Company lists · Data refreshed September 2026
Top 23 Financial software implementation companies based in New York, United States
RevenueBase identified 52 company matches for financial software implementation companies associated with New York, United States as of September 2026 and tracks 723 professional contacts across them, including 304 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial software implementation companies 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 September 28, 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.
The 23 largest financial software implementation companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 167 contacts → | ||||
Exact match “28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 118 contacts → | ||||
Exact match “We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 83 contacts → | ||||
Exact match “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 58 contacts → | ||||
Exact match “ConvergeSol is a leading custom software development and consulting firm exclusively serving the financial services, SMB, and startup industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 40 contacts → | ||||
Exact match “Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 30 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 16 contacts → | ||||
Exact match “The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Micro Force - Velosio is a NYC and Long Island based strategic business consulting partner that provides supportive services to companies which will enable them to leverage…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 14 contacts → | ||||
Exact match “Velocity Investment Solutions helps asset and wealth management firms deliver complex system change with greater confidence, less risk and less distance between strategy and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Soft Tech Group is a New York based IT Services Firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Based in New York, N.Y, Finivation specializes in systems integration and software development (Web and mobile) for credit unions, community banks and leading technology providers.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Looking to modernize your bank or credit union's technology infrastructure?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “The Summit Group has a twenty year history of success in project management and systems implementation, and has considerable breadth and depth of talent.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Management and Technology Consulting specializing in the Banking and Capital Market industry” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “Purpose To help customers get the most value out of their SAP investment for Finance, payments and Treasury related functions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “A consulting firm based in New York that bridges the gap between financial software reporting and information technology (IT), Red Three helps companies get the financial reports…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Ormada Consulting is a software consulting company that helps startups and growing businesses turn ambitious ideas into successful digital products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Themis Technology builds custom applications for the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 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 software implementation 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 23 of 52 financial software implementation companies based in New York, United States
See the full list, filter by size, metro and specialty, and access 304 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial software implementation companies based in New York, United States at a glance
As of Sep 28, 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 52 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 software implementation 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 304 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 28, 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 software implementation companies 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 software implementation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial software implementation companies are there based in New York, United States?
RevenueBase identified 52 company matches for financial software implementation companies associated with New York, 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?
28stone 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 software implementation companies?
New York leads the United States with 55 company records, followed by Houston (25) and Chicago (22).
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 304 professional contacts with verified work emails tracked across these 52 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 52 financial software implementation companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial software implementation companies by geography
- Financial software implementation companies based in Sydney, Australia
- Financial software implementation companies based in Sao Paulo, Brazil
- Financial software implementation companies based in Toronto, Canada
- Financial software implementation companies based in Paris, France
- Financial software implementation companies based in Bangalore, India
- Financial software implementation companies based in Mumbai, India
- Financial software implementation companies based in Pune, India
- Financial software implementation companies based in Singapore, Singapore
- Financial software implementation companies based in Stockholm, Sweden
- Financial software implementation companies based in Istanbul, Türkiye
- Financial software implementation companies based in Dubai, United Arab Emirates
- Financial software implementation companies based in London, United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial software implementation companies based in Sydney, Australia
- Financial software implementation companies based in Sao Paulo, Brazil
- Financial software implementation companies based in Toronto, Canada
- Financial software implementation companies based in Paris, France
- Financial software implementation companies based in Bangalore, India
- Financial software implementation companies based in Mumbai, India
Company intelligence · public preview
Top 23 financial software implementation companies based in New York, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 52 matching company records for financial software implementation companies based in New York, United States, with 723 tracked contacts and 304 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 financial software implementation companies based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  28stone28stone.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 167 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Universal Technology Solutions Uebizuebiz.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Reference Pointreferencepoint.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 83 contacts → |
“Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Convergesolconvergesolution.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 58 contacts → |
“ConvergeSol is a leading custom software development and consulting firm exclusively serving the financial services, SMB, and startup industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Enterprise Engineering Inc. EEIjoineei.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 40 contacts → |
“Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Premier Technology Solutions, INCpremiertechnology.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 |  Paladin Solutions Grouppaladinsgi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Micro Force - Velosiomicro-force.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 15 contacts → |
“Micro Force - Velosio is a NYC and Long Island based strategic business consulting partner that provides supportive services to companies which will enable them to leverage…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  C&a Consulting LLCcaconsultingllc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Mosaic Financial Marketsmosaic.fmHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 14 contacts → |
“Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“Velocity Investment Solutions helps asset and wealth management firms deliver complex system change with greater confidence, less risk and less distance between strategy and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  HP Marin Grouphpmarin.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Helix Financial Systemshelixfs.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Soft Tech Group, INCsofttechgroup.usHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 9 contacts → |
“Soft Tech Group is a New York based IT Services Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Clarity Services Groupclaritysgi.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 6 contacts → |
“Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finivation Softwarefinivation.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Based in New York, N.Y, Finivation specializes in systems integration and software development (Web and mobile) for credit unions, community banks and leading technology providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Core System Partnerscoresystempartners.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Looking to modernize your bank or credit union's technology infrastructure?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Summit Grouptsgc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 3 contacts → |
“The Summit Group has a twenty year history of success in project management and systems implementation, and has considerable breadth and depth of talent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finoptics Advisory Services LLCfinoptics.io HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 3 contacts → |
“Management and Technology Consulting specializing in the Banking and Capital Market industry” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fitr Technologiesfitrtechnologies.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Purpose To help customers get the most value out of their SAP investment for Finance, payments and Treasury related functions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  RED Three Consultingreportsyouneed.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“A consulting firm based in New York that bridges the gap between financial software reporting and information technology (IT), Red Three helps companies get the financial reports…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Ormada Consultingormadaconsulting.comHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 1 contacts → |
“Ormada Consulting is a software consulting company that helps startups and growing businesses turn ambitious ideas into successful digital products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Themis Technology, LLCthemistechnology.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Themis Technology builds custom applications for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Financial software implementation companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial software implementation companies by metro in the United States
Questions about this company list
What does Exact match mean for financial software implementation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial software implementation companies did RevenueBase find based in New York, United States?
The saved snapshot records 52 matching company records, 723 tracked contacts and 304 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial software implementation companies by geography
- Financial software implementation companies based in Sydney, Australia
- Financial software implementation companies based in Sao Paulo, Brazil
- Financial software implementation companies based in Toronto, Canada
- Financial software implementation companies based in Paris, France
- Financial software implementation companies based in Bangalore, India
- Financial software implementation companies based in Mumbai, India
- Financial software implementation companies based in Pune, India
- Financial software implementation companies based in Singapore, Singapore
- Financial software implementation companies based in Stockholm, Sweden
- Financial software implementation companies based in Istanbul, Türkiye
- Financial software implementation companies based in Dubai, United Arab Emirates
- Financial software implementation companies based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 23 financial software implementation companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-software-implementation-companies/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial software implementation companies based in Sydney, Australia
- Financial software implementation companies based in Sao Paulo, Brazil
- Financial software implementation companies based in Toronto, Canada
- Financial software implementation companies based in Paris, France
- Financial software implementation companies based in Bangalore, India
- Financial software implementation companies based in Mumbai, India
Company intelligence · public preview
Top 23 financial software implementation companies based in New York, United States
RevenueBase records 52 matching company records for financial software implementation companies based in New York, United States, with 723 tracked contacts and 304 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 financial software implementation companies based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | 28stone28stone.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 167 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Universal Technology Solutions Uebizuebiz.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 118 contacts → |
“We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Reference Pointreferencepoint.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 83 contacts → |
“Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Convergesolconvergesolution.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 58 contacts → |
“ConvergeSol is a leading custom software development and consulting firm exclusively serving the financial services, SMB, and startup industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Enterprise Engineering Inc. EEIjoineei.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 40 contacts → |
“Founded in 1995, Enterprise Engineering, Inc.(EEI) is an industry-leading IT consulting services firm serving the world’s largest Financial Institutions, Wealth Managers & Health…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Premier Technology Solutions, INCpremiertechnology.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 7 | Paladin Solutions Grouppaladinsgi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“The Paladin Solutions Group is a Professional Services firm that provides highly Specialized Services to the Financial Services industry and Business Community 1) Core Advisory…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Micro Force - Velosiomicro-force.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 15 contacts → |
“Micro Force - Velosio is a NYC and Long Island based strategic business consulting partner that provides supportive services to companies which will enable them to leverage…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | C&a Consulting LLCcaconsultingllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Mosaic Financial Marketsmosaic.fm HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 14 contacts → |
“Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 14 contacts → |
“Velocity Investment Solutions helps asset and wealth management firms deliver complex system change with greater confidence, less risk and less distance between strategy and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HP Marin Grouphpmarin.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Helix Financial Systemshelixfs.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“Helix Financial Systems is a leading provider of financial software systems and know-how to the dealer, asset management, securities lending, banking and insurance communities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Soft Tech Group, INCsofttechgroup.us HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 9 contacts → |
“Soft Tech Group is a New York based IT Services Firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Clarity Services Groupclaritysgi.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 6 contacts → |
“Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finivation Softwarefinivation.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Based in New York, N.Y, Finivation specializes in systems integration and software development (Web and mobile) for credit unions, community banks and leading technology providers.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Core System Partnerscoresystempartners.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Looking to modernize your bank or credit union's technology infrastructure?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Summit Grouptsgc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 3 contacts → |
“The Summit Group has a twenty year history of success in project management and systems implementation, and has considerable breadth and depth of talent.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finoptics Advisory Services LLCfinoptics.io HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 3 contacts → |
“Management and Technology Consulting specializing in the Banking and Capital Market industry” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fitr Technologiesfitrtechnologies.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Purpose To help customers get the most value out of their SAP investment for Finance, payments and Treasury related functions.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | RED Three Consultingreportsyouneed.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“A consulting firm based in New York that bridges the gap between financial software reporting and information technology (IT), Red Three helps companies get the financial reports…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Ormada Consultingormadaconsulting.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 1 contacts → |
“Ormada Consulting is a software consulting company that helps startups and growing businesses turn ambitious ideas into successful digital products.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Themis Technology, LLCthemistechnology.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 1 contacts → |
“Themis Technology builds custom applications for the financial services industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 52 company matches
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Financial software implementation companies: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
52 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 52 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial software implementation companies by metro in the United States
Questions about this company list
What does Exact match mean for financial software implementation companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial software implementation companies did RevenueBase find based in New York, United States?
The saved snapshot records 52 matching company records, 723 tracked contacts and 304 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 financial software implementation companies based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/financial-software-implementation-companies/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Financial software implementation companies based in Sydney, Australia
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