Company lists · Data refreshed September 2026

Top 25 Financial services communication platforms based in the United States

Name: Financial services communication platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 184 companies tracked

RevenueBase identified 184 financial services communication platforms headquartered in the United States as of September 2026 and tracks 22,015 professional contacts across them, including 9,137 with verified work emails. New York is the largest hub.

This list covers financial services communication platforms headquartered in the 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

184Companies

22,015Contacts tracked

9,137Verified emails

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The 25 largest financial services communication platforms based in the United States

Ranked by team size

Top 25 of 184 financial services communication platforms based in the 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 communication 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Broadridge	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	14,044 contacts →
	Partial evidence “Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Source: RevenueBase Database · checked Sep 28, 2026
2	IPC Systems	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,215 contacts →
	Strong evidence “With over customers around the globe, we leverage more than 50 years of experience in delivering award-winning SaaS communications platforms and ultra-low electronic trading…” Source: RevenueBase Database · checked Sep 28, 2026
3	Scottrade	Partial evidence	Saint Louis, MO, United StatesHQ checked Sep 28, 2026	1,001-5,000	752 contacts →
	Partial evidence “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Source: RevenueBase Database · checked Sep 28, 2026
4	Symphony	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	490 contacts →
	Strong evidence “Symphony is an AI-powered communication and technology company fueled by interconnected platforms: Messaging, Voice, Directory and Analytics.” Source: RevenueBase Database · checked Sep 28, 2026
5	Equilend	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	404 contacts →
	Strong evidence “EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.” Source: RevenueBase Database · checked Sep 28, 2026
6	BAKKT	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	402 contacts →
	Indirect evidence “Founded in 2018, Bakkt, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
7	Kinective	Indirect evidence	Gilbert, AZ, United StatesHQ checked Sep 28, 2026	501-1,000	355 contacts →
	Indirect evidence “Kinective is leading the way to Intelligent Banking.” Source: RevenueBase Database · checked Sep 28, 2026
8	Drivewealth	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	339 contacts →
	Strong evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 28, 2026
9	Total Expert	Strong evidence	St. Louis Park, MN, United StatesHQ checked Sep 28, 2026	201-500	234 contacts →
	Strong evidence “Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises.” Source: RevenueBase Database · checked Sep 28, 2026
10	Savvy Wealth	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	198 contacts →
	Partial evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 28, 2026
11	BREAD	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	192 contacts →
	Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 28, 2026
12	Solutions By Text	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	183 contacts →
	Indirect evidence “SBT helps businesses in regulated industries turn consumer intent into completed action.” Source: RevenueBase Database · checked Sep 28, 2026
13	Viewtrade	Partial evidence	Jersey City, NJ, United StatesHQ checked Sep 28, 2026	51-200	126 contacts →
	Partial evidence “ViewTrade is the force that powers fintech and cross-border investing for financial services firms throughout the world.” Source: RevenueBase Database · checked Sep 28, 2026
14	CMG Capital Markets Gateway	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	101 contacts →
	Partial evidence “CMG is a financial technology firm that is modernizing the equity capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
15	Saphyre	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Source: RevenueBase Database · checked Sep 28, 2026
16	GLMX	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	86 contacts →
	Partial evidence “GLMX is a technology company serving financial markets and is a leading global provider of transformative technology solutions for equities and fixed income securities financing.” Source: RevenueBase Database · checked Sep 28, 2026
17	Envestnet Moneyguide	Partial evidence	Powhatan, VA, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Partial evidence “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
18	Tilli Software	Indirect evidence	Mclean, VA, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Indirect evidence “Tilli Software Headquartered in McLean, Virginia, with operations in Hyderabad, India, Tilli Software is a forward-thinking fintech company delivering cutting-edge solutions in…” Source: RevenueBase Database · checked Sep 28, 2026
19	Grupo Elektra	Partial evidence	Fayetteville, NC, United StatesHQ checked Sep 28, 2026	n/a	76 contacts →
	Partial evidence “Empresa comercial con servicios financieros” Source: RevenueBase Database · checked Sep 28, 2026
20	Axletree Solutions	Partial evidence	East Brunswick, NJ, United StatesHQ checked Sep 28, 2026	51-200	73 contacts →
	Partial evidence “We connect you to the global financial ecosystem through a single connection.” Source: RevenueBase Database · checked Sep 28, 2026
21	Directbooks	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	71 contacts →
	Partial evidence “DirectBooks leverages its technology expertise and the market knowledge of its participants to optimize the communications process for primary issuances.” Source: RevenueBase Database · checked Sep 28, 2026
22	SRAX	Partial evidence	Westlake Village, CA, United StatesHQ checked Sep 28, 2026	201-500	67 contacts →
	Partial evidence “SRAX is a financial technology company that unlocks data and insights for publicly traded companies.” Source: RevenueBase Database · checked Sep 28, 2026
23	Fortex	Partial evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “About Us: Founded in the heart of Silicon Valley in 1997, Fortex has been at the forefront of financial technology innovation for over two decades.” Source: RevenueBase Database · checked Sep 28, 2026
24	Quick Suite Trading Computer Voice Systems	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	54 contacts →
	Partial evidence “Powering Global Trading Since 1989 Quick Suite Trading (QST) delivers fast, secure, and reliable technology solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
25	architect.xyz	Partial evidence	Remote, United StatesHQ checked Sep 28, 2026	n/a	39 contacts →
	Partial evidence “Fast, flexible, and secure financial infrastructure for trading firms, hedge funds, and professional investors.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services communication platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services communication platforms.
Partial evidence: Its own public description names part of financial services communication platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services communication platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 184 financial services communication platforms based in the United States

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Financial services communication platforms based in the United States at a glance

As of Sep 28, 2026

41.5%Verified-email coverage

119.6Average contacts per company

11-50Median size (employees)

22.3%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 184 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 communication 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 the United States whose own description of what they do matches “financial services communication 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 communication 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 communication platforms, and records with no verified work email. Companies headquartered outside United States 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, 9,137 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.

Financial services communication platforms by metro

Financial services communication platforms in New York41

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 communication 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 communication platforms are there based in the United States?

RevenueBase identified 184 financial services communication platforms headquartered in the 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?

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

Which city has the most financial services communication platforms?

New York leads with 41 headquartered companies, followed by Chicago (7) and Dallas (5).

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 9,137 verified decision-maker contacts tracked across these 184 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.