Company lists · Data refreshed September 2026
Top 25 Fintech advisory platforms based in New York, United States
RevenueBase identified 311 company matches for fintech advisory platforms associated with New York, United States as of September 2026 and tracks 24,683 professional contacts across them, including 10,274 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for fintech advisory platforms 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 25 largest fintech advisory platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12,820 contacts → | ||||
Exact match “At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 2,637 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 553 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 522 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 474 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 404 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 401 contacts → | ||||
Exact match “The first AI-native technology partner for finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 339 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 328 contacts → | ||||
Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 308 contacts → | ||||
Exact match “At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 306 contacts → | ||||
Exact match “Current is a leading U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 231 contacts → | ||||
Exact match “Lab49 is a specialist consultancy that designs and develops bespoke and innovative technology solutions in partnership with key participants in financial markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 199 contacts → | ||||
Exact match “Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 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 | |||||
| 15 | 162 contacts → | ||||
Exact match “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 155 contacts → | ||||
Exact match “Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 142 contacts → | ||||
Exact match “Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 129 contacts → | ||||
Exact match “Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 121 contacts → | ||||
Exact match “The intelligent technology for the asset-based finance and private credit markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 120 contacts → | ||||
Exact match “TrueNorth is one of the largest and most successful financial technology services companies in the world having built three fintech unicorns from scratch–Upgrade, LendingClub, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 106 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 101 contacts → | ||||
Exact match “CMG is a financial technology firm that is modernizing the equity capital markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 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 | |||||
| 25 | 76 contacts → | ||||
Exact match “About LoanStreet Inc.” 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 “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 25 of 311 fintech advisory platforms based in New York, United States
See the full list, filter by size, metro and specialty, and access 10,274 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech advisory platforms 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.
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 “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 10,274 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.
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in San Francisco95
- Fintech advisory platforms in Miami55
- Fintech advisory platforms in Chicago47
- Fintech advisory platforms in Boston34
- Fintech advisory platforms in Dallas34
- Fintech advisory platforms in Atlanta31
- Fintech advisory platforms in Los Angeles29
- Fintech advisory platforms in Austin28
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 New York, United States?
RevenueBase identified 311 company matches for fintech advisory platforms 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?
Synechron 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 fintech advisory platforms?
New York leads the United States with 311 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 10,274 professional contacts with verified work emails tracked across these 311 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 311 fintech advisory platforms based in New York, 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 Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
- Fintech advisory platforms based in Hong Kong, Hong Kong
- Fintech advisory platforms based in Bangalore, India
- Fintech advisory platforms based in Chennai, India
- Fintech advisory platforms based in Gurgaon, India
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 Melbourne, Australia
- Fintech advisory platforms based in Sydney, Australia
- Fintech advisory platforms based in Sao Paulo, Brazil
- Fintech advisory platforms based in Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia
Company intelligence · public preview
Top 25 fintech advisory platforms 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 311 matching company records for fintech advisory platforms based in New York, United States, with 24,683 tracked contacts and 10,274 verified work emails.
This public preview shows 25 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 25 fintech advisory platforms 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 |  Synechronsynechron.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,820 contacts → |
“At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Arcesiumarcesium.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,637 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Moneylionmoneylion.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 553 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Curinoscurinos.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Instinet Incorporatedinstinet.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Equilendequilend.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 404 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  RFArfa.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 401 contacts → |
“The first AI-native technology partner for finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 339 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Complycomply.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 308 contacts → |
“At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Currentcurrent.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 306 contacts → |
“Current is a leading U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lab49lab49.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 231 contacts → |
“Lab49 is a specialist consultancy that designs and develops bespoke and innovative technology solutions in partnership with key participants in financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  CFSBcfsb.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 199 contacts → |
“Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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. | |||||
| 15 |  Subscribesubscribeplatform.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Cedar Management Consulting Internationalcedar-consulting.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 155 contacts → |
“Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Soho Square Solutionssohosquaresolutions.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 142 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Vertical Relevanceverticalrelevance.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 contacts → |
“Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Cardo AIcardoai.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 121 contacts → |
“The intelligent technology for the asset-based finance and private credit markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Truenorthtruenorth.coHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“TrueNorth is one of the largest and most successful financial technology services companies in the world having built three fintech unicorns from scratch–Upgrade, LendingClub, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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. | |||||
| 22 |  Starpoint Solutionsyoh.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 106 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  CMG Capital Markets Gatewaycmgx.ioHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 101 contacts → |
“CMG is a financial technology firm that is modernizing the equity capital markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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. | |||||
| 25 |  Loanstreet INCloan-street.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 311 company matches
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Fintech advisory platforms: 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
311 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.
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 ↗
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in San Francisco95
- Fintech advisory platforms in Miami55
- Fintech advisory platforms in Chicago47
- Fintech advisory platforms in Boston34
- Fintech advisory platforms in Dallas34
- Fintech advisory platforms in Atlanta31
- Fintech advisory platforms in Los Angeles29
- Fintech advisory platforms in Austin28
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 New York, United States?
The saved snapshot records 311 matching company records, 24,683 tracked contacts and 10,274 verified emails. The public preview displays 25 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
Fintech advisory platforms by geography
- 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 Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
- Fintech advisory platforms based in Hong Kong, Hong Kong
- Fintech advisory platforms based in Bangalore, India
- Fintech advisory platforms based in Chennai, India
- Fintech advisory platforms based in Gurgaon, India
Cite this list
RevenueBase Data Team. Top 25 fintech advisory platforms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/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
- 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 Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia
Company intelligence · public preview
Top 25 fintech advisory platforms based in New York, United States
RevenueBase records 311 matching company records for fintech advisory platforms based in New York, United States, with 24,683 tracked contacts and 10,274 verified work emails.
This public preview shows 25 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 25 fintech advisory platforms 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 | Synechronsynechron.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 12,820 contacts → |
“At Synechron, we believe in the power of digital to transform businesses for the better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Arcesiumarcesium.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,637 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Moneylionmoneylion.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 553 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Curinoscurinos.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 522 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Instinet Incorporatedinstinet.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 474 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Equilendequilend.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 404 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | RFArfa.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 401 contacts → |
“The first AI-native technology partner for finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 339 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Complycomply.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 308 contacts → |
“At Comply, we pride ourselves on being the champion for compliance professionals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Currentcurrent.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 306 contacts → |
“Current is a leading U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lab49lab49.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 231 contacts → |
“Lab49 is a specialist consultancy that designs and develops bespoke and innovative technology solutions in partnership with key participants in financial markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | CFSBcfsb.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 199 contacts → |
“Founded in 2001, CFSB is a full-service payments, lending and banking provider that delivers global financial services through a personal approach.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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. | |||||
| 15 | Subscribesubscribeplatform.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Cedar Management Consulting Internationalcedar-consulting.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 155 contacts → |
“Cedar is a global strategy consulting, research, & analytics firm with a 35-year track record & clients across multiple industry sectors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Soho Square Solutionssohosquaresolutions.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 142 contacts → |
“Experts on financial regulatory & compliance, business analysis, project Implementation and delivery for Corporate and Investment Banking, Asset management clients Firm…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Vertical Relevanceverticalrelevance.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 contacts → |
“Vertical Relevance is an industry-focused consulting firm with deep expertise in financial services and additional regulated industries.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Cardo AIcardoai.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 121 contacts → |
“The intelligent technology for the asset-based finance and private credit markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Truenorthtruenorth.co HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“TrueNorth is one of the largest and most successful financial technology services companies in the world having built three fintech unicorns from scratch–Upgrade, LendingClub, and…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 | Starpoint Solutionsyoh.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 106 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | CMG Capital Markets Gatewaycmgx.io HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 101 contacts → |
“CMG is a financial technology firm that is modernizing the equity capital markets.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Loanstreet INCloan-street.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“About LoanStreet Inc.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 311 company matches
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Fintech advisory platforms: 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
311 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.
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 ↗
Fintech advisory platforms by metro in the United States
- Fintech advisory platforms in San Francisco95
- Fintech advisory platforms in Miami55
- Fintech advisory platforms in Chicago47
- Fintech advisory platforms in Boston34
- Fintech advisory platforms in Dallas34
- Fintech advisory platforms in Atlanta31
- Fintech advisory platforms in Los Angeles29
- Fintech advisory platforms in Austin28
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 New York, United States?
The saved snapshot records 311 matching company records, 24,683 tracked contacts and 10,274 verified emails. The public preview displays 25 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
Fintech advisory platforms by geography
- 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 Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia
- Fintech advisory platforms based in Paris, France
- Fintech advisory platforms based in Berlin, Germany
- Fintech advisory platforms based in Hong Kong, Hong Kong
- Fintech advisory platforms based in Bangalore, India
- Fintech advisory platforms based in Chennai, India
- Fintech advisory platforms based in Gurgaon, India
Cite this list
RevenueBase Data Team. Top 25 fintech advisory platforms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-advisory-platforms/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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- 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 Toronto, Canada
- Fintech advisory platforms based in Limassol, Cyprus
- Fintech advisory platforms based in Tallinn, Estonia