Company lists · Data refreshed September 2026

Top 25 Financial analytics platform companies based in the United States

Name: Financial analytics platform companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 955 companies tracked

RevenueBase identified 955 financial analytics platform companies headquartered in the United States as of September 2026 and tracks 34,714 professional contacts across them, including 16,661 with verified work emails. New York is the largest hub.

This list covers financial analytics platform companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

955Companies

34,714Contacts tracked

16,661Verified emails

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The 25 largest financial analytics platform companies based in the United States

Ranked by team size

Top 25 of 955 financial analytics platform companies based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial analytics platform companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Factset	Partial evidence	Norwalk, CT, United StatesHQ checked Sep 28, 2026	10001+	13,385 contacts →
	Partial evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 28, 2026
2	Insightsoftware	Indirect evidence	Raleigh, NC, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,964 contacts →
	Indirect evidence “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Source: RevenueBase Database · checked Sep 28, 2026
3	Onestream Software	Indirect evidence	Birmingham, MI, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,542 contacts →
	Indirect evidence “OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.” Source: RevenueBase Database · checked Sep 28, 2026
4	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
5	Kyriba	Indirect evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	501-1,000	1,222 contacts →
	Indirect evidence “Kyriba is the global leader in liquidity performance, trusted to transform how CFOs, Treasurers and IT leaders connect, protect, forecast and optimize their liquidity amid…” Source: RevenueBase Database · checked Sep 28, 2026
6	Yipitdata	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	795 contacts →
	Partial evidence “YipitData is the leading market research and analytics firm for the disruptive economy and most recently raised $475M from The Carlyle Group at a valuation of over $1B.” Source: RevenueBase Database · checked Sep 28, 2026
7	Strata Decision Technology	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	654 contacts →
	Strong evidence “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Source: RevenueBase Database · checked Sep 28, 2026
8	Planful	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	591 contacts →
	Partial evidence “Planful is the pioneer of financial performance management cloud software.” Source: RevenueBase Database · checked Sep 28, 2026
9	Curinos	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	522 contacts →
	Partial evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 28, 2026
10	Envestnet Yodlee India	Strong evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	485 contacts →
	Strong evidence “Envestnet \| Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Source: RevenueBase Database · checked Sep 28, 2026
11	Starburst	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	432 contacts →
	Strong evidence “Starburst was founded by the inventors of OS Trino so that data-driven companies could have a full-featured open data lakehouse platform powered by the #1 SQL analytics engine.” Source: RevenueBase Database · checked Sep 28, 2026
12	Datarails	Indirect evidence	NY, United StatesHQ checked Sep 28, 2026	201-500	388 contacts →
	Indirect evidence “Datarails is the AI finance operating system for finance teams.” Source: RevenueBase Database · checked Sep 28, 2026
13	Insync Analytics	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	291 contacts →
	Partial evidence “InSync is the AI-powered platform for fundamental equity research, bringing Guidance, Actuals, Models & Estimates (GAME) together in one place.” Source: RevenueBase Database · checked Sep 28, 2026
14	CB Insights	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	275 contacts →
	Indirect evidence “CB Insights is the leader in predictive intelligence on private companies-turning exclusive data on millions of firms into early, trusted signals on future performance and…” Source: RevenueBase Database · checked Sep 28, 2026
15	DOCYT	Strong evidence	Mountain View, CA, United StatesHQ checked Sep 28, 2026	201-500	245 contacts →
	Strong evidence “Docyt's AI-powered Accounting and Business Intelligence platform is reshaping financial management for SMBs, franchises, and accounting firms.” Source: RevenueBase Database · checked Sep 28, 2026
16	IDIQ	Partial evidence	Temecula, CA, United StatesHQ checked Sep 28, 2026	201-500	212 contacts →
	Partial evidence “Welcome to IDIQ, a distinguished leader in financial intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
17	Microstrategy NOW Strategy	Partial evidence	Tysons Corner, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	209 contacts →
	Partial evidence “We provide cloud-native, AI-powered enterprise analytics software to thousands of global customers, and leverage 35+ years of software expertise to explore innovation in Bitcoin…” Source: RevenueBase Database · checked Sep 28, 2026
18	M Science	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	202 contacts →
	Strong evidence “M Science is a data-driven research and analytics firm, uncovering new insights for leading financial institutions and corporations since 2016.” Source: RevenueBase Database · checked Sep 28, 2026
19	Nextera Analytics	Indirect evidence	St Paul, MN, United StatesHQ checked Sep 28, 2026	51-200	198 contacts →
	Indirect evidence “We believe that embracing complexity can lead to innovative simplicity.” Source: RevenueBase Database · checked Sep 28, 2026
20	Rapidratings	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	187 contacts →
	Partial evidence “RapidRatings® sets the standard for financial health transparency between business partners, transforming the way the world’s leading companies manage enterprise and financial…” Source: RevenueBase Database · checked Sep 28, 2026
21	Datazoic INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	183 contacts →
	Indirect evidence “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Source: RevenueBase Database · checked Sep 28, 2026
22	Arcana	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	175 contacts →
	Indirect evidence “Arcana enables institutional investors to understand their portfolio risks, decompose single stock & book performance, drill into crowding, and isolate their idiosyncratic…” Source: RevenueBase Database · checked Sep 28, 2026
23	Cloudzero	Partial evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	51-200	173 contacts →
	Partial evidence “CloudZero is the financial control plane for AI economics.” Source: RevenueBase Database · checked Sep 28, 2026
24	Datameer	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	171 contacts →
	Indirect evidence “Datameer: Your Solution to Self-Serve Data Analysis and Visualization.” Source: RevenueBase Database · checked Sep 28, 2026
25	Activeviam	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	166 contacts →
	Strong evidence “ActiveViam is a fast-growing financial data analytics solution provider.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial analytics platform companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial analytics platform companies.
Partial evidence: Its own public description names part of financial analytics platform companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial analytics platform companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 955 financial analytics platform companies based in the United States

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Financial analytics platform companies based in the United States at a glance

As of Sep 28, 2026

48.0%Verified-email coverage

36.3Average contacts per company

1-10Median size (employees)

15.0%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

544

11-50

285

51-200

201-500

501-1,000

1,001-5,000

10001+

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 955 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial analytics platform companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial analytics platform companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial analytics platform companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial analytics platform companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 16,661 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial analytics platform companies by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial analytics platform companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial analytics platform companies are there based in the United States?

RevenueBase identified 955 financial analytics platform companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Factset, headquartered in Norwalk, tops this list with the largest team on record.

Which city has the most financial analytics platform companies?

New York leads with 143 headquartered companies, followed by San Francisco (64) and Chicago (32).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 16,661 verified decision-maker contacts tracked across these 955 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

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