Company lists · Data refreshed September 2026

Top 25 Fintech advisory platforms based in the United States

Name: Fintech advisory platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 1,776 companies tracked

RevenueBase identified 1,776 fintech advisory platforms headquartered in the United States as of September 2026 and tracks 106,595 professional contacts across them, including 44,631 with verified work emails. New York is the largest hub.

This list covers fintech advisory platforms headquartered in the 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

1,776Companies

106,595Contacts tracked

44,631Verified emails

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The 25 largest fintech advisory platforms based in the United States

Ranked by team size

Top 25 of 1,776 fintech advisory platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech advisory platforms: 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	FIS	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 28, 2026	10001+	38,885 contacts →
	Indirect evidence “Unlocking financial technology.” Source: RevenueBase Database · checked Sep 28, 2026
2	Synechron	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	12,820 contacts →
	Indirect evidence “At Synechron, we believe in the power of digital to transform businesses for the better.” Source: RevenueBase Database · checked Sep 28, 2026
3	Jack Henry	Indirect evidence	Monett, MO, United StatesHQ checked Sep 28, 2026	5,001-10,000	6,759 contacts →
	Indirect evidence “Jack Henry (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and…” Source: RevenueBase Database · checked Sep 28, 2026
4	Genpact Headstrong Capital Markets	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	10001+	3,109 contacts →
	Indirect evidence “Genpact Headstrong Capital Markets is a global consulting and IT services company with a specialized focus in capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
5	Arcesium	Indirect evidence	New York City, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,637 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
6	I2c INC	Indirect evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,821 contacts →
	Indirect evidence “An award-winning global financial technology innovator powering credit, debit, prepaid, core banking, and money movement solutions, i2c unifies banking and payments in an…” Source: RevenueBase Database · checked Sep 28, 2026
7	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 28, 2026
8	Opus Technologies	Partial evidence	Alpharetta, GA, United StatesHQ checked Sep 28, 2026	501-1,000	1,011 contacts →
	Partial evidence “Opus is a trusted engineering partner to payment providers, banks, and fintechs navigating change in a real-time, digital-first world.” Source: RevenueBase Database · checked Sep 28, 2026
9	Kraken	Indirect evidence	Remote First, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,002 contacts →
	Indirect evidence “Kraken helps people own the power of their money.” Source: RevenueBase Database · checked Sep 28, 2026
10	Galileo Financial Technologies	Strong evidence	Sandy, UT, United StatesHQ checked Sep 28, 2026	1,001-5,000	981 contacts →
	Strong evidence “Galileo, SoFi's Tech Platform, is a financial technology company that enables fintechs, banks, emerging and established brands to build differentiated financial solutions that…” Source: RevenueBase Database · checked Sep 28, 2026
11	ECI	Indirect evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	501-1,000	934 contacts →
	Indirect evidence “Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026
12	Cross River	Indirect evidence	Fort Lee, NJ, United StatesHQ checked Sep 28, 2026	501-1,000	931 contacts →
	Indirect evidence “Cross River Bank provides technology infrastructure powering the future of financial services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Finicity, A Mastercard Company	Indirect evidence	Murray, UT, United StatesHQ checked Sep 28, 2026	501-1,000	556 contacts →
	Indirect evidence “Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Source: RevenueBase Database · checked Sep 28, 2026
14	Moneylion	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	553 contacts →
	Indirect evidence “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Source: RevenueBase Database · checked Sep 28, 2026
15	Curinos	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	522 contacts →
	Indirect evidence “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Source: RevenueBase Database · checked Sep 28, 2026
16	Envestnet Yodlee India	Partial evidence	Redwood City, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	485 contacts →
	Partial evidence “Envestnet \| Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Source: RevenueBase Database · checked Sep 28, 2026
17	Pagaya	Indirect evidence	NY, United StatesHQ checked Sep 28, 2026	501-1,000	475 contacts →
	Indirect evidence “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Source: RevenueBase Database · checked Sep 28, 2026
18	Instinet Incorporated	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	474 contacts →
	Indirect evidence “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Source: RevenueBase Database · checked Sep 28, 2026
19	Drip Capital	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	201-500	426 contacts →
	Indirect evidence “Drip Capital is a financial technology company trusted by leading institutions including Barclays, TD Bank, and the IFC, and backed by global investors including Sequoia, Accel, Y…” Source: RevenueBase Database · checked Sep 28, 2026
20	Equilend	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	404 contacts →
	Partial evidence “EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.” Source: RevenueBase Database · checked Sep 28, 2026
21	BAKKT	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	402 contacts →
	Indirect evidence “Founded in 2018, Bakkt, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
22	RFA	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	401 contacts →
	Indirect evidence “The first AI-native technology partner for finance.” Source: RevenueBase Database · checked Sep 28, 2026
23	Kinective	Indirect evidence	Gilbert, AZ, United StatesHQ checked Sep 28, 2026	501-1,000	355 contacts →
	Indirect evidence “Kinective is leading the way to Intelligent Banking.” Source: RevenueBase Database · checked Sep 28, 2026
24	Drivewealth	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	339 contacts →
	Partial evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 28, 2026
25	Financial Technology Partners FT Partners	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	201-500	335 contacts →
	Partial evidence “Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector.” 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: fintech advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech advisory platforms.
Partial evidence: Its own public description names part of fintech advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,776 fintech advisory platforms based in the United States

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Fintech advisory platforms based in the United States at a glance

As of Sep 28, 2026

41.9%Verified-email coverage

60.0Average contacts per company

1-10Median size (employees)

16.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

961

11-50

535

51-200

188

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 1,776 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 fintech advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “fintech advisory platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech advisory platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fintech advisory platforms, and records with no verified work email. Companies headquartered outside United States 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, 44,631 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.

Fintech advisory platforms by metro

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 fintech advisory platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech advisory platforms are there based in the United States?

RevenueBase identified 1,776 fintech advisory platforms headquartered in the 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?

FIS, headquartered in Jacksonville, tops this list with the largest team on record.

Which city has the most fintech advisory platforms?

New York leads with 286 headquartered companies, followed by San Francisco (95) and Miami (55).

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 44,631 verified decision-maker contacts tracked across these 1,776 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.