Company lists · Data refreshed September 2026
Top 25 Financial services AI companies based in the United States
RevenueBase identified 1,472 company matches for financial services AI companies associated with 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 company matches for financial services AI companies 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 September 2, 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 services AI companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,518 contacts → | ||||
Exact match “Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 1,313 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 1,044 contacts → | ||||
Exact match “BUSINESSNEXT is a universe of composable enterprise solutions with a focus on banks and financial services globally.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 1,041 contacts → | ||||
Exact match “All enterprises are racing to adopt AI.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 834 contacts → | ||||
Exact match “Ready to embrace the future of healthcare finance?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 785 contacts → | ||||
Exact match “Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 598 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 551 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 528 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 469 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 387 contacts → | ||||
Exact match “SEON is the AI command center for fraud prevention and AML compliance, empowering thousands of companies worldwide to stop fraud without slowing growth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 384 contacts → | ||||
Exact match “Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 382 contacts → | ||||
Exact match “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 353 contacts → | ||||
Exact match “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 346 contacts → | ||||
Exact match “bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 269 contacts → | ||||
Exact match “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 221 contacts → | ||||
Exact match “FintechOS is the AI platform for financial product operations.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 203 contacts → | ||||
Exact match “GAIN Credit is a market-leading fintech dedicated to improving the financial lives of people underserved by traditional banks and lenders.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 194 contacts → | ||||
Exact match “dotSolved is an AI services and solutions company headquartered in Pleasanton, CA, with global delivery in the US, Canada, Philippines, and India.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 193 contacts → | ||||
Exact match “Aunalytics is a data and AI company built to do work, not just answer questions.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 189 contacts → | ||||
Exact match “Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 177 contacts → | ||||
Exact match “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 170 contacts → | ||||
Exact match “Amount was acquired by FIS in August 2025.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 170 contacts → | ||||
Exact match “Kaara is an AI-native IT services and engineering company with 13+ years of experience working with enterprises across BFSI, healthcare, retail, and manufacturing.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 167 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 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 services AI companies”. 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 1,472 financial services AI companies based in the United States
See the full list, filter by size, metro and specialty, and access 12,027 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services AI companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 services AI companies” 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 12,027 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 September 2, 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 services AI companies by metro
- Financial services AI companies in New York234
- Financial services AI companies in San Francisco139
- Financial services AI companies in Miami49
- Financial services AI companies in Austin46
- Financial services AI companies in Chicago41
- Financial services AI companies in Los Angeles28
- Financial services AI companies in Palo Alto26
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 services AI companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services AI companies are there based in the United States?
RevenueBase identified 1,472 company matches for financial services AI companies associated with the United States as of September 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?
EBIX tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services AI companies?
New York leads with 234 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 12,027 professional contacts with verified work emails tracked across these 1,472 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 September 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,472 financial services AI companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services AI companies by geography
- Financial services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France
- Financial services AI companies based in Italy
- Financial services AI companies based in Spain
- Financial services AI companies based in the Netherlands
- Financial services AI companies based in Switzerland
- Financial services AI companies based in Israel
- Financial services AI companies based in South Africa
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 services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France
Company intelligence · public preview
Top 25 financial services AI companies 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 1,472 matching company records for financial services AI companies based in the United States, with 30,902 tracked contacts and 12,027 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: September 2, 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 services AI companies 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 |  EBIXebix.comHQ: HQ not recorded; location: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | HQ not recorded; location: Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,518 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Addeparaddepar.comHQ: HQ not recorded; location: Lake City, UT, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Lake City, UT, United States | 1,001-5,000 | Exact match | 1,313 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Businessnextbusinessnext.comHQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,044 contacts → |
“BUSINESSNEXT is a universe of composable enterprise solutions with a focus on banks and financial services globally.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Statusneostatusneo.comHQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Dallas, TX, United States | 1,001-5,000 | Exact match | 1,041 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Jorie AIjorie.aiHQ: HQ not recorded; location: Burr Ridge, IL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Burr Ridge, IL, United States | 1,001-5,000 | Exact match | 834 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Accertify, INCaccertify.comHQ: HQ not recorded; location: Itasca, IL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Itasca, IL, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Advisor360advisor360.comHQ: HQ not recorded; location: Needham, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Needham, MA, United States | 501-1,000 | Exact match | 598 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Moneylionmoneylion.comHQ: HQ not recorded; location: Sioux Falls, SD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Sioux Falls, SD, United States | 501-1,000 | Exact match | 551 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Nexvalnexval.aiHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Miami, FL, United States | 501-1,000 | Exact match | 528 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ecapital Corpecapital.comHQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Miami, FL, United States | 501-1,000 | Exact match | 469 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  SEONseon.ioHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 201-500 | HQ not recorded; location: Austin, TX, United States | 201-500 | Exact match | 387 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance, empowering thousands of companies worldwide to stop fraud without slowing growth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lendbuzzlendbuzz.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 201-500 | HQ not recorded; location: Boston, MA, United States | 201-500 | Exact match | 384 contacts → |
“Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  GLIAglia.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 382 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Personeticspersonetics.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 353 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Blucognitionblucognition.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 346 contacts → |
“bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Lumin Digitallumindigital.comHQ: HQ not recorded; location: San Ramon, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Ramon, CA, United States | 201-500 | Exact match | 269 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fintechosfintechos.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 221 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Gain Creditgaincredit.comHQ: HQ not recorded; location: La Jolla, CA, United StatesReported employees: 201-500 | HQ not recorded; location: La Jolla, CA, United States | 201-500 | Exact match | 203 contacts → |
“GAIN Credit is a market-leading fintech dedicated to improving the financial lives of people underserved by traditional banks and lenders.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Dotsolved Systems INCdotsolved.comHQ: HQ not recorded; location: Pleasanton, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Pleasanton, CA, United States | 201-500 | Exact match | 194 contacts → |
“dotSolved is an AI services and solutions company headquartered in Pleasanton, CA, with global delivery in the US, Canada, Philippines, and India.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Aunalyticsaunalytics.comHQ: HQ not recorded; location: South Bend, IN, United StatesReported employees: 201-500 | HQ not recorded; location: South Bend, IN, United States | 201-500 | Exact match | 193 contacts → |
“Aunalytics is a data and AI company built to do work, not just answer questions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Taktiletaktile.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 189 contacts → |
“Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Jump - Advisor AIjump.aiHQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 201-500 | HQ not recorded; location: Salt Lake City, UT, United States | 201-500 | Exact match | 177 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Amountamount.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 170 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  KAARAkaara.aiHQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 170 contacts → |
“Kaara is an AI-native IT services and engineering company with 13+ years of experience working with enterprises across BFSI, healthcare, retail, and manufacturing.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  AUREAaurea.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 501-1,000 | HQ not recorded; location: Austin, TX, United States | 501-1,000 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,472 company matches
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Financial services AI companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,466 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Financial services AI companies by metro
- Financial services AI companies in New York234
- Financial services AI companies in San Francisco139
- Financial services AI companies in Miami49
- Financial services AI companies in Austin46
- Financial services AI companies in Chicago41
- Financial services AI companies in Los Angeles28
- Financial services AI companies in Palo Alto26
Questions about this company list
What does Exact match mean for financial services AI companies?
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 services AI companies did RevenueBase find based in the United States?
The saved snapshot records 1,472 matching company records, 30,902 tracked contacts and 12,027 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: September 2, 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 services AI companies by geography
- Financial services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France
- Financial services AI companies based in Italy
- Financial services AI companies based in Spain
- Financial services AI companies based in the Netherlands
- Financial services AI companies based in Switzerland
- Financial services AI companies based in Israel
- Financial services AI companies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services AI companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-services-ai-companies/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 services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France
Company intelligence · public preview
Top 25 financial services AI companies based in the United States
RevenueBase records 1,472 matching company records for financial services AI companies based in the United States, with 30,902 tracked contacts and 12,027 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: September 2, 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 services AI companies 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 | EBIXebix.com HQ: HQ not recorded; location: Johns Creek, GA, United StatesReported employees: 5,001-10,000 | HQ not recorded; location: Johns Creek, GA, United States | 5,001-10,000 | Exact match | 1,518 contacts → |
“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Addeparaddepar.com HQ: HQ not recorded; location: Lake City, UT, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Lake City, UT, United States | 1,001-5,000 | Exact match | 1,313 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Businessnextbusinessnext.com HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,044 contacts → |
“BUSINESSNEXT is a universe of composable enterprise solutions with a focus on banks and financial services globally.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Statusneostatusneo.com HQ: HQ not recorded; location: Dallas, TX, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Dallas, TX, United States | 1,001-5,000 | Exact match | 1,041 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Jorie AIjorie.ai HQ: HQ not recorded; location: Burr Ridge, IL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Burr Ridge, IL, United States | 1,001-5,000 | Exact match | 834 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Accertify, INCaccertify.com HQ: HQ not recorded; location: Itasca, IL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Itasca, IL, United States | 1,001-5,000 | Exact match | 785 contacts → |
“Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Advisor360advisor360.com HQ: HQ not recorded; location: Needham, MA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Needham, MA, United States | 501-1,000 | Exact match | 598 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Moneylionmoneylion.com HQ: HQ not recorded; location: Sioux Falls, SD, United StatesReported employees: 501-1,000 | HQ not recorded; location: Sioux Falls, SD, United States | 501-1,000 | Exact match | 551 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Nexvalnexval.ai HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Miami, FL, United States | 501-1,000 | Exact match | 528 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ecapital Corpecapital.com HQ: HQ not recorded; location: Miami, FL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Miami, FL, United States | 501-1,000 | Exact match | 469 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | SEONseon.io HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 201-500 | HQ not recorded; location: Austin, TX, United States | 201-500 | Exact match | 387 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance, empowering thousands of companies worldwide to stop fraud without slowing growth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lendbuzzlendbuzz.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 201-500 | HQ not recorded; location: Boston, MA, United States | 201-500 | Exact match | 384 contacts → |
“Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GLIAglia.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 382 contacts → |
“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Personeticspersonetics.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 353 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Blucognitionblucognition.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 346 contacts → |
“bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lumin Digitallumindigital.com HQ: HQ not recorded; location: San Ramon, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Ramon, CA, United States | 201-500 | Exact match | 269 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fintechosfintechos.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 221 contacts → |
“FintechOS is the AI platform for financial product operations.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Gain Creditgaincredit.com HQ: HQ not recorded; location: La Jolla, CA, United StatesReported employees: 201-500 | HQ not recorded; location: La Jolla, CA, United States | 201-500 | Exact match | 203 contacts → |
“GAIN Credit is a market-leading fintech dedicated to improving the financial lives of people underserved by traditional banks and lenders.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dotsolved Systems INCdotsolved.com HQ: HQ not recorded; location: Pleasanton, CA, United StatesReported employees: 201-500 | HQ not recorded; location: Pleasanton, CA, United States | 201-500 | Exact match | 194 contacts → |
“dotSolved is an AI services and solutions company headquartered in Pleasanton, CA, with global delivery in the US, Canada, Philippines, and India.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Aunalyticsaunalytics.com HQ: HQ not recorded; location: South Bend, IN, United StatesReported employees: 201-500 | HQ not recorded; location: South Bend, IN, United States | 201-500 | Exact match | 193 contacts → |
“Aunalytics is a data and AI company built to do work, not just answer questions.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Taktiletaktile.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 201-500 | HQ not recorded; location: New York, NY, United States | 201-500 | Exact match | 189 contacts → |
“Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Jump - Advisor AIjump.ai HQ: HQ not recorded; location: Salt Lake City, UT, United StatesReported employees: 201-500 | HQ not recorded; location: Salt Lake City, UT, United States | 201-500 | Exact match | 177 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Amountamount.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 170 contacts → |
“Amount was acquired by FIS in August 2025.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | KAARAkaara.ai HQ: HQ not recorded; location: Atlanta, GA, United StatesReported employees: 201-500 | HQ not recorded; location: Atlanta, GA, United States | 201-500 | Exact match | 170 contacts → |
“Kaara is an AI-native IT services and engineering company with 13+ years of experience working with enterprises across BFSI, healthcare, retail, and manufacturing.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | AUREAaurea.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 501-1,000 | HQ not recorded; location: Austin, TX, United States | 501-1,000 | Exact match | 167 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,472 company matches
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Financial services AI companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
1,466 records in the displayed employee bands.
6 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 ↗
Financial services AI companies by metro
- Financial services AI companies in New York234
- Financial services AI companies in San Francisco139
- Financial services AI companies in Miami49
- Financial services AI companies in Austin46
- Financial services AI companies in Chicago41
- Financial services AI companies in Los Angeles28
- Financial services AI companies in Palo Alto26
Questions about this company list
What does Exact match mean for financial services AI companies?
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 services AI companies did RevenueBase find based in the United States?
The saved snapshot records 1,472 matching company records, 30,902 tracked contacts and 12,027 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: September 2, 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 services AI companies by geography
- Financial services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France
- Financial services AI companies based in Italy
- Financial services AI companies based in Spain
- Financial services AI companies based in the Netherlands
- Financial services AI companies based in Switzerland
- Financial services AI companies based in Israel
- Financial services AI companies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services AI companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-services-ai-companies/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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- Financial services AI companies based in the United Kingdom
- Financial services AI companies based in Canada
- Financial services AI companies based in Australia
- Financial services AI companies based in Brazil
- Financial services AI companies based in Germany
- Financial services AI companies based in France