Company lists · Data refreshed September 2026

Top 25 Financial services cloud platforms based in the United States

RevenueBase identified 332 company matches for financial services cloud platforms associated with the United States as of September 2026 and tracks 41,253 professional contacts across them, including 10,593 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
332Companies
41,253Contacts tracked
10,593Verified emails
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The 25 largest financial services cloud platforms based in the United States

Ranked by team size
Top 25 of 332 company matches for financial services cloud platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWindsor, CT, United StatesHQ recorded Sep 28, 202610001+16,822 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 · Sep 28, 2026 · View company records in RevenueBase
2Exact matchBerkeley Heights, NJ, United StatesHQ recorded Sep 28, 20261,001-5,0003,744 contacts →

Exact match

“Axtria is a global provider of award-winning cloud software and data analytics to the Life Sciences industry.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchWilmington, MA, United StatesHQ recorded Sep 28, 20261,001-5,0001,753 contacts →

Exact match

“Sovos provides businesses with the confidence needed to navigate an increasingly regulated world.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchBirmingham, MI, United StatesHQ recorded Sep 28, 20261,001-5,0001,542 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 · Sep 28, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Sep 28, 20265,001-10,000818 contacts →

Exact match

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026501-1,000734 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 · Sep 28, 2026 · View company records in RevenueBase
7Exact matchRaleigh, NC, United StatesHQ recorded Sep 28, 2026501-1,000628 contacts →

Exact match

“Abrigo provides market-leading compliance, credit risk, and lending solutions to enable its customers to think bigger, allowing them to both manage risk and drive growth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchGlendale, CA, United StatesHQ recorded Sep 28, 2026501-1,000559 contacts →

Exact match

“At Systech Solutions, Inc, we're an all-inclusive data and analytics firm, offering a wide spectrum of cloud, data engineering, AI, and machine learning solutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500522 contacts →

Exact match

“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchRedwood City, CA, United StatesHQ recorded Sep 28, 20261,001-5,000485 contacts →

Exact match

“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchGilbert, AZ, United StatesHQ recorded Sep 28, 2026201-500481 contacts →

Exact match

“IMM / eSign is now Kinective.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchOak Brook, IL, United StatesHQ recorded Sep 28, 2026501-1,000453 contacts →

Exact match

“At Wavicle Data Solutions, data is the key to driving meaningful business change.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202651-200402 contacts →

Exact match

“Founded in 2018, Bakkt, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500401 contacts →

Exact match

“The first AI-native technology partner for finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchIncline Village, NV, United StatesHQ recorded Sep 28, 2026201-500385 contacts →

Exact match

“Ridgeline® is the industry cloud platform for investment management.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500377 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 · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500330 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 · Sep 28, 2026 · View company records in RevenueBase
18Exact matchSterling, VA, United StatesHQ recorded Sep 28, 2026501-1,000318 contacts →

Exact match

“Bodhtree is a global IT services provider headquartered in Virginia with offices across North America, Singapore and India.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSan Ramon, CA, United StatesHQ recorded Sep 28, 2026201-500257 contacts →

Exact match

“Lumin Digital is the Compounding Growth Platform for banks and credit unions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchPalo Alto, CA, United StatesHQ recorded Sep 28, 2026201-500240 contacts →

Exact match

“Integral to leading the SaaS revolution.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSt. Louis Park, MN, United StatesHQ recorded Sep 28, 2026201-500234 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 · Sep 28, 2026 · View company records in RevenueBase
22Exact matchPlano, TX, United StatesHQ recorded Sep 28, 2026201-500195 contacts →

Exact match

“Community banks and credit unions know their customers better than any big bank ever will.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchOklahoma City, WI, United StatesHQ recorded Sep 28, 2026501-1,000191 contacts →

Exact match

“We are now Navanta (formerly BankOnIT).”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchJacksonville, FL, United StatesHQ recorded Sep 28, 202651-200190 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 · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200183 contacts →

Exact match

“Datazoic is an AI-native product suite built for sell-side Capital Markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 332 financial services cloud platforms based in the United States

See the full list, filter by size, metro and specialty, and access 10,593 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 Sep 28, 2026
25.7%Verified-email coverage
124.3Average contacts per company
11-50Median size (employees)
12.0%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
113
11-50
120
51-200
52
201-500
22
501-1,000
11
1,001-5,000
9
5,001-10,000
1
10001+
4

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 332 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 10,593 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 cloud platforms by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services 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 332 company matches for financial services cloud platforms associated with the 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?

Ss&c Technologies 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 40 company records, followed by Chicago (10) and Dallas (8).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 10,593 professional contacts with verified work emails tracked across these 332 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.

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About this data

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