Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in the United States

Name: Ai-driven portfolio management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 1,335 companies tracked

RevenueBase identified 1,335 ai-driven portfolio management companies headquartered in the United States as of September 2026 and tracks 16,877 professional contacts across them, including 7,974 with verified work emails. New York is the largest hub.

This list covers ai-driven portfolio management companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

1,335Companies

16,877Contacts tracked

7,974Verified emails

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The 25 largest ai-driven portfolio management companies based in the United States

Ranked by team size

Top 25 of 1,335 ai-driven portfolio management companies based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	TWO Sigma	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	2,154 contacts →
	Partial evidence “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Source: RevenueBase Database · checked Sep 19, 2026
2	Squarepoint	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,979 contacts →
	Partial evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 19, 2026
3	Addepar	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,304 contacts →
	Partial evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 19, 2026
4	Advisor360	Partial evidence	Needham, MA, United StatesHQ checked Sep 19, 2026	501-1,000	603 contacts →
	Partial evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 19, 2026
5	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
6	73 Strings	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	300 contacts →
	Strong evidence “73 Strings is an award-winning agentic AI company transforming private capital operations through intelligent data extraction, portfolio monitoring, and valuation automation.” Source: RevenueBase Database · checked Sep 19, 2026
7	Trexquant Investment LP	Partial evidence	Stamford, CT, United StatesHQ checked Sep 19, 2026	51-200	201 contacts →
	Partial evidence “Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Source: RevenueBase Database · checked Sep 19, 2026
8	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 19, 2026	51-200	198 contacts →
	Indirect evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 19, 2026
9	TIFIN	Strong evidence	Boulder, CO, United StatesHQ checked Sep 19, 2026	51-200	195 contacts →
	Strong evidence “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Source: RevenueBase Database · checked Sep 19, 2026
10	Jump - Advisor AI	Partial evidence	Salt Lake City, UT, United StatesHQ checked Sep 19, 2026	201-500	180 contacts →
	Partial evidence “Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors.” Source: RevenueBase Database · checked Sep 19, 2026
11	Hebbia	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	157 contacts →
	Partial evidence “Hebbia is the leading AI platform for finance.” Source: RevenueBase Database · checked Sep 19, 2026
12	JMI Equity	Strong evidence	Washington, DC, United StatesHQ checked Sep 19, 2026	51-200	152 contacts →
	Strong evidence “Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth.” Source: RevenueBase Database · checked Sep 19, 2026
13	Fundguard	Partial evidence	Dedham, MA, United StatesHQ checked Sep 19, 2026	51-200	146 contacts →
	Partial evidence “FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…” Source: RevenueBase Database · checked Sep 19, 2026
14	Moatable	Partial evidence	Phoenix, AZ, United StatesHQ checked Sep 19, 2026	501-1,000	130 contacts →
	Partial evidence “Moatable designs AI-native products that amplify human insight and accelerate problem-solving-across every industry we touch.” Source: RevenueBase Database · checked Sep 19, 2026
15	Myvest	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	121 contacts →
	Partial evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 19, 2026
16	Arta Finance	Strong evidence	Mountain View, CA, United StatesHQ checked Sep 19, 2026	51-200	113 contacts →
	Strong evidence “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Source: RevenueBase Database · checked Sep 19, 2026
17	BEEM	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	102 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
18	VISE	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	99 contacts →
	Partial evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 19, 2026
19	Moment	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	89 contacts →
	Strong evidence “Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Source: RevenueBase Database · checked Sep 19, 2026
20	Signalfire	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	11-50	87 contacts →
	Indirect evidence “SignalFire is the first venture capital firm built like a technology company to better solve for the needs of founders.” Source: RevenueBase Database · checked Sep 19, 2026
21	Quantbot Technologies LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	84 contacts →
	Indirect evidence “Quantbot Technologies, LP is an investment adviser registered with the SEC.” Source: RevenueBase Database · checked Sep 19, 2026
22	GSR Ventures	Partial evidence	Menlo Park, CA, United StatesHQ checked Sep 19, 2026	11-50	80 contacts →
	Partial evidence “Founded in 2004, GSR Ventures is one of the world’s most successful early-stage venture firms, with over $3.7 billion under management.” Source: RevenueBase Database · checked Sep 19, 2026
23	Pennybacker	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	51-200	77 contacts →
	Indirect evidence “At Pennybacker, innovation is at the center of everything we do.” Source: RevenueBase Database · checked Sep 19, 2026
24	Jacobi	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 19, 2026	51-200	75 contacts →
	Strong evidence “Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.” Source: RevenueBase Database · checked Sep 19, 2026
25	Dasseti	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	72 contacts →
	Strong evidence “At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: ai-driven portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names ai-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 1,335 ai-driven portfolio management companies based in the United States

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Ai-driven portfolio management companies based in the United States at a glance

As of Sep 19, 2026

47.2%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

17.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

893

11-50

352

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 1,335 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “ai-driven portfolio management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names ai-driven portfolio management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among ai-driven portfolio management companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 7,974 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Ai-driven portfolio management companies by metro

Ai-driven portfolio management companies in New York234
Ai-driven portfolio management companies in San Francisco119
Ai-driven portfolio management companies in Chicago39
Ai-driven portfolio management companies in Miami38
Ai-driven portfolio management companies in Boston37
Ai-driven portfolio management companies in Los Angeles35
Ai-driven portfolio management companies in Austin33
Ai-driven portfolio management companies in New York City33

Frequently asked

What is RevenueBase Smart Search?

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

How many ai-driven portfolio management companies are there based in the United States?

RevenueBase identified 1,335 ai-driven portfolio management companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most ai-driven portfolio management companies?

New York leads with 234 headquartered companies, followed by San Francisco (119) and Chicago (39).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 7,974 verified decision-maker contacts tracked across these 1,335 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.