Company lists · Data refreshed November 2026
Top 25 Generative AI fintech advisors based in the United States
RevenueBase identified 1,033 company matches for generative AI fintech advisors associated with the United States as of November 2026 and tracks 13,013 professional contacts across them, including 4,086 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 November 5, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest generative AI fintech advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 605 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 509 contacts → | ||||
Exact match “Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 362 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 351 contacts → | ||||
Exact match “Connect Data.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 268 contacts → | ||||
Exact match “Gushwork is building an Agent Operating System for small and mid-sized businesses around the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 256 contacts → | ||||
Exact match “Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 256 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 224 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 214 contacts → | ||||
Exact match “Rogo is the AI operating system for finance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 189 contacts → | ||||
Exact match “Somos el partner de desarrollo de software que entiende cómo funciona tu negocio y construye la tecnología necesaria para sostenerlo y hacerlo evolucionar.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 186 contacts → | ||||
Exact match “Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 185 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 182 contacts → | ||||
Exact match “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 179 contacts → | ||||
Exact match “Zocks is the AI Assistant for financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 172 contacts → | ||||
Exact match “GoML is an enterprise AI systems development company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 159 contacts → | ||||
Exact match “AI-Native Private Banking for Business Owners.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 155 contacts → | ||||
Exact match “JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 150 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 144 contacts → | ||||
Exact match “As a pioneer in secure AI, automation, and AI software development, iBusiness builds infrastructure and platforms that empower financial institutions to modernize faster-without…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 137 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 132 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 129 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 119 contacts → | ||||
Exact match “Blueflame AI is the agentic AI platform purpose-built for financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 117 contacts → | ||||
Exact match “Prospect 33 has spent more than 20 years at the forefront of complex technology and transformational change within wholesale banking & capital markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 113 contacts → | ||||
Exact match “Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “generative AI fintech advisors”. 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 1,033 generative AI fintech advisors based in the United States
See the full list, filter by size, metro and specialty, and access 4,086 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 Nov 5, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,033 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 4,086 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Generative AI fintech advisors by metro
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 1,033 company matches for generative AI fintech advisors associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Leapfrog Technology, INC 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 189 company records, followed by San Francisco (98) and Boston (36).
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 4,086 professional contacts with verified work emails tracked across these 1,033 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,033 generative AI fintech advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Generative AI fintech advisors by geography
- Generative AI fintech advisors based in Sydney, Australia
- Generative AI fintech advisors based in Toronto, Canada
- Generative AI fintech advisors based in Paris, France
- Generative AI fintech advisors based in Bangalore, India
- Generative AI fintech advisors based in Hyderabad, India
- Generative AI fintech advisors based in Mumbai, India
- Generative AI fintech advisors based in Pune, India
- Generative AI fintech advisors based in Singapore, Singapore
- Generative AI fintech advisors based in Dubai, United Arab Emirates
- Generative AI fintech advisors based in London, United Kingdom
- Generative AI fintech advisors based in Austin, United States
- Generative AI fintech advisors based in Boston, 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 fintech advisors based in Sydney, Australia
- Generative AI fintech advisors based in Toronto, Canada
- Generative AI fintech advisors based in Paris, France
- Generative AI fintech advisors based in Bangalore, India
- Generative AI fintech advisors based in Hyderabad, India
- Generative AI fintech advisors based in Mumbai, India
Company intelligence · public preview
Top 25 generative AI fintech advisors 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 1,033 matching company records for generative AI fintech advisors based in the United States, with 13,013 tracked contacts and 4,086 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: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 generative AI fintech advisors 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 |  Leapfrog Technology, INClftechnology.comHQ: Seattle, TX, United StatesReported employees: 201-500 | Seattle, TX, United States | 201-500 | Exact match | 605 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pagayapagaya.comHQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Highbrow Technology INChighbrowtechnology.comHQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 362 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 |  Yodleeyodlee.comHQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 351 contacts → |
“Connect Data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Gushworkgushwork.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 268 contacts → |
“Gushwork is building an Agent Operating System for small and mid-sized businesses around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Jump - Advisor AIjump.aiHQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 256 contacts → |
“Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  interface.aiinterface.aiHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 224 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ROGOrogo.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 214 contacts → |
“Rogo is the AI operating system for finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Crombiecrombie.devHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 189 contacts → |
“Somos el partner de desarrollo de software que entiende cómo funciona tu negocio y construye la tecnología necesaria para sostenerlo y hacerlo evolucionar.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Jelou AIjelou.aiHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 186 contacts → |
“Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 185 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  TIFINtifin.comHQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 182 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Zocks AI For Advisorszocks.ioHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 179 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  GOMLgoml.ioHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 172 contacts → |
“GoML is an enterprise AI systems development company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  FLEXflex.oneHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 159 contacts → |
“AI-Native Private Banking for Business Owners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  jiffy.aijiffy.aiHQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 155 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Space Inventivespaceinventive.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 150 contacts → |
“Space Inventive is an AI-First technology company helping enterprises build, modernize, and scale intelligent digital ecosystems.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Ibusinessibusiness.aiHQ: Fort Lauderdale, FL, United StatesReported employees: 201-500 | Fort Lauderdale, FL, United States | 201-500 | Exact match | 144 contacts → |
“As a pioneer in secure AI, automation, and AI software development, iBusiness builds infrastructure and platforms that empower financial institutions to modernize faster-without…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Brandtech Groupthebrandtechgroup.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 137 contacts → |
“The Brandtech Group is the world's #1 digital-only marketing group and the leading global generative AI marketing company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moatablemoatable.comHQ: Phoenix, AZ, United StatesReported employees: 501-1,000 | Phoenix, AZ, United States | 501-1,000 | Exact match | 132 contacts → |
“Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  YSEOPyseop.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Blueflame AIblueflame.aiHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 119 contacts → |
“Blueflame AI is the agentic AI platform purpose-built for financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Prospect 33prospect33.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 117 contacts → |
“Prospect 33 has spent more than 20 years at the forefront of complex technology and transformational change within wholesale banking & capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Momentmoment.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 113 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,033 company matches
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Generative AI fintech advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,033 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 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 1,033 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Generative AI fintech advisors by metro
Questions about this company list
What does Exact match mean for generative AI fintech advisors?
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 fintech advisors did RevenueBase find based in the United States?
The saved snapshot records 1,033 matching company records, 13,013 tracked contacts and 4,086 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: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Generative AI fintech advisors by geography
- Generative AI fintech advisors based in Sydney, Australia
- Generative AI fintech advisors based in Toronto, Canada
- Generative AI fintech advisors based in Paris, France
- Generative AI fintech advisors based in Bangalore, India
- Generative AI fintech advisors based in Hyderabad, India
- Generative AI fintech advisors based in Mumbai, India
- Generative AI fintech advisors based in Pune, India
- Generative AI fintech advisors based in Singapore, Singapore
- Generative AI fintech advisors based in Dubai, United Arab Emirates
- Generative AI fintech advisors based in London, United Kingdom
- Generative AI fintech advisors based in Austin, United States
- Generative AI fintech advisors based in Boston, United States
Cite this list
RevenueBase Data Team. Top 25 generative AI fintech advisors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/generative-ai-fintech-advisors/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 fintech advisors based in Sydney, Australia
- Generative AI fintech advisors based in Toronto, Canada
- Generative AI fintech advisors based in Paris, France
- Generative AI fintech advisors based in Bangalore, India
- Generative AI fintech advisors based in Hyderabad, India
- Generative AI fintech advisors based in Mumbai, India
Company intelligence · public preview
Top 25 generative AI fintech advisors based in the United States
RevenueBase records 1,033 matching company records for generative AI fintech advisors based in the United States, with 13,013 tracked contacts and 4,086 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: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 generative AI fintech advisors 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 | Leapfrog Technology, INClftechnology.com HQ: Seattle, TX, United StatesReported employees: 201-500 | Seattle, TX, United States | 201-500 | Exact match | 605 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pagayapagaya.com HQ: NY, United StatesReported employees: 501-1,000 | NY, United States | 501-1,000 | Exact match | 509 contacts → |
“Pagaya is a financial technology company that enables financial institutions to expand access to more customers through its artificial intelligence network” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Highbrow Technology INChighbrowtechnology.com HQ: Cary, NC, United StatesReported employees: 201-500 | Cary, NC, United States | 201-500 | Exact match | 362 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 4 | Yodleeyodlee.com HQ: Raleigh, NC, United StatesReported employees: 1,001-5,000 | Raleigh, NC, United States | 1,001-5,000 | Exact match | 351 contacts → |
“Connect Data.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Gushworkgushwork.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 268 contacts → |
“Gushwork is building an Agent Operating System for small and mid-sized businesses around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Jump - Advisor AIjump.ai HQ: Salt Lake City, UT, United StatesReported employees: 201-500 | Salt Lake City, UT, United States | 201-500 | Exact match | 256 contacts → |
“Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | interface.aiinterface.ai HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 224 contacts → |
“interface.ai is a leading provider of agentic AI solutions, specializing in serving community banks and credit unions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ROGOrogo.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 214 contacts → |
“Rogo is the AI operating system for finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Crombiecrombie.dev HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 189 contacts → |
“Somos el partner de desarrollo de software que entiende cómo funciona tu negocio y construye la tecnología necesaria para sostenerlo y hacerlo evolucionar.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Jelou AIjelou.ai HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 186 contacts → |
“Jelou helps individuals and businesses create AI agents that execute secure financial transactions and operations at scale, automatically and safely, by integrating all required…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 185 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | TIFINtifin.com HQ: Boulder, CO, United StatesReported employees: 51-200 | Boulder, CO, United States | 51-200 | Exact match | 182 contacts → |
“TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Zocks AI For Advisorszocks.io HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 179 contacts → |
“Zocks is the AI Assistant for financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | GOMLgoml.io HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 172 contacts → |
“GoML is an enterprise AI systems development company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | FLEXflex.one HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 159 contacts → |
“AI-Native Private Banking for Business Owners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | jiffy.aijiffy.ai HQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 155 contacts → |
“JIFFYAI empowers Wealth Management firms to drive growth, operational excellence, and hyper-personalized client engagements.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Space Inventivespaceinventive.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 150 contacts → |
“Space Inventive is an AI-First technology company helping enterprises build, modernize, and scale intelligent digital ecosystems.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Ibusinessibusiness.ai HQ: Fort Lauderdale, FL, United StatesReported employees: 201-500 | Fort Lauderdale, FL, United States | 201-500 | Exact match | 144 contacts → |
“As a pioneer in secure AI, automation, and AI software development, iBusiness builds infrastructure and platforms that empower financial institutions to modernize faster-without…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Brandtech Groupthebrandtechgroup.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 137 contacts → |
“The Brandtech Group is the world's #1 digital-only marketing group and the leading global generative AI marketing company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moatablemoatable.com HQ: Phoenix, AZ, United StatesReported employees: 501-1,000 | Phoenix, AZ, United States | 501-1,000 | Exact match | 132 contacts → |
“Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | YSEOPyseop.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 129 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Blueflame AIblueflame.ai HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 119 contacts → |
“Blueflame AI is the agentic AI platform purpose-built for financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Prospect 33prospect33.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 117 contacts → |
“Prospect 33 has spent more than 20 years at the forefront of complex technology and transformational change within wholesale banking & capital markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Momentmoment.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 113 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,033 company matches
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Generative AI fintech advisors: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,033 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 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 1,033 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Generative AI fintech advisors by metro
Questions about this company list
What does Exact match mean for generative AI fintech advisors?
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 fintech advisors did RevenueBase find based in the United States?
The saved snapshot records 1,033 matching company records, 13,013 tracked contacts and 4,086 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: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 generative AI fintech advisors based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/generative-ai-fintech-advisors/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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