Company lists · Data refreshed September 2026

Top 23 Financial software implementation companies based in New York, United States

Name: Financial software implementation companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 52 companies tracked

RevenueBase identified 52 financial software implementation companies headquartered in 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 financial software implementation companies 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 28, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

52Companies

723Contacts tracked

304Verified emails

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The 23 largest financial software implementation companies based in New York, United States

Ranked by team size

Top 23 of 52 financial software implementation companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial software implementation companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	28stone	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	167 contacts →
	Partial evidence “28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Source: RevenueBase Database · checked Sep 28, 2026
2	Universal Technology Solutions Uebiz	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	118 contacts →
	Indirect evidence “We started as a small group of consultants dedicated to providing our clients with customized technology to meet their business needs.” Source: RevenueBase Database · checked Sep 28, 2026
3	Reference Point	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Partial evidence “Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026
4	Convergesol	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	58 contacts →
	Strong evidence “ConvergeSol is a leading custom software development and consulting firm exclusively serving the financial services, SMB, and startup industries.” Source: RevenueBase Database · checked Sep 28, 2026
5	Enterprise Engineering Inc. EEI	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	Premier Technology Solutions, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	30 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
7	Paladin Solutions Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Micro Force - Velosio	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	15 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
9	C&a Consulting LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “C&A Consulting LLC is a boutique firm specializing in strategic and tactical business, technology, and operational solutioning and program execution for financial services…” Source: RevenueBase Database · checked Sep 28, 2026
10	Mosaic Financial Markets	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Mosaic is a new kind of consulting firm that offers a compelling alternative to the traditional consulting model.” Source: RevenueBase Database · checked Sep 28, 2026
11	Velocity Investment Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Velocity Investment Solutions helps asset and wealth management firms deliver complex system change with greater confidence, less risk and less distance between strategy and…” Source: RevenueBase Database · checked Sep 28, 2026
12	HP Marin Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “HP Marin Group is a best in class Consultancy providing services and innovative solutions focused on Finance Modernization, Modernization & Digital Transformation of Legacy…” Source: RevenueBase Database · checked Sep 28, 2026
13	Helix Financial Systems	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
14	Soft Tech Group, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	9 contacts →
	Indirect evidence “Soft Tech Group is a New York based IT Services Firm.” Source: RevenueBase Database · checked Sep 28, 2026
15	Clarity Services Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	6 contacts →
	Partial evidence “Clarity Services Group is a boutique financial services consulting firm headquartered in New York City, mere steps away from Grand Central Station.” Source: RevenueBase Database · checked Sep 28, 2026
16	Finivation Software	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
17	Core System Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Looking to modernize your bank or credit union's technology infrastructure?” Source: RevenueBase Database · checked Sep 28, 2026
18	The Summit Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	3 contacts →
	Partial evidence “The Summit Group has a twenty year history of success in project management and systems implementation, and has considerable breadth and depth of talent.” Source: RevenueBase Database · checked Sep 28, 2026
19	Finoptics Advisory Services LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Management and Technology Consulting specializing in the Banking and Capital Market industry” Source: RevenueBase Database · checked Sep 28, 2026
20	Fitr Technologies	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Purpose To help customers get the most value out of their SAP investment for Finance, payments and Treasury related functions.” Source: RevenueBase Database · checked Sep 28, 2026
21	RED Three Consulting	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
22	Ormada Consulting	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Ormada Consulting is a software consulting company that helps startups and growing businesses turn ambitious ideas into successful digital products.” Source: RevenueBase Database · checked Sep 28, 2026
23	Themis Technology, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Themis Technology builds custom applications for the financial services industry.” Source: RevenueBase Database · checked Sep 28, 2026

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 software implementation companies. 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 software implementation companies.
Partial evidence: Its own public description names part of financial software implementation companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial software implementation companies. 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 23 of 52 financial software implementation companies based in New York, United States

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Financial software implementation companies based in New York, United States at a glance

As of Sep 28, 2026

42.0%Verified-email coverage

13.9Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial software implementation companies, 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 software implementation companies”. 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 software implementation companies), 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 software implementation companies, 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, 304 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 28, 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 software implementation companies by metro in the United States

Financial software implementation companies in Houston25

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 software implementation companies, 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 software implementation companies are there based in New York, United States?

RevenueBase identified 52 financial software implementation companies 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?

28stone, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial software implementation companies?

New York leads the United States with 52 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 304 verified decision-maker contacts tracked across these 52 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 28, 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.