Company lists · Data refreshed October 2026
Top 25 Financial services automation companies based in the United States
RevenueBase identified 436 company matches for financial services automation companies associated with the United States as of October 2026 and tracks 39,876 professional contacts across them, including 10,488 with verified work emails. New York is the largest hub.
This list covers company matches for financial services automation companies associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed 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 automation companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,852 contacts → | ||||
Exact match “HighRadius provides a single Agentic AI platform for the Office of the CFO.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 3,531 contacts → | ||||
Exact match “FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 3,151 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 1,897 contacts → | ||||
Exact match “As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 1,531 contacts → | ||||
Exact match “Exela Technologies, Inc.("Exela") is a location-agnostic global business process automation ("BPA") leader combining industry-specific and multi-industry enterprise software and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 1,429 contacts → | ||||
Exact match “With over 25 years of experience, Indecomm combines its groundbreaking Genius suite of AI, automation, and SaaS solutions with deep mortgage banking expertise to streamline…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 1,418 contacts → | ||||
Exact match “AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 1,071 contacts → | ||||
Exact match “Stellar Innovations is a technology‑enabled mortgage, title, and property tax solutions provider supporting mortgage lenders, servicers, investors, and title companies in…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 885 contacts → | ||||
Exact match “Trust is essential when managing high-volume, complex financial operations.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 875 contacts → | ||||
Exact match “iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 781 contacts → | ||||
Exact match “Bell and Howell is a technology-driven leader in Automation Services and Automation Solutions helping businesses maximize operational efficiency and deliver exceptional customer…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 651 contacts → | ||||
Exact match “Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 649 contacts → | ||||
Exact match “AutomationEdge is an Enterprise Agentic Process Automation (APA) Platform that enables organizations to automate complex business operations using AI Agents, Intelligent Document…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 397 contacts → | ||||
Exact match “Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 365 contacts → | ||||
Exact match “Covius is a trusted provider of solutions, insight and technology to leading financial services companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 303 contacts → | ||||
Exact match “Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 288 contacts → | ||||
Exact match “Automation positively transforms the lives of people and business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 254 contacts → | ||||
Exact match “At Input Zero Technologies (IZT), we bridge the gap between vision and reality in the digital transformation space.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 237 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 194 contacts → | ||||
Exact match “PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 182 contacts → | ||||
Exact match “Founded by industry veterans, Uptiq is the,, orchestrating your systems, processes, and teams without replacing what already works.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 182 contacts → | ||||
Exact match “GOLDFEIN™ is an Award-Winning Automated Services Provider, serving leading businesses with tech-driven solutions to elevate operational performance, enhance servicing processes…” 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 automation companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 436 financial services automation companies based in the United States
See the full list, filter by size, metro and specialty, and access 10,488 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services automation companies 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 436 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 automation companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 10,488 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 automation companies by metro
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 automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services automation companies are there based in the United States?
RevenueBase identified 436 company matches for financial services automation companies 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?
Highradius tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services automation companies?
New York leads with 36 company records, followed by San Francisco (23) and Houston (13).
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 10,488 professional contacts with verified work emails tracked across these 436 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 436 financial services automation companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services automation companies by geography
- Financial services automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States
- Financial services automation companies based in Australia
- Financial services automation companies based in Brazil
- Financial services automation companies based in Canada
- Financial services automation companies based in France
- Financial services automation companies based in Germany
- Financial services automation companies based in India
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 automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States
Company intelligence · public preview
Top 25 financial services automation companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 436 matching company records for financial services automation companies based in the United States, with 39,876 tracked contacts and 10,488 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 automation companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Highradiushighradius.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 4,852 contacts → |
“HighRadius provides a single Agentic AI platform for the Office of the CFO.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  FISfisglobal.comHQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 3,531 contacts → |
“FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,151 contacts → |
“DST Systems, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CSIcsiweb.comHQ: Paducah, KY, United StatesReported employees: 1,001-5,000 | Paducah, KY, United States | 1,001-5,000 | Exact match | 1,897 contacts → |
“As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Sourcehovexelatech.comHQ: Irving, TX, United StatesReported employees: 10001+ | Irving, TX, United States | 10001+ | Exact match | 1,531 contacts → |
“Exela Technologies, Inc.("Exela") is a location-agnostic global business process automation ("BPA") leader combining industry-specific and multi-industry enterprise software and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Indecommindecomm.comHQ: Edison, NJ, United StatesReported employees: 1,001-5,000 | Edison, NJ, United States | 1,001-5,000 | Exact match | 1,429 contacts → |
“With over 25 years of experience, Indecomm combines its groundbreaking Genius suite of AI, automation, and SaaS solutions with deep mortgage banking expertise to streamline…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  AIS Infoaisinfo.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,418 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Stellar Innovations Private Limitedstellaripl.comHQ: Maitland, FL, United StatesReported employees: 1,001-5,000 | Maitland, FL, United States | 1,001-5,000 | Exact match | 1,071 contacts → |
“Stellar Innovations is a technology‑enabled mortgage, title, and property tax solutions provider supporting mortgage lenders, servicers, investors, and title companies in…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cass Information Systemscassinfo.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 885 contacts → |
“Trust is essential when managing high-volume, complex financial operations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Ipipelineipipeline.comHQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 875 contacts → |
“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  Bell And Howellbellhowell.netHQ: Durham, NC, United StatesReported employees: 1,001-5,000 | Durham, NC, United States | 1,001-5,000 | Exact match | 781 contacts → |
“Bell and Howell is a technology-driven leader in Automation Services and Automation Solutions helping businesses maximize operational efficiency and deliver exceptional customer…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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. | |||||
| 14 |  YOOZgetyooz.comHQ: Aimargues, TX, United StatesReported employees: 501-1,000 | Aimargues, TX, United States | 501-1,000 | Exact match | 651 contacts → |
“Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Automationedgeautomationedge.comHQ: Houston, TX, United StatesReported employees: 501-1,000 | Houston, TX, United States | 501-1,000 | Exact match | 649 contacts → |
“AutomationEdge is an Enterprise Agentic Process Automation (APA) Platform that enables organizations to automate complex business operations using AI Agents, Intelligent Document…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  Quinte Financial Technologiesquinteft.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 397 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Coviuscovius.comHQ: Glendale, CO, United StatesReported employees: 501-1,000 | Glendale, CO, United States | 501-1,000 | Exact match | 365 contacts → |
“Covius is a trusted provider of solutions, insight and technology to leading financial services companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finallyfinally.comHQ: Miami, FL, United StatesReported employees: 201-500 | Miami, FL, United States | 201-500 | Exact match | 303 contacts → |
“Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Wall Street Systemstreasury.iongroup.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 288 contacts → |
“Automation positively transforms the lives of people and business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Input Zero Technologiesinputzero.comHQ: Andover, MA, United StatesReported employees: 201-500 | Andover, MA, United States | 201-500 | Exact match | 254 contacts → |
“At Input Zero Technologies (IZT), we bridge the gap between vision and reality in the digital transformation space.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Pairsoftpairsoft.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 194 contacts → |
“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  UPTIQuptiq.aiHQ: Mckinney, TX, United StatesReported employees: 51-200 | Mckinney, TX, United States | 51-200 | Exact match | 182 contacts → |
“Founded by industry veterans, Uptiq is the,, orchestrating your systems, processes, and teams without replacing what already works.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Goldfeingoldfeinclaims.comHQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 182 contacts → |
“GOLDFEIN™ is an Award-Winning Automated Services Provider, serving leading businesses with tech-driven solutions to elevate operational performance, enhance servicing processes…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 436 company matches
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Financial services automation companies: 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
436 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 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 436 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 automation companies by metro
Questions about this company list
What does Exact match mean for financial services automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services automation companies did RevenueBase find based in the United States?
The saved snapshot records 436 matching company records, 39,876 tracked contacts and 10,488 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 automation companies by geography
- Financial services automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States
- Financial services automation companies based in Australia
- Financial services automation companies based in Brazil
- Financial services automation companies based in Canada
- Financial services automation companies based in France
- Financial services automation companies based in Germany
- Financial services automation companies based in India
Cite this list
RevenueBase Data Team. Top 25 financial services automation companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-automation-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States
Company intelligence · public preview
Top 25 financial services automation companies based in the United States
RevenueBase records 436 matching company records for financial services automation companies based in the United States, with 39,876 tracked contacts and 10,488 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 automation companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Highradiushighradius.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 4,852 contacts → |
“HighRadius provides a single Agentic AI platform for the Office of the CFO.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | FISfisglobal.com HQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 3,531 contacts → |
“FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,151 contacts → |
“DST Systems, Inc.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CSIcsiweb.com HQ: Paducah, KY, United StatesReported employees: 1,001-5,000 | Paducah, KY, United States | 1,001-5,000 | Exact match | 1,897 contacts → |
“As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sourcehovexelatech.com HQ: Irving, TX, United StatesReported employees: 10001+ | Irving, TX, United States | 10001+ | Exact match | 1,531 contacts → |
“Exela Technologies, Inc.("Exela") is a location-agnostic global business process automation ("BPA") leader combining industry-specific and multi-industry enterprise software and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Indecommindecomm.com HQ: Edison, NJ, United StatesReported employees: 1,001-5,000 | Edison, NJ, United States | 1,001-5,000 | Exact match | 1,429 contacts → |
“With over 25 years of experience, Indecomm combines its groundbreaking Genius suite of AI, automation, and SaaS solutions with deep mortgage banking expertise to streamline…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | AIS Infoaisinfo.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 1,418 contacts → |
“AIS is a professional services and technology company that reduces operating costs, improves compliance and mitigates risk through automation and highly skilled talent.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Stellar Innovations Private Limitedstellaripl.com HQ: Maitland, FL, United StatesReported employees: 1,001-5,000 | Maitland, FL, United States | 1,001-5,000 | Exact match | 1,071 contacts → |
“Stellar Innovations is a technology‑enabled mortgage, title, and property tax solutions provider supporting mortgage lenders, servicers, investors, and title companies in…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cass Information Systemscassinfo.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 885 contacts → |
“Trust is essential when managing high-volume, complex financial operations.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Ipipelineipipeline.com HQ: Wayne, PA, United StatesReported employees: 501-1,000 | Wayne, PA, United States | 501-1,000 | Exact match | 875 contacts → |
“iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | Bell And Howellbellhowell.net HQ: Durham, NC, United StatesReported employees: 1,001-5,000 | Durham, NC, United States | 1,001-5,000 | Exact match | 781 contacts → |
“Bell and Howell is a technology-driven leader in Automation Services and Automation Solutions helping businesses maximize operational efficiency and deliver exceptional customer…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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. | |||||
| 14 | YOOZgetyooz.com HQ: Aimargues, TX, United StatesReported employees: 501-1,000 | Aimargues, TX, United States | 501-1,000 | Exact match | 651 contacts → |
“Yooz is the most intelligent financial operations automation solution that fights waste, risk, fraud, and errors - all while driving growth and profitability.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Automationedgeautomationedge.com HQ: Houston, TX, United StatesReported employees: 501-1,000 | Houston, TX, United States | 501-1,000 | Exact match | 649 contacts → |
“AutomationEdge is an Enterprise Agentic Process Automation (APA) Platform that enables organizations to automate complex business operations using AI Agents, Intelligent Document…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | Quinte Financial Technologiesquinteft.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 397 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Coviuscovius.com HQ: Glendale, CO, United StatesReported employees: 501-1,000 | Glendale, CO, United States | 501-1,000 | Exact match | 365 contacts → |
“Covius is a trusted provider of solutions, insight and technology to leading financial services companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finallyfinally.com HQ: Miami, FL, United StatesReported employees: 201-500 | Miami, FL, United States | 201-500 | Exact match | 303 contacts → |
“Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Wall Street Systemstreasury.iongroup.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 288 contacts → |
“Automation positively transforms the lives of people and business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Input Zero Technologiesinputzero.com HQ: Andover, MA, United StatesReported employees: 201-500 | Andover, MA, United States | 201-500 | Exact match | 254 contacts → |
“At Input Zero Technologies (IZT), we bridge the gap between vision and reality in the digital transformation space.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 237 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pairsoftpairsoft.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 194 contacts → |
“PairSoft, one of the strongest financial automation platforms for mid-market and enterprise organizations, comprises a product lineup that natively integrates with Microsoft…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | UPTIQuptiq.ai HQ: Mckinney, TX, United StatesReported employees: 51-200 | Mckinney, TX, United States | 51-200 | Exact match | 182 contacts → |
“Founded by industry veterans, Uptiq is the,, orchestrating your systems, processes, and teams without replacing what already works.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goldfeingoldfeinclaims.com HQ: Alpharetta, GA, United StatesReported employees: 501-1,000 | Alpharetta, GA, United States | 501-1,000 | Exact match | 182 contacts → |
“GOLDFEIN™ is an Award-Winning Automated Services Provider, serving leading businesses with tech-driven solutions to elevate operational performance, enhance servicing processes…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 436 company matches
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Financial services automation companies: 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
436 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 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 436 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 automation companies by metro
Questions about this company list
What does Exact match mean for financial services automation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services automation companies did RevenueBase find based in the United States?
The saved snapshot records 436 matching company records, 39,876 tracked contacts and 10,488 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 automation companies by geography
- Financial services automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States
- Financial services automation companies based in Australia
- Financial services automation companies based in Brazil
- Financial services automation companies based in Canada
- Financial services automation companies based in France
- Financial services automation companies based in Germany
- Financial services automation companies based in India
Cite this list
RevenueBase Data Team. Top 25 financial services automation companies based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-automation-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial services automation companies based in Sao Paulo, Brazil
- Financial services automation companies based in Bangalore, India
- Financial services automation companies based in Mumbai, India
- Financial services automation companies based in Pune, India
- Financial services automation companies based in London, United Kingdom
- Financial services automation companies based in New York, United States