Company lists · Data refreshed November 2026
Top 25 Private banking technology providers based in the United States
RevenueBase identified 160 company matches for private banking technology providers associated with the United States as of November 2026 and tracks 17,994 professional contacts across them, including 5,448 with verified work emails. New York is the largest hub.
This list covers company matches for private banking technology providers 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 6, 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 private banking technology providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,483 contacts → | ||||
Exact match “FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 3,195 contacts → | ||||
Exact match “DST Systems, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 3,010 contacts → | ||||
Exact match “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 732 contacts → | ||||
Exact match “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 440 contacts → | ||||
Exact match “We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 437 contacts → | ||||
Exact match “Welcome to Safra National Bank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 400 contacts → | ||||
Exact match “Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above, a commitment to redefining excellence and continuously striving for more.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 313 contacts → | ||||
Exact match “Encore Bank is a private, boutique bank with a commercial focus that couples highly experienced and talented bankers with innovative technology to offer unprecedented levels of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 299 contacts → | ||||
Exact match “Vantage Bank is a $5 billion asset financial institution that serves businesses, families, and financial institutions from its diverse set of locations across Texas.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 276 contacts → | ||||
Exact match “Cambridge Trust has merged with Eastern Bank.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 235 contacts → | ||||
Exact match “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 206 contacts → | ||||
Exact match “Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 198 contacts → | ||||
Exact match “A client-first culture.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 167 contacts → | ||||
Exact match “28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 159 contacts → | ||||
Exact match “AI-Native Private Banking for Business Owners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 145 contacts → | ||||
Exact match “Líder global en el desarrollo de software, dedicado a la optimización de los procesos de negocios para el sector bancario.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 132 contacts → | ||||
Exact match “ProfitStars is a leading software, solution, and technology innovator.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 120 contacts → | ||||
Exact match “Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 100 contacts → | ||||
Exact match “Since INSBANK has offered its clients highly personalized service provided by experienced relationship managers, while positioning itself as an innovator, utilizing technologies…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 97 contacts → | ||||
Exact match “Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 97 contacts → | ||||
Exact match “Effectively managing significant wealth involves more than traditional approaches.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 96 contacts → | ||||
Exact match “ASI provides advanced, scalable core banking solutions designed for efficiency, security and growth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 90 contacts → | ||||
Exact match “FPS GOLD is committed to providing superior banking software.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 85 contacts → | ||||
Exact match “Sopra Steria” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 81 contacts → | ||||
Exact match “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded in the RevenueBase company graph · Nov 6, 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 “private banking technology providers”. 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 160 private banking technology providers based in the United States
See the full list, filter by size, metro and specialty, and access 5,448 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Private banking technology providers based in the United States at a glance
As of Nov 6, 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 160 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 “private banking technology providers” 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 5,448 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 6, 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 “private banking technology providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many private banking technology providers are there based in the United States?
RevenueBase identified 160 company matches for private banking technology providers 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?
FIS tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most private banking technology providers?
New York leads with 15 company records, followed by Miami (11) and San Francisco (5).
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 5,448 professional contacts with verified work emails tracked across these 160 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 160 private banking technology providers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Private banking technology providers by geography
- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France
- Private banking technology providers based in Germany
- Private banking technology providers based in India
- Private banking technology providers based in Italy
- Private banking technology providers based in Switzerland
- Private banking technology providers based in the United Arab Emirates
- Private banking technology providers based in the United Kingdom
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
- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France
Company intelligence · public preview
Top 25 private banking technology providers 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 160 matching company records for private banking technology providers based in the United States, with 17,994 tracked contacts and 5,448 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 6, 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 private banking technology providers 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 |  FISfisglobal.comHQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 3,483 contacts → |
“FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  DST Systemsssctech.comHQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bank Of America Private Bankprivatebank.bankofamerica.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,010 contacts → |
“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Confluenceconfluence.comHQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  First Western Trustmyfw.comHQ: Denver, CO, United StatesReported employees: 201-500 | Denver, CO, United States | 201-500 | Exact match | 440 contacts → |
“We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Safra National Banksafra.comHQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 437 contacts → |
“Welcome to Safra National Bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Citizens Private Bankcitizensbank.comHQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 400 contacts → |
“Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above, a commitment to redefining excellence and continuously striving for more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Encore Bankbankencore.comHQ: Little Rock, AR, United StatesReported employees: 201-500 | Little Rock, AR, United States | 201-500 | Exact match | 313 contacts → |
“Encore Bank is a private, boutique bank with a commercial focus that couples highly experienced and talented bankers with innovative technology to offer unprecedented levels of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Vantage Bankvantage.bankHQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 299 contacts → |
“Vantage Bank is a $5 billion asset financial institution that serves businesses, families, and financial institutions from its diverse set of locations across Texas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cambridge Trustcambridgetrust.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 276 contacts → |
“Cambridge Trust has merged with Eastern Bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fi-Tekfi-tek.comHQ: Edison, MI, United StatesReported employees: 201-500 | Edison, MI, United States | 201-500 | Exact match | 235 contacts → |
“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bankwellmybankwell.comHQ: New Canaan, CT, United StatesReported employees: 51-200 | New Canaan, CT, United States | 51-200 | Exact match | 206 contacts → |
“Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Flagstar Private Bankflagstar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 198 contacts → |
“A client-first culture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  28stone28stone.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 167 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Datapro, INCdatapromiami.comHQ: Coral Gables, FL, United StatesReported employees: 51-200 | Coral Gables, FL, United States | 51-200 | Exact match | 145 contacts → |
“Líder global en el desarrollo de software, dedicado a la optimización de los procesos de negocios para el sector bancario.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Profitstarsprofitstars.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 132 contacts → |
“ProfitStars is a leading software, solution, and technology innovator.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Cheetahcheetahinc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Insbankinsbank.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 100 contacts → |
“Since INSBANK has offered its clients highly personalized service provided by experienced relationship managers, while positioning itself as an innovator, utilizing technologies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Truxtontruxtontrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 97 contacts → |
“Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Fulton Private Bankfultonbank.comHQ: Lancaster, PA, United StatesReported employees: 1,001-5,000 | Lancaster, PA, United States | 1,001-5,000 | Exact match | 97 contacts → |
“Effectively managing significant wealth involves more than traditional approaches.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  ASIasiweb.comHQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 96 contacts → |
“ASI provides advanced, scalable core banking solutions designed for efficiency, security and growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  FPS Goldfpsgold.comHQ: Provo, UT, United StatesReported employees: 201-500 | Provo, UT, United States | 201-500 | Exact match | 90 contacts → |
“FPS GOLD is committed to providing superior banking software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Cassiopae IS NOW A Sopra Steria Companycassiopae.comHQ: Paris, United StatesReported employees: 501-1,000 | Paris, United States | 501-1,000 | Exact match | 85 contacts → |
“Sopra Steria” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  ETNAetnasoft.comHQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 160 company matches
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Private banking technology providers: dataset insights
November 6, 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
159 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 160 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 6, 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 ↗
Questions about this company list
What does Exact match mean for private banking technology providers?
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 private banking technology providers did RevenueBase find based in the United States?
The saved snapshot records 160 matching company records, 17,994 tracked contacts and 5,448 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 6, 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
Private banking technology providers by geography
- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France
- Private banking technology providers based in Germany
- Private banking technology providers based in India
- Private banking technology providers based in Italy
- Private banking technology providers based in Switzerland
- Private banking technology providers based in the United Arab Emirates
- Private banking technology providers based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 private banking technology providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-banking-technology-providers/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
- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France
Company intelligence · public preview
Top 25 private banking technology providers based in the United States
RevenueBase records 160 matching company records for private banking technology providers based in the United States, with 17,994 tracked contacts and 5,448 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 6, 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 private banking technology providers 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 | FISfisglobal.com HQ: Jacksonville, FL, United StatesReported employees: 10001+ | Jacksonville, FL, United States | 10001+ | Exact match | 3,483 contacts → |
“FIS stays ahead of how the world is evolving to power businesses, across merchants, banking and capital markets, to outpace today’s fast-changing competitive landscape and help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | DST Systemsssctech.com HQ: Windsor, CT, United StatesReported employees: 10001+ | Windsor, CT, United States | 10001+ | Exact match | 3,195 contacts → |
“DST Systems, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bank Of America Private Bankprivatebank.bankofamerica.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,010 contacts → |
“THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Confluenceconfluence.com HQ: Pittsburgh, PA, United StatesReported employees: 501-1,000 | Pittsburgh, PA, United States | 501-1,000 | Exact match | 732 contacts → |
“Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | First Western Trustmyfw.com HQ: Denver, CO, United StatesReported employees: 201-500 | Denver, CO, United States | 201-500 | Exact match | 440 contacts → |
“We are the trusted expert that wealth creators in the West turn to at every stage of their financial journey – bringing private banking sophistication, deep community roots, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Safra National Banksafra.com HQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 437 contacts → |
“Welcome to Safra National Bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Citizens Private Bankcitizensbank.com HQ: Providence, RI, United StatesReported employees: 10001+ | Providence, RI, United States | 10001+ | Exact match | 400 contacts → |
“Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above, a commitment to redefining excellence and continuously striving for more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Encore Bankbankencore.com HQ: Little Rock, AR, United StatesReported employees: 201-500 | Little Rock, AR, United States | 201-500 | Exact match | 313 contacts → |
“Encore Bank is a private, boutique bank with a commercial focus that couples highly experienced and talented bankers with innovative technology to offer unprecedented levels of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Vantage Bankvantage.bank HQ: San Antonio, TX, United StatesReported employees: 201-500 | San Antonio, TX, United States | 201-500 | Exact match | 299 contacts → |
“Vantage Bank is a $5 billion asset financial institution that serves businesses, families, and financial institutions from its diverse set of locations across Texas.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cambridge Trustcambridgetrust.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 276 contacts → |
“Cambridge Trust has merged with Eastern Bank.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fi-Tekfi-tek.com HQ: Edison, MI, United StatesReported employees: 201-500 | Edison, MI, United States | 201-500 | Exact match | 235 contacts → |
“Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bankwellmybankwell.com HQ: New Canaan, CT, United StatesReported employees: 51-200 | New Canaan, CT, United States | 51-200 | Exact match | 206 contacts → |
“Bankwell is a commercial bank with over $3 billion in assets, offering personalized and technologically-advanced banking solutions to privately owned businesses, their owners and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Flagstar Private Bankflagstar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 198 contacts → |
“A client-first culture.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 28stone28stone.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 167 contacts → |
“28Stone was founded in 2011 to deliver software that brings out the best in every client we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Datapro, INCdatapromiami.com HQ: Coral Gables, FL, United StatesReported employees: 51-200 | Coral Gables, FL, United States | 51-200 | Exact match | 145 contacts → |
“Líder global en el desarrollo de software, dedicado a la optimización de los procesos de negocios para el sector bancario.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Profitstarsprofitstars.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 132 contacts → |
“ProfitStars is a leading software, solution, and technology innovator.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Cheetahcheetahinc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 120 contacts → |
“Cheetah, a business unit of Accutech Systems Corp, provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Insbankinsbank.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 100 contacts → |
“Since INSBANK has offered its clients highly personalized service provided by experienced relationship managers, while positioning itself as an innovator, utilizing technologies…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Truxtontruxtontrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 97 contacts → |
“Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Fulton Private Bankfultonbank.com HQ: Lancaster, PA, United StatesReported employees: 1,001-5,000 | Lancaster, PA, United States | 1,001-5,000 | Exact match | 97 contacts → |
“Effectively managing significant wealth involves more than traditional approaches.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ASIasiweb.com HQ: Lincoln, NE, United StatesReported employees: 51-200 | Lincoln, NE, United States | 51-200 | Exact match | 96 contacts → |
“ASI provides advanced, scalable core banking solutions designed for efficiency, security and growth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | FPS Goldfpsgold.com HQ: Provo, UT, United StatesReported employees: 201-500 | Provo, UT, United States | 201-500 | Exact match | 90 contacts → |
“FPS GOLD is committed to providing superior banking software.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cassiopae IS NOW A Sopra Steria Companycassiopae.com HQ: Paris, United StatesReported employees: 501-1,000 | Paris, United States | 501-1,000 | Exact match | 85 contacts → |
“Sopra Steria” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | ETNAetnasoft.com HQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Private banking technology providers: dataset insights
November 6, 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
159 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 160 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 6, 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 ↗
Questions about this company list
What does Exact match mean for private banking technology providers?
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 private banking technology providers did RevenueBase find based in the United States?
The saved snapshot records 160 matching company records, 17,994 tracked contacts and 5,448 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 6, 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
Private banking technology providers by geography
- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France
- Private banking technology providers based in Germany
- Private banking technology providers based in India
- Private banking technology providers based in Italy
- Private banking technology providers based in Switzerland
- Private banking technology providers based in the United Arab Emirates
- Private banking technology providers based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 private banking technology providers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/private-banking-technology-providers/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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- Private banking technology providers based in Sao Paulo, Brazil
- Private banking technology providers based in Zurich, Switzerland
- Private banking technology providers based in London, United Kingdom
- Private banking technology providers based in Brazil
- Private banking technology providers based in Canada
- Private banking technology providers based in France