lifetime value.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tealiumtealium.com HQ: San Diego, CA, United StatesReported employees: 501-1,000 | San Diego, CA, United States | 501-1,000 | Exact match | 588 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Analytic Partnersanalyticpartners.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 558 contacts → |
“Analytic Partners is the leader in Commercial Analytics.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 485 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Infogroupinfogroup.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 476 contacts → |
“Infogroup is a big data, analytics, and marketing services provider that delivers best in class data-driven customer-centric technology solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cardlyticscardlytics.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 417 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 355 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Claritasclaritas.com HQ: Cincinnati, OH, United StatesReported employees: 201-500 | Cincinnati, OH, United States | 201-500 | Exact match | 299 contacts → |
“Claritas: Empowering Data-Driven Marketing With nearly 50 years of understanding the American consumer, Claritas offers a comprehensive marketing optimization platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Amperityamperity.com HQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 291 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Wilandwiland.com HQ: Niwot, CO, United StatesReported employees: 201-500 | Niwot, CO, United States | 201-500 | Exact match | 282 contacts → |
“Wiland is a data science company dedicated to helping brands and nonprofits find, keep, and grow their best customers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fullpathfullpath.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 277 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hevo Datahevodata.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 265 contacts → |
“Hevo is an Automated Unified Data Platform that helps companies understand their users and customers better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Affinity Solutionsaffinity.solutions HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 255 contacts → |
“Affinity Solutions is redefining the power of consumer data, offering a new paradigm for business leaders.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 234 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | GIGYAgigya.com HQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 222 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Marquisgomarquis.com HQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 195 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Segmentsegment.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 195 contacts → |
“Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Blueconicblueconic.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 161 contacts → |
“BlueConic is the leading Customer Growth Engine, helping brands unlock the full value of their customer data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Rokt Mparticlemparticle.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 135 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Catalystcatalystinc.com HQ: Rochester, NY, United StatesReported employees: 51-200 | Rochester, NY, United States | 51-200 | Exact match | 133 contacts → |
“Catalyst is a marketing agency that helps clients develop more profitable customer relationships.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Appcard, INCappcard.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 128 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ometriaometria.com HQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 127 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Datalab USAdatalabusa.com HQ: Germantown, MD, United StatesReported employees: 51-200 | Germantown, MD, United States | 51-200 | Exact match | 124 contacts → |
“DataLab USA is an analytics-driven award-winning database marketing services company that focuses on optimizing multichannel direct marketing solutions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Customer data platforms for financial services: dataset insights
September 28, 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
370 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 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 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 28, 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 ↗
Customer data platforms for financial services by metro
Questions about this company list
What does Exact match mean for customer data platforms for financial services?
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 customer data platforms for financial services did RevenueBase find based in the United States?
The saved snapshot records 370 matching company records, 22,513 tracked contacts and 10,272 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: September 28, 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
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
Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/customer-data-platforms-for-financial-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- 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