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, how directly it supports the match, 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 SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list Match evidence 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. Evidence rates how directly each company's own description names financial services AI companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	EBIXPartial evidence	Johns Creek, GA, United States	5,001-10,000	1,518
	“Ebix operates AI-driven, API-first digital marketplaces that power commerce across multiple industries worldwide.” Source: company website · checked Sep 2, 2026
2	AddeparStrong evidence	Lake City, UT, United States	1,001-5,000	1,313
	“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: company website · checked Sep 2, 2026
3	BusinessnextPartial evidence	Raleigh, NC, United States	1,001-5,000	1,044
	“BUSINESSNEXT is a universe of composable enterprise solutions with a focus on banks and financial services globally.” Source: company website · checked Sep 2, 2026
4	StatusneoPartial evidence	Dallas, TX, United States	1,001-5,000	1,041
	“All enterprises are racing to adopt AI.” Source: company website · checked Sep 2, 2026
5	Jorie AIIndirect evidence	Burr Ridge, IL, United States	1,001-5,000	834
	“Ready to embrace the future of healthcare finance?” Source: company website · checked Sep 2, 2026
6	Accertify, INCIndirect evidence	Itasca, IL, United States	1,001-5,000	785
	“Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Source: company website · checked Sep 2, 2026
7	Advisor360Partial evidence	Needham, MA, United States	501-1,000	598
	“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: company website · checked Sep 2, 2026
8	MoneylionPartial evidence	Sioux Falls, SD, United States	501-1,000	551
	“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: company website · checked Sep 2, 2026
9	NexvalPartial evidence	Miami, FL, United States	501-1,000	528
	“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: company website · checked Sep 2, 2026
10	Ecapital CorpIndirect evidence	Miami, FL, United States	501-1,000	469
	Source: company website · checked Sep 2, 2026
11	SEONPartial evidence	Austin, TX, United States	201-500	387
	“SEON is the AI command center for fraud prevention and AML compliance, empowering thousands of companies worldwide to stop fraud without slowing growth.” Source: company website · checked Sep 2, 2026
12	LendbuzzPartial evidence	Boston, MA, United States	201-500	384
	“Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Source: company website · checked Sep 2, 2026
13	GLIAStrong evidence	New York, NY, United States	201-500	382
	“Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Source: company website · checked Sep 2, 2026
14	PersoneticsIndirect evidence	New York, NY, United States	201-500	353
	“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: company website · checked Sep 2, 2026
15	BlucognitionPartial evidence	New York, NY, United States	201-500	346
	“bluCognition enhances clients’ data and analytics capabilities by leveraging advanced AI and machine learning to transform and analyze alternative data sources - combining…” Source: company website · checked Sep 2, 2026
16	Lumin DigitalIndirect evidence	San Ramon, CA, United States	201-500	269
	“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Source: company website · checked Sep 2, 2026
17	FintechosStrong evidence	New York City, NY, United States	201-500	221
	“FintechOS is the AI platform for financial product operations.” Source: company website · checked Sep 2, 2026
18	Gain CreditPartial evidence	La Jolla, CA, United States	201-500	203
	“GAIN Credit is a market-leading fintech dedicated to improving the financial lives of people underserved by traditional banks and lenders.” Source: company website · checked Sep 2, 2026
19	Dotsolved Systems INCPartial evidence	Pleasanton, CA, United States	201-500	194
	“dotSolved is an AI services and solutions company headquartered in Pleasanton, CA, with global delivery in the US, Canada, Philippines, and India.” Source: company website · checked Sep 2, 2026
20	AunalyticsPartial evidence	South Bend, IN, United States	201-500	193
	“Aunalytics is a data and AI company built to do work, not just answer questions.” Source: company website · checked Sep 2, 2026
21	TaktileStrong evidence	New York, NY, United States	201-500	189
	“Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Source: company website · checked Sep 2, 2026
22	Jump - Advisor AIStrong evidence	Salt Lake City, UT, United States	201-500	177
	“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: company website · checked Sep 2, 2026
23	AmountIndirect evidence	Chicago, IL, United States	201-500	170
	“Amount was acquired by FIS in August 2025.” Source: company website · checked Sep 2, 2026
24	KAARAPartial evidence	Atlanta, GA, United States	201-500	170
	“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: company website · checked Sep 2, 2026
25	AUREAPartial evidence	Austin, TX, United States	501-1,000	167
	“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: company website · checked Sep 2, 2026

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

1-10Median size (employees)

New YorkLargest hub · 234 HQs

7,562Contacts with mobile numbers

Sep 2, 2026Data 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 evidence 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 SmartSearch, 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.
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 an evidence 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

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

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 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.