Company lists · Data refreshed September 2026

Top 25 Financial services AI companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 1,472 companies tracked

RevenueBase identified 1,472 financial services AI companies headquartered in the United States as of September 2026 and tracks 30,902 professional contacts across them, including 12,027 with verified work emails and 7,562 with mobile numbers. New York is the largest hub.

This list covers financial services AI companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

1,472Companies

30,902Contacts tracked

12,027Verified emails

7,562Mobile numbers

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The 25 largest financial services AI companies based in the United States

Ranked by team size

Top 25 of 1,472 financial services AI companies based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial services AI 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	EBIX	Partial evidence	Johns Creek, GA, United States	5,001-10,000	1,518 contacts →
	Partial evidence “Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Source: RevenueBase Database · checked Sep 2, 2026
2	Addepar	Strong evidence	Lake City, UT, United States	1,001-5,000	1,313 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 2, 2026
3	Businessnext	Partial evidence	Raleigh, NC, United States	1,001-5,000	1,044 contacts →
	Partial evidence “BUSINESSNEXT is a universe of composable enterprise solutions with a focus on banks and financial services globally.” Source: RevenueBase Database · checked Sep 2, 2026
4	Statusneo	Partial evidence	Dallas, TX, United States	1,001-5,000	1,041 contacts →
	Partial evidence “All enterprises are racing to adopt AI.” Source: RevenueBase Database · checked Sep 2, 2026
5	Jorie AI	Indirect evidence	Burr Ridge, IL, United States	1,001-5,000	834 contacts →
	Indirect evidence “Ready to embrace the future of healthcare finance?” Source: RevenueBase Database · checked Sep 2, 2026
6	Accertify, INC	Indirect evidence	Itasca, IL, United States	1,001-5,000	785 contacts →
	Indirect evidence “Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Source: RevenueBase Database · checked Sep 2, 2026
7	Advisor360	Partial evidence	Needham, MA, United States	501-1,000	598 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 2, 2026
8	Moneylion	Partial evidence	Sioux Falls, SD, United States	501-1,000	551 contacts →
	Partial evidence “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Source: RevenueBase Database · checked Sep 2, 2026
9	Nexval	Partial evidence	Miami, FL, United States	501-1,000	528 contacts →
	Partial evidence “At Nexval.ai, we deliver AI, cloud, and automation solutions that help lenders, banks, fintechs, and regulated enterprises reduce friction, strengthen compliance, and scale with…” Source: RevenueBase Database · checked Sep 2, 2026
10	Ecapital Corp	Indirect evidence	Miami, FL, United States	501-1,000	469 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
11	SEON	Partial evidence	Austin, TX, United States	201-500	387 contacts →
	Partial evidence “SEON is the AI command center for fraud prevention and AML compliance, empowering thousands of companies worldwide to stop fraud without slowing growth.” Source: RevenueBase Database · checked Sep 2, 2026
12	Lendbuzz	Partial evidence	Boston, MA, United States	201-500	384 contacts →
	Partial evidence “Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Source: RevenueBase Database · checked Sep 2, 2026
13	GLIA	Strong evidence	New York, NY, United States	201-500	382 contacts →
	Strong evidence “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Source: RevenueBase Database · checked Sep 2, 2026
14	Personetics	Indirect evidence	New York, NY, United States	201-500	353 contacts →
	Indirect evidence “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: RevenueBase Database · checked Sep 2, 2026
15	Blucognition	Partial evidence	New York, NY, United States	201-500	346 contacts →
	Partial evidence “bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining…” Source: RevenueBase Database · checked Sep 2, 2026
16	Lumin Digital	Indirect evidence	San Ramon, CA, United States	201-500	269 contacts →
	Indirect evidence “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Source: RevenueBase Database · checked Sep 2, 2026
17	Fintechos	Strong evidence	New York City, NY, United States	201-500	221 contacts →
	Strong evidence “FintechOS is the AI platform for financial product operations.” Source: RevenueBase Database · checked Sep 2, 2026
18	Gain Credit	Partial evidence	La Jolla, CA, United States	201-500	203 contacts →
	Partial evidence “GAIN Credit is a market-leading fintech dedicated to improving the financial lives of people underserved by traditional banks and lenders.” Source: RevenueBase Database · checked Sep 2, 2026
19	Dotsolved Systems INC	Partial evidence	Pleasanton, CA, United States	201-500	194 contacts →
	Partial evidence “dotSolved is an AI services and solutions company headquartered in Pleasanton, CA, with global delivery in the US, Canada, Philippines, and India.” Source: RevenueBase Database · checked Sep 2, 2026
20	Aunalytics	Partial evidence	South Bend, IN, United States	201-500	193 contacts →
	Partial evidence “Aunalytics is a data and AI company built to do work, not just answer questions.” Source: RevenueBase Database · checked Sep 2, 2026
21	Taktile	Strong evidence	New York, NY, United States	201-500	189 contacts →
	Strong evidence “Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Source: RevenueBase Database · checked Sep 2, 2026
22	Jump - Advisor AI	Strong evidence	Salt Lake City, UT, United States	201-500	177 contacts →
	Strong evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: RevenueBase Database · checked Sep 2, 2026
23	Amount	Indirect evidence	Chicago, IL, United States	201-500	170 contacts →
	Indirect evidence “Amount was acquired by FIS in August 2025.” Source: RevenueBase Database · checked Sep 2, 2026
24	KAARA	Partial evidence	Atlanta, GA, United States	201-500	170 contacts →
	Partial evidence “Kaara is an AI-native IT services and engineering company with 13+ years of experience working with enterprises across BFSI, healthcare, retail, and manufacturing.” Source: RevenueBase Database · checked Sep 2, 2026
25	AUREA	Partial evidence	Austin, TX, United States	501-1,000	167 contacts →
	Partial evidence “Businesses today face increasing pressure to scale efficiently, cut costs, and stay ahead of the competition, but manual processes, disconnected data, and uncertainty around AI…” Source: RevenueBase Database · checked Sep 2, 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 services AI 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 services AI companies.
Partial evidence: Its own public description names part of financial services AI companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services AI 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 1,472 financial services AI companies based in the United States

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Financial services AI companies based in the United States at a glance

As of Sep 2, 2026

38.9%Verified-email coverage

24.5%Mobile-number coverage

21.0Average contacts per company

1-10Median size (employees)

15.9%Largest-city concentration · New York

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

801

11-50

460

51-200

146

201-500

501-1,000

1,001-5,000

5,001-10,000

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 services AI companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial services AI 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 services AI 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 services AI companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 12,027 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 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services AI companies by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services AI 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 services AI companies are there based in the United States?

RevenueBase identified 1,472 financial services AI companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

EBIX, headquartered in Johns Creek, tops this list with the largest team on record.

Which city has the most financial services AI companies?

New York leads with 234 headquartered companies, followed by San Francisco (139) and Miami (49).

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 12,027 verified decision-maker contacts tracked across these 1,472 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 2, 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.