Company lists · Data refreshed October 2026

Top 25 Financial services platforms based in New York, United States

RevenueBase identified 200 company matches for financial services platforms associated with New York, United States as of October 2026 and tracks 72,786 professional contacts across them, including 32,694 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial services platforms associated with New York, 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 October 1, 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 Oct 1, 2026 How this list was built
200Companies
72,786Contacts tracked
32,694Verified emails
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The 25 largest financial services platforms based in New York, United States

Ranked by team size
Top 25 of 200 company matches for financial services platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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 matchNew York, NY, United StatesHQ recorded Oct 1, 202610001+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 · Oct 1, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261,001-5,0002,637 contacts →

Exact match

“Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261,001-5,0002,491 contacts →

Exact match

“BGC Group, Inc.(Nasdaq: BGC), is a leading global brokerage and financial technology company (formerly BGC Partners, Inc.).”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261,001-5,0001,845 contacts →

Exact match

“Marex (Nasdaq:MRX) is a diversified financial services platform.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026501-1,0001,110 contacts →

Exact match

“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026501-1,000629 contacts →

Exact match

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026501-1,000553 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026501-1,000474 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026501-1,000452 contacts →

Exact match

“Welcome to Intelligent Wealth.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500447 contacts →

Exact match

“At Signzy, we’re solving for lasting first impressions and seamless new beginnings.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500404 contacts →

Exact match

“EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500354 contacts →

Exact match

“Personetics, the Cognitive Banking Platform, is a pioneer in transforming how banks build and monetize customer relationships.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500339 contacts →

Exact match

“DriveWealth is a global B2B financial technology platform.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500328 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500282 contacts →

Exact match

“Array is an embeddable platform that complements the existing product experience for many of the world’s leading fintechs, financial institutions, and digital brands.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Oct 1, 2026201-500274 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Oct 1, 20261,001-5,000263 contacts →

Exact match

“Automation positively transforms the lives of people and business.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22Exact matchNew York, United StatesHQ recorded Oct 1, 20261,001-5,000256 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Oct 1, 202610001+217 contacts →

Exact match

“Broadridge Financial Services is now a part of Broadridge.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchNew York, United StatesHQ recorded Oct 1, 202651-200199 contacts →

Exact match

“Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchNew York, United StatesHQ recorded Oct 1, 2026201-500192 contacts →

Exact match

“Bread Payments is now Bread Financial.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 200 financial services platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 32,694 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026
44.9%Verified-email coverage
363.9Average contacts per company
11-50Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
56
11-50
74
51-200
30
201-500
14
501-1,000
8
1,001-5,000
7
10001+
11

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 200 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 New York, United States whose business descriptions match “financial services 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 32,694 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 October 1, 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 platforms by metro in the United States

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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 200 company matches for financial services platforms associated with New York, United States as of October 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?

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

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

New York leads the United States with 200 company records, followed by San Francisco (67) and Miami (35).

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 32,694 professional contacts with verified work emails tracked across these 200 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 October 1, 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.