Company lists · Data refreshed September 2026

Top 25 Financial analytics platforms based in the United States

RevenueBase identified 782 financial analytics platforms headquartered in the United States as of September 2026 and tracks 37,444 professional contacts across them, including 18,424 with verified work emails. New York is the largest hub.

This list covers financial analytics platforms 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
782Companies
37,444Contacts tracked
18,424Verified emails
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The 25 largest financial analytics platforms based in the United States

Ranked by team size
Top 25 of 782 financial analytics platforms 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 platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNorwalk, CT, United StatesHQ checked Sep 28, 202610001+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
2Indirect evidenceDallas, TX, United StatesHQ checked Sep 28, 20261,001-5,0003,345 contacts →

Indirect evidence

“Because decisions matter to your plan and the planet.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceRaleigh, NC, United StatesHQ checked Sep 28, 20261,001-5,0001,964 contacts →

Indirect evidence

“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceBirmingham, MI, United StatesHQ checked Sep 28, 20261,001-5,0001,542 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
5Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0001,304 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
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 2026501-1,0001,222 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
7Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026501-1,000795 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
8Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,000685 contacts →

Indirect evidence

“Wolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and…”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 2026201-500654 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
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-500591 contacts →

Partial evidence

“Planful is the pioneer of financial performance management cloud software.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500522 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
12Strong evidenceRedwood City, CA, United StatesHQ checked Sep 28, 20261,001-5,000485 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
13Strong evidenceBoston, MA, United StatesHQ checked Sep 28, 2026501-1,000432 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
14Strong evidenceDuluth, GA, United StatesHQ checked Sep 28, 2026201-500396 contacts →

Strong evidence

“SplashBI is a distinctive analytics platform enhanced by AI capabilities, offering conversational insights, unified reporting, and advanced analytics.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceNY, United StatesHQ checked Sep 28, 2026201-500388 contacts →

Indirect evidence

“Datarails is the AI finance operating system for finance teams.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026501-1,000304 contacts →

Partial evidence

“Visible Alpha is a part of S&P Global, creating a premium offering of fundamental investment research capabilities with S&P Global Market Intelligence’s Capital IQ Pro platform.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 2026501-1,000291 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
18Indirect evidenceSt Paul, MN, United StatesHQ checked Sep 28, 202651-200198 contacts →

Indirect evidence

“We believe that embracing complexity can lead to innovative simplicity.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200187 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
20Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-200183 contacts →

Indirect evidence

“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200183 contacts →

Indirect evidence

“Datazoic is an AI-native product suite built for sell-side Capital Markets.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500175 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
23Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202651-200173 contacts →

Partial evidence

“CloudZero is the financial control plane for AI economics.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceNew York, United StatesHQ checked Sep 28, 202651-200166 contacts →

Strong evidence

“ActiveViam is a fast-growing financial data analytics solution provider.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceCalabasas, CA, United StatesHQ checked Sep 28, 202651-200162 contacts →

Partial evidence

“Solver delivers an AI-first approach for its extended financial planning and analysis (xFP & A) solution that increases access to actionable insights beyond the finance department…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 782 financial analytics platforms based in the United States

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Financial analytics platforms based in the United States at a glance

As of Sep 28, 2026
49.2%Verified-email coverage
47.9Average contacts per company
1-10Median size (employees)
15.2%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
415
11-50
245
51-200
79
201-500
19
501-1,000
11
1,001-5,000
7
5,001-10,000
1
10001+
5

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 782 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 18,424 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.

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 platforms, 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 platforms are there based in the United States?

RevenueBase identified 782 financial analytics platforms 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 platforms?

New York leads with 119 headquartered companies, followed by San Francisco (55) and Boston (27).

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 18,424 verified decision-maker contacts tracked across these 782 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.