Company lists · Data refreshed October 2026
Top 25 AI crypto portfolio management software companies based in the United States
RevenueBase identified 528 company matches for AI crypto portfolio management software companies associated with the United States as of October 2026 and tracks 4,609 professional contacts across them, including 1,129 with verified work emails. New York is the largest hub.
This list covers company matches for AI crypto portfolio management software companies 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 October 20, 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 AI crypto portfolio management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 456 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 200 contacts → | ||||
Exact match “We're the world's first and most trusted cryptocurrency retirement platform.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 181 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 175 contacts → | ||||
Exact match “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 162 contacts → | ||||
Exact match “The world’s leading crypto wallet.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 150 contacts → | ||||
Exact match “Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 149 contacts → | ||||
Exact match “Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 147 contacts → | ||||
Exact match “Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 134 contacts → | ||||
Exact match “We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 101 contacts → | ||||
Exact match “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 71 contacts → | ||||
Exact match “The Voyager app offers a simple and secure way to invest in 100 cryptocurrencies, including Bitcoin, Ethereum, and the widest selection of altcoins in North America.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 60 contacts → | ||||
Exact match “Unleash the power of Blockchain AI with ChainGPT.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 56 contacts → | ||||
Exact match “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 54 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “Token Metrics is a cryptocurrency investment research platform that’s driven by machine learning and artificial intelligence.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 43 contacts → | ||||
Exact match “TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “A unique convergence of data science and innovative technologies is transforming every dimension of human activity.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 37 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 · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 30 contacts → | ||||
Exact match “Founded in 2015, Cindicator builds analytical and trading products for stocks and crypto based on ‘Hybrid Intelligence’, which combines data from thousands of users and AI.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 27 contacts → | ||||
Exact match “Raylu is the AI platform for private market investors, delivering bespoke financial AI that transforms diligence, deal sourcing, and decision-making.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 26 contacts → | ||||
Exact match “Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 24 contacts → | ||||
Exact match “MG Stover is an AI crypto infrastructure company specializing in institutional digital asset portfolio accounting and operations.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 23 contacts → | ||||
Exact match “ALTITUDE AI is an MCP AI Portfolio Intelligence Platform built for fintechs, wealth platforms, brokerages, RIAs, and investment apps that want to deliver an agentic client…” Recorded in the RevenueBase company graph · Oct 20, 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 “AI crypto portfolio management software companies”. 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 528 AI crypto portfolio management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 1,129 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI crypto portfolio management software companies based in the United States at a glance
As of Oct 20, 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 528 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 “AI crypto portfolio management software companies” 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 1,129 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 October 20, 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.
AI crypto portfolio management software companies by metro
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 “AI crypto portfolio management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI crypto portfolio management software companies are there based in the United States?
RevenueBase identified 528 company matches for AI crypto portfolio management software companies associated with the United States as of October 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?
Public tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI crypto portfolio management software companies?
New York leads with 87 company records, followed by San Francisco (48) and Miami (17).
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 1,129 professional contacts with verified work emails tracked across these 528 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 528 AI crypto portfolio management software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
AI crypto portfolio management software companies by geography
- AI crypto portfolio management software companies based in Toronto, Canada
- AI crypto portfolio management software companies based in Paris, France
- AI crypto portfolio management software companies based in Singapore, Singapore
- AI crypto portfolio management software companies based in Dubai, United Arab Emirates
- AI crypto portfolio management software companies based in London, United Kingdom
- AI crypto portfolio management software companies based in New York, United States
- AI crypto portfolio management software companies based in San Francisco, United States
- AI crypto portfolio management software companies based in Australia
- AI crypto portfolio management software companies based in Brazil
- AI crypto portfolio management software companies based in Canada
- AI crypto portfolio management software companies based in France
- AI crypto portfolio management software companies based in Germany
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
- AI crypto portfolio management software companies based in Toronto, Canada
- AI crypto portfolio management software companies based in Paris, France
- AI crypto portfolio management software companies based in Singapore, Singapore
- AI crypto portfolio management software companies based in Dubai, United Arab Emirates
- AI crypto portfolio management software companies based in London, United Kingdom
- AI crypto portfolio management software companies based in New York, United States
Company intelligence · public preview
Top 25 AI crypto portfolio management software companies 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 528 matching company records for AI crypto portfolio management software companies based in the United States, with 4,609 tracked contacts and 1,129 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: October 20, 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 AI crypto portfolio management software companies 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 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bitcoinirabitcoinira.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 200 contacts → |
“We're the world's first and most trusted cryptocurrency retirement platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Blockfiblockfi.comHQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 175 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Metamaskmetamask.ioHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 162 contacts → |
“The world’s leading crypto wallet.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Grayscale Investmentsgrayscale.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 150 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mudrexmudrex.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 149 contacts → |
“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 147 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cointrackercointracker.ioHQ: Remote First, United StatesReported employees: 51-200 | Remote First, United States | 51-200 | Exact match | 134 contacts → |
“We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BEEMtrybeem.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 101 contacts → |
“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Voyagerinvestvoyager.comHQ: Jersey City, United StatesReported employees: 51-200 | Jersey City, United States | 51-200 | Exact match | 71 contacts → |
“The Voyager app offers a simple and secure way to invest in 100 cryptocurrencies, including Bitcoin, Ethereum, and the widest selection of altcoins in North America.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Chaingptchaingpt.orgHQ: DE, United StatesReported employees: 51-200 | DE, United States | 51-200 | Exact match | 60 contacts → |
“Unleash the power of Blockchain AI with ChainGPT.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  ARCAar.caHQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 58 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Quantumstreet AIquantumstreetai.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Token Metricstokenmetrics.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 50 contacts → |
“Token Metrics is a cryptocurrency investment research platform that’s driven by machine learning and artificial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tappenginetappengine.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 43 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Matricsmatrics.ioHQ: NY, United StatesReported employees: 11-50 | NY, United States | 11-50 | Exact match | 39 contacts → |
“A unique convergence of data science and innovative technologies is transforming every dimension of human activity.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Nirvana Systemsnirvanasystems.comHQ: Austin, United StatesReported employees: 11-50 | Austin, United States | 11-50 | Exact match | 38 contacts → |
“Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  LIMEXlimex.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Limex was founded by former Wall Street quantitative researchers to address the significant infrastructure gap between institutional and retail trading capabilities.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cindicatorcindicator.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 30 contacts → |
“Founded in 2015, Cindicator builds analytical and trading products for stocks and crypto based on ‘Hybrid Intelligence’, which combines data from thousands of users and AI.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | RAYLUraylu.ai HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 27 contacts → |
“Raylu is the AI platform for private market investors, delivering bespoke financial AI that transforms diligence, deal sourcing, and decision-making.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Blockhouseblockhouse.appHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  MG Stover LLCmgstover.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 24 contacts → |
“MG Stover is an AI crypto infrastructure company specializing in institutional digital asset portfolio accounting and operations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Allio Capitalalliocapital.comHQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 23 contacts → |
“ALTITUDE AI is an MCP AI Portfolio Intelligence Platform built for fintechs, wealth platforms, brokerages, RIAs, and investment apps that want to deliver an agentic client…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 528 company matches
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AI crypto portfolio management software companies: dataset insights
October 20, 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
528 records in the displayed employee bands.
0 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 528 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: October 20, 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 ↗
AI crypto portfolio management software companies by metro
Questions about this company list
What does Exact match mean for AI crypto portfolio management software companies?
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 AI crypto portfolio management software companies did RevenueBase find based in the United States?
The saved snapshot records 528 matching company records, 4,609 tracked contacts and 1,129 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: October 20, 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
AI crypto portfolio management software companies by geography
- AI crypto portfolio management software companies based in Toronto, Canada
- AI crypto portfolio management software companies based in Paris, France
- AI crypto portfolio management software companies based in Singapore, Singapore
- AI crypto portfolio management software companies based in Dubai, United Arab Emirates
- AI crypto portfolio management software companies based in London, United Kingdom
- AI crypto portfolio management software companies based in New York, United States
- AI crypto portfolio management software companies based in San Francisco, United States
- AI crypto portfolio management software companies based in Australia
- AI crypto portfolio management software companies based in Brazil
- AI crypto portfolio management software companies based in Canada
- AI crypto portfolio management software companies based in France
- AI crypto portfolio management software companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 AI crypto portfolio management software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/ai-crypto-portfolio-management-software-companies/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
- AI crypto portfolio management software companies based in Toronto, Canada
- AI crypto portfolio management software companies based in Paris, France
- AI crypto portfolio management software companies based in Singapore, Singapore
- AI crypto portfolio management software companies based in Dubai, United Arab Emirates
- AI crypto portfolio management software companies based in London, United Kingdom
- AI crypto portfolio management software companies based in New York, United States
Company intelligence · public preview
Top 25 AI crypto portfolio management software companies based in the United States
RevenueBase records 528 matching company records for AI crypto portfolio management software companies based in the United States, with 4,609 tracked contacts and 1,129 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: October 20, 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 AI crypto portfolio management software companies 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 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 456 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bitcoinirabitcoinira.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 200 contacts → |
“We're the world's first and most trusted cryptocurrency retirement platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 181 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Blockfiblockfi.com HQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 175 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Metamaskmetamask.io HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 162 contacts → |
“The world’s leading crypto wallet.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Grayscale Investmentsgrayscale.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 150 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mudrexmudrex.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 149 contacts → |
“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 147 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cointrackercointracker.io HQ: Remote First, United StatesReported employees: 51-200 | Remote First, United States | 51-200 | Exact match | 134 contacts → |
“We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BEEMtrybeem.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 101 contacts → |
“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Voyagerinvestvoyager.com HQ: Jersey City, United StatesReported employees: 51-200 | Jersey City, United States | 51-200 | Exact match | 71 contacts → |
“The Voyager app offers a simple and secure way to invest in 100 cryptocurrencies, including Bitcoin, Ethereum, and the widest selection of altcoins in North America.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Chaingptchaingpt.org HQ: DE, United StatesReported employees: 51-200 | DE, United States | 51-200 | Exact match | 60 contacts → |
“Unleash the power of Blockchain AI with ChainGPT.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | ARCAar.ca HQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 58 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Quantumstreet AIquantumstreetai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Token Metricstokenmetrics.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 50 contacts → |
“Token Metrics is a cryptocurrency investment research platform that’s driven by machine learning and artificial intelligence.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tappenginetappengine.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 43 contacts → |
“TAPP Engine provides enterprise-grade infrastructure for wealth, brokerage, cash management, and digital assets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Matricsmatrics.io HQ: NY, United StatesReported employees: 11-50 | NY, United States | 11-50 | Exact match | 39 contacts → |
“A unique convergence of data science and innovative technologies is transforming every dimension of human activity.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Nirvana Systemsnirvanasystems.com HQ: Austin, United StatesReported employees: 11-50 | Austin, United States | 11-50 | Exact match | 38 contacts → |
“Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | LIMEXlimex.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 37 contacts → |
“Limex was founded by former Wall Street quantitative researchers to address the significant infrastructure gap between institutional and retail trading capabilities.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cindicatorcindicator.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 30 contacts → |
“Founded in 2015, Cindicator builds analytical and trading products for stocks and crypto based on ‘Hybrid Intelligence’, which combines data from thousands of users and AI.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | RAYLUraylu.ai HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 27 contacts → |
“Raylu is the AI platform for private market investors, delivering bespoke financial AI that transforms diligence, deal sourcing, and decision-making.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Blockhouseblockhouse.app HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 26 contacts → |
“Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | MG Stover LLCmgstover.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 24 contacts → |
“MG Stover is an AI crypto infrastructure company specializing in institutional digital asset portfolio accounting and operations.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Allio Capitalalliocapital.com HQ: Seattle, WA, United StatesReported employees: 11-50 | Seattle, WA, United States | 11-50 | Exact match | 23 contacts → |
“ALTITUDE AI is an MCP AI Portfolio Intelligence Platform built for fintechs, wealth platforms, brokerages, RIAs, and investment apps that want to deliver an agentic client…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 528 company matches
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AI crypto portfolio management software companies: dataset insights
October 20, 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
528 records in the displayed employee bands.
0 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 528 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: October 20, 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 ↗
AI crypto portfolio management software companies by metro
Questions about this company list
What does Exact match mean for AI crypto portfolio management software companies?
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 AI crypto portfolio management software companies did RevenueBase find based in the United States?
The saved snapshot records 528 matching company records, 4,609 tracked contacts and 1,129 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: October 20, 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
AI crypto portfolio management software companies by geography
- AI crypto portfolio management software companies based in Toronto, Canada
- AI crypto portfolio management software companies based in Paris, France
- AI crypto portfolio management software companies based in Singapore, Singapore
- AI crypto portfolio management software companies based in Dubai, United Arab Emirates
- AI crypto portfolio management software companies based in London, United Kingdom
- AI crypto portfolio management software companies based in New York, United States
- AI crypto portfolio management software companies based in San Francisco, United States
- AI crypto portfolio management software companies based in Australia
- AI crypto portfolio management software companies based in Brazil
- AI crypto portfolio management software companies based in Canada
- AI crypto portfolio management software companies based in France
- AI crypto portfolio management software companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 AI crypto portfolio management software companies based in the United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/ai-crypto-portfolio-management-software-companies/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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