Company lists · Data refreshed November 2026
Top 25 Customer data platforms for financial services based in the United States
RevenueBase identified 133 company matches for customer data platforms for financial services associated with the United States as of November 2026 and tracks 6,629 professional contacts across them, including 3,141 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 November 5, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest customer data platforms for financial services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 581 contacts → | ||||
Exact match “Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 510 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 493 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 438 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 411 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 314 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 305 contacts → | ||||
Exact match “Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 288 contacts → | ||||
Exact match “Softcrylic is a data consulting firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 285 contacts → | ||||
Exact match “Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 255 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 231 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 180 contacts → | ||||
Exact match “Community banks and credit unions know their customers better than any big bank ever will.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 136 contacts → | ||||
Exact match “Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 120 contacts → | ||||
Exact match “At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 109 contacts → | ||||
Exact match “What Makes Deluxe Marketing Solutions Different- Scalable, sophisticated data-driven online and offline marketing strategies - An extensive suite of relevant, timely data…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 104 contacts → | ||||
Exact match “MessageGears is the data activation and engagement platform that helps enterprises harness their data by streamlining the tech stack.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 102 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 101 contacts → | ||||
Exact match “AIQ powers modern customer loyalty and engagement for brands and retailers looking to build deeper, more valuable relationships with their customers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 81 contacts → | ||||
Exact match “Wildfire Systems is the enterprise Commerce Intelligence Platform that transforms customer loyalty from a cost center into a self-funding revenue flywheel.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 67 contacts → | ||||
Exact match “Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 54 contacts → | ||||
Exact match “Cinch is a customer data experience platform built for B2C marketing teams ready to grow customer value, not just chase transactions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 49 contacts → | ||||
Exact match “MetaRouter is the first-mile Customer Context Infrastructure that captures identity, behavior, and consent, in real time, inside the enterprise's own cloud, before the moment is…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 46 contacts → | ||||
Exact match “Experiture empowers businesses to harness the full potential of their customer data for marketing through our leading-edge Customer Engagement Platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 46 contacts → | ||||
Exact match “Act on your data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 43 contacts → | ||||
Exact match “Hansa is a CDP agency that helps companies make their email more data-driven so they can create better customer experiences and keep customers buying.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “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 133 customer data platforms for financial services based in the United States
See the full list, filter by size, metro and specialty, and access 3,141 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Customer data platforms for financial services based in the United States at a glance
As of Nov 5, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 133 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 3,141 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
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 133 company matches for customer data platforms for financial services associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Tealium 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 14 company records, followed by San Francisco (13) and Austin (7).
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 3,141 professional contacts with verified work emails tracked across these 133 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 133 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
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 India
- Customer data platforms for financial services based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Fintech companies based in the United States
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 133 matching company records for customer data platforms for financial services based in the United States, with 6,629 tracked contacts and 3,141 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 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 |  Tealiumtealium.comHQ: San Diego, TX, United StatesReported employees: 501-1,000 | San Diego, TX, United States | 501-1,000 | Exact match | 581 contacts → |
“Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Infogroupinfogroup.comHQ: Dallas, IL, United StatesReported employees: 1,001-5,000 | Dallas, IL, United States | 1,001-5,000 | Exact match | 510 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cardlyticscardlytics.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 411 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Amperityamperity.comHQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 314 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fullpathfullpath.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 305 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Softcrylicsoftcrylic.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 288 contacts → |
“Softcrylic is a data consulting firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hevo Datahevodata.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 285 contacts → |
“Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  GIGYAgigya.comHQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 231 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Marquisgomarquis.comHQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ometriaometria.comHQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 136 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  L2tl2tmedia.comHQ: Evanston, IL, United StatesReported employees: 51-200 | Evanston, IL, United States | 51-200 | Exact match | 120 contacts → |
“At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Deluxe Marketing Solutionsfi.deluxe.comHQ: Boca Raton, FL, United StatesReported employees: 5,001-10,000 | Boca Raton, FL, United States | 5,001-10,000 | Exact match | 109 contacts → |
“What Makes Deluxe Marketing Solutions Different- Scalable, sophisticated data-driven online and offline marketing strategies - An extensive suite of relevant, timely data…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Messagegearsmessagegears.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 104 contacts → |
“MessageGears is the data activation and engagement platform that helps enterprises harness their data by streamlining the tech stack.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Rokt Mparticlemparticle.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 102 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Aiq.com Alpine IQaiq.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 101 contacts → |
“AIQ powers modern customer loyalty and engagement for brands and retailers looking to build deeper, more valuable relationships with their customers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wildfire Systems, INCwildfire-corp.comHQ: Solana Beach, CA, United StatesReported employees: 51-200 | Solana Beach, CA, United States | 51-200 | Exact match | 81 contacts → |
“Wildfire Systems is the enterprise Commerce Intelligence Platform that transforms customer loyalty from a cost center into a self-funding revenue flywheel.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Segmentsegment.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 67 contacts → |
“Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CINCHcinch.ioHQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 54 contacts → |
“Cinch is a customer data experience platform built for B2C marketing teams ready to grow customer value, not just chase transactions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Metaroutermetarouter.ioHQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 49 contacts → |
“MetaRouter is the first-mile Customer Context Infrastructure that captures identity, behavior, and consent, in real time, inside the enterprise's own cloud, before the moment is…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Experitureexperiture.comHQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 46 contacts → |
“Experiture empowers businesses to harness the full potential of their customer data for marketing through our leading-edge Customer Engagement Platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  B2metricb2metric.comHQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 46 contacts → |
“Act on your data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hansa Marketing Serviceshansacdpmarketing.comHQ: Chicago, OR, United StatesReported employees: 11-50 | Chicago, OR, United States | 11-50 | Exact match | 43 contacts → |
“Hansa is a CDP agency that helps companies make their email more data-driven so they can create better customer experiences and keep customers buying.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Customer data platforms for financial services: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
133 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 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 133 matching company records, 6,629 tracked contacts and 3,141 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer data platforms for financial services by geography
Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services based in the United States. Snapshot: November 5, 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 India
- Customer data platforms for financial services based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Fintech companies based in the United States
Company intelligence · public preview
Top 25 customer data platforms for financial services based in the United States
RevenueBase records 133 matching company records for customer data platforms for financial services based in the United States, with 6,629 tracked contacts and 3,141 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 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 | Tealiumtealium.com HQ: San Diego, TX, United StatesReported employees: 501-1,000 | San Diego, TX, United States | 501-1,000 | Exact match | 581 contacts → |
“Tealium is the Customer Data Infrastructure for a world where data is always moving.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Infogroupinfogroup.com HQ: Dallas, IL, United StatesReported employees: 1,001-5,000 | Dallas, IL, United States | 1,001-5,000 | Exact match | 510 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cardlyticscardlytics.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 411 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Amperityamperity.com HQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 314 contacts → |
“Amperity is the AI-powered Customer Data Cloud that helps brands act on real-time customer context.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fullpathfullpath.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 305 contacts → |
“Fullpath by Cox Automotive is the automotive industry’s AI ecosystem.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Softcrylicsoftcrylic.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 288 contacts → |
“Softcrylic is a data consulting firm.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hevo Datahevodata.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 285 contacts → |
“Hevo is a no-code ELT platform that helps companies move and manage their data with simplicity, reliability, and transparency.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | GIGYAgigya.com HQ: Mountain View, CA, United StatesReported employees: 201-500 | Mountain View, CA, United States | 201-500 | Exact match | 231 contacts → |
“Gigya is now the SAP Customer Data Cloud, part of the SAP C/4HANA Suite of Customer Experience (CX) solutions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Marquisgomarquis.com HQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ometriaometria.com HQ: London, NY, United StatesReported employees: 51-200 | London, NY, United States | 51-200 | Exact match | 136 contacts → |
“Ometria is the first and only customer data experience platform (CDXP) built for retail brands.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | L2tl2tmedia.com HQ: Evanston, IL, United StatesReported employees: 51-200 | Evanston, IL, United States | 51-200 | Exact match | 120 contacts → |
“At L2T, our AutoQuity™ platform drives ROI through machine learning and performance-based insights that fuel smarter, more effective campaigns.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Deluxe Marketing Solutionsfi.deluxe.com HQ: Boca Raton, FL, United StatesReported employees: 5,001-10,000 | Boca Raton, FL, United States | 5,001-10,000 | Exact match | 109 contacts → |
“What Makes Deluxe Marketing Solutions Different- Scalable, sophisticated data-driven online and offline marketing strategies - An extensive suite of relevant, timely data…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Messagegearsmessagegears.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 104 contacts → |
“MessageGears is the data activation and engagement platform that helps enterprises harness their data by streamlining the tech stack.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Rokt Mparticlemparticle.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 102 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Aiq.com Alpine IQaiq.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 101 contacts → |
“AIQ powers modern customer loyalty and engagement for brands and retailers looking to build deeper, more valuable relationships with their customers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wildfire Systems, INCwildfire-corp.com HQ: Solana Beach, CA, United StatesReported employees: 51-200 | Solana Beach, CA, United States | 51-200 | Exact match | 81 contacts → |
“Wildfire Systems is the enterprise Commerce Intelligence Platform that transforms customer loyalty from a cost center into a self-funding revenue flywheel.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Segmentsegment.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 67 contacts → |
“Segment is a customer data platform (CDP) that helps companies harness first-party customer data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CINCHcinch.io HQ: Salt Lake City, UT, United StatesReported employees: 11-50 | Salt Lake City, UT, United States | 11-50 | Exact match | 54 contacts → |
“Cinch is a customer data experience platform built for B2C marketing teams ready to grow customer value, not just chase transactions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Metaroutermetarouter.io HQ: Cincinnati, OH, United StatesReported employees: 11-50 | Cincinnati, OH, United States | 11-50 | Exact match | 49 contacts → |
“MetaRouter is the first-mile Customer Context Infrastructure that captures identity, behavior, and consent, in real time, inside the enterprise's own cloud, before the moment is…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Experitureexperiture.com HQ: Brooklyn, NY, United StatesReported employees: 51-200 | Brooklyn, NY, United States | 51-200 | Exact match | 46 contacts → |
“Experiture empowers businesses to harness the full potential of their customer data for marketing through our leading-edge Customer Engagement Platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | B2metricb2metric.com HQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 46 contacts → |
“Act on your data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hansa Marketing Serviceshansacdpmarketing.com HQ: Chicago, OR, United StatesReported employees: 11-50 | Chicago, OR, United States | 11-50 | Exact match | 43 contacts → |
“Hansa is a CDP agency that helps companies make their email more data-driven so they can create better customer experiences and keep customers buying.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Customer data platforms for financial services: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
133 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 133 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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 133 matching company records, 6,629 tracked contacts and 3,141 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Customer data platforms for financial services by geography
Cite this list
RevenueBase Data Team. Top 25 customer data platforms for financial services based in the United States. Snapshot: November 5, 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 India
- Customer data platforms for financial services based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Fintech companies based in the United States