Company lists · Data refreshed September 2026
Top 25 Financial services platforms based in New York, United States
RevenueBase identified 184 financial services platforms headquartered in New York, United States as of September 2026 and tracks 68,778 professional contacts across them, including 30,717 with verified work emails. New York is the largest hub.
This list covers financial services 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 14, 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.
The 25 largest financial services platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 53,345 contacts → | ||||
Strong evidence “BNY is a global financial services platforms company at the heart of the world’s capital markets.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,491 contacts → | ||||
Partial evidence “BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,845 contacts → | ||||
Strong evidence “Marex (Nasdaq:MRX) is a diversified financial services platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,110 contacts → | ||||
Partial evidence “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 734 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 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 629 contacts → | ||||
Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 553 contacts → | ||||
Partial evidence “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 522 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 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 474 contacts → | ||||
Partial evidence “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 452 contacts → | ||||
Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 354 contacts → | ||||
Partial evidence “Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 339 contacts → | ||||
Strong evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 330 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 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 328 contacts → | ||||
Partial evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 282 contacts → | ||||
Strong evidence “Array is an embeddable platform that complements the existing product experience for many of the world’s leading fintechs, financial institutions, and digital brands.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 274 contacts → | ||||
Partial evidence “About Biz2X Biz2X is a global leader in digital lending technology, providing a sophisticated SaaS ecosystem that empowers financial institutions and modern enterprises to scale…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 256 contacts → | ||||
Indirect evidence “We are part of StoneX Group Inc.(NASDAQ: SNEX) and our businesses include global CFD and FX brands FOREX.com and City Index; and our futures group, which provides access to the…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 217 contacts → | ||||
Partial evidence “Broadridge Financial Services is now a part of Broadridge.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 192 contacts → | ||||
Partial evidence “Bread Payments is now Bread Financial.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 164 contacts → | ||||
Indirect evidence “Grasshopper is a client-first digital bank serving small businesses, startups, and investors supporting them across the innovation economy.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 162 contacts → | ||||
Indirect evidence “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 129 contacts → | ||||
Strong evidence “Narmi offers state of the art digital banking and digital account opening platforms to financial institutions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 83 contacts → | ||||
Indirect evidence “Institutional-Grade Finance.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 76 contacts → | ||||
Indirect evidence “About LoanStreet Inc.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 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 platforms.
- Partial evidence
- Its own public description names part of financial services 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 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 platforms based in New York, United States
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Financial services platforms based in New York, United States at a glance
As of Sep 14, 2026Companies by employee count
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 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 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 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 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 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, 30,717 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 14, 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 platforms by metro in the United States
- Financial services platforms in New York184
- Financial services platforms in San Francisco63
- Financial services platforms in Miami27
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 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 platforms are there based in New York, United States?
RevenueBase identified 184 financial services 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?
BNY, headquartered in New York, tops this list with the largest team on record.
Which city has the most financial services platforms?
New York leads with 184 headquartered companies, followed by San Francisco (63) and Miami (27).
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 30,717 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 14, 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.
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