Company lists · Data refreshed September 2026
Top 24 Financial services bpo companies based in New York, United States
RevenueBase identified 70 company matches for financial services bpo companies associated with New York, United States as of September 2026 and tracks 10,506 professional contacts across them, including 1,717 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial services bpo companies associated with New York, 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 September 28, 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 24 largest financial services bpo companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,396 contacts → | ||||
Exact match “Recognized as the #1 CX provider for disruptors and innovators across financial services, healthcare, and e-commerce, Ubiquity was founded on the belief that our clients and their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 3,000 contacts → | ||||
Exact match “Datamatics Business Solutions is a global Business Process Management (BPM) company delivering technology-led and AI-enabled solutions that help organizations improve efficiency…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 870 contacts → | ||||
Exact match “Cogneesol is a global professional services firm offering comprehensive bespoke and ready-to-deploy business process management solutions to help businesses optimize, innovate and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 680 contacts → | ||||
Exact match “Shore Group eliminates manual, repetitive operations so small and mid-sized businesses can scale with confidence, without adding headcount or complexity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 397 contacts → | ||||
Exact match “Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 339 contacts → | ||||
Exact match “OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 110 contacts → | ||||
Exact match “Zenov BPO delivers specialized business process outsourcing solutions for companies in logistics, trucking, real estate, plumbing, insurance, and other service-driven industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 92 contacts → | ||||
Exact match “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 58 contacts → | ||||
Exact match “We take the complication out of any business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 53 contacts → | ||||
Exact match “Affinity Steps is an outsourcing company, designed to provide business solutions like Data Management, Recruitment Process Outsourcing, Virtual Assistant Service, and Data…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 40 contacts → | ||||
Exact match “Headway BPO Solutions/Headway BPO of America is an international service provider that offers a diverse range of outsourcing, technology, and consulting services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 35 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “With over 30 years of contact center experience, the team has worked in all facets of the contact center world, from being on the front line as representatives to executive roles…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 18 contacts → | ||||
Exact match “Sovereign Services modernizes Business Process Outsourcing and makes everything secure, adaptable, and coordinated for its clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 17 contacts → | ||||
Exact match “ThriveSource is your go-to outsourcing solution designed to enhance your business's efficiency and success.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “SJ Associates NYC, LLC is a financial services company.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Troluce Capital Advisors, LLC” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Efficient outsourced accounting services for your businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Structured Office Provides a wide reach of resources to ensure that your Accounting Process is structured, organized and well prepared.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Accuracy-Plus takes care of the day-to-day financial operations of your business - so you don't have to - freeing up your time & energy so you can focus on growing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “On-Shore, cloud based BPO with 100% remote workforce that offers lead generation, sales, win-back, retention, customer service & tech support for small, medium & large enterprises.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “LogicStrong has extensive experience in providing outsourcing non-core business processes - IT functions (software development, product development, Sharepoint consulting and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Bankhawk, founded in 2007, is a pioneering advisory firm specializing in optimizing company banking and payment processes, delivering hundreds of millions in savings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Value oriented-two words that made Infinit-O Global become one of the top choices for business process outsourcing companies in the Philippines.” Recorded in the RevenueBase company graph · Sep 28, 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 bpo 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 24 of 70 financial services bpo companies based in New York, United States
See the full list, filter by size, metro and specialty, and access 1,717 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services bpo companies based in New York, United States at a glance
As of Sep 28, 2026Companies by employee count
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 70 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 New York, United States whose business descriptions match “financial services bpo 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 1,717 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 September 28, 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 bpo companies 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 bpo companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services bpo companies are there based in New York, United States?
RevenueBase identified 70 company matches for financial services bpo companies associated with New York, United States as of September 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?
Ubiquity 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 bpo companies?
New York leads the United States with 74 company records, followed by Houston (39) and Miami (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 1,717 professional contacts with verified work emails tracked across these 70 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 70 financial services bpo companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services bpo companies by geography
- Financial services bpo companies based in Melbourne, Australia
- Financial services bpo companies based in Sydney, Australia
- Financial services bpo companies based in Dhaka, Bangladesh
- Financial services bpo companies based in Barueri, Brazil
- Financial services bpo companies based in Belo Horizonte, Brazil
- Financial services bpo companies based in Curitiba, Brazil
- Financial services bpo companies based in Rio De Janeiro, Brazil
- Financial services bpo companies based in Sao Paulo, Brazil
- Financial services bpo companies based in Toronto, Canada
- Financial services bpo companies based in Bogota, Colombia
- Financial services bpo companies based in Cairo, Egypt
- Financial services bpo companies based in Ahmedabad, 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 bpo companies based in Melbourne, Australia
- Financial services bpo companies based in Sydney, Australia
- Financial services bpo companies based in Dhaka, Bangladesh
- Financial services bpo companies based in Barueri, Brazil
- Financial services bpo companies based in Belo Horizonte, Brazil
- Financial services bpo companies based in Curitiba, Brazil
Company intelligence · public preview
Top 24 financial services bpo companies based in New York, 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 70 matching company records for financial services bpo companies based in New York, United States, with 10,506 tracked contacts and 1,717 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 24 financial services bpo companies based in New York, 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 |  Ubiquityubiquity.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,396 contacts → |
“Recognized as the #1 CX provider for disruptors and innovators across financial services, healthcare, and e-commerce, Ubiquity was founded on the belief that our clients and their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Datamatics Business Solutionsdatamaticsbpm.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,000 contacts → |
“Datamatics Business Solutions is a global Business Process Management (BPM) company delivering technology-led and AI-enabled solutions that help organizations improve efficiency…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cogneesolcogneesol.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 870 contacts → |
“Cogneesol is a global professional services firm offering comprehensive bespoke and ready-to-deploy business process management solutions to help businesses optimize, innovate and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shore Group Associatesshoregrp.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 680 contacts → |
“Shore Group eliminates manual, repetitive operations so small and mid-sized businesses can scale with confidence, without adding headcount or complexity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Outsource Partners International Alumniopiglobal.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 397 contacts → |
“Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  OHIoutsourcinghubindia.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 339 contacts → |
“OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Zenov BPOzenov-bpo.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 110 contacts → |
“Zenov BPO delivers specialized business process outsourcing solutions for companies in logistics, trucking, real estate, plumbing, insurance, and other service-driven industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Capactix Business Solutionscapactix.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 contacts → |
“We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sourcedesk Global Private Limitedsourcedeskglobal.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 58 contacts → |
“We take the complication out of any business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Affinity Stepsaffinitysteps.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 53 contacts → |
“Affinity Steps is an outsourcing company, designed to provide business solutions like Data Management, Recruitment Process Outsourcing, Virtual Assistant Service, and Data…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Headway BPO Solutions Headway BPO Of Americaheadwaybpo.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 40 contacts → |
“Headway BPO Solutions/Headway BPO of America is an international service provider that offers a diverse range of outsourcing, technology, and consulting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Healthcare Servicesveetechnologies.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 35 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  World Class Contact Centersworldclasscc.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 29 contacts → |
“With over 30 years of contact center experience, the team has worked in all facets of the contact center world, from being on the front line as representatives to executive roles…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sovereign Servicessovereignsvcs.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 18 contacts → |
“Sovereign Services modernizes Business Process Outsourcing and makes everything secure, adaptable, and coordinated for its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Thrivesourcethrivesource.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 17 contacts → |
“ThriveSource is your go-to outsourcing solution designed to enhance your business's efficiency and success.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SJ Associates Nyc, LLCsjtax.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
“SJ Associates NYC, LLC is a financial services company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Troluce Capital Advisorstroluce.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Troluce Capital Advisors, LLC” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Lead Collectivelead-collective.netHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Efficient outsourced accounting services for your businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Structured Office, INCstructuredoffice.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Structured Office Provides a wide reach of resources to ensure that your Accounting Process is structured, organized and well prepared.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Accuracy-Plus INCaccuracy-plus.bizHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Accuracy-Plus takes care of the day-to-day financial operations of your business - so you don't have to - freeing up your time & energy so you can focus on growing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  IQ Response Management, LLCiqueuerm.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 2 contacts → |
“On-Shore, cloud based BPO with 100% remote workforce that offers lead generation, sales, win-back, retention, customer service & tech support for small, medium & large enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Logicstrong INClogicstrong.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 1 contacts → |
“LogicStrong has extensive experience in providing outsourcing non-core business processes - IT functions (software development, product development, Sharepoint consulting and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bankhawk North Americana.bankhawk.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 1 contacts → |
“Bankhawk, founded in 2007, is a pioneering advisory firm specializing in optimizing company banking and payment processes, delivering hundreds of millions in savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Infinit Outsourcing INCinfinit-o.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 1 contacts → |
“Value oriented-two words that made Infinit-O Global become one of the top choices for business process outsourcing companies in the Philippines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 70 company matches
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Financial services bpo companies: dataset insights
September 28, 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
70 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 70 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: September 28, 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 bpo companies by metro in the United States
Questions about this company list
What does Exact match mean for financial services bpo 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 bpo companies did RevenueBase find based in New York, United States?
The saved snapshot records 70 matching company records, 10,506 tracked contacts and 1,717 verified emails. The public preview displays 24 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: September 28, 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 bpo companies by geography
- Financial services bpo companies based in Melbourne, Australia
- Financial services bpo companies based in Sydney, Australia
- Financial services bpo companies based in Dhaka, Bangladesh
- Financial services bpo companies based in Barueri, Brazil
- Financial services bpo companies based in Belo Horizonte, Brazil
- Financial services bpo companies based in Curitiba, Brazil
- Financial services bpo companies based in Rio De Janeiro, Brazil
- Financial services bpo companies based in Sao Paulo, Brazil
- Financial services bpo companies based in Toronto, Canada
- Financial services bpo companies based in Bogota, Colombia
- Financial services bpo companies based in Cairo, Egypt
- Financial services bpo companies based in Ahmedabad, India
Cite this list
RevenueBase Data Team. Top 24 financial services bpo companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-bpo-companies/united-states/new-york.
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 bpo companies based in Melbourne, Australia
- Financial services bpo companies based in Sydney, Australia
- Financial services bpo companies based in Dhaka, Bangladesh
- Financial services bpo companies based in Barueri, Brazil
- Financial services bpo companies based in Belo Horizonte, Brazil
- Financial services bpo companies based in Curitiba, Brazil
Company intelligence · public preview
Top 24 financial services bpo companies based in New York, United States
RevenueBase records 70 matching company records for financial services bpo companies based in New York, United States, with 10,506 tracked contacts and 1,717 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 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 24 financial services bpo companies based in New York, 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 | Ubiquityubiquity.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 3,396 contacts → |
“Recognized as the #1 CX provider for disruptors and innovators across financial services, healthcare, and e-commerce, Ubiquity was founded on the belief that our clients and their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Datamatics Business Solutionsdatamaticsbpm.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,000 contacts → |
“Datamatics Business Solutions is a global Business Process Management (BPM) company delivering technology-led and AI-enabled solutions that help organizations improve efficiency…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cogneesolcogneesol.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 870 contacts → |
“Cogneesol is a global professional services firm offering comprehensive bespoke and ready-to-deploy business process management solutions to help businesses optimize, innovate and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shore Group Associatesshoregrp.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 680 contacts → |
“Shore Group eliminates manual, repetitive operations so small and mid-sized businesses can scale with confidence, without adding headcount or complexity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Outsource Partners International Alumniopiglobal.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 397 contacts → |
“Outsource Partners International (OPI) is a professional services firm dedicated to the outsourcing of finance, accounting, and analytics business processes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | OHIoutsourcinghubindia.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 339 contacts → |
“OHI is a specialized finance and real estate accounting outsourcing service provider with operations out of New Delhi (India) since 2006.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Zenov BPOzenov-bpo.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 110 contacts → |
“Zenov BPO delivers specialized business process outsourcing solutions for companies in logistics, trucking, real estate, plumbing, insurance, and other service-driven industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Capactix Business Solutionscapactix.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 contacts → |
“We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sourcedesk Global Private Limitedsourcedeskglobal.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 58 contacts → |
“We take the complication out of any business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Affinity Stepsaffinitysteps.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 53 contacts → |
“Affinity Steps is an outsourcing company, designed to provide business solutions like Data Management, Recruitment Process Outsourcing, Virtual Assistant Service, and Data…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Headway BPO Solutions Headway BPO Of Americaheadwaybpo.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 40 contacts → |
“Headway BPO Solutions/Headway BPO of America is an international service provider that offers a diverse range of outsourcing, technology, and consulting services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Healthcare Servicesveetechnologies.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 35 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | World Class Contact Centersworldclasscc.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 29 contacts → |
“With over 30 years of contact center experience, the team has worked in all facets of the contact center world, from being on the front line as representatives to executive roles…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sovereign Servicessovereignsvcs.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 18 contacts → |
“Sovereign Services modernizes Business Process Outsourcing and makes everything secure, adaptable, and coordinated for its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Thrivesourcethrivesource.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 17 contacts → |
“ThriveSource is your go-to outsourcing solution designed to enhance your business's efficiency and success.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SJ Associates Nyc, LLCsjtax.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 5 contacts → |
“SJ Associates NYC, LLC is a financial services company.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Troluce Capital Advisorstroluce.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Troluce Capital Advisors, LLC” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lead Collectivelead-collective.net HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Efficient outsourced accounting services for your businesses.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Structured Office, INCstructuredoffice.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Structured Office Provides a wide reach of resources to ensure that your Accounting Process is structured, organized and well prepared.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Accuracy-Plus INCaccuracy-plus.biz HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Accuracy-Plus takes care of the day-to-day financial operations of your business - so you don't have to - freeing up your time & energy so you can focus on growing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | IQ Response Management, LLCiqueuerm.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 2 contacts → |
“On-Shore, cloud based BPO with 100% remote workforce that offers lead generation, sales, win-back, retention, customer service & tech support for small, medium & large enterprises.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Logicstrong INClogicstrong.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 1 contacts → |
“LogicStrong has extensive experience in providing outsourcing non-core business processes - IT functions (software development, product development, Sharepoint consulting and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bankhawk North Americana.bankhawk.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 1 contacts → |
“Bankhawk, founded in 2007, is a pioneering advisory firm specializing in optimizing company banking and payment processes, delivering hundreds of millions in savings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Infinit Outsourcing INCinfinit-o.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 1 contacts → |
“Value oriented-two words that made Infinit-O Global become one of the top choices for business process outsourcing companies in the Philippines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services bpo companies: dataset insights
September 28, 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
70 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 New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 70 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: September 28, 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 bpo companies by metro in the United States
Questions about this company list
What does Exact match mean for financial services bpo 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 bpo companies did RevenueBase find based in New York, United States?
The saved snapshot records 70 matching company records, 10,506 tracked contacts and 1,717 verified emails. The public preview displays 24 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: September 28, 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 bpo companies by geography
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Cite this list
RevenueBase Data Team. Top 24 financial services bpo companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-services-bpo-companies/united-states/new-york.
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 bpo companies based in Melbourne, Australia
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- Financial services bpo companies based in Curitiba, Brazil