> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/united-states/financial-services/

# Financial services firms in the United States

Larger financial services firms headquartered in the United States: who they are, what they run and how to reach their people.

By Enrich.chat Editorial. Updated October 21, 2026.

**Short answer:** Larger financial services firms headquartered in the United States include Empower, J.P. Morgan, Citi, Wells Fargo and Morgan Stanley. Below are the tools that stand out, where they are based and how big they are.

## Which financial services firms are headquartered in the United States?

They include Empower, J.P. Morgan, Citi, Wells Fargo and Morgan Stanley. The table lists a selection in alphabetical order; names link to company profiles.

| Company | Size | Tools detected |
| --- | --- | --- |
| [American Express](https://enrich.chat/company/american-express/) | 50,000 to 100,000 | 28 |
| [BlackRock](https://enrich.chat/company/blackrock/) | 25,000 to 50,000 | 58 |
| [BNY Mellon](https://enrich.chat/company/bny-mellon/) | 50,000 to 100,000 | 51 |
| [Capital One Financial](https://enrich.chat/company/capital-one-financial/) | 50,000 to 100,000 | 19 |
| [Charles Schwab](https://enrich.chat/company/charles-schwab/) | 25,000 to 50,000 | 26 |
| [Citi](https://enrich.chat/company/citi/) | 100,000+ | 33 |
| [Edward Jones](https://enrich.chat/company/edward-jones/) | 50,000 to 100,000 | 51 |
| [Empower](https://enrich.chat/company/empower/) | 100,000+ | 50 |
| [Fidelity](https://enrich.chat/company/fidelity/) | 50,000 to 100,000 | 20 |
| [Globalpayments](https://enrich.chat/company/globalpayments/) | 10,000 to 25,000 | 7 |
| [Goldman Sachs](https://enrich.chat/company/goldman-sachs/) | 50,000 to 100,000 | 45 |
| [J.P. Morgan](https://enrich.chat/company/j-p-morgan/) | 100,000+ | 70 |
| [Kpmg Us](https://enrich.chat/company/kpmg-us/) | 50,000 to 100,000 | 103 |
| [M&T Bank](https://enrich.chat/company/mandt-bank/) | 25,000 to 50,000 | 27 |
| [Morgan Stanley](https://enrich.chat/company/morgan-stanley/) | 50,000 to 100,000 | 16 |
| [Nationwide Financial](https://enrich.chat/company/nationwide-financial/) | 25,000 to 50,000 | 60 |
| [Navy Federal Credit Union](https://enrich.chat/company/navy-federal-credit-union/) | 25,000 to 50,000 | 42 |
| [New York Life](https://enrich.chat/company/new-york-life/) | 25,000 to 50,000 | 61 |
| [Northern Trust](https://enrich.chat/company/northern-trust/) | 25,000 to 50,000 | 20 |
| [Northwestern Mutual](https://enrich.chat/company/northwestern-mutual/) | 25,000 to 50,000 | 51 |
| [PNC Financial Services Group](https://enrich.chat/company/pnc-financial-services-group/) | 50,000 to 100,000 | 11 |
| Prudential | 25,000 to 50,000 | 55 |
| [S&P Global](https://enrich.chat/company/sandp-global/) | 25,000 to 50,000 | 127 |
| [State Street](https://enrich.chat/company/state-street/) | 25,000 to 50,000 | 38 |
| [The Vanguard Group](https://enrich.chat/company/the-vanguard-group/) | 25,000 to 50,000 | 67 |
| [Truist](https://enrich.chat/company/truist/) | 25,000 to 50,000 | 67 |
| [TSYS](https://enrich.chat/company/tsys/) | 25,000 to 50,000 | 10 |
| [USAA](https://enrich.chat/company/usaa/) | 25,000 to 50,000 | 35 |
| [Wells Fargo](https://enrich.chat/company/wells-fargo/) | 100,000+ | 15 |
| [World Financial Group (WFG)](https://enrich.chat/company/world-financial-group-wfg/) | 25,000 to 50,000 | 11 |

## What technology do financial services firms in the United States use?

These tools stand out among them: each is detected more often here than across all the organizations listed. The tick on each bar marks that wider average.

**Figure: Tools that stand out among financial services firms in United States.** Bars for the share of listed financial services firms in United States where each tool was detected, with a tick for the share across everything listed: Adobe Marketing Cloud 30% against 10%, Workday Recruiting 28% against 10%, Qualtrics 21% against 7%, Adobe Analytics (Omniture) 19% against 6%, ON24 18% against 4%, ExactTarget (Salesforce Marketing Cloud) 14% against 5%.

*Share of listed financial services firms in the United States where each tool was detected. The tick marks the share across all listed organizations.*

## Where in the United States are they based?

The bars show the headquarters city of the listed financial services firms.

**Figure: Headquarters cities of financial services firms in United States.** Bars for the share of listed financial services firms in United States headquartered in each city: New York 17%, Chicago 4%, Atlanta 4%, San Francisco 3%, Charlotte 2%, Dallas 2%.

*Share of listed financial services firms in the United States by headquarters city.*

## How big are financial services firms in the United States?

The columns show how they spread across six size ranges.

**Figure: Size of financial services firms in United States.** Six columns for the share of listed financial services firms in United States in each size range: 2-5K 45%, 5-10K 25%, 10-25K 17%, 25-50K 7%, 50-100K 4%, 100K+ 2%.

*Share of listed financial services firms in the United States in each size range.*

## More to explore

Other industries in the United States:

[Hospitals and health care](https://enrich.chat/companies-in/united-states/hospitals-and-health-care/)[Information technology and services](https://enrich.chat/companies-in/united-states/information-technology-and-services/)[Retail](https://enrich.chat/companies-in/united-states/retail/)[Higher education](https://enrich.chat/companies-in/united-states/higher-education/)[Government administration](https://enrich.chat/companies-in/united-states/government-administration/)[Insurance](https://enrich.chat/companies-in/united-states/insurance/)[Restaurants](https://enrich.chat/companies-in/united-states/restaurants/)[Mechanical or industrial engineering](https://enrich.chat/companies-in/united-states/mechanical-or-industrial-engineering/)[Real estate](https://enrich.chat/companies-in/united-states/real-estate/)[Automotive](https://enrich.chat/companies-in/united-states/automotive/)[All of United States](https://enrich.chat/companies-in/united-states/)

Financial services elsewhere:

[India](https://enrich.chat/companies-in/india/financial-services/)[United Kingdom](https://enrich.chat/companies-in/united-kingdom/financial-services/)[New York](https://enrich.chat/companies-in/new-york/financial-services/)[Brazil](https://enrich.chat/companies-in/brazil/financial-services/)[California](https://enrich.chat/companies-in/california/financial-services/)[Texas](https://enrich.chat/companies-in/texas/financial-services/)[South Africa](https://enrich.chat/companies-in/south-africa/financial-services/)[Canada](https://enrich.chat/companies-in/canada/financial-services/)[France](https://enrich.chat/companies-in/france/financial-services/)[Australia](https://enrich.chat/companies-in/australia/financial-services/)[Financial services](https://enrich.chat/industries/financial-services/)

## How do you reach CFOs, CIOs and heads of digital banking at financial services firms in the United States?

Pick an organization from the table, then ask your AI agent for the people in the roles you sell to.

```text
Use www.enrich.chat to find CFOs, CIOs and heads of digital banking at [company] in the United States, with titles and verified work emails
```

## Frequently asked questions

### Which financial services firms are headquartered in the United States?

They include Empower, J.P. Morgan, Citi, Wells Fargo and Morgan Stanley. The page lists a selection with links to their profiles.

### What technology do financial services firms in the United States use?

Tools that stand out include Adobe Marketing Cloud, Workday Recruiting, Qualtrics and Adobe Analytics (Omniture).

### How big are financial services firms in the United States?

They range from about 2,000 employees to well over 100,000. The columns on this page show the spread.

### Who do you sell to?

Usually CFOs, CIOs and heads of digital banking. Ask your AI agent to use www.enrich.chat to find them with verified work emails.

## Try this prompt

Find CFOs, CIOs and heads of digital banking

```text
Use www.enrich.chat to find CFOs, CIOs and heads of digital banking at [company] in the United States, with titles and verified work emails
```

## Related

- [Companies using a technology](https://enrich.chat/companies-using/)
- [Hospitals and health systems in the United States](https://enrich.chat/companies-in/united-states/hospitals-and-health-care/)
- [Software and technology services companies in the United States](https://enrich.chat/companies-in/united-states/information-technology-and-services/)
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- [Financial services firms in the United Kingdom](https://enrich.chat/companies-in/united-kingdom/financial-services/)
- [Financial services firms in New York](https://enrich.chat/companies-in/new-york/financial-services/)
- [Financial services firms in Brazil](https://enrich.chat/companies-in/brazil/financial-services/)
- [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)
