Company lists · Data refreshed November 2026

Top 24 Financial data aggregation platforms based in New York, United States

RevenueBase identified 56 company matches for financial data aggregation platforms associated with New York, United States as of November 2026 and tracks 5,371 professional contacts across them, including 3,066 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial data aggregation platforms 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built
56Companies
5,371Contacts tracked
3,066Verified emails
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The 24 largest financial data aggregation platforms based in New York, United States

Ranked by team size
Top 24 of 56 company matches for financial data aggregation platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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 Nov 5, 20261,001-5,0002,657 contacts →

Exact match

“Ramp is an all-in-one financial operations platform designed to save businesses time and money.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Nov 5, 2026201-500535 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 · Nov 5, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-200125 contacts →

Exact match

“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5080 contacts →

Exact match

“Carbon Arc is building the infrastructure for the insight economy - turning the world's unusable, siloed data into monetizable, ready-to-use insights.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-20059 contacts →

Exact match

“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-20055 contacts →

Exact match

“Ninth Wave delivers secure data connectivity to financial institutions through a single point of direct integration to a universal suite of open finance APIs.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5052 contacts →

Exact match

“In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5040 contacts →

Exact match

“Rutter powers financial use cases like Supplier Enablement, Bank Feeds, Bill Pay, and Underwriting for Fortune 500 companies and financial institutions.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5029 contacts →

Exact match

“Open banking for business users is primitive.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10Exact matchNew York, United StatesHQ recorded Nov 5, 202611-5029 contacts →

Exact match

“Obol is changing the way in which businesses manage cash flow.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5021 contacts →

Exact match

“ROH the first financial infrastructure platform powering intelligent, automated financial operations for hotels.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5019 contacts →

Exact match

“Primary gives finance teams a world-class treasury function without building a treasury team.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5018 contacts →

Exact match

“GRMA is a leading FinTech and advisory firm.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14Exact matchNew York, United StatesHQ recorded Nov 5, 20261-1015 contacts →

Exact match

“Institutional data platform for digital assets.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5012 contacts →

Exact match

“IKINDI INC.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Nov 5, 20261-1012 contacts →

Exact match

“Pepper helps Alternative Asset Managers address their business opportunities across the company through our integrated, componentized, next-gen data platform.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-5010 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 · Nov 5, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-2008 contacts →

Exact match

“T-REX has modernized the technological infrastructure for the asset-backed finance ecosystem.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-508 contacts →

Exact match

“Cashboard is the semantic layer for finance teams.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202651-2006 contacts →

Exact match

“Abacum is the FP & A platform that automates, analyzes, and forecasts for strategic impact.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Nov 5, 20261-105 contacts →

Exact match

“Calcbench offers instant and systematic access to structured and raw data from SEC filings, including earnings releases.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Nov 5, 20261-105 contacts →

Exact match

“At Shubox, we are leveraging the power of alternative data to help lenders make better and more informed lending decisions.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-503 contacts →

Exact match

“OpenFinance, LLC is a leading enabler of data aggregation in the financial services industry.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Nov 5, 202611-502 contacts →

Exact match

“Toggle AI is your own financial analyst.”

Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

Showing 24 of 56 financial data aggregation platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 3,066 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial data aggregation platforms based in New York, United States at a glance

As of Nov 5, 2026
57.1%Verified-email coverage
95.9Average contacts per company
11-50Median size (employees)
Nov 5, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
24
51-200
10
201-500
1
501-1,000
1
1,001-5,000
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 56 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 “financial data aggregation platforms” 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 3,066 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.

Financial data aggregation platforms 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 “financial data aggregation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial data aggregation platforms are there based in New York, United States?

RevenueBase identified 56 company matches for financial data aggregation platforms associated with New York, 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?

RAMP 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 financial data aggregation platforms?

New York leads the United States with 56 company records, followed by San Francisco (29) and Austin (11).

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 3,066 professional contacts with verified work emails tracked across these 56 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.

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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.