Company lists · Data refreshed October 2026
Top 25 Financial services AI firms based in the United States
RevenueBase identified 1,569 company matches for financial services AI firms associated with the United States as of October 2026 and tracks 372,062 professional contacts across them, including 105,030 with verified work emails. New York is the largest hub.
This list covers company matches for financial services AI firms 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 October 12, 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 firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 333,538 contacts → | ||||
Exact match “Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 1,536 contacts → | ||||
Exact match “Netscribes is a global AI-driven firm that helps firms with insights, automation and innovation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 1,420 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 1,127 contacts → | ||||
Exact match “All enterprises are racing to adopt AI.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 1,027 contacts → | ||||
Exact match “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 877 contacts → | ||||
Exact match “Qubika helps businesses evolve from Digital-Native to AI-Native.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 873 contacts → | ||||
Exact match “SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 861 contacts → | ||||
Exact match “Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 835 contacts → | ||||
Exact match “Ready to embrace the future of healthcare finance?” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 834 contacts → | ||||
Exact match “Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 660 contacts → | ||||
Exact match “Trintech is the trusted AI platform for governed autonomous finance, helping organizations modernize financial operations across the Office of the CFO.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 625 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 555 contacts → | ||||
Exact match “Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 530 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 522 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 502 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 494 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 455 contacts → | ||||
Exact match “BioCatch prevents financial crime by recognizing patterns in human behavior.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 441 contacts → | ||||
Exact match “SEON is the AI command center for fraud prevention and AML compliance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 407 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 393 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 364 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 339 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 310 contacts → | ||||
Exact match “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 301 contacts → | ||||
Exact match “Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.” Recorded in the RevenueBase company graph · Oct 12, 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 firms”. 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 1,569 financial services AI firms based in the United States
See the full list, filter by size, metro and specialty, and access 105,030 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services AI firms based in the United States at a glance
As of Oct 12, 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 1,569 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 services AI firms” 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 105,030 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 October 12, 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 firms by metro
- Financial services AI firms in New York279
- Financial services AI firms in San Francisco132
- Financial services AI firms in Miami51
- Financial services AI firms in Austin49
- Financial services AI firms in Chicago43
- Financial services AI firms in Boston35
- Financial services AI firms in Palo Alto29
- Financial services AI firms in Atlanta26
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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services AI firms are there based in the United States?
RevenueBase identified 1,569 company matches for financial services AI firms associated with the United States as of October 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?
Cognizant 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 firms?
New York leads with 279 company records, followed by San Francisco (132) and Miami (51).
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 105,030 professional contacts with verified work emails tracked across these 1,569 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,569 financial services AI firms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services AI firms by geography
- Financial services AI firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India
- Financial services AI firms based in Gurgaon, India
- Financial services AI firms based in Hyderabad, India
- Financial services AI firms based in Mumbai, India
- Financial services AI firms based in New Delhi, India
- Financial services AI firms based in Pune, India
- Financial services AI firms based in Dubai, United Arab Emirates
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 firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India
Company intelligence · public preview
Top 25 financial services AI firms 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 1,569 matching company records for financial services AI firms based in the United States, with 372,062 tracked contacts and 105,030 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: October 12, 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 firms 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 |  Cognizantcognizant.aiHQ: Teaneck, NJ, United StatesReported employees: 10001+ | Teaneck, NJ, United States | 10001+ | Exact match | 333,538 contacts → |
“Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Netscribesnetscribes.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,536 contacts → |
“Netscribes is a global AI-driven firm that helps firms with insights, automation and innovation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Statusneostatusneo.comHQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,127 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Opus Technologiesopustechglobal.comHQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 1,027 contacts → |
“Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Qubikaqubika.comHQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 877 contacts → |
“Qubika helps businesses evolve from Digital-Native to AI-Native.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ss&c Blue Prismblueprism.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 873 contacts → |
“SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Accertify, INCaccertify.comHQ: Itasca, IL, United StatesReported employees: 1,001-5,000 | Itasca, IL, United States | 1,001-5,000 | Exact match | 861 contacts → |
“Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Jorie AIjorie.aiHQ: Oak Brook, IL, United StatesReported employees: 1,001-5,000 | Oak Brook, IL, United States | 1,001-5,000 | Exact match | 835 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Feedzaifeedzai.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 834 contacts → |
“Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Trintechtrintech.comHQ: Plano, TX, United StatesReported employees: 501-1,000 | Plano, TX, United States | 501-1,000 | Exact match | 660 contacts → |
“Trintech is the trusted AI platform for governed autonomous finance, helping organizations modernize financial operations across the Office of the CFO.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Solvd, INCsolvd.comHQ: Walnut Creek, CA, United StatesReported employees: 501-1,000 | Walnut Creek, CA, United States | 501-1,000 | Exact match | 555 contacts → |
“Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 530 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Nexvalnexval.aiHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 522 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 502 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ecapital Corpecapital.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 494 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Biocatchbiocatch.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 455 contacts → |
“BioCatch prevents financial crime by recognizing patterns in human behavior.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SEONseon.ioHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 441 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lendbuzzlendbuzz.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 407 contacts → |
“Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  GLIAglia.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 393 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Personeticspersonetics.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 364 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 339 contacts → |
“Connect Data.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lumin Digitallumindigital.comHQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 310 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Eltropyeltropy.comHQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 301 contacts → |
“Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,569 company matches
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Financial services AI firms: dataset insights
October 12, 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
1,566 records in the displayed employee bands.
3 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 1,569 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: October 12, 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 firms by metro
- Financial services AI firms in New York279
- Financial services AI firms in San Francisco132
- Financial services AI firms in Miami51
- Financial services AI firms in Austin49
- Financial services AI firms in Chicago43
- Financial services AI firms in Boston35
- Financial services AI firms in Palo Alto29
- Financial services AI firms in Atlanta26
Questions about this company list
What does Exact match mean for financial services AI firms?
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 firms did RevenueBase find based in the United States?
The saved snapshot records 1,569 matching company records, 372,062 tracked contacts and 105,030 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: October 12, 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 firms by geography
- Financial services AI firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India
- Financial services AI firms based in Gurgaon, India
- Financial services AI firms based in Hyderabad, India
- Financial services AI firms based in Mumbai, India
- Financial services AI firms based in New Delhi, India
- Financial services AI firms based in Pune, India
- Financial services AI firms based in Dubai, United Arab Emirates
Cite this list
RevenueBase Data Team. Top 25 financial services AI firms based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-ai-firms/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 firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India
Company intelligence · public preview
Top 25 financial services AI firms based in the United States
RevenueBase records 1,569 matching company records for financial services AI firms based in the United States, with 372,062 tracked contacts and 105,030 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: October 12, 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 firms 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 | Cognizantcognizant.ai HQ: Teaneck, NJ, United StatesReported employees: 10001+ | Teaneck, NJ, United States | 10001+ | Exact match | 333,538 contacts → |
“Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Netscribesnetscribes.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,536 contacts → |
“Netscribes is a global AI-driven firm that helps firms with insights, automation and innovation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,420 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Statusneostatusneo.com HQ: Palo Alto, CA, United StatesReported employees: 1,001-5,000 | Palo Alto, CA, United States | 1,001-5,000 | Exact match | 1,127 contacts → |
“All enterprises are racing to adopt AI.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Opus Technologiesopustechglobal.com HQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 1,027 contacts → |
“Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Qubikaqubika.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 877 contacts → |
“Qubika helps businesses evolve from Digital-Native to AI-Native.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ss&c Blue Prismblueprism.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 873 contacts → |
“SS & C Blue Prism fuels the world’s most complex businesses with agentic automation that’s trusted, tested and ready to run.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Accertify, INCaccertify.com HQ: Itasca, IL, United StatesReported employees: 1,001-5,000 | Itasca, IL, United States | 1,001-5,000 | Exact match | 861 contacts → |
“Accertify enables commerce by doing one thing extraordinarily well: pinpointing fraud.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Jorie AIjorie.ai HQ: Oak Brook, IL, United StatesReported employees: 1,001-5,000 | Oak Brook, IL, United States | 1,001-5,000 | Exact match | 835 contacts → |
“Ready to embrace the future of healthcare finance?” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Feedzaifeedzai.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 834 contacts → |
“Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Trintechtrintech.com HQ: Plano, TX, United StatesReported employees: 501-1,000 | Plano, TX, United States | 501-1,000 | Exact match | 660 contacts → |
“Trintech is the trusted AI platform for governed autonomous finance, helping organizations modernize financial operations across the Office of the CFO.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 625 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Solvd, INCsolvd.com HQ: Walnut Creek, CA, United StatesReported employees: 501-1,000 | Walnut Creek, CA, United States | 501-1,000 | Exact match | 555 contacts → |
“Solvd is an AI engineering company with over a decade of experience implementing AI in corporations and products across technology, ecommerce, retail, fintech, hospitality, and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 530 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nexvalnexval.ai HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 522 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 502 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ecapital Corpecapital.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 494 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Biocatchbiocatch.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 455 contacts → |
“BioCatch prevents financial crime by recognizing patterns in human behavior.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SEONseon.io HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 441 contacts → |
“SEON is the AI command center for fraud prevention and AML compliance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lendbuzzlendbuzz.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 407 contacts → |
“Lendbuzz is an AI-based auto finance platform that helps consumers obtain fair access to credit when purchasing a car.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | GLIAglia.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 393 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 · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Personeticspersonetics.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 364 contacts → |
“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 339 contacts → |
“Connect Data.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lumin Digitallumindigital.com HQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 310 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eltropyeltropy.com HQ: Santa Clara, CA, United StatesReported employees: 51-200 | Santa Clara, CA, United States | 51-200 | Exact match | 301 contacts → |
“Eltropy empowers 700+ Credit Unions and Community Banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,569 company matches
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Financial services AI firms: dataset insights
October 12, 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
1,566 records in the displayed employee bands.
3 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 1,569 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: October 12, 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 firms by metro
- Financial services AI firms in New York279
- Financial services AI firms in San Francisco132
- Financial services AI firms in Miami51
- Financial services AI firms in Austin49
- Financial services AI firms in Chicago43
- Financial services AI firms in Boston35
- Financial services AI firms in Palo Alto29
- Financial services AI firms in Atlanta26
Questions about this company list
What does Exact match mean for financial services AI firms?
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 firms did RevenueBase find based in the United States?
The saved snapshot records 1,569 matching company records, 372,062 tracked contacts and 105,030 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: October 12, 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 firms by geography
- Financial services AI firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India
- Financial services AI firms based in Gurgaon, India
- Financial services AI firms based in Hyderabad, India
- Financial services AI firms based in Mumbai, India
- Financial services AI firms based in New Delhi, India
- Financial services AI firms based in Pune, India
- Financial services AI firms based in Dubai, United Arab Emirates
Cite this list
RevenueBase Data Team. Top 25 financial services AI firms based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-ai-firms/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
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- Financial services AI firms based in Sydney, Australia
- Financial services AI firms based in Montreal, Canada
- Financial services AI firms based in Toronto, Canada
- Financial services AI firms based in Paris, France
- Financial services AI firms based in Hong Kong, Hong Kong
- Financial services AI firms based in Bangalore, India