Company lists · Data refreshed November 2026
Top 25 Financial services cloud platforms based in the United States
RevenueBase identified 236 company matches for financial services cloud platforms associated with the United States as of November 2026 and tracks 60,093 professional contacts across them, including 19,249 with verified work emails. New York is the largest hub.
This list covers company matches for financial services cloud platforms 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 November 5, 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 cloud platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20,588 contacts → | ||||
Exact match “Infor is a global leader in business cloud software products for companies in industry specific markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 18,093 contacts → | ||||
Exact match “SS & C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 2,980 contacts → | ||||
Exact match “Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 1,948 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 1,673 contacts → | ||||
Exact match “OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 1,562 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 1,552 contacts → | ||||
Exact match “Zuora was born out of a vision that we could evangelize a fundamentally new way of doing business by shifting the focus of companies to deliver recurring, people-centric services…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 1,185 contacts → | ||||
Exact match “Alkami is the digital sales and service platform provider for U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 882 contacts → | ||||
Exact match “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 438 contacts → | ||||
Exact match “Kinective is leading the way to Intelligent Banking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 410 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 392 contacts → | ||||
Exact match “Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 343 contacts → | ||||
Exact match “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 321 contacts → | ||||
Exact match “Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 280 contacts → | ||||
Exact match “Integral to leading the SaaS revolution.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 272 contacts → | ||||
Exact match “BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 255 contacts → | ||||
Exact match “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 207 contacts → | ||||
Exact match “Ridgeline® is the industry cloud platform for investment management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 186 contacts → | ||||
Exact match “Finxact is the first enterprise-class 100 percent open API cloud-native innovation platform and transaction processing engine, agnostic to asset classes, currencies, and time…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 180 contacts → | ||||
Exact match “Community banks and credit unions know their customers better than any big bank ever will.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 169 contacts → | ||||
Exact match “FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 169 contacts → | ||||
Exact match “Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 166 contacts → | ||||
Exact match “Wealthbox is CRM you’ll actually enjoy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 156 contacts → | ||||
Exact match “IDS offers a suite of secured finance technologies to help banks, specialty finance firms and captive finance organizations optimize operational efficiency and drive growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 151 contacts → | ||||
Exact match “Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded in the RevenueBase company graph · Nov 5, 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 cloud platforms”. 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 236 financial services cloud platforms based in the United States
See the full list, filter by size, metro and specialty, and access 19,249 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services cloud platforms based in the United States at a glance
As of Nov 5, 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 236 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 cloud platforms” 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 19,249 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 November 5, 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.
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 cloud platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services cloud platforms are there based in the United States?
RevenueBase identified 236 company matches for financial services cloud platforms associated with the United States as of November 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?
INFOR tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services cloud platforms?
New York leads with 24 company records, followed by Austin (8) and Boston (7).
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 19,249 professional contacts with verified work emails tracked across these 236 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 236 financial services cloud platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services cloud platforms by geography
- Financial services cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany
- Financial services cloud platforms based in India
- Financial services cloud platforms based in the United Kingdom
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 cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany
Company intelligence · public preview
Top 25 financial services cloud platforms 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 236 matching company records for financial services cloud platforms based in the United States, with 60,093 tracked contacts and 19,249 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: November 5, 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 cloud platforms 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 |  INFORinfor.comHQ: New York, GA, United StatesReported employees: 10001+ | New York, GA, United States | 10001+ | Exact match | 20,588 contacts → |
“Infor is a global leader in business cloud software products for companies in industry specific markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ss&c Technologiesssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 18,093 contacts → |
“SS & C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Klaviyoklaviyo.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,980 contacts → |
“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded description excerpt · November 5, 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 | 1,948 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Onestream Softwareonestream.comHQ: Birmingham, MI, United StatesReported employees: 1,001-5,000 | Birmingham, MI, United States | 1,001-5,000 | Exact match | 1,673 contacts → |
“OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sourcehovexelatech.comHQ: Irving, SC, United StatesReported employees: 10001+ | Irving, SC, United States | 10001+ | Exact match | 1,562 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ZUORAzuora.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 1,552 contacts → |
“Zuora was born out of a vision that we could evangelize a fundamentally new way of doing business by shifting the focus of companies to deliver recurring, people-centric services…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Alkami Technologyalkami.comHQ: Plano, TX, United StatesReported employees: 1,001-5,000 | Plano, TX, United States | 1,001-5,000 | Exact match | 1,185 contacts → |
“Alkami is the digital sales and service platform provider for U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Clear Streetclearstreet.ioHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 882 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Quinte Financial Technologiesquinteft.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 410 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BAKKTbakkt.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nirvana Solutionsnirvanasolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lumin Digitallumindigital.comHQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 321 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Integral Development Corpintegral.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 280 contacts → |
“Integral to leading the SaaS revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Billingplatformbillingplatform.comHQ: Englewood, CO, United StatesReported employees: 201-500 | Englewood, CO, United States | 201-500 | Exact match | 272 contacts → |
“BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Total Experttotalexpert.comHQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ridgelineridgelineapps.com HQ: Incline Village, NV, United StatesReported employees: 201-500 | Incline Village, NV, United States | 201-500 | Exact match | 207 contacts → |
“Ridgeline® is the industry cloud platform for investment management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Finxactfinxact.comHQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 186 contacts → |
“Finxact is the first enterprise-class 100 percent open API cloud-native innovation platform and transaction processing engine, agnostic to asset classes, currencies, and time…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Marquisgomarquis.comHQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fundguardfundguard.comHQ: Dedham, MA, United StatesReported employees: 51-200 | Dedham, MA, United States | 51-200 | Exact match | 169 contacts → |
“FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Solovissolovis.comHQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealthboxwealthbox.comHQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 166 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  IDS NOW Solifisolifi.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 156 contacts → |
“IDS offers a suite of secured finance technologies to help banks, specialty finance firms and captive finance organizations optimize operational efficiency and drive growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Supernova Technologysupernovacompanies.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 151 contacts → |
“Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 236 company matches
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Financial services cloud platforms: dataset insights
November 5, 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
236 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 236 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for financial services cloud platforms?
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 cloud platforms did RevenueBase find based in the United States?
The saved snapshot records 236 matching company records, 60,093 tracked contacts and 19,249 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: November 5, 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 cloud platforms by geography
- Financial services cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany
- Financial services cloud platforms based in India
- Financial services cloud platforms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services cloud platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-cloud-platforms/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 cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany
Company intelligence · public preview
Top 25 financial services cloud platforms based in the United States
RevenueBase records 236 matching company records for financial services cloud platforms based in the United States, with 60,093 tracked contacts and 19,249 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: November 5, 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 cloud platforms 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 | INFORinfor.com HQ: New York, GA, United StatesReported employees: 10001+ | New York, GA, United States | 10001+ | Exact match | 20,588 contacts → |
“Infor is a global leader in business cloud software products for companies in industry specific markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ss&c Technologiesssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 18,093 contacts → |
“SS & C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Klaviyoklaviyo.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,980 contacts → |
“Klaviyo (NYSE: KVYO) is the autonomous B2C CRM.” Recorded description excerpt · November 5, 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 | 1,948 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Onestream Softwareonestream.com HQ: Birmingham, MI, United StatesReported employees: 1,001-5,000 | Birmingham, MI, United States | 1,001-5,000 | Exact match | 1,673 contacts → |
“OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sourcehovexelatech.com HQ: Irving, SC, United StatesReported employees: 10001+ | Irving, SC, United States | 10001+ | Exact match | 1,562 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ZUORAzuora.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 1,552 contacts → |
“Zuora was born out of a vision that we could evangelize a fundamentally new way of doing business by shifting the focus of companies to deliver recurring, people-centric services…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Alkami Technologyalkami.com HQ: Plano, TX, United StatesReported employees: 1,001-5,000 | Plano, TX, United States | 1,001-5,000 | Exact match | 1,185 contacts → |
“Alkami is the digital sales and service platform provider for U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Clear Streetclearstreet.io HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 882 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 501-1,000 | Gilbert, AZ, United States | 501-1,000 | Exact match | 438 contacts → |
“Kinective is leading the way to Intelligent Banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Quinte Financial Technologiesquinteft.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 410 contacts → |
“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BAKKTbakkt.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nirvana Solutionsnirvanasolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 343 contacts → |
“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lumin Digitallumindigital.com HQ: San Ramon, CA, United StatesReported employees: 201-500 | San Ramon, CA, United States | 201-500 | Exact match | 321 contacts → |
“Lumin Digital is the Compounding Growth Platform for banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Integral Development Corpintegral.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 280 contacts → |
“Integral to leading the SaaS revolution.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Billingplatformbillingplatform.com HQ: Englewood, CO, United StatesReported employees: 201-500 | Englewood, CO, United States | 201-500 | Exact match | 272 contacts → |
“BillingPlatform empowers businesses with innovative software solutions to optimize revenue generation through every stage of the customer lifecycle, powering growth through…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Total Experttotalexpert.com HQ: St. Louis Park, MN, United StatesReported employees: 201-500 | St. Louis Park, MN, United States | 201-500 | Exact match | 255 contacts → |
“Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ridgelineridgelineapps.com HQ: Incline Village, NV, United StatesReported employees: 201-500 | Incline Village, NV, United States | 201-500 | Exact match | 207 contacts → |
“Ridgeline® is the industry cloud platform for investment management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finxactfinxact.com HQ: Jacksonville, FL, United StatesReported employees: 51-200 | Jacksonville, FL, United States | 51-200 | Exact match | 186 contacts → |
“Finxact is the first enterprise-class 100 percent open API cloud-native innovation platform and transaction processing engine, agnostic to asset classes, currencies, and time…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Marquisgomarquis.com HQ: Plano, TX, United StatesReported employees: 201-500 | Plano, TX, United States | 201-500 | Exact match | 180 contacts → |
“Community banks and credit unions know their customers better than any big bank ever will.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fundguardfundguard.com HQ: Dedham, MA, United StatesReported employees: 51-200 | Dedham, MA, United States | 51-200 | Exact match | 169 contacts → |
“FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Solovissolovis.com HQ: Irving, TX, United StatesReported employees: 201-500 | Irving, TX, United States | 201-500 | Exact match | 169 contacts → |
“Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealthboxwealthbox.com HQ: United StatesReported employees: 51-200 | United States | 51-200 | Exact match | 166 contacts → |
“Wealthbox is CRM you’ll actually enjoy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | IDS NOW Solifisolifi.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 156 contacts → |
“IDS offers a suite of secured finance technologies to help banks, specialty finance firms and captive finance organizations optimize operational efficiency and drive growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Supernova Technologysupernovacompanies.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 151 contacts → |
“Supernova Technology offers a cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 236 company matches
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Financial services cloud platforms: dataset insights
November 5, 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
236 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 236 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: November 5, 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 ↗
Questions about this company list
What does Exact match mean for financial services cloud platforms?
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 cloud platforms did RevenueBase find based in the United States?
The saved snapshot records 236 matching company records, 60,093 tracked contacts and 19,249 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: November 5, 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 cloud platforms by geography
- Financial services cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany
- Financial services cloud platforms based in India
- Financial services cloud platforms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 financial services cloud platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/financial-services-cloud-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial services cloud platforms based in Bangalore, India
- Financial services cloud platforms based in London, United Kingdom
- Financial services cloud platforms based in Australia
- Financial services cloud platforms based in Brazil
- Financial services cloud platforms based in Canada
- Financial services cloud platforms based in Germany