Company lists · Data refreshed September 2026

Top 25 Financial data aggregation software companies based in New York, United States

Name: Financial data aggregation software companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 65 companies tracked

RevenueBase identified 65 financial data aggregation software companies headquartered in New York, United States as of September 2026 and tracks 2,035 professional contacts across them, including 1,055 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial data aggregation software companies headquartered in New York, 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

65Companies

2,035Contacts tracked

1,055Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial data aggregation software companies based in New York, United States

Ranked by team size

Top 25 of 65 financial data aggregation software companies based in New York, 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 data aggregation software 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	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
2	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
3	PCR Financial Aggregation	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	199 contacts →
	Strong evidence “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Source: RevenueBase Database · checked Sep 28, 2026
4	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
5	CUBE	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	115 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	Ascend Partners INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	96 contacts →
	Strong evidence “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Source: RevenueBase Database · checked Sep 28, 2026
7	1010data	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	82 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	ALEPH	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Partial evidence “Aleph helps top finance teams work with their data in real time.” Source: RevenueBase Database · checked Sep 28, 2026
9	jmi.ai	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	62 contacts →
	Partial evidence “JMI.Ai is a leading provider of on-demand financial research and business analytics services to global corporate and financial institutions.” Source: RevenueBase Database · checked Sep 28, 2026
10	Fincad	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	58 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
11	Finovax	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	54 contacts →
	Partial evidence “We are a fintech company with our top mission to provide high-quality multi-dimensional data services for our clients to make optimized investment decisions.” Source: RevenueBase Database · checked Sep 28, 2026
12	Financial Fabric	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Partial evidence “In this regulatory environment, data veracity is needed to win and maintain new clients and avoid regulatory penalties.” Source: RevenueBase Database · checked Sep 28, 2026
13	N-Tier FS	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Strong evidence “n-Tier is an innovative financial technology company that couples deep industry expertise with a unique software platform to help firms minimize the risks and costs associated…” Source: RevenueBase Database · checked Sep 28, 2026
14	Kanerai	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	36 contacts →
	Strong evidence “KANERAI is the leading provider of highly scalable structured finance trading and investment analytics and enterprise data solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
15	Privco	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	28 contacts →
	Indirect evidence “Get the real story on private companies and accelerate the discovery of your next acquisition target or client today!” Source: RevenueBase Database · checked Sep 28, 2026
16	Byte Consulting	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Our financial expertise.” Source: RevenueBase Database · checked Sep 28, 2026
17	Openbb	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “We believe financial professionals understand their data, strategies, and needs better than any vendor ever could.” Source: RevenueBase Database · checked Sep 28, 2026
18	Beacon Platform	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	12 contacts →
	Partial evidence “Beacon Platform is a financial technology firm that provides everything quantitative developers need to rapidly build, test, deploy, and share trading and risk applications…” Source: RevenueBase Database · checked Sep 28, 2026
19	Datadock Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “DataDock Solutions delivers enterprise subscription-based data analytics, reporting, and intelligence software to the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
20	GRMA	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “GRMA is a leading FinTech and advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
21	Xios Technologies	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Xios Technologies is a financial technology firm that provides front office solutions for the world's leading financial services institutions.” Source: RevenueBase Database · checked Sep 28, 2026
22	DELVE	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Delve is a global analytics company helping businesses gain real visibility into performance.” Source: RevenueBase Database · checked Sep 28, 2026
23	Xinthesys, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Xinthesys is a capital markets technology solutions provider redefining how trade and workflow data is captured and structured across global financial institutions and trading…” Source: RevenueBase Database · checked Sep 28, 2026
24	Polypaths, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Intellilake, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Intellilake is intelligent integration.” 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 data aggregation software 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 data aggregation software companies.
Partial evidence: Its own public description names part of financial data aggregation software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial data aggregation software 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 65 financial data aggregation software companies based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,055 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 28, 2026

51.8%Verified-email coverage

31.3Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 65 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 data aggregation software 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 New York, United States whose own description of what they do matches “financial data aggregation software 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 data aggregation software 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 data aggregation software companies, and records with no verified work email. Companies headquartered outside New York 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, 1,055 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 data aggregation software 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 data aggregation software companies are there based in New York, United States?

RevenueBase identified 65 financial data aggregation software companies headquartered in New York, 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?

Curinos, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial data aggregation software companies?

New York leads the United States with 65 headquartered companies, followed by San Francisco (19) and Chicago (15).

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 1,055 verified decision-maker contacts tracked across these 65 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.

Ready to reach these companies? Verified emails and direct dials for all 65 financial data aggregation software companies based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial data aggregation software companies by geography

Browse the directory

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.