Company lists · Data refreshed November 2026
Top 24 Fintech advisory platforms based in the United States
RevenueBase identified 1,847 company matches for fintech advisory platforms associated with the United States as of November 2026 and tracks 154,665 professional contacts across them, including 67,402 with verified work emails. New York is the largest hub.
This list covers company matches for fintech advisory platforms 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 November 5, 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 24 largest fintech advisory platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41,848 contacts → | ||||
Exact match “Unlocking financial technology.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 37,024 contacts → | ||||
Exact match “Fiserv, Inc.(NASDAQ: FISV) is a global technology leader committed to delivering innovative and transformative financial services experiences for clients in more than 100…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 7,100 contacts → | ||||
Exact match “Jack Henry (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 3,484 contacts → | ||||
Exact match “Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 1,851 contacts → | ||||
Exact match “An award-winning global financial technology innovator powering credit, debit, prepaid, core banking, and money movement solutions, i2c unifies banking and payments in an…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 1,423 contacts → | ||||
Exact match “CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 1,224 contacts → | ||||
Exact match “Kraken helps people own the power of their money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 1,090 contacts → | ||||
Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 1,006 contacts → | ||||
Exact match “Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 986 contacts → | ||||
Exact match “Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 839 contacts → | ||||
Exact match “The Bancorp, Inc, headquartered in Wilmington, DE, through its subsidiary, The Bancorp Bank, N.A, headquartered in Sioux Falls, SD, is defining the future of banking.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 633 contacts → | ||||
Exact match “Galileo, SoFi's Tech Platform, is a financial technology company that enables fintechs, banks, emerging and established brands to build differentiated financial solutions that…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 566 contacts → | ||||
Exact match “Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 547 contacts → | ||||
Exact match “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 535 contacts → | ||||
Exact match “Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 509 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 501 contacts → | ||||
Exact match “IMM / eSign is now Kinective.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 500 contacts → | ||||
Exact match “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 493 contacts → | ||||
Exact match “Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 473 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 459 contacts → | ||||
Exact match “EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 411 contacts → | ||||
Exact match “Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 392 contacts → | ||||
Exact match “Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 383 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Nov 5, 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 “fintech advisory platforms”. 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 24 of 1,847 fintech advisory platforms based in the United States
See the full list, filter by size, metro and specialty, and access 67,402 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech advisory platforms based in the United States at a glance
As of Nov 5, 2026Companies by employee count
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 1,847 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 “fintech advisory platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 67,402 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 November 5, 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.
Fintech advisory platforms by metro
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Boston39
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
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 “fintech advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech advisory platforms are there based in the United States?
RevenueBase identified 1,847 company matches for fintech advisory platforms associated with the United States as of November 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?
FIS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech advisory platforms?
New York leads with 257 company records, followed by San Francisco (84) and Miami (59).
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 67,402 professional contacts with verified work emails tracked across these 1,847 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,847 fintech advisory platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fintech advisory platforms by geography
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Vancouver, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Cairo, Egypt
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
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
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
Company intelligence · public preview
Top 24 fintech advisory platforms based in the 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 1,847 matching company records for fintech advisory platforms based in the United States, with 154,665 tracked contacts and 67,402 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 24 fintech advisory platforms based in the 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 |  FISfisglobal.comHQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 41,848 contacts → |
“Unlocking financial technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fiservfiserv.comHQ: Milwaukee, TX, United StatesReported employees: 10001+ | Milwaukee, TX, United States | 10001+ | Exact match | 37,024 contacts → |
“Fiserv, Inc.(NASDAQ: FISV) is a global technology leader committed to delivering innovative and transformative financial services experiences for clients in more than 100…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Jack Henryjackhenry.comHQ: Monett, MO, United StatesReported employees: 5,001-10,000 | Monett, MO, United States | 5,001-10,000 | Exact match | 7,100 contacts → |
“Jack Henry (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Withumwithum.comHQ: Princeton, NJ, United StatesReported employees: 1,001-5,000 | Princeton, NJ, United States | 1,001-5,000 | Exact match | 3,484 contacts → |
“Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  I2c INCi2cinc.comHQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 1,851 contacts → |
“An award-winning global financial technology innovator powering credit, debit, prepaid, core banking, and money movement solutions, i2c unifies banking and payments in an…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Crosscountry Consultingcrosscountry-consulting.comHQ: Mclean, VA, United StatesReported employees: 1,001-5,000 | Mclean, VA, United States | 1,001-5,000 | Exact match | 1,423 contacts → |
“CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Krakenkraken.comHQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,224 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ORIONorion.comHQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ECIeci.comHQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,006 contacts → |
“Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cross Rivercrossriver.comHQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 986 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Bancorpthebancorp.comHQ: Sioux Falls, SD, United StatesReported employees: 501-1,000 | Sioux Falls, SD, United States | 501-1,000 | Exact match | 839 contacts → |
“The Bancorp, Inc, headquartered in Wilmington, DE, through its subsidiary, The Bancorp Bank, N.A, headquartered in Sioux Falls, SD, is defining the future of banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Galileo Financial Technologiesgalileo-ft.comHQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 633 contacts → |
“Galileo, SoFi's Tech Platform, is a financial technology company that enables fintechs, banks, emerging and established brands to build differentiated financial solutions that…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finicity, A Mastercard Companymastercard.comHQ: Murray, UT, United StatesReported employees: 501-1,000 | Murray, UT, United States | 501-1,000 | Exact match | 566 contacts → |
“Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Instinet Incorporatedinstinet.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 547 contacts → |
“When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 535 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  IMM Esign NOW Kinectivekinective.ioHQ: Gilbert, AZ, United StatesReported employees: 201-500 | Gilbert, AZ, United States | 201-500 | Exact match | 501 contacts → |
“IMM / eSign is now Kinective.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Moneylionmoneylion.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Envestnet Yodlee Indiayodlee.comHQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Drip Capitaldripcapital.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 473 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Equilendequilend.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 459 contacts → |
“EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Alpacaalpaca.marketsHQ: San Mateo, CA, United StatesReported employees: 201-500 | San Mateo, CA, United States | 201-500 | Exact match | 411 contacts → |
“Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  BAKKTbakkt.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 1,847 company matches
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Fintech advisory platforms: dataset insights
November 5, 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
1,844 records in the displayed employee bands.
3 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 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 1,847 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: November 5, 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 ↗
Fintech advisory platforms by metro
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Boston39
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
Questions about this company list
What does Exact match mean for fintech advisory platforms?
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 fintech advisory platforms did RevenueBase find based in the United States?
The saved snapshot records 1,847 matching company records, 154,665 tracked contacts and 67,402 verified emails. The public preview displays 24 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: November 5, 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
Fintech advisory platforms by geography
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Vancouver, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Cairo, Egypt
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
Cite this list
RevenueBase Data Team. Top 24 fintech advisory platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/united-states.
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
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
Company intelligence · public preview
Top 24 fintech advisory platforms based in the United States
RevenueBase records 1,847 matching company records for fintech advisory platforms based in the United States, with 154,665 tracked contacts and 67,402 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 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 24 fintech advisory platforms based in the 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 | FISfisglobal.com HQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 41,848 contacts → |
“Unlocking financial technology.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fiservfiserv.com HQ: Milwaukee, TX, United StatesReported employees: 10001+ | Milwaukee, TX, United States | 10001+ | Exact match | 37,024 contacts → |
“Fiserv, Inc.(NASDAQ: FISV) is a global technology leader committed to delivering innovative and transformative financial services experiences for clients in more than 100…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Jack Henryjackhenry.com HQ: Monett, MO, United StatesReported employees: 5,001-10,000 | Monett, MO, United States | 5,001-10,000 | Exact match | 7,100 contacts → |
“Jack Henry (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Withumwithum.com HQ: Princeton, NJ, United StatesReported employees: 1,001-5,000 | Princeton, NJ, United States | 1,001-5,000 | Exact match | 3,484 contacts → |
“Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | I2c INCi2cinc.com HQ: Redwood City, CA, United StatesReported employees: 1,001-5,000 | Redwood City, CA, United States | 1,001-5,000 | Exact match | 1,851 contacts → |
“An award-winning global financial technology innovator powering credit, debit, prepaid, core banking, and money movement solutions, i2c unifies banking and payments in an…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Crosscountry Consultingcrosscountry-consulting.com HQ: Mclean, VA, United StatesReported employees: 1,001-5,000 | Mclean, VA, United States | 1,001-5,000 | Exact match | 1,423 contacts → |
“CrossCountry Consulting is a leading provider of specialized advisory and technology solutions across finance, accounting, risk, and operations.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Krakenkraken.com HQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,224 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ORIONorion.com HQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ECIeci.com HQ: Boston, MA, United StatesReported employees: 501-1,000 | Boston, MA, United States | 501-1,000 | Exact match | 1,006 contacts → |
“Founded in 1995, ECI is the market leader in end-to-end technology solutions for the financial industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cross Rivercrossriver.com HQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 986 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Bancorpthebancorp.com HQ: Sioux Falls, SD, United StatesReported employees: 501-1,000 | Sioux Falls, SD, United States | 501-1,000 | Exact match | 839 contacts → |
“The Bancorp, Inc, headquartered in Wilmington, DE, through its subsidiary, The Bancorp Bank, N.A, headquartered in Sioux Falls, SD, is defining the future of banking.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Galileo Financial Technologiesgalileo-ft.com HQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 633 contacts → |
“Galileo, SoFi's Tech Platform, is a financial technology company that enables fintechs, banks, emerging and established brands to build differentiated financial solutions that…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finicity, A Mastercard Companymastercard.com HQ: Murray, UT, United StatesReported employees: 501-1,000 | Murray, UT, United States | 501-1,000 | Exact match | 566 contacts → |
“Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Instinet Incorporatedinstinet.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 547 contacts → |
“When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 535 contacts → |
“Curinos empowers financial institutions to make decisions with confidence, turning insight into bottom-line impact, deeper customer relationships, and profitable growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | IMM Esign NOW Kinectivekinective.io HQ: Gilbert, AZ, United StatesReported employees: 201-500 | Gilbert, AZ, United States | 201-500 | Exact match | 501 contacts → |
“IMM / eSign is now Kinective.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Moneylionmoneylion.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Envestnet Yodlee Indiayodlee.com HQ: Redwood City, United StatesReported employees: 1,001-5,000 | Redwood City, United States | 1,001-5,000 | Exact match | 493 contacts → |
“Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Drip Capitaldripcapital.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 473 contacts → |
“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…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Equilendequilend.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 459 contacts → |
“EquiLend is a global financial technology firm offering Trading, Post-Trade, Data & Analytics, RegTech and Platform Solutions for the securities finance industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Alpacaalpaca.markets HQ: San Mateo, CA, United StatesReported employees: 201-500 | San Mateo, CA, United States | 201-500 | Exact match | 411 contacts → |
“Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | BAKKTbakkt.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 1,847 company matches
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Fintech advisory platforms: dataset insights
November 5, 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
1,844 records in the displayed employee bands.
3 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 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 1,847 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: November 5, 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 ↗
Fintech advisory platforms by metro
- Fintech advisory platforms in New York257
- Fintech advisory platforms in San Francisco84
- Fintech advisory platforms in Miami59
- Fintech advisory platforms in Chicago49
- Fintech advisory platforms in Atlanta41
- Fintech advisory platforms in Austin40
- Fintech advisory platforms in Boston39
- Fintech advisory platforms in Dallas35
- Fintech advisory platforms in Washington32
- Fintech advisory platforms in Los Angeles28
- Fintech advisory platforms in Charlotte25
Questions about this company list
What does Exact match mean for fintech advisory platforms?
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 fintech advisory platforms did RevenueBase find based in the United States?
The saved snapshot records 1,847 matching company records, 154,665 tracked contacts and 67,402 verified emails. The public preview displays 24 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: November 5, 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
Fintech advisory platforms by geography
- Fintech advisory platforms based in Buenos Aires, Argentina
- Fintech advisory platforms based in Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Montreal, Canada
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Vancouver, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Cairo, Egypt
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
Cite this list
RevenueBase Data Team. Top 24 fintech advisory platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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