Company lists · Data refreshed September 2026

Top 25 Financial services executives based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 6,183 companies tracked

RevenueBase identified 6,183 company matches for financial services executives associated with the United States as of September 2026 and tracks 1,879,511 professional contacts across them, including 682,429 with verified work emails. New York is the largest hub.

This list covers company matches for financial services executives 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 16, 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 16, 2026 How this list was built

6,183Companies

1,879,511Contacts tracked

682,429Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial services executives based in the United States

Ranked by team size

Top 25 of 6,183 company matches for financial services executives based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Wells Fargo	Exact match	San Francisco, CA, United StatesHQ recorded Sep 16, 2026	10001+	173,088 contacts →
	Exact match “Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Bank Of America	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	160,963 contacts →
	Exact match “Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	91,146 contacts →
	Exact match “Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Sep 16, 2026	10001+	80,843 contacts →
	Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	U.S. Bank	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 16, 2026	10001+	72,258 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Goldman Sachs	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	63,447 contacts →
	Exact match “We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	57,790 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	BNY	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	53,345 contacts →
	Exact match “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 16, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Metlife	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	39,007 contacts →
	Exact match “We live in a time of unprecedented change.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 16, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	M&t Bank	Exact match	Buffalo, NY, United StatesHQ recorded Sep 16, 2026	10001+	30,252 contacts →
	Exact match “Great companies have an enduring sense of purpose.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	CHASE	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	25,090 contacts →
	Exact match “At Chase, we’re dedicated to helping you succeed.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 16, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 16, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Truist	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	24,278 contacts →
	Exact match “Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Prudential Financial	Exact match	Newark, NJ, United StatesHQ recorded Sep 16, 2026	10001+	24,242 contacts →
	Exact match “Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Sep 16, 2026	10001+	20,783 contacts →
	Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Citizens	Exact match	Providence, RI, United StatesHQ recorded Sep 16, 2026	10001+	18,972 contacts →
	Exact match “At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Principal Financial Group	Exact match	Des Moines, IA, United StatesHQ recorded Sep 16, 2026	10001+	17,118 contacts →
	Exact match “Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world-helping more than 75M customers plan, protect, invest, and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Raymond James	Exact match	St. Petersburg, FL, United StatesHQ recorded Sep 16, 2026	10001+	17,053 contacts →
	Exact match “Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Keybank	Exact match	Cleveland, OH, United StatesHQ recorded Sep 16, 2026	10001+	17,026 contacts →
	Exact match “At KeyBank we’ve made a promise to our clients that they will always have a champion in us.” Recorded in the RevenueBase company graph · Sep 16, 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 executives”. 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 6,183 financial services executives based in the United States

See the full list, filter by size, metro and specialty, and access 682,429 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services executives based in the United States at a glance

As of Sep 16, 2026

36.3%Verified-email coverage

304.0Average contacts per company

1-10Median size (employees)

4.0%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

3,833

11-50

1,383

51-200

477

201-500

166

501-1,000

1,001-5,000

121

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 6,183 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 executives” 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 682,429 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 16, 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 executives 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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services executives are there based in the United States?

RevenueBase identified 6,183 company matches for financial services executives 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?

Jpmorganchase tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services executives?

New York leads with 246 company records, followed by Dallas (77) and Houston (65).

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 682,429 professional contacts with verified work emails tracked across these 6,183 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 6,183 financial services executives based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services executives by geography

Browse the directory

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.