Company lists · Data refreshed September 2026

Top 24 Indian financial services companies based in the United States

RevenueBase identified 117 indian financial services companies headquartered in the United States as of September 2026 and tracks 269,794 professional contacts across them, including 101,498 with verified work emails. New York is the largest hub.

This list covers indian financial services companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review
117Companies
269,794Contacts tracked
101,498Verified emails
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The 24 largest indian financial services companies based in the United States

Ranked by team size
Top 24 of 117 indian financial services companies based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to indian financial services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceNew York, NY, United StatesHQ checked Sep 16, 202610001+215,533 contacts →

Partial evidence

“With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…”

Source: RevenueBase Database · checked Sep 16, 2026
2Partial evidenceNewark, NJ, United StatesHQ checked Sep 16, 202610001+24,242 contacts →

Partial evidence

“Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 150 years, we have helped our customers reach…”

Source: RevenueBase Database · checked Sep 16, 2026
3Partial evidenceNew York, NY, United StatesHQ checked Sep 16, 202610001+20,783 contacts →

Partial evidence

“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.”

Source: RevenueBase Database · checked Sep 16, 2026
4Indirect evidenceTupelo, MS, United StatesHQ checked Sep 16, 20265,001-10,0003,369 contacts →

Indirect evidence

“Cadence Bank is now part of Huntington Bank.”

Source: RevenueBase Database · checked Sep 16, 2026
5Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 16, 20261,001-5,0001,667 contacts →

Partial evidence

“Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent…”

Source: RevenueBase Database · checked Sep 16, 2026
6Partial evidenceSouth Bend, IN, United StatesHQ checked Sep 16, 20261,001-5,0001,139 contacts →

Partial evidence

“Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years.”

Source: RevenueBase Database · checked Sep 16, 2026
7Partial evidenceDallas, TX, United StatesHQ checked Sep 16, 20261,001-5,000934 contacts →

Partial evidence

“Powered by BOK Financial®.”

Source: RevenueBase Database · checked Sep 16, 2026
8Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 16, 202610001+733 contacts →

Indirect evidence

“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world."Bank of America” and "BofA Securities"…”

Source: RevenueBase Database · checked Sep 16, 2026
9Partial evidenceDanville, KY, United StatesHQ checked Sep 16, 202651-200205 contacts →

Partial evidence

“Farmers National Bank has a long, deep-rooted history as a financial institution.”

Source: RevenueBase Database · checked Sep 16, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 16, 202651-20073 contacts →

Indirect evidence

“BANCORP SOUTH is a banking company based out of 1920 Main St, Irvine, CA, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
11Partial evidenceDavidson, NC, United StatesHQ checked Sep 16, 20261-106 contacts →

Partial evidence

“Moroil Technologies is a Financial Services company located in P.O.”

Source: RevenueBase Database · checked Sep 16, 2026
12Partial evidenceBurlington, IA, United StatesHQ checked Sep 16, 202611-505 contacts →

Partial evidence

“Business Revenue Systems Inc is a financial service.”

Source: RevenueBase Database · checked Sep 16, 2026
13Partial evidenceVirginia Beach, VA, United StatesHQ checked Sep 16, 202611-504 contacts →

Partial evidence

“EFT Corporation is a financial services company based out of 1210 Progressive Dr Suite 101, Chesapeake, Virginia, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
14Partial evidenceBloomington, MN, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“INNOVATE FINANCIAL INC is a financial services company based out of 8120 Penn Ave South, Bloomington MN 55431.”

Source: RevenueBase Database · checked Sep 16, 2026
15Partial evidenceRockford, IL, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
16Partial evidenceColumbus, United StatesHQ checked Sep 16, 20261-104 contacts →

Partial evidence

“Horizon Financial Services provides a wide array of services to our clients.”

Source: RevenueBase Database · checked Sep 16, 2026
17Partial evidenceWinchester, VA, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“Lorne Bair Rare Books is a financial services company based out of 2621 Daniel Ter, Winchester, Virginia, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
18Partial evidenceSan Bernardino, CA, United StatesHQ checked Sep 16, 20261-103 contacts →

Partial evidence

“LDP Financial is a financial services company based out of 265 Oxford St, Hartford, Connecticut, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
19Partial evidenceGreenville, SC, United StatesHQ checked Sep 16, 202611-502 contacts →

Partial evidence

“Mitchell Contract Interiors is a Financial Services company located in 1047 Keys Dr, Greenville, South Carolina, United States.”

Source: RevenueBase Database · checked Sep 16, 2026
20Partial evidenceLafayette, CA, United StatesHQ checked Sep 16, 20261-102 contacts →

Partial evidence

“Comprehensive Financial Planning”

Source: RevenueBase Database · checked Sep 16, 2026
21Indirect evidenceChicago, IL, United StatesHQ checked Sep 16, 202611-501 contacts →

Indirect evidence

“Guggenheim provides asset management, investment banking and capital markets services, insurance services, institutional finance and investment advisory solutions.”

Source: RevenueBase Database · checked Sep 16, 2026
22Indirect evidenceSioux Falls, SD, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 16, 2026
23Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 16, 20261-101 contacts →

Partial evidence

“Auscal provides a range of financial services.”

Source: RevenueBase Database · checked Sep 16, 2026
24Indirect evidenceBrielle, NJ, United StatesHQ checked Sep 16, 20261-101 contacts →

Indirect evidence

“Jefferies offers deep sector expertise across a full range of products and services in investment banking, equities, fixed income, commodities, wealth and asset management.”

Source: RevenueBase Database · checked Sep 16, 2026

Showing 24 of 117 indian financial services companies based in the United States

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Indian financial services companies based in the United States at a glance

As of Sep 16, 2026
37.6%Verified-email coverage
2305.9Average contacts per company
1-10Median size (employees)
7.7%Largest-city concentration · New York
Sep 16, 2026Page data refreshed

Companies by employee count

1-10
68
11-50
26
51-200
7
201-500
5
1,001-5,000
4
5,001-10,000
1
10001+
6

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 117 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among indian financial services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “indian financial services companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names indian financial services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among indian financial services companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 101,498 across the full list. 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 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names indian financial services companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many indian financial services companies are there based in the United States?

RevenueBase identified 117 indian financial services companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Jpmorganchase, headquartered in New York, tops this list with the largest team on record.

Which city has the most indian financial services companies?

New York leads with 9 headquartered companies, followed by Los Angeles (4) and Las Vegas (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 101,498 verified decision-maker contacts tracked across these 117 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 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 Smart Search, 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.