Company lists · Data refreshed October 2026

Top 25 Financial services support companies based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 2,535 companies tracked

RevenueBase identified 2,535 company matches for financial services support companies associated with the United States as of October 2026 and tracks 1,073,963 professional contacts across them, including 386,245 with verified work emails. New York is the largest hub.

This list covers company matches for financial services support companies 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 October 12, 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 12, 2026 How this list was built

2,535Companies

1,073,963Contacts tracked

386,245Verified emails

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

The 25 largest financial services support companies based in the United States

Ranked by team size

Top 25 of 2,535 company matches for financial services support companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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 Oct 12, 2026	10001+	226,306 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 · Oct 12, 2026 · View company records in RevenueBase
2	Bank Of America	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	10001+	169,053 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 · Oct 12, 2026 · View company records in RevenueBase
3	Morgan Stanley	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	95,775 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 · Oct 12, 2026 · View company records in RevenueBase
4	Fidelity Investments	Exact match	Boston, MA, United StatesHQ recorded Oct 12, 2026	10001+	84,012 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 · Oct 12, 2026 · View company records in RevenueBase
5	U.S. Bank	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	10001+	74,694 contacts →
	Exact match “At U.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	J.P. Morgan	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	61,288 contacts →
	Exact match “J.P.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	M&t Bank	Exact match	Buffalo, NY, United StatesHQ recorded Oct 12, 2026	10001+	30,185 contacts →
	Exact match “Great companies have an enduring sense of purpose.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 12, 2026	5,001-10,000	24,802 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 · Oct 12, 2026 · View company records in RevenueBase
10	Barclays Investment Bank	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	10001+	21,533 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 · Oct 12, 2026 · View company records in RevenueBase
11	Citizens	Exact match	Providence, RI, United StatesHQ recorded Oct 12, 2026	10001+	19,740 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 · Oct 12, 2026 · View company records in RevenueBase
12	Keybank	Exact match	Cleveland, OH, United StatesHQ recorded Oct 12, 2026	10001+	17,721 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 · Oct 12, 2026 · View company records in RevenueBase
13	Raymond James	Exact match	St. Petersburg, FL, United StatesHQ recorded Oct 12, 2026	10001+	17,566 contacts →
	Exact match “Founded in 1962 and a public company since 1983, Raymond James Financial, Inc.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Bank Of America Merrill Lynch	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	10001+	15,809 contacts →
	Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Bb&t	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	10001+	13,769 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Suntrust	Exact match	Charlotte, NC, United StatesHQ recorded Oct 12, 2026	10001+	10,876 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Comerica Bank	Exact match	Dallas, TX, United StatesHQ recorded Oct 12, 2026	5,001-10,000	10,338 contacts →
	Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Stifel Financial Corp	Exact match	St. Louis, MO, United StatesHQ recorded Oct 12, 2026	5,001-10,000	7,077 contacts →
	Exact match “Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	City National Bank	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 12, 2026	1,001-5,000	6,490 contacts →
	Exact match “City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Oct 12, 2026	5,001-10,000	5,475 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Lazard	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	4,059 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Valley Bank	Exact match	Morristown, NJ, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,645 contacts →
	Exact match “At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Evercore	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,594 contacts →
	Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	BOK Financial	Exact match	Tulsa, OK, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,262 contacts →
	Exact match “For more than a century, BOK Financial has been a financial services partner for consumers, businesses and wealth clients alike.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Pinnacle Financial Partners	Exact match	Nashville, TN, United StatesHQ recorded Oct 12, 2026	1,001-5,000	3,187 contacts →
	Exact match “Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective…” Recorded in the RevenueBase company graph · Oct 12, 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 support companies”. 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 2,535 financial services support companies based in the United States

See the full list, filter by size, metro and specialty, and access 386,245 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services support companies based in the United States at a glance

As of Oct 12, 2026

36.0%Verified-email coverage

423.7Average contacts per company

1-10Median size (employees)

7.6%Largest-city concentration · New York

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

1,546

11-50

613

51-200

168

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 2,535 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 support companies” 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 386,245 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 12, 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 support companies 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 support companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 2,535 company matches for financial services support companies associated with the 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?

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 support companies?

New York leads with 192 company records, followed by Atlanta (39) and Los Angeles (39).

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 386,245 professional contacts with verified work emails tracked across these 2,535 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 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,535 financial services support companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services support companies 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.