Company lists · Data refreshed November 2026
Top 25 Financial data integration services based in the United States
RevenueBase identified 159 company matches for financial data integration services associated with the United States as of November 2026 and tracks 4,994 professional contacts across them, including 2,554 with verified work emails. New York is the largest hub.
This list covers company matches for financial data integration services associated with the 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 6, 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.
The 25 largest financial data integration services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,836 contacts → | ||||
Exact match “Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 683 contacts → | ||||
Exact match “MX Technologies, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 438 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 278 contacts → | ||||
Exact match “Your success is our objective.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 219 contacts → | ||||
Exact match “We believe that embracing complexity can lead to innovative simplicity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 156 contacts → | ||||
Exact match “Pentaho powers seamless integration, governed pipelines, real-time insights, and built-in compliance-so you can activate AI faster and move ahead with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 125 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 6, 2026 · View company records in RevenueBase | |||||
| 8 | 115 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 102 contacts → | ||||
Exact match “Autobooks is simple banking that works for small businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 84 contacts → | ||||
Exact match “Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 78 contacts → | ||||
Exact match “We know how important your numbers are.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 41 contacts → | ||||
Exact match “The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 35 contacts → | ||||
Exact match “Trusted client account data is the foundation of every modern investment platform.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 31 contacts → | ||||
Exact match “Alluvia is a plug-and-play data integration solution for middle-market businesses who want to maximize efficiency while maintaining budgetary control.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 29 contacts → | ||||
Exact match “Open banking for business users is primitive.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 27 contacts → | ||||
Exact match “Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 27 contacts → | ||||
Exact match “Fragmented customer data slows growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 23 contacts → | ||||
Exact match “PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “Most businesses today depend on digital platforms, and the data they generate, for their growth and competitive edge.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “BUCS is an end-to-end data management platform designed by FP & A consultants who have perfected data consolidation and transformation with decision-making reporting in mind.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 16 contacts → | ||||
Exact match “Todata helps organizations turn complex, disconnected data into clear, decision-ready intelligence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 16 contacts → | ||||
Exact match “Kapow Software, a Kofax company, harnesses the power of legacy data and Big Data, making it actionable and accessible across organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “At accel bi, we empower organizations to transform their data into measurable business value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “MTN automates the months-long process of mapping and unifying clinical, financial, and operational systems during healthcare M&A.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 12 contacts → | ||||
Exact match “IKINDI INC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial data integration services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 159 financial data integration services based in the United States
See the full list, filter by size, metro and specialty, and access 2,554 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial data integration services based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 159 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 the United States whose business descriptions match “financial data integration 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 2,554 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 6, 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.
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 integration services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial data integration services are there based in the United States?
RevenueBase identified 159 company matches for financial data integration services associated with the 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?
PLAID tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial data integration services?
New York leads with 19 company records, followed by San Francisco (8) and Atlanta (6).
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 2,554 professional contacts with verified work emails tracked across these 159 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 159 financial data integration services based in the United States. Start with a free account, no credit card.
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Financial data integration services by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial data integration services based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial data integration services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 159 matching company records for financial data integration services based in the United States, with 4,994 tracked contacts and 2,554 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial data integration services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  PLAIDplaid.comHQ: San Francisco, UT, United StatesReported employees: 501-1,000 | San Francisco, UT, United States | 501-1,000 | Exact match | 1,836 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MXmx.comHQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Aperiaaperia.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 278 contacts → |
“Your success is our objective.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nextera Analyticsnexteraenergyresources.comHQ: St. Paul, MN, United StatesReported employees: 51-200 | St. Paul, MN, United States | 51-200 | Exact match | 219 contacts → |
“We believe that embracing complexity can lead to innovative simplicity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Pentahopentaho.comHQ: Orlando, FL, United StatesReported employees: 201-500 | Orlando, FL, United States | 201-500 | Exact match | 156 contacts → |
“Pentaho powers seamless integration, governed pipelines, real-time insights, and built-in compliance-so you can activate AI faster and move ahead with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CUBEcubesoftware.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Dbsyncmydbsync.comHQ: Pleasanton, CA, United StatesReported employees: 51-200 | Pleasanton, CA, United States | 51-200 | Exact match | 115 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Autobooksautobooks.coHQ: Detroit, MI, United StatesReported employees: 51-200 | Detroit, MI, United States | 51-200 | Exact match | 102 contacts → |
“Autobooks is simple banking that works for small businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ascend Partners INCascend.partnersHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 78 contacts → |
“We know how important your numbers are.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Optimus Fintechoptimus.techHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 41 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Wealthtechs INCwealthtechs.comHQ: Fort Lauderdale, FL, United StatesReported employees: 11-50 | Fort Lauderdale, FL, United States | 11-50 | Exact match | 35 contacts → |
“Trusted client account data is the foundation of every modern investment platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Alluviaalluviaplatform.comHQ: Montebello, NY, United StatesReported employees: 11-50 | Montebello, NY, United States | 11-50 | Exact match | 31 contacts → |
“Alluvia is a plug-and-play data integration solution for middle-market businesses who want to maximize efficiency while maintaining budgetary control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  KOXAkoxa.ioHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Open banking for business users is primitive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Grandview Analyticsgrandviewanalytics.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mammoth Growthmammothgrowth.comHQ: Corte Madera, CA, United StatesReported employees: 11-50 | Corte Madera, CA, United States | 11-50 | Exact match | 27 contacts → |
“Fragmented customer data slows growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pathquestpathquest.comHQ: Honolulu, HI, United StatesReported employees: 501-1,000 | Honolulu, HI, United States | 501-1,000 | Exact match | 23 contacts → |
“PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Switchboard Softwareswitchboard-software.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Most businesses today depend on digital platforms, and the data they generate, for their growth and competitive edge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bucs Analyticsbucsanalytics.comHQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 17 contacts → |
“BUCS is an end-to-end data management platform designed by FP & A consultants who have perfected data consolidation and transformation with decision-making reporting in mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Todata Analyticstodata.comHQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 16 contacts → |
“Todata helps organizations turn complex, disconnected data into clear, decision-ready intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Kapow Software, A Kofax Companykofax.comHQ: Irvine, CA, United StatesReported employees: 1,001-5,000 | Irvine, CA, United States | 1,001-5,000 | Exact match | 16 contacts → |
“Kapow Software, a Kofax company, harnesses the power of legacy data and Big Data, making it actionable and accessible across organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Accel BI Corporationaccelbi.comHQ: Redmond, WA, United StatesReported employees: 51-200 | Redmond, WA, United States | 51-200 | Exact match | 15 contacts → |
“At accel bi, we empower organizations to transform their data into measurable business value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Themtnthemtn.aiHQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 14 contacts → |
“MTN automates the months-long process of mapping and unifying clinical, financial, and operational systems during healthcare M&A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Ikindi Inc.ikindi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“IKINDI INC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 159 company matches
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Financial data integration services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
159 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 159 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial data integration services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial data integration services did RevenueBase find based in the United States?
The saved snapshot records 159 matching company records, 4,994 tracked contacts and 2,554 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial data integration services by geography
Cite this list
RevenueBase Data Team. Top 25 financial data integration services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-data-integration-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial data integration services based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 financial data integration services based in the United States
RevenueBase records 159 matching company records for financial data integration services based in the United States, with 4,994 tracked contacts and 2,554 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial data integration services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | PLAIDplaid.com HQ: San Francisco, UT, United StatesReported employees: 501-1,000 | San Francisco, UT, United States | 501-1,000 | Exact match | 1,836 contacts → |
“Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MXmx.com HQ: Lehi, UT, United StatesReported employees: 501-1,000 | Lehi, UT, United States | 501-1,000 | Exact match | 683 contacts → |
“MX Technologies, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Aperiaaperia.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 278 contacts → |
“Your success is our objective.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nextera Analyticsnexteraenergyresources.com HQ: St. Paul, MN, United StatesReported employees: 51-200 | St. Paul, MN, United States | 51-200 | Exact match | 219 contacts → |
“We believe that embracing complexity can lead to innovative simplicity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Pentahopentaho.com HQ: Orlando, FL, United StatesReported employees: 201-500 | Orlando, FL, United States | 201-500 | Exact match | 156 contacts → |
“Pentaho powers seamless integration, governed pipelines, real-time insights, and built-in compliance-so you can activate AI faster and move ahead with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CUBEcubesoftware.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Dbsyncmydbsync.com HQ: Pleasanton, CA, United StatesReported employees: 51-200 | Pleasanton, CA, United States | 51-200 | Exact match | 115 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Autobooksautobooks.co HQ: Detroit, MI, United StatesReported employees: 51-200 | Detroit, MI, United States | 51-200 | Exact match | 102 contacts → |
“Autobooks is simple banking that works for small businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ascend Partners INCascend.partners HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Ascend Partners is the diamond standard in financial & data transformation solutions and proudly serves clients globally from our headquarters in New York, NY.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PAE Corporationpae-corp.com HQ: Sammamish, WA, United StatesReported employees: Not recorded | Sammamish, WA, United States | Not recorded | Exact match | 78 contacts → |
“We know how important your numbers are.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Optimus Fintechoptimus.tech HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 41 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Wealthtechs INCwealthtechs.com HQ: Fort Lauderdale, FL, United StatesReported employees: 11-50 | Fort Lauderdale, FL, United States | 11-50 | Exact match | 35 contacts → |
“Trusted client account data is the foundation of every modern investment platform.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Alluviaalluviaplatform.com HQ: Montebello, NY, United StatesReported employees: 11-50 | Montebello, NY, United States | 11-50 | Exact match | 31 contacts → |
“Alluvia is a plug-and-play data integration solution for middle-market businesses who want to maximize efficiency while maintaining budgetary control.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | KOXAkoxa.io HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Open banking for business users is primitive.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Grandview Analyticsgrandviewanalytics.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 27 contacts → |
“Founded in 2014, Grandview is a data and technology consulting services company that empowers financial institutions with nimble technology, efficient business processes, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mammoth Growthmammothgrowth.com HQ: Corte Madera, CA, United StatesReported employees: 11-50 | Corte Madera, CA, United States | 11-50 | Exact match | 27 contacts → |
“Fragmented customer data slows growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pathquestpathquest.com HQ: Honolulu, HI, United StatesReported employees: 501-1,000 | Honolulu, HI, United States | 501-1,000 | Exact match | 23 contacts → |
“PathQuest is an Automated Accounting Solution ecosystem designed with a vision to Simplify & Automate your Accounting Practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Switchboard Softwareswitchboard-software.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 20 contacts → |
“Most businesses today depend on digital platforms, and the data they generate, for their growth and competitive edge.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bucs Analyticsbucsanalytics.com HQ: Kansas City, MO, United StatesReported employees: 11-50 | Kansas City, MO, United States | 11-50 | Exact match | 17 contacts → |
“BUCS is an end-to-end data management platform designed by FP & A consultants who have perfected data consolidation and transformation with decision-making reporting in mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Todata Analyticstodata.com HQ: Omaha, NE, United StatesReported employees: 11-50 | Omaha, NE, United States | 11-50 | Exact match | 16 contacts → |
“Todata helps organizations turn complex, disconnected data into clear, decision-ready intelligence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Kapow Software, A Kofax Companykofax.com HQ: Irvine, CA, United StatesReported employees: 1,001-5,000 | Irvine, CA, United States | 1,001-5,000 | Exact match | 16 contacts → |
“Kapow Software, a Kofax company, harnesses the power of legacy data and Big Data, making it actionable and accessible across organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Accel BI Corporationaccelbi.com HQ: Redmond, WA, United StatesReported employees: 51-200 | Redmond, WA, United States | 51-200 | Exact match | 15 contacts → |
“At accel bi, we empower organizations to transform their data into measurable business value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Themtnthemtn.ai HQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 14 contacts → |
“MTN automates the months-long process of mapping and unifying clinical, financial, and operational systems during healthcare M&A.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Ikindi Inc.ikindi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“IKINDI INC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 159 company matches
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Financial data integration services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
159 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 159 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial data integration services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial data integration services did RevenueBase find based in the United States?
The saved snapshot records 159 matching company records, 4,994 tracked contacts and 2,554 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial data integration services by geography
Cite this list
RevenueBase Data Team. Top 25 financial data integration services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/financial-data-integration-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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