Company lists · Data refreshed October 2026
Top 18 Financial services AI firms based in Boston, United States
RevenueBase identified 35 company matches for financial services AI firms associated with Boston, United States as of October 2026 and tracks 1,292 professional contacts across them, including 515 with verified work emails. Across the United States, New York is the largest hub for this category (279 companies); Boston has 35.
This list covers company matches for financial services AI firms associated with Boston, 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 18 largest financial services AI firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 160 contacts → | ||||
Exact match “FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 160 contacts → | ||||
Exact match “tCognition, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 134 contacts → | ||||
Exact match “Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 119 contacts → | ||||
Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 72 contacts → | ||||
Exact match “Building elite fintech engineering teams shouldn’t be hard.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 61 contacts → | ||||
Exact match “OnCorps is the leading agentic AI platform for investment operations teams.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 30 contacts → | ||||
Exact match “Mindgard is the leading provider of AI Security solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 28 contacts → | ||||
Exact match “At nRoad, we redefine the way businesses harness their data.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “Catchlight AI is dedicated to helping wealth management firms become more efficient in their outreach, personalize at scale, and increase conversion of leads to new clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 24 contacts → | ||||
Exact match “Sayata makes placing and underwriting commercial insurance easier and more profitable.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 23 contacts → | ||||
Exact match “Eligen automates prescreen marketing efforts with hyper-personalized offers and post-campaign analytics that show exactly where to find lift in your next campaign.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “P2L optimizes financial teams and unlocks knowledge to support good decisions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Arcafeed harnesses the power of AI agents to automate investment processes, helping hedge funds and institutional investors make smarter, data-driven decisions in real-time.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Fast Medical AI, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Jacobs & Company, a leading consultancy, specializes in integrating artificial intelligence into asset and wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “A.I.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” 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 18 of 35 financial services AI firms based in Boston, United States
See the full list, filter by size, metro and specialty, and access 515 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services AI firms based in Boston, United States at a glance
As of Oct 12, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 35 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 Boston, 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 515 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 in the United States
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 Boston, United States?
RevenueBase identified 35 company matches for financial services AI firms associated with Boston, 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?
Lendbuzz tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial services AI firms?
New York leads the United States with 279 company records, followed by San Francisco (132) and Miami (51). Boston has 35.
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 515 professional contacts with verified work emails tracked across these 35 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 35 financial services AI firms based in Boston, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 18 financial services AI firms based in Boston, 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 35 matching company records for financial services AI firms based in Boston, United States, with 1,292 tracked contacts and 515 verified work emails.
This public preview shows 18 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 18 financial services AI firms based in Boston, 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 |  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. | |||||
| 2 |  Fintrxfintrx.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 160 contacts → |
“FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tcognitiontcognition.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 160 contacts → |
“tCognition, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  POSHposh.aiHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Originuseorigin.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  TRIOtrio.devHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 72 contacts → |
“Building elite fintech engineering teams shouldn’t be hard.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Oncorpsoncorps.ai HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 61 contacts → |
“OnCorps is the leading agentic AI platform for investment operations teams.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mindgardmindgard.aiHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 30 contacts → |
“Mindgard is the leading provider of AI Security solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  NROADnroad.aiHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 28 contacts → |
“At nRoad, we redefine the way businesses harness their data.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Catchlightcatchlight.aiHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 24 contacts → |
“Catchlight AI is dedicated to helping wealth management firms become more efficient in their outreach, personalize at scale, and increase conversion of leads to new clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sayatasayata.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Sayata makes placing and underwriting commercial insurance easier and more profitable.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  eligen.ioeligen.ioHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 23 contacts → |
“Eligen automates prescreen marketing efforts with hyper-personalized offers and post-campaign analytics that show exactly where to find lift in your next campaign.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Position2launchposition2launch.comHQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 7 contacts → |
“P2L optimizes financial teams and unlocks knowledge to support good decisions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Arcafeed Acq. By Whoparcalabs.aiHQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 5 contacts → |
“Arcafeed harnesses the power of AI agents to automate investment processes, helping hedge funds and institutional investors make smarter, data-driven decisions in real-time.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fast Medical AIfastmedical.aiHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Fast Medical AI, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Jacobs & Companyjacobsandcompany.bizHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 1 contacts → |
“Jacobs & Company, a leading consultancy, specializes in integrating artificial intelligence into asset and wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  A.I. Capital Managementaicm.worldHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“A.I.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Nomad AIusenomad.aiHQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 35 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
35 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 35 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 in the United States
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 Boston, United States?
The saved snapshot records 35 matching company records, 1,292 tracked contacts and 515 verified emails. The public preview displays 18 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
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Cite this list
RevenueBase Data Team. Top 18 financial services AI firms based in Boston, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-ai-firms/united-states/boston.
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
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- Financial services AI firms based in Toronto, Canada
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Company intelligence · public preview
Top 18 financial services AI firms based in Boston, United States
RevenueBase records 35 matching company records for financial services AI firms based in Boston, United States, with 1,292 tracked contacts and 515 verified work emails.
This public preview shows 18 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 18 financial services AI firms based in Boston, 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 | 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. | |||||
| 2 | Fintrxfintrx.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 160 contacts → |
“FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tcognitiontcognition.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 160 contacts → |
“tCognition, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | POSHposh.ai HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 134 contacts → |
“Posh is the operational AI layer for financial institutions - a unified platform that serves both customers and employees.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Originuseorigin.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 119 contacts → |
“Origin is your personal AI financial advisor.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | TRIOtrio.dev HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 72 contacts → |
“Building elite fintech engineering teams shouldn’t be hard.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Oncorpsoncorps.ai HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 61 contacts → |
“OnCorps is the leading agentic AI platform for investment operations teams.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mindgardmindgard.ai HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 30 contacts → |
“Mindgard is the leading provider of AI Security solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | NROADnroad.ai HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 28 contacts → |
“At nRoad, we redefine the way businesses harness their data.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Catchlightcatchlight.ai HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 24 contacts → |
“Catchlight AI is dedicated to helping wealth management firms become more efficient in their outreach, personalize at scale, and increase conversion of leads to new clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sayatasayata.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 24 contacts → |
“Sayata makes placing and underwriting commercial insurance easier and more profitable.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | eligen.ioeligen.io HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 23 contacts → |
“Eligen automates prescreen marketing efforts with hyper-personalized offers and post-campaign analytics that show exactly where to find lift in your next campaign.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Position2launchposition2launch.com HQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 7 contacts → |
“P2L optimizes financial teams and unlocks knowledge to support good decisions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Arcafeed Acq. By Whoparcalabs.ai HQ: Boston, United StatesReported employees: 11-50 | Boston, United States | 11-50 | Exact match | 5 contacts → |
“Arcafeed harnesses the power of AI agents to automate investment processes, helping hedge funds and institutional investors make smarter, data-driven decisions in real-time.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fast Medical AIfastmedical.ai HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 2 contacts → |
“Fast Medical AI, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Jacobs & Companyjacobsandcompany.biz HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 1 contacts → |
“Jacobs & Company, a leading consultancy, specializes in integrating artificial intelligence into asset and wealth management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | A.I. Capital Managementaicm.world HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 1 contacts → |
“A.I.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nomad AIusenomad.ai HQ: Boston, United StatesReported employees: 1-10 | Boston, United States | 1-10 | Exact match | 1 contacts → |
“Financial services platform that helps small businesses get a clear picture of their financial health, receive AI-driven advice, and make smart decisions about growth and exit…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 35 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
35 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 35 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 in the United States
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 Boston, United States?
The saved snapshot records 35 matching company records, 1,292 tracked contacts and 515 verified emails. The public preview displays 18 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.
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Cite this list
RevenueBase Data Team. Top 18 financial services AI firms based in Boston, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-ai-firms/united-states/boston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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