Company lists · Data refreshed September 2026
Top 25 AI investment advisory platforms based in New York, United States
RevenueBase identified 152 company matches for AI investment advisory platforms associated with New York, United States as of September 2026 and tracks 4,886 professional contacts across them, including 2,470 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for AI investment advisory platforms 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 27, 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 investment advisory platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 27, 2026 · View company records in RevenueBase | |||||
| 2 | 452 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 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 27, 2026 · View company records in RevenueBase | |||||
| 4 | 377 contacts → | ||||
Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 234 contacts → | ||||
Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Sep 27, 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 27, 2026 · View company records in RevenueBase | |||||
| 7 | 120 contacts → | ||||
Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 100 contacts → | ||||
Exact match “Rogo is the purpose-built AI platform for finance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 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 27, 2026 · View company records in RevenueBase | |||||
| 10 | 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 27, 2026 · View company records in RevenueBase | |||||
| 11 | 87 contacts → | ||||
Exact match “Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 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 27, 2026 · View company records in RevenueBase | |||||
| 14 | 58 contacts → | ||||
Exact match “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 51 contacts → | ||||
Exact match “Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 47 contacts → | ||||
Exact match “Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 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 27, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 41 contacts → | ||||
Exact match “Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 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 27, 2026 · View company records in RevenueBase | |||||
| 21 | 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 27, 2026 · View company records in RevenueBase | |||||
| 22 | 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 27, 2026 · View company records in RevenueBase | |||||
| 23 | 32 contacts → | ||||
Exact match “Magnifi is a platform that is changing how you shop for investments.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 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 27, 2026 · View company records in RevenueBase | |||||
| 25 | 27 contacts → | ||||
Exact match “Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded in the RevenueBase company graph · Sep 27, 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 investment advisory platforms”. 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 152 AI investment advisory platforms based in New York, United States
See the full list, filter by size, metro and specialty, and access 2,470 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI investment advisory platforms based in New York, United States at a glance
As of Sep 27, 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, over 152 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 New York, United States whose business descriptions match “AI investment advisory platforms” 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 2,470 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 27, 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 investment advisory platforms 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 investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment advisory platforms are there based in New York, United States?
RevenueBase identified 152 company matches for AI investment advisory platforms 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?
Addepar 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 investment advisory platforms?
New York leads the United States with 152 company records, followed by San Francisco (75) and Chicago (38).
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 2,470 professional contacts with verified work emails tracked across these 152 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 152 AI investment advisory platforms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
AI investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Australia
- AI investment advisory platforms based in Brazil
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
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 investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
Company intelligence · public preview
Top 25 AI investment advisory platforms 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 152 matching company records for AI investment advisory platforms based in New York, United States, with 4,886 tracked contacts and 2,470 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 27, 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 investment advisory platforms 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 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fartherfarther.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  CAIScaisgroup.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  TITANtitan.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 234 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · September 27, 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Flourishflourish.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ROGOrogo.aiHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 100 contacts → |
“Rogo is the purpose-built AI platform for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Saphyresaphyre.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 87 contacts → |
“Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SEEDSuseseeds.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 58 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Hadriushadrius.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Atomic Investatomicvest.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 47 contacts → |
“Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Koyfinkoyfin.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Money Management Institutemminst.org HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry.” Recorded description excerpt · September 27, 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 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Magnifi By Tifinmagnifi.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Magnifi is a platform that is changing how you shop for investments.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Optifinooptifino.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 152 company matches
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AI investment advisory platforms: dataset insights
September 27, 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
151 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, over 152 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: September 27, 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 investment advisory platforms by metro in the United States
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in New York, United States?
The saved snapshot records 152 matching company records, 4,886 tracked contacts and 2,470 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 27, 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 investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Australia
- AI investment advisory platforms based in Brazil
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in New York, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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 investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
Company intelligence · public preview
Top 25 AI investment advisory platforms based in New York, United States
RevenueBase records 152 matching company records for AI investment advisory platforms based in New York, United States, with 4,886 tracked contacts and 2,470 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 27, 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 investment advisory platforms 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 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fartherfarther.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 452 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | CAIScaisgroup.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 377 contacts → |
“CAIS is the leading alternative investment platform for independent financial advisors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | TITANtitan.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 234 contacts → |
“Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded description excerpt · September 27, 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Flourishflourish.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 120 contacts → |
“The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ROGOrogo.ai HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 100 contacts → |
“Rogo is the purpose-built AI platform for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Saphyresaphyre.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 87 contacts → |
“Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SEEDSuseseeds.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 58 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Hadriushadrius.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 51 contacts → |
“Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Atomic Investatomicvest.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 47 contacts → |
“Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Koyfinkoyfin.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Money Management Institutemminst.org HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 41 contacts → |
“Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry.” Recorded description excerpt · September 27, 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 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Magnifi By Tifinmagnifi.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Magnifi is a platform that is changing how you shop for investments.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Optifinooptifino.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“Optifino is a digital Brokerage General Agency (BGA) built by accomplished financial services veterans to radically simplify the life insurance user experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 152 company matches
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AI investment advisory platforms: dataset insights
September 27, 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
151 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, over 152 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: September 27, 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 investment advisory platforms by metro in the United States
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in New York, United States?
The saved snapshot records 152 matching company records, 4,886 tracked contacts and 2,470 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 27, 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
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Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in New York, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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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