Company lists · Data refreshed September 2026

Top 25 Generative AI fintech advisors based in New York, United States

RevenueBase identified 186 company matches for generative AI fintech advisors associated with New York, United States as of September 2026 and tracks 4,762 professional contacts across them, including 1,251 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for generative AI fintech advisors associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
186Companies
4,762Contacts tracked
1,251Verified emails
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The 25 largest generative AI fintech advisors based in New York, United States

Ranked by team size
Top 25 of 186 company matches for generative AI fintech advisors based in New York, 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 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
3Exact 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
4Exact 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
5Exact 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
6Exact 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
7Exact 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
8Exact 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
9Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-200100 contacts →

Exact match

“Rogo is the purpose-built AI platform for finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20089 contacts →

Exact match

“Blueflame AI is the agentic AI platform purpose-built for financial services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20089 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 · Sep 28, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5084 contacts →

Exact match

“At Cognext.ai, we are building XEN, an execution-grade AI analyst that automates AI-powered analyst tasks across regulatory, risk, and finance workflows at large financial…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5068 contacts →

Exact match

“About Aiera Founded in 2018, Aiera is the leader in generative AI solutions for financial services professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5047 contacts →

Exact match

“Lama AI provides AI-native loan origination infrastructure for community and regional banks.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 28, 2026201-50045 contacts →

Exact match

“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20043 contacts →

Exact match

“BlueLabel is a full service generative AI strategy and implementation consultancy.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5040 contacts →

Exact match

“Junior leverages the power of generative AI to help deal teams and their advisors collaborate more effectively, uncover deeper insights, and accelerate their path to output.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5040 contacts →

Exact match

“Multimodal is an agentic AI company founded in 2023 and based in the New York area.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20038 contacts →

Exact match

“At Farsight, we’re building the AI that does the real work of finance.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5036 contacts →

Exact match

“Limex was founded by former Wall Street quantitative researchers to address the significant infrastructure gap between institutional and retail trading capabilities.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchNew York, United StatesHQ recorded Sep 28, 202611-5035 contacts →

Exact match

“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

“Financial modeling is at the core of every investment decision, but for many firms, it remains highly manual, repetitive, and difficult to standardize.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5025 contacts →

Exact match

“Tornado AI is a strategic partner to financial institutions, scaling human-quality research and report generation with secure, customizable AI.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20023 contacts →

Exact match

“Monstro is the financial intelligence system built for financial institutions.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“Fixing Personal Wealth Management with agentic AI development.”

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

Showing 25 of 186 generative AI fintech advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 1,251 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Generative AI fintech advisors based in New York, United States at a glance

As of Sep 28, 2026
26.3%Verified-email coverage
25.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
107
11-50
60
51-200
15
201-500
3
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with New York, United States whose business descriptions match “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 1,251 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 New York, United States?

RevenueBase identified 186 company matches for generative AI fintech advisors associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

JK Tech tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most generative AI fintech advisors?

New York leads the United States 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 1,251 professional contacts with verified work emails tracked across these 186 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.