Company lists · Data refreshed September 2026

Top 25 Financial services AI software companies based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 270 companies tracked

RevenueBase identified 270 financial services AI software companies headquartered in New York, United States as of September 2026 and tracks 10,549 professional contacts across them, including 4,464 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial services AI software companies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

270Companies

10,549Contacts tracked

4,464Verified emails

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The 25 largest financial services AI software companies based in New York, United States

Ranked by team size

Top 25 of 270 financial services AI software companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services AI software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
2	Feedzai	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	780 contacts →
	Strong evidence “Feedzai powers trust in global finance with our AI-native financial crime prevention platform, protecting the moments where money matters most at massive scale.” Source: RevenueBase Database · checked Sep 28, 2026
3	Ocrolus	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	739 contacts →
	Partial evidence “Ocrolus is a leading AI-powered workflow and analytics platform for lenders.” Source: RevenueBase Database · checked Sep 28, 2026
4	Curinos	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	522 contacts →
	Partial evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 28, 2026
5	Solytics Partners	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	431 contacts →
	Strong evidence “Solytics Partners is a global RegTech and AI solutions firm helping financial institutions simplify compliance, strengthen risk management, and operationalize AI governance and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Quinte Financial Technologies	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	377 contacts →
	Indirect evidence “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Source: RevenueBase Database · checked Sep 28, 2026
7	GLIA	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	372 contacts →
	Strong evidence “Glia is the #1 Banking AI platform, empowering community and regional financial institutions to create efficiencies, accelerate loan growth, drive deposits, and deliver…” Source: RevenueBase Database · checked Sep 28, 2026
8	Haptiq	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	364 contacts →
	Partial evidence “Haptiq is an AI-native enterprise solutions company with purpose-built technology for private equity firms, institutional organizations, government entities, and large-scale…” Source: RevenueBase Database · checked Sep 28, 2026
9	Personetics	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	354 contacts →
	Indirect evidence “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: RevenueBase Database · checked Sep 28, 2026
10	Workfusion	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	239 contacts →
	Strong evidence “WorkFusion, a UiPath company, is a pioneer in AI agents for financial crime compliance (FCC).” Source: RevenueBase Database · checked Sep 28, 2026
11	Taktile	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	191 contacts →
	Strong evidence “Taktile empowers financial institutions to quickly unlock AI-driven efficiencies across the customer lifecycle, reducing manual work while optimizing decisions and enabling…” Source: RevenueBase Database · checked Sep 28, 2026
12	Hebbia	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	157 contacts →
	Partial evidence “Hebbia is the leading AI platform for finance.” Source: RevenueBase Database · checked Sep 28, 2026
13	Cardo AI	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	121 contacts →
	Indirect evidence “The intelligent technology for the asset-based finance and private credit markets.” Source: RevenueBase Database · checked Sep 28, 2026
14	Prospect 33	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Partial evidence “Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…” Source: RevenueBase Database · checked Sep 28, 2026
15	Globaltask	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	101 contacts →
	Indirect evidence “At GlobalTask, we turn the challenges of the FSI industry into concrete opportunities.” Source: RevenueBase Database · checked Sep 28, 2026
16	ROGO	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “Rogo is the purpose-built AI platform for finance.” Source: RevenueBase Database · checked Sep 28, 2026
17	Blueflame AI	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Strong evidence “Blueflame AI is the agentic AI platform purpose-built for financial services.” Source: RevenueBase Database · checked Sep 28, 2026
18	Moment	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Partial evidence “Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Source: RevenueBase Database · checked Sep 28, 2026
19	cognext.ai	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	84 contacts →
	Strong evidence “At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…” Source: RevenueBase Database · checked Sep 28, 2026
20	FUSE	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	83 contacts →
	Partial evidence “Fuse is the AI-native Loan Origination System and Account Opening platform for Credit Unions, Banks, Auto & Powersports Lenders, and Finance Companies.” Source: RevenueBase Database · checked Sep 28, 2026
21	CLAIR	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	74 contacts →
	Partial evidence “Clair is an AI-driven fintech company that makes payday simple with embedded On-Demand Pay.” Source: RevenueBase Database · checked Sep 28, 2026
22	Daloopa Private Limited	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	71 contacts →
	Indirect evidence “Superior data for decision-making.” Source: RevenueBase Database · checked Sep 28, 2026
23	AIERA	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	68 contacts →
	Strong evidence “About Aiera Founded in 2018, Aiera is the leader in generative AI solutions for financial services professionals.” Source: RevenueBase Database · checked Sep 28, 2026
24	Solidus Labs	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	67 contacts →
	Partial evidence “Born in crypto, built for Wall Street, Solidus is redefining compliance for modern markets through a multidimensional, agentic AI operating system built from the ground up to…” Source: RevenueBase Database · checked Sep 28, 2026
25	Collective I	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	59 contacts →
	Partial evidence “Collective[i] generates intelligence that helps businesses thrive and expand economic opportunity assisted by advanced AI.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services AI software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services AI software companies.
Partial evidence: Its own public description names part of financial services AI software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services AI software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 270 financial services AI software companies based in New York, United States

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Financial services AI software companies based in New York, United States at a glance

As of Sep 28, 2026

42.3%Verified-email coverage

39.1Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

116

11-50

109

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 270 companies.

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “financial services AI software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services AI software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial services AI software companies, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,464 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 28, 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 software companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services AI software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services AI software companies are there based in New York, United States?

RevenueBase identified 270 financial services AI software companies headquartered in New York, 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?

Addepar, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial services AI software companies?

New York leads the United States with 270 headquartered companies, followed by San Francisco (151) and Austin (52).

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 4,464 verified decision-maker contacts tracked across these 270 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 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.