Company lists · Data refreshed September 2026

Top 25 Algorithmic asset management firms based in San Francisco, United States

RevenueBase identified 70 company matches for algorithmic asset management firms associated with San Francisco, United States as of September 2026 and tracks 711 professional contacts across them, including 361 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); San Francisco has 70.

This list covers company matches for algorithmic asset management firms associated with San Francisco, 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 30, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 30, 2026 How this list was built
70Companies
711Contacts tracked
361Verified emails
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The 25 largest algorithmic asset management firms based in San Francisco, United States

Ranked by team size
Top 25 of 70 company matches for algorithmic asset management firms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-200176 contacts →

Exact match

“Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-200102 contacts →

Exact match

“We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5075 contacts →

Exact match

“Legalist is an institutional alternative asset management firm.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202651-20063 contacts →

Exact match

“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5044 contacts →

Exact match

“A new kind of hedge fund built by a network of data scientists.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5018 contacts →

Exact match

“Investment managers often excel at thinking creatively but fail to act on their ideas consistently.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-1017 contacts →

Exact match

“TRAC is upending traditional venture capital by using AI developed algorithms to identify the most promising companies likely to be future unicorns.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, United StatesHQ recorded Sep 30, 202611-5016 contacts →

Exact match

“We are an AI-native infrastructure platform for wealth management firms.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5015 contacts →

Exact match

“Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5015 contacts →

Exact match

“StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-5012 contacts →

Exact match

“Goodfin is reimagining private wealth in the era of AI.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-109 contacts →

Exact match

“Neev Finance is reimagining wealth generation for the modern investor.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-108 contacts →

Exact match

“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-107 contacts →

Exact match

“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15Exact matchSan Francisco, United StatesHQ recorded Sep 30, 20261-106 contacts →

Exact match

“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-506 contacts →

Exact match

“Manifold Partners is a Systematic Asset Manager and Quant Research Advisory firm.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-105 contacts →

Exact match

“Macroaxis is a sophisticated, yet simple to use personalized investment management service.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, United StatesHQ recorded Sep 30, 202611-505 contacts →

Exact match

“Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-104 contacts →

Exact match

“e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, United StatesHQ recorded Sep 30, 20261-104 contacts →

Exact match

“For retail investors who want reduced portfolio volatility and increased returns, CandleX is an automated trading platform that makes trading strategic and fun.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21Exact matchSan Francisco, United StatesHQ recorded Sep 30, 202611-503 contacts →

Exact match

“Frontiers Capital pioneered world's first public private commingled model for frontier technology investments.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-102 contacts →

Exact match

“QST is a San Francisco based investment management firm that specializes in multi-asset, tactical portfolio management designed to actively mitigate risk and provide positive…”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-102 contacts →

Exact match

“Arcadia Capital Group is an investment management company focused on developing advanced and proprietary financial technology.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 202611-502 contacts →

Exact match

“The strategy layer of agentic trading.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Sep 30, 20261-102 contacts →

Exact match

“Quant Satoshi is a quantitative trading firm that develops and implements systematic strategies tailored to the cryptocurrency space.”

Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

Showing 25 of 70 algorithmic asset management firms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 361 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Algorithmic asset management firms based in San Francisco, United States at a glance

As of Sep 30, 2026
50.8%Verified-email coverage
10.2Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
19
51-200
4

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 70 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 San Francisco, United States whose business descriptions match “algorithmic asset management firms” 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 361 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 30, 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.

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 “algorithmic asset management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many algorithmic asset management firms are there based in San Francisco, United States?

RevenueBase identified 70 company matches for algorithmic asset management firms associated with San Francisco, 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?

Freestone Grove Partners 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 algorithmic asset management firms?

New York leads the United States with 307 company records, followed by Chicago (81) and San Francisco (70).

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 361 professional contacts with verified work emails tracked across these 70 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 30, 2026.

Ready to reach these companies? Verified emails and direct dials for all 70 algorithmic asset management firms based in San Francisco, United States. Start with a free account, no credit card.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.