Company lists · Data refreshed September 2026

Top 25 Generative AI fintech advisors based in the United States

RevenueBase identified 1,039 company matches for generative AI fintech advisors associated with the United States as of September 2026 and tracks 20,817 professional contacts across them, including 7,186 with verified work emails. New York is the largest hub.

This list covers company matches for generative AI fintech advisors 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
1,039Companies
20,817Contacts tracked
7,186Verified emails
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The 25 largest generative AI fintech advisors based in the United States

Ranked by team size
Top 25 of 1,039 company matches for generative AI fintech advisors based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 28, 20261,001-5,0002,017 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 28, 2026 · View company records in RevenueBase
2Exact matchMiami, FL, United StatesHQ recorded Sep 28, 2026501-1,0001,482 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 28, 2026 · View company records in RevenueBase
3Exact matchSeattle, WA, United StatesHQ recorded Sep 28, 2026201-500550 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 28, 2026 · View company records in RevenueBase
4Exact matchNY, United StatesHQ recorded Sep 28, 2026501-1,000475 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 28, 2026 · View company records in RevenueBase
5Exact matchWest, NJ, United StatesHQ recorded Sep 28, 2026201-500372 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 28, 2026 · View company records in RevenueBase
6Exact matchRaleigh, NC, United StatesHQ recorded Sep 28, 20261,001-5,000346 contacts →

Exact match

“Connect Data.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchCary, NC, United StatesHQ recorded Sep 28, 2026201-500329 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200238 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 28, 2026 · View company records in RevenueBase
9Exact matchFrisco, TX, United StatesHQ recorded Sep 28, 2026201-500237 contacts →

Exact match

“Most enterprises don't have an AI problem; they have an execution problem.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchAliso Viejo, CA, United StatesHQ recorded Sep 28, 2026201-500234 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 28, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 28, 202651-200225 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 28, 2026 · View company records in RevenueBase
12Exact matchNew York, United StatesHQ recorded Sep 28, 202651-200198 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 28, 2026 · View company records in RevenueBase
13Exact matchBoulder, CO, United StatesHQ recorded Sep 28, 202651-200195 contacts →

Exact match

“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200183 contacts →

Exact match

“Datazoic is an AI-native product suite built for sell-side Capital Markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSalt Lake City, UT, United StatesHQ recorded Sep 28, 2026201-500180 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 28, 2026 · View company records in RevenueBase
16Exact matchMiami, FL, United StatesHQ recorded Sep 28, 202651-200162 contacts →

Exact match

“En Crombie combinamos ingeniería de software, IA, estrategia empresarial y empatía para impulsar el crecimiento de las empresas.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200157 contacts →

Exact match

“Hebbia is the leading AI platform for finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchNew York, United StatesHQ recorded Sep 28, 2026201-500134 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 28, 2026 · View company records in RevenueBase
19Exact matchPhoenix, AZ, United StatesHQ recorded Sep 28, 2026501-1,000130 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 28, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200125 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 28, 2026 · View company records in RevenueBase
21Exact matchNew York, United StatesHQ recorded Sep 28, 202651-200124 contacts →

Exact match

“GoML designs, builds and manages production-grade Generative AI systems for startups and enterprises.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200120 contacts →

Exact match

“Prospect 33 is at the vanguard of transforming financial services through artificial intelligence, embodying the bridge between the sector’s traditional practices and the…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchMountain View, CA, United StatesHQ recorded Sep 28, 202651-200113 contacts →

Exact match

“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200111 contacts →

Exact match

“The Brandtech Group is the world's #1 digital-only marketing group and the leading global generative AI marketing company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-500111 contacts →

Exact match

“Transforming Businesses with Generative AI and Data Science At Nu10, we empower organizations to unlock the full potential of Generative AI, data science, and advanced analytics.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 1,039 generative AI fintech advisors based in the United States

See the full list, filter by size, metro and specialty, and access 7,186 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Generative AI fintech advisors based in the United States at a glance

As of Sep 28, 2026
34.5%Verified-email coverage
20.0Average contacts per company
1-10Median size (employees)
17.9%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
655
11-50
287
51-200
65
201-500
18
501-1,000
6
1,001-5,000
5
5,001-10,000
2
10001+
1

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 1,039 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 fintech advisors” 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 7,186 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.

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 fintech advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generative AI fintech advisors are there based in the United States?

RevenueBase identified 1,039 company matches for generative AI fintech advisors 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 fintech advisors?

New York leads with 186 company records, followed by San Francisco (109) and Boston (37).

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 7,186 professional contacts with verified work emails tracked across these 1,039 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.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.