Company lists · Data refreshed September 2026

Top 17 Customer data platforms for financial services based in New York, United States

RevenueBase identified 40 company matches for customer data platforms for financial services associated with New York, United States as of September 2026 and tracks 1,594 professional contacts across them, including 788 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for customer data platforms for financial services associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
40Companies
1,594Contacts tracked
788Verified emails
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The 17 largest customer data platforms for financial services based in New York, United States

Ranked by team size
Top 17 of 40 company matches for customer data platforms for financial services based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500522 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
2Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200255 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
3Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026501-1,000135 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
4Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200128 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
5Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20084 contacts →

Exact match

“Browsi helps marketers and advertisers outperform their competitors’ ads with insightful data.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchNew York, United StatesHQ recorded Sep 28, 2026201-50082 contacts →

Exact match

“For more than 20 years, 1010data has helped financial, retail and consumer goods customers monitor shifts in consumer demand and market conditions and rapidly respond with…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-50052 contacts →

Exact match

“IgnitionOne’s leading Customer Intelligence platform empowers marketers to find and engage their most valuable customers across channels using a data-driven approach.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5049 contacts →

Exact match

“Brij’s AI-powered software platform helps brands acquire, analyze, and activate first-party data across every sales channel.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20046 contacts →

Exact match

“Tapad is where big data meets personalization.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5036 contacts →

Exact match

“Bikky is the first Customer Data Platform (CDP) built exclusively for large, multi-unit restaurant brands.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“At Actable, we help brands turn customer analytics into business outcomes.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20017 contacts →

Exact match

“Simon Data empowers marketing teams with the only Customer Data Platform (CDP) purpose-built to increase campaign performance through faster, more precise segmentation and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“Peel Insights (A Relay Commerce company) helps Shopify and Amazon D2C brands and agencies drive profitability by focusing on retention and subscriptions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-507 contacts →

Exact match

“Companies invest millions in customer acquisition each year, often wasting resources on outdated marketing strategies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-504 contacts →

Exact match

“Born from an advanced digital analytics firm in New York City specialized in etail and retail sales growth, BuyerGenomics was developed to give marketers an “unfair advantage”…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-503 contacts →

Exact match

“GoodWork is a revenue intelligence platform for growth-stage B2B companies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 17 of 40 customer data platforms for financial services based in New York, United States

See the full list, filter by size, metro and specialty, and access 788 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 New York, United States at a glance

As of Sep 28, 2026
49.4%Verified-email coverage
39.9Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
9
11-50
16
51-200
10
201-500
3
501-1,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 40 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with New York, United States whose business descriptions match “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 788 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 in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “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 New York, United States?

RevenueBase identified 40 company matches for customer data platforms for financial services associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Curinos tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most customer data platforms for financial services?

New York leads the United States 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 788 professional contacts with verified work emails tracked across these 40 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.

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About this data

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