Financial Services directory

FinTech Startups, Banks, and Wealth Managers, Profiled by AI

Kustiq profiles financial services companies in a median of 47s from real-time web signals: vertical, segment, churn risk band, and SMTP-verified contacts. From $0.20 per profile.

What counts as financial services

Kustiq classifies financial services into FinTech startups, traditional banks, wealth and asset managers, and payments processors. Every profile cites the public evidence behind the segment call, so the classification is auditable and reproducible from the same web signals an analyst would read by hand.

financial servicescompanies · freshest first

Crypto Market Maker & Liquidity Provider for Token Projects and Exchanges logo

Crypto Market Maker & Liquidity Provider for Token Projects and Exchanges

empirica.io

We are market makers who combine traditional finance experience with crypto-native solutions, maintaining strong liquidity KPIs even in volatile markets.

FinServFinTech

11-50 · Wrocław, Woj

EFTlab logo

EFTlab

eftlab.com

Helping financial institutions adapt to the dynamic electronic payments environment of today, tomorrow and beyond by providing them with the confidence to move quicker, be more flexible and stay secure.

FinServPayments/Processing

51-200 · Hungary, Miklos oversees our European accounts

Drivetrain logo

Drivetrain

drivetrain.ai

Company. About UsOur CustomersDrive AIAI ManifestoWhy DrivetrainPartners ... © 2026 Drivetrain AI, Inc. All rights reserved. Terms of ServicePrivacy ...

FinServFinTech

51-200

Digits logo

Digits

digits.com

Digits is AI-native accounting software with 24/7 automated bookkeeping, real-time financials, AI Bill Pay, and invoicing. Free trial.

FinServFinTech

51-200

Dfns logo

Dfns

dfns.co

A great tech company once said “no one loves process, they drive talent out”. ... press@dfns.co. Job inquiry. jobs@dfns.co. Secure the present. Build the future ...

FinServFinTech

11-50 · 2020

Curis Financial Credit Union logo

Curis Financial Credit Union

curisfinancial.org

Unlock your financial future with Curis Financial Credit Union! Get competitive rates on auto, personal, and mortgage loans—fast approvals, easy terms!

FinServTraditional Banking/Insurance

11-50

Wealth Management logo

Wealth Management

creativeplanning.com

We strive to provide award-winning wealth management and financial planning services to a diverse range of investors. Meet a Creative Planning advisor near you.

FinServWealth Management

1001-5000 · 1983

Debt Collection & Recovery Services logo

Debt Collection & Recovery Services

commercialcollection.com

At Commercial Collection Corporation of NY, we provide debt collection and recovery services for businesses throughout the country. Contact us today!

FinServOutsourced Services

51-200 · 1962

Commonsllc logo

Commonsllc

commonsllc.com

info@commonsllc.com. Menu. Home · About · Services · Contact · More Templates. More ... Founded in 2009, the firm is headquartered in Needham, Massachusetts and ...

FinServWealth Management

1-10 · Needham, Massachusetts and · 2009

Coin Ledger, Inc. logo

Coin Ledger, Inc.

coinledger.io

Calculate Your Crypto Taxes in 20 Minutes. Instant Crypto Tax Forms. Support For All Exchanges, NFTs, DeFi, and 10,000+ Cryptocurrencies.

FinServFinTech

11-50 · 2017

Clockwork logo

Clockwork

clockwork.ai

Clockwork combines the power of AI with the logic of true FP&A, giving founders and finance teams instant clarity, real-time forecasting, and answers you can ...

FinServFinTech

clockwork.ai

Swap Crypto Instantly—Exchange Cryptocurrency with Lowest Fees on ChangeHero logo

Swap Crypto Instantly—Exchange Cryptocurrency with Lowest Fees on ChangeHero

changehero.io

Fast and secure cryptocurrency exchange for 300+ digital assets with low fees ➤ 24/7 support ➤ Swap crypto with the BEST exchange rates on ChangeHero

FinServFinTech

11-50 · 2017

Business Quant logo

Business Quant

businessquant.com

Access financial data, KPI data and powerful tools to research stocks and industry trends. Your powerful stock research platform.

FinServFinTech

11-50 · Gurgaon, Haryana · 2014

Bulman Wealth Group logo

Bulman Wealth Group

bulmanwealth.com

An experienced team of advisors serving individuals and families looking to build sustainable wealth in Northern and Southern California.

FinServWealth Management

11-50 · 2005

Bullpen logo

Bullpen

bullpen.fi

Bullpen is the all-in-one crypto app for trading tokens, perps, and prediction markets. Social trading built for discovery and competition.

FinServFinTech

11-50

Bpcbt logo

Bpcbt

bpcbt.com

www.bpcbt.com · Consulting · E-Commerce · Financial Services · FinTech · Information ... Founded in 1996, BPC has transformed over the years to deliver ...

FinServPayments/Processing

1001-5000 · Switzerland, we serve customers across Europe · 1996

Oodles Blockchain logo

Oodles Blockchain

blockchain.oodles.io

Partner with Oodles, a top blockchain development company, for dApps, DeFi, NFTs, and smart contracts. Scalable, secure, and tailored for your business.

FinServFinTech

201-500

Bitbond logo

Bitbond

bitbond.com

Year Founded. 2013. Year Founded. Status. Private. Employees. 12. Employees ... bitbond.com. Formerly Known As. CreditSix Marketplace GmbH. Ownership Status.

FinServFinTech

11-50 · 2013

Billsby logo

Billsby

billsby.com

Year Founded. 2015. Year Founded. Status. Private. Employees. 18. Employees. Latest ... billsby.com. Ownership Status. Privately Held (backing). Financing Status.

FinServFinTech

billsby.com

Business Banking & Personal Banking logo

Business Banking & Personal Banking

bankwithchoice.com

At Choice Bank, banking is guided by a "People First" approach, that is reflected in our leadership, decisions, and relationships with our customers. From banking to insurance, and succession planning to employee benefits, we focus on building strong relationships with our clients by giving them qui

FinServTraditional Banking/Insurance

501-1000 · 1996

Backbase logo

Backbase

backbase.com

About Backbase · Private · Debt Financing · Amsterdam, Noord-Holland, The Netherlands · 1001-5000 · www.backbase.com.

FinServFinTech

1001-5000 · in Atlanta and Singapore, and offices · 2003

Document Moved logo

Document Moved

americanheritagecu.org

Founded in 1948, American Heritage. Credit Union is ... For more information about American Heritage Credit Union, please visit www.americanheritagecu.org.

FinServTraditional Banking/Insurance

501-1000 · 1948

Litigation Finance Company logo

Litigation Finance Company

amicuscapitalgroup.com

Amicus Capital Group, LLC is a litigation finance company. We provide funding for the cost of developing cases. Call us.

FinServFinTech

1-10

The Complete Toolbox for Investors logo

The Complete Toolbox for Investors

alpha.finbox.com

Through our partnership with Standard & Poors Market Intelligence, the gold-standard of data providers, we now cover over 60,000 companies globally. Millions of ...

FinServFinTech

alpha.finbox.com

Alphalog logo

Alphalog

alphalog.ai

Experience the future of financial insights with AlphaLog. Smart, simple, and designed to help you make better investment decisions.

FinServFinTech

Louisville, Kentucky

Advisorkhoj logo

Advisorkhoj

advisorkhoj.com

GameChanger Business Services owns the brand www.advisorkhoj.com which is an online resource for finding a financial advisor in India. Through this website ...

FinServFinTech

51-200

Adamsstreetpartners logo

Adamsstreetpartners

adamsstreetpartners.com

About us ; Website: https://www.adamsstreetpartners.com/. External link for Adams Street Partners ; Industry: Venture Capital and Private Equity Principals.

FinServWealth Management

adamsstreetpartners.com

Buy & Sell Profitable Online Businesses logo

Buy & Sell Profitable Online Businesses

acquire.com

Buy or sell a profitable online business in as little as 90 days. 500k+ qualified buyers, 1,000s of vetted listings. M&A advisory, legal help, escrow, & more.

FinServFinTech

51-200

Your flexible & secure Bank Integration Solution logo

Your flexible & secure Bank Integration Solution

accesspay.com

AccessPay is the UK’s leading payment automation & data transformation platform for the Office of the CFO and Treasury teams.

FinServFinTech

51-200 · 2001

Boost Health Insurance logo

Boost Health Insurance

healthplantoday.com
FinServTraditional Banking/Insurance

healthplantoday.com

Open Banking Tracker logo

Open Banking Tracker

openbankingtracker.com

50,000+ banks & APIs in the US, UK, EU and 100+ countries. Open Banking Tracker: Plaid, TrueLayer, GoCardless coverage, CFPB 1033, FCA, PSD2. Developer...

FinServFinTech

openbankingtracker.com

Mypos logo

Mypos

mypos.com

myPOS provides integrated and affordable payment solutions, changing the way businesses accept card payments across all channels.

FinServPayments/Processing

201-500 · London, England · 2010

Medmal logo

Medmal

medmal.diederichinsurance.com

Expanding upon the business established in 1949, Richard M. Diederich focused early on specializing in medical malpractice insurance placement.

FinServTraditional Banking/Insurance

in Marion, Illinois and seven offices · 1949

Localpayment by Aleph logo

Localpayment by Aleph

localpayment.com

Building trust, one transaction at a time.

FinServPayments/Processing

51-200

Kubera logo

Kubera

kubera.com

Kubera is a balance sheet for people who manage their own wealth. It costs $249 a year. The price is the same whether you have $250,000 or $2.5 billion, because ...

FinServWealth Management

Palo Alto, California

Kinsmith Finance logo

Kinsmith Finance

kinsmithloans.com

Installment loans ranging from $200 to $1,300. Building long-term relationships for over 80 years!

FinServTraditional Banking/Insurance

201-500

Justetf logo

Justetf

justetf.com

The company's portal offers ETF and portfolio comparisons and displays articles ... justetf.com. Ownership Status. Acquired/Merged (Operating Subsidiary).

FinServFinTech

2024

跨境汇款_国际汇款资讯与帮助_熊猫速汇新闻中心 logo

跨境汇款_国际汇款资讯与帮助_熊猫速汇新闻中心

item.pandaremit.com

How to use Alipay to receive money? Tutorial on using Alipay to receive money:https://item.pandaremit.com/article/885.html. Can I send money to someone ...

FinServPayments/Processing

item.pandaremit.com

Highalpha logo

Highalpha

highalpha.com

Founded in 2015, High Alpha is an Indiana-based investment firm that ... basketball image Website: www.highalpha.com. account icon. You are viewing a ...

FinServFinTech

2015

Happay logo

Happay

happay.com

Happay.com is an enterprise-grade travel, expense, and spend management platform that automates bookings, expense reporting, policy compliance, and analytics for smarter financial control and faster reimbursement.

FinServFinTech

201-500 · Bangalore, Karnataka

Gurufocus logo

Gurufocus

gurufocus.com

D. Founder and CEO at GuruFocus.com. Charlie Tian, Ph.D. is the creator of GuruFocus value screeners, strategies, and research tools, which benefit millions ...

FinServWealth Management

11-50

Growthcapadvisory logo

Growthcapadvisory

growthcapadvisory.com

... growthcapadvisory.com. OUR BUSINESS CONTINUITY PLAN. Our Business Continuity Plan addresses all areas affected by a business disruption of any type ...

FinServWealth Management

1-10 · 2015

Gpif logo

Gpif

gpif.go.jp

Company type, Independent Administrative Institution. Industry, Financial ... www.gpif.go.jp. Contents. 1 Governance; 2 Profile; 3 Collaboration; 4 See also; 5 ...

FinServWealth Management

gpif.go.jp

Gothematic logo

Gothematic

gothematic.com

Thematic is the AI-powered fundamental research platform. Integrated into the commercial API's of the latest LLM's, Thematic helps you instantly analyze all of the publicly available financials, news, earnings reports, and peer comps. Get insights into company fundamentals for informed investment d

FinServFinTech

1-10 · 2016

Holdings logo

Holdings

getholdings.com

Free business checking with 1.75% APY and built-in accounting. No fees, no minimums. FDIC insured up to $3M. Trusted by 1,000+ businesses. Open in minutes.

FinServFinTech

1-10

Getmoss logo

Getmoss

getmoss.com

getmoss.com/ · Accounting · Credit Cards · Financial Services · FinTech. Funding ... Lists Featuring This Company. Germany Companies With More Than 10 Employees ( ...

FinServFinTech

201-500

Automate donations and compliance for giving campaigns with Change logo

Automate donations and compliance for giving campaigns with Change

getchange.io

Change is the donations and compliance solution for businesses that want to give back. We help companies donate to great causes, comply with fast-moving state laws, and connect with 1.3 million nonprofits.

FinServFinTech

1-10 · 2020

Go deeper on financial services, beyond Cognism's recycled firmographics

Full profiles add SMTP-verified decision-makers, churn risk bands, buying signals, and the account tier we’d pitch into first, generated in a median of 47s from real-time web signals. 3 free profiles a week, no card.

Profile a FinServ Company Free

Financial Services directory: frequently asked questions

How does Kustiq classify Financial Services companies?
FinServ splits into FinTech startups, traditional banks, wealth and asset managers, and payments processors. Regulatory disclosures, charter type, and product surface area together drive the segment call.
What Financial Services-specific signals does Kustiq surface?
AUM bands, regulatory licenses (FCA, FINRA, FinCEN), banking-as-a-service partnerships, fraud and KYC vendor stack, and executive movement. Compliance staffing drops show up early in public job feeds and feed the churn engine as a leading signal.
Why use this directory over Cognism?
Cognism markets heavily into FinServ but recycles much of the same firmographic dataset. The directory classifies from real-time public signals and ships a churn risk band per account, with 3 free profiles a week before any payment.
How do I sync Financial Services companies to my CRM?
HubSpot handles FinServ profile sync directly. Compliance-conscious teams typically run the free tier first, then scale into Targeted Outreach where the 5-phase pipeline applies SMTP verification at $0.45 to $0.60 per prospect.

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