Company lists · Data refreshed September 2026
Top 25 Ai-driven portfolio management companies based in New York, United States
RevenueBase identified 267 company matches for ai-driven portfolio management companies associated with New York, United States as of September 2026 and tracks 8,613 professional contacts across them, including 4,950 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for ai-driven portfolio management companies associated with New York, 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 September 19, 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-driven portfolio management companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,154 contacts → | ||||
Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 1,979 contacts → | ||||
Exact match “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 1,304 contacts → | ||||
Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 434 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 300 contacts → | ||||
Exact match “73 Strings is an award-winning agentic AI company transforming private capital operations through intelligent data extraction, portfolio monitoring, and valuation automation.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 157 contacts → | ||||
Exact match “Hebbia is the leading AI platform for finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 99 contacts → | ||||
Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 89 contacts → | ||||
Exact match “Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 84 contacts → | ||||
Exact match “Quantbot Technologies, LP is an investment adviser registered with the SEC.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 72 contacts → | ||||
Exact match “At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 71 contacts → | ||||
Exact match “Superior data for decision-making.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 68 contacts → | ||||
Exact match “About Aiera Founded in 2018, Aiera is the leader in generative AI solutions for financial services professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 68 contacts → | ||||
Exact match “Quassar Capital is a New York–based investment firm founded in 2012, managing $23.6 billion in assets under a disciplined investment mandate focused on execution and performance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 53 contacts → | ||||
Exact match “Maiden Century sits at the confluence of asset management, alternative data and technology.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 45 contacts → | ||||
Exact match “Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 44 contacts → | ||||
Exact match “Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 36 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 35 contacts → | ||||
Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 35 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 33 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 · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “Daizy helps financial services organisations modernise and manage complex, regulated operations through intelligent orchestration and trusted generative AI.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Tornado AI is a strategic partner to financial institutions, scaling human-quality research and report generation with secure, customizable AI.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 22 contacts → | ||||
Exact match “Hanover Park vertically integrates fund administration, AI portfolio management, KPI collection and LP experience for finance and investment teams.” Recorded in the RevenueBase company graph · Sep 19, 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-driven portfolio management 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 267 ai-driven portfolio management companies based in New York, United States
See the full list, filter by size, metro and specialty, and access 4,950 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Ai-driven portfolio management companies based in New York, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.
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 New York, United States whose business descriptions match “ai-driven portfolio management 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 4,950 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 September 19, 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-driven portfolio management companies by metro in the United States
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-driven portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many ai-driven portfolio management companies are there based in New York, United States?
RevenueBase identified 267 company matches for ai-driven portfolio management companies associated with New York, United States as of September 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?
TWO Sigma tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most ai-driven portfolio management companies?
New York leads the United States with 267 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 4,950 professional contacts with verified work emails tracked across these 267 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 September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 267 ai-driven portfolio management companies based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Ai-driven portfolio management companies by geography
- Ai-driven portfolio management companies based in Sydney, Australia
- Ai-driven portfolio management companies based in Sao Paulo, Brazil
- Ai-driven portfolio management companies based in Toronto, Canada
- Ai-driven portfolio management companies based in Paris, France
- Ai-driven portfolio management companies based in Bangalore, India
- Ai-driven portfolio management companies based in Mumbai, India
- Ai-driven portfolio management companies based in Tel Aviv, Israel
- Ai-driven portfolio management companies based in Singapore, Singapore
- Ai-driven portfolio management companies based in Madrid, Spain
- Ai-driven portfolio management companies based in Zurich, Switzerland
- Ai-driven portfolio management companies based in Dubai, United Arab Emirates
- Ai-driven portfolio management companies based in London, United Kingdom
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Ai-driven portfolio management companies based in Sydney, Australia
- Ai-driven portfolio management companies based in Sao Paulo, Brazil
- Ai-driven portfolio management companies based in Toronto, Canada
- Ai-driven portfolio management companies based in Paris, France
- Ai-driven portfolio management companies based in Bangalore, India
- Ai-driven portfolio management companies based in Mumbai, India
Company intelligence · public preview
Top 25 ai-driven portfolio management companies based in New York, 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 267 matching company records for ai-driven portfolio management companies based in New York, United States, with 8,613 tracked contacts and 4,950 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: September 19, 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-driven portfolio management companies based in New York, 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Squarepointsquarepoint-capital.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,979 contacts → |
“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Addeparaddepar.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  73 Strings73strings.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 300 contacts → |
“73 Strings is an award-winning agentic AI company transforming private capital operations through intelligent data extraction, portfolio monitoring, and valuation automation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hebbiahebbia.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  VISEvise.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Momentmoment.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 89 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Quantbot Technologies LPquantbot.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Quantbot Technologies, LP is an investment adviser registered with the SEC.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Dassetidasseti.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Daloopa Private Limiteddaloopa.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 71 contacts → |
“Superior data for decision-making.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AIERAaiera.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 68 contacts → |
“About Aiera Founded in 2018, Aiera is the leader in generative AI solutions for financial services professionals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Quassar Capitaltheorg.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 68 contacts → |
“Quassar Capital is a New York–based investment firm founded in 2012, managing $23.6 billion in assets under a disciplined investment mandate focused on execution and performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Maiden Centurymaidencentury.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 53 contacts → |
“Maiden Century sits at the confluence of asset management, alternative data and technology.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  bigdata.combigdata.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 45 contacts → |
“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vatic Labsvaticlabs.aiHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Reflexivityreflexivity.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  LIMEXlimex.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  FP Alphafpalpha.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Autopilotjoinautopilot.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 19, 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 | 33 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  DAIZYnextmatter.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 25 contacts → |
“Daizy helps financial services organisations modernise and manage complex, regulated operations through intelligent orchestration and trusted generative AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Tornadoai.tornado.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Tornado AI is a strategic partner to financial institutions, scaling human-quality research and report generation with secure, customizable AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hanover Parkhanoverpark.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 22 contacts → |
“Hanover Park vertically integrates fund administration, AI portfolio management, KPI collection and LP experience for finance and investment teams.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 267 company matches
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Ai-driven portfolio management companies: dataset insights
September 19, 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
266 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.
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: September 19, 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-driven portfolio management companies by metro in the United States
Questions about this company list
What does Exact match mean for ai-driven portfolio management 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-driven portfolio management companies did RevenueBase find based in New York, United States?
The saved snapshot records 267 matching company records, 8,613 tracked contacts and 4,950 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: September 19, 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-driven portfolio management companies by geography
- Ai-driven portfolio management companies based in Sydney, Australia
- Ai-driven portfolio management companies based in Sao Paulo, Brazil
- Ai-driven portfolio management companies based in Toronto, Canada
- Ai-driven portfolio management companies based in Paris, France
- Ai-driven portfolio management companies based in Bangalore, India
- Ai-driven portfolio management companies based in Mumbai, India
- Ai-driven portfolio management companies based in Tel Aviv, Israel
- Ai-driven portfolio management companies based in Singapore, Singapore
- Ai-driven portfolio management companies based in Madrid, Spain
- Ai-driven portfolio management companies based in Zurich, Switzerland
- Ai-driven portfolio management companies based in Dubai, United Arab Emirates
- Ai-driven portfolio management companies based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 25 ai-driven portfolio management companies based in New York, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/ai-driven-portfolio-management-companies/united-states/new-york.
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-driven portfolio management companies based in Sydney, Australia
- Ai-driven portfolio management companies based in Sao Paulo, Brazil
- Ai-driven portfolio management companies based in Toronto, Canada
- Ai-driven portfolio management companies based in Paris, France
- Ai-driven portfolio management companies based in Bangalore, India
- Ai-driven portfolio management companies based in Mumbai, India
Company intelligence · public preview
Top 25 ai-driven portfolio management companies based in New York, United States
RevenueBase records 267 matching company records for ai-driven portfolio management companies based in New York, United States, with 8,613 tracked contacts and 4,950 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: September 19, 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-driven portfolio management companies based in New York, 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 | TWO Sigmatwosigma.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 2,154 contacts → |
“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Squarepointsquarepoint-capital.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,979 contacts → |
“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Addeparaddepar.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,304 contacts → |
“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 73 Strings73strings.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 300 contacts → |
“73 Strings is an award-winning agentic AI company transforming private capital operations through intelligent data extraction, portfolio monitoring, and valuation automation.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hebbiahebbia.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 157 contacts → |
“Hebbia is the leading AI platform for finance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | VISEvise.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Momentmoment.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 89 contacts → |
“Moment is the AI operating system for investment management, built for the world's largest wealth firms and fintechs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Quantbot Technologies LPquantbot.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 84 contacts → |
“Quantbot Technologies, LP is an investment adviser registered with the SEC.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Dassetidasseti.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“At Dasseti, our mission is to revolutionize investment data management by seamlessly integrating AI, automation, and human insight.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Daloopa Private Limiteddaloopa.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 71 contacts → |
“Superior data for decision-making.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AIERAaiera.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 68 contacts → |
“About Aiera Founded in 2018, Aiera is the leader in generative AI solutions for financial services professionals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Quassar Capitaltheorg.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 68 contacts → |
“Quassar Capital is a New York–based investment firm founded in 2012, managing $23.6 billion in assets under a disciplined investment mandate focused on execution and performance.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Maiden Centurymaidencentury.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 53 contacts → |
“Maiden Century sits at the confluence of asset management, alternative data and technology.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | bigdata.combigdata.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 45 contacts → |
“Bigdata.com is a trusted AI platform built by RavenPack to empower financial firms to build enterprise-grade AI systems with flexible, auditable APIs.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vatic Labsvaticlabs.ai HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Reflexivityreflexivity.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Designed for institutional investors, Reflexivity combines trusted data with explainable AI to surface insights - not noise.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | LIMEXlimex.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 36 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | FP Alphafpalpha.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Autopilotjoinautopilot.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 19, 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 | 33 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 · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | DAIZYnextmatter.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 25 contacts → |
“Daizy helps financial services organisations modernise and manage complex, regulated operations through intelligent orchestration and trusted generative AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Tornadoai.tornado.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 25 contacts → |
“Tornado AI is a strategic partner to financial institutions, scaling human-quality research and report generation with secure, customizable AI.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hanover Parkhanoverpark.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 22 contacts → |
“Hanover Park vertically integrates fund administration, AI portfolio management, KPI collection and LP experience for finance and investment teams.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 267 company matches
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Ai-driven portfolio management companies: dataset insights
September 19, 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
266 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.
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: September 19, 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-driven portfolio management companies by metro in the United States
Questions about this company list
What does Exact match mean for ai-driven portfolio management 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-driven portfolio management companies did RevenueBase find based in New York, United States?
The saved snapshot records 267 matching company records, 8,613 tracked contacts and 4,950 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: September 19, 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.
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Cite this list
RevenueBase Data Team. Top 25 ai-driven portfolio management companies based in New York, United States. Snapshot: September 19, 2026. https://revenuebase.ai/companies/ai-driven-portfolio-management-companies/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Ai-driven portfolio management companies based in Sydney, Australia
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