Company lists · Data refreshed September 2026
Top 25 Generative AI financial advisory companies based in the United States
RevenueBase identified 1,460 company matches for generative AI financial advisory companies associated with the United States as of September 2026 and tracks 27,556 professional contacts across them, including 10,037 with verified work emails. New York is the largest hub.
This list covers company matches for generative AI financial advisory companies 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 September 20, 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 generative AI financial advisory companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,017 contacts → | ||||
Exact match “JK Tech is a leading AI and data solutions company helping enterprises accelerate transformation through Google Cloud, Gemini, and Agentic AI.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 1,482 contacts → | ||||
Exact match “The Hackett Group, Inc.(NASDAQ: HCKT) is a Gen AI strategic consulting and executive advisory firm that enables Digital World Class® performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 1,388 contacts → | ||||
Exact match “Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 1,304 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 603 contacts → | ||||
Exact match “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 550 contacts → | ||||
Exact match “Trusted by 200+ enterprises, we are a full-stack AI technology partner that helps you build digital experiences of tomorrow by leveraging GenAI, Machine Learning, and AWS.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 475 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 372 contacts → | ||||
Exact match “Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 346 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 329 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 238 contacts → | ||||
Exact match “Gushwork builds complex AI marketing agents to help small and medium businesses get inbound leads from AI search engines like Gemini, ChatGPT, Claude and Perplexity” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 237 contacts → | ||||
Exact match “Most enterprises don't have an AI problem; they have an execution problem.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 234 contacts → | ||||
Exact match “ITRex is an AI consulting and implementation company that builds systems meant to work in the real world, at scale, and under pressure.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 225 contacts → | ||||
Exact match “interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 198 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 195 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 183 contacts → | ||||
Exact match “Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 180 contacts → | ||||
Exact match “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 157 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 151 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 135 contacts → | ||||
Exact match “Intellectyx is a next-generation data and AI Transformation company specializing in custom Agentic AI, Generative AI, and advanced data platforms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 134 contacts → | ||||
Exact match “Space Inventive is an AI-First technology company helping enterprises build, modernize, and scale intelligent digital ecosystems.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 130 contacts → | ||||
Exact match “Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 125 contacts → | ||||
Exact match “Yseop is the leader in Generative AI for regulated industries, changing the way content automation solutions are delivered with a human-centric, AI platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 124 contacts → | ||||
Exact match “GoML designs, builds and manages production-grade Generative AI systems for startups and enterprises.” Recorded in the RevenueBase company graph · Sep 20, 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 “generative AI financial advisory companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,460 generative AI financial advisory companies based in the United States
See the full list, filter by size, metro and specialty, and access 10,037 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Generative AI financial advisory companies based in the United States at a glance
As of Sep 20, 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 1,460 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 “generative AI financial advisory companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 10,037 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 20, 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.
Generative AI financial advisory companies by metro
- Generative AI financial advisory companies in New York259
- Generative AI financial advisory companies in San Francisco151
- Generative AI financial advisory companies in Boston48
- Generative AI financial advisory companies in Austin39
- Generative AI financial advisory companies in Miami36
- Generative AI financial advisory companies in Palo Alto36
- Generative AI financial advisory companies in Chicago35
- Generative AI financial advisory companies in Los Angeles33
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 “generative AI financial advisory companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many generative AI financial advisory companies are there based in the United States?
RevenueBase identified 1,460 company matches for generative AI financial advisory companies associated with the 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?
JK Tech tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most generative AI financial advisory companies?
New York leads with 259 company records, followed by San Francisco (151) and Boston (48).
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 10,037 professional contacts with verified work emails tracked across these 1,460 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,460 generative AI financial advisory companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Generative AI financial advisory companies by geography
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
- Generative AI financial advisory companies based in Chicago, United States
- Generative AI financial advisory companies based in Los Angeles, United States
- Generative AI financial advisory companies based in Miami, United States
- Generative AI financial advisory companies based in New York, United States
- Generative AI financial advisory companies based in Palo Alto, United States
- Generative AI financial advisory companies based in San Francisco, United States
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
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
Company intelligence · public preview
Top 25 generative AI financial advisory companies 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 1,460 matching company records for generative AI financial advisory companies based in the United States, with 27,556 tracked contacts and 10,037 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 20, 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 generative AI financial advisory companies 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 |  JK Techjktech.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,017 contacts → |
“JK Tech is a leading AI and data solutions company helping enterprises accelerate transformation through Google Cloud, Gemini, and Agentic AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  The Hackett Group INCthehackettgroup.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 1,482 contacts → |
“The Hackett Group, Inc.(NASDAQ: HCKT) is a Gen AI strategic consulting and executive advisory firm that enables Digital World Class® performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Evoke Technologiesevoketechnologies.comHQ: Dayton, OH, United StatesReported employees: 1,001-5,000 | Dayton, OH, United States | 1,001-5,000 | Exact match | 1,388 contacts → |
“Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Advisor360advisor360.comHQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Leapfrog Technology, INClftechnology.comHQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 550 contacts → |
“Trusted by 200+ enterprises, we are a full-stack AI technology partner that helps you build digital experiences of tomorrow by leveraging GenAI, Machine Learning, and AWS.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Shorthills AIshorthills.aiHQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Highbrow Technology INChighbrowtechnology.comHQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 329 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Gushworkgushwork.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 238 contacts → |
“Gushwork builds complex AI marketing agents to help small and medium businesses get inbound leads from AI search engines like Gemini, ChatGPT, Claude and Perplexity” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Aifa Labsaifalabs.comHQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 237 contacts → |
“Most enterprises don't have an AI problem; they have an execution problem.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Itrex Groupitrexgroup.comHQ: Aliso Viejo, CA, United StatesReported employees: 201-500 | Aliso Viejo, CA, United States | 201-500 | Exact match | 234 contacts → |
“ITRex is an AI consulting and implementation company that builds systems meant to work in the real world, at scale, and under pressure.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Savvy Wealthsavvywealth.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Datazoic INCdatazoic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Jump - Advisor AIjump.aiHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 180 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Norm AInorm.aiHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 151 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Intellectyx, INCintellectyx.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 135 contacts → |
“Intellectyx is a next-generation data and AI Transformation company specializing in custom Agentic AI, Generative AI, and advanced data platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Space Inventivespaceinventive.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 134 contacts → |
“Space Inventive is an AI-First technology company helping enterprises build, modernize, and scale intelligent digital ecosystems.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Moatablemoatable.comHQ: Phoenix, AZ, United StatesReported employees: 501-1,000 | Phoenix, AZ, United States | 501-1,000 | Exact match | 130 contacts → |
“Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  YSEOPyseop.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“Yseop is the leader in Generative AI for regulated industries, changing the way content automation solutions are delivered with a human-centric, AI platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  GOMLgoml.ioHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 124 contacts → |
“GoML designs, builds and manages production-grade Generative AI systems for startups and enterprises.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,460 company matches
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Generative AI financial advisory companies: dataset insights
September 20, 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
1,459 records in the displayed employee bands.
1 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 1,460 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 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 ↗
Generative AI financial advisory companies by metro
- Generative AI financial advisory companies in New York259
- Generative AI financial advisory companies in San Francisco151
- Generative AI financial advisory companies in Boston48
- Generative AI financial advisory companies in Austin39
- Generative AI financial advisory companies in Miami36
- Generative AI financial advisory companies in Palo Alto36
- Generative AI financial advisory companies in Chicago35
- Generative AI financial advisory companies in Los Angeles33
Questions about this company list
What does Exact match mean for generative AI financial advisory companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many generative AI financial advisory companies did RevenueBase find based in the United States?
The saved snapshot records 1,460 matching company records, 27,556 tracked contacts and 10,037 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 20, 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
Generative AI financial advisory companies by geography
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
- Generative AI financial advisory companies based in Chicago, United States
- Generative AI financial advisory companies based in Los Angeles, United States
- Generative AI financial advisory companies based in Miami, United States
- Generative AI financial advisory companies based in New York, United States
- Generative AI financial advisory companies based in Palo Alto, United States
- Generative AI financial advisory companies based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 25 generative AI financial advisory companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/generative-ai-financial-advisory-companies/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
- Generative AI financial advisory companies based in Bangalore, India
- Generative AI financial advisory companies based in Hyderabad, India
- Generative AI financial advisory companies based in Mumbai, India
- Generative AI financial advisory companies based in Pune, India
- Generative AI financial advisory companies based in Austin, United States
- Generative AI financial advisory companies based in Boston, United States
Company intelligence · public preview
Top 25 generative AI financial advisory companies based in the United States
RevenueBase records 1,460 matching company records for generative AI financial advisory companies based in the United States, with 27,556 tracked contacts and 10,037 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 20, 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 generative AI financial advisory companies 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 | JK Techjktech.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,017 contacts → |
“JK Tech is a leading AI and data solutions company helping enterprises accelerate transformation through Google Cloud, Gemini, and Agentic AI.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The Hackett Group INCthehackettgroup.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 1,482 contacts → |
“The Hackett Group, Inc.(NASDAQ: HCKT) is a Gen AI strategic consulting and executive advisory firm that enables Digital World Class® performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Evoke Technologiesevoketechnologies.com HQ: Dayton, OH, United StatesReported employees: 1,001-5,000 | Dayton, OH, United States | 1,001-5,000 | Exact match | 1,388 contacts → |
“Evoke Technologies is a global AI and enterprise technology company headquartered in Dayton, Ohio, with offices in Dallas, London, Sydney, and development centers in Hyderabad and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Advisor360advisor360.com HQ: Needham, MA, United StatesReported employees: 501-1,000 | Needham, MA, United States | 501-1,000 | Exact match | 603 contacts → |
“Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Leapfrog Technology, INClftechnology.com HQ: Seattle, WA, United StatesReported employees: 201-500 | Seattle, WA, United States | 201-500 | Exact match | 550 contacts → |
“Trusted by 200+ enterprises, we are a full-stack AI technology partner that helps you build digital experiences of tomorrow by leveraging GenAI, Machine Learning, and AWS.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 475 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 · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Shorthills AIshorthills.ai HQ: West, NJ, United StatesReported employees: 201-500 | West, NJ, United States | 201-500 | Exact match | 372 contacts → |
“Shorthills AI is a Generative AI and data engineering company that derives its name from Short Hills, New Jersey with offices in India, USA, Australia and Canada.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 346 contacts → |
“Connect Data.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Highbrow Technology INChighbrowtechnology.com HQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 329 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Gushworkgushwork.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 238 contacts → |
“Gushwork builds complex AI marketing agents to help small and medium businesses get inbound leads from AI search engines like Gemini, ChatGPT, Claude and Perplexity” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Aifa Labsaifalabs.com HQ: Frisco, TX, United StatesReported employees: 201-500 | Frisco, TX, United States | 201-500 | Exact match | 237 contacts → |
“Most enterprises don't have an AI problem; they have an execution problem.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Itrex Groupitrexgroup.com HQ: Aliso Viejo, CA, United StatesReported employees: 201-500 | Aliso Viejo, CA, United States | 201-500 | Exact match | 234 contacts → |
“ITRex is an AI consulting and implementation company that builds systems meant to work in the real world, at scale, and under pressure.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 225 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Savvy Wealthsavvywealth.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 198 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 195 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Datazoic INCdatazoic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 183 contacts → |
“Datazoic is an AI-native product suite built for sell-side Capital Markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Jump - Advisor AIjump.ai HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 180 contacts → |
“Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Norm AInorm.ai HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 151 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Intellectyx, INCintellectyx.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 135 contacts → |
“Intellectyx is a next-generation data and AI Transformation company specializing in custom Agentic AI, Generative AI, and advanced data platforms.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Space Inventivespaceinventive.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 134 contacts → |
“Space Inventive is an AI-First technology company helping enterprises build, modernize, and scale intelligent digital ecosystems.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Moatablemoatable.com HQ: Phoenix, AZ, United StatesReported employees: 501-1,000 | Phoenix, AZ, United States | 501-1,000 | Exact match | 130 contacts → |
“Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | YSEOPyseop.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 125 contacts → |
“Yseop is the leader in Generative AI for regulated industries, changing the way content automation solutions are delivered with a human-centric, AI platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | GOMLgoml.io HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 124 contacts → |
“GoML designs, builds and manages production-grade Generative AI systems for startups and enterprises.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,460 company matches
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Generative AI financial advisory companies: dataset insights
September 20, 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
1,459 records in the displayed employee bands.
1 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 1,460 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 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 ↗
Generative AI financial advisory companies by metro
- Generative AI financial advisory companies in New York259
- Generative AI financial advisory companies in San Francisco151
- Generative AI financial advisory companies in Boston48
- Generative AI financial advisory companies in Austin39
- Generative AI financial advisory companies in Miami36
- Generative AI financial advisory companies in Palo Alto36
- Generative AI financial advisory companies in Chicago35
- Generative AI financial advisory companies in Los Angeles33
Questions about this company list
What does Exact match mean for generative AI financial advisory companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many generative AI financial advisory companies did RevenueBase find based in the United States?
The saved snapshot records 1,460 matching company records, 27,556 tracked contacts and 10,037 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 20, 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
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- Generative AI financial advisory companies based in Boston, United States
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- Generative AI financial advisory companies based in Los Angeles, United States
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- Generative AI financial advisory companies based in Palo Alto, United States
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Cite this list
RevenueBase Data Team. Top 25 generative AI financial advisory companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/generative-ai-financial-advisory-companies/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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