Company lists · Data refreshed September 2026

Top 20 Financial services cloud platforms based in New York, United States

RevenueBase identified 40 financial services cloud platforms headquartered in New York, United States as of September 2026 and tracks 2,882 professional contacts across them, including 1,525 with verified work emails. Across the United States, New York is the largest hub for this category.

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

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
40Companies
2,882Contacts tracked
1,525Verified emails
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The 20 largest financial services cloud platforms based in New York, United States

Ranked by team size
Top 20 of 40 financial services cloud platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services cloud platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026501-1,000734 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500522 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500401 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500377 contacts →

Partial evidence

“Quinte is a leading provider of enterprise workflow and case management platforms for banks, credit unions, CUSOs, and fintechs.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 2026201-500330 contacts →

Partial evidence

“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceNew York, United StatesHQ checked Sep 28, 202651-200166 contacts →

Partial evidence

“ActiveViam is a fast-growing financial data analytics solution provider.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceNew York, United StatesHQ checked Sep 28, 2026201-50082 contacts →

Partial evidence

“For more than 20 years, 1010data has helped financial, retail and consumer goods customers monitor shifts in consumer demand and market conditions and rapidly respond with…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20059 contacts →

Partial evidence

“As part of FactSet's Portfolio Management & Trading Solutions suite, LiquidityBook delivers cloud-native buy- and sell-side trading technology to many of the world's leading…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceNew York, United StatesHQ checked Sep 28, 202611-5036 contacts →

Indirect evidence

“Athena is the only system on the market to provide unified Portfolio & Risk Management, Trading, Operations and Accounting, Pre-Trade, At-Trade, and Post-Trade Compliance…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20034 contacts →

Partial evidence

“Epsilon Technologies Group (Epsilon) is a capital markets technology solutions and services firm serving small and medium-sized financial institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5026 contacts →

Indirect evidence

“IT Consulting”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-20014 contacts →

Partial evidence

“InfoHedge Technologies is a premier Infrastructure-as-a-Service (“IaaS”) Managed Service Provider (“MSP”) to financial services community.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“IKINDI INC.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceNew York, United StatesHQ checked Sep 28, 2026201-50012 contacts →

Strong evidence

“Beacon Platform is a financial technology firm that provides everything quantitative developers need to rapidly build, test, deploy, and share trading and risk applications…”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“DiFi enables customized financial solutions-anytime, anywhere, for anyone.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Capital Market Solutions (CMS), headquartered in New York, USA, is the leading provider of cloud-based regulatory compliance and surveillance solutions built for Broker Dealers…”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceNew York, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Avrio is a financial services technology company providing market infrastructure, services, and data on an institutional grade full technology stack transacting across public…”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“Cloud Theory is a product solution company that delivers highly configurable Salesforce-based client relationship management (CRM) tools to financial services, with a focus on…”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-103 contacts →

Strong evidence

“The people in this community will be specialist in financial services, market data, and of course, the cloud.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Data and technology solutions for financial services industries.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 40 financial services cloud platforms based in New York, United States

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Financial services cloud platforms based in New York, United States at a glance

As of Sep 28, 2026
52.9%Verified-email coverage
72.0Average contacts per company
11-50Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
14
51-200
4
201-500
6
501-1,000
1
10001+
1

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 40 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services cloud platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in New York, United States whose own description of what they do matches “financial services cloud platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services cloud platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial services cloud platforms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,525 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

How many financial services cloud platforms are there based in New York, United States?

RevenueBase identified 40 financial services cloud platforms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city in the United States has the most financial services cloud platforms?

New York leads the United States with 40 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,525 verified decision-maker contacts tracked across these 40 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

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