Company lists · Data refreshed September 2026
Top 25 Algorithmic asset management firms based in San Francisco, United States
RevenueBase identified 70 algorithmic asset management firms headquartered in 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 algorithmic asset management firms headquartered in San Francisco, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest algorithmic asset management firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 176 contacts → | ||||
Indirect evidence “Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 102 contacts → | ||||
Indirect evidence “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 75 contacts → | ||||
Strong evidence “Legalist is an institutional alternative asset management firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 63 contacts → | ||||
Partial evidence “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 44 contacts → | ||||
Indirect evidence “A new kind of hedge fund built by a network of data scientists.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 18 contacts → | ||||
Indirect evidence “Investment managers often excel at thinking creatively but fail to act on their ideas consistently.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 17 contacts → | ||||
Partial evidence “TRAC is upending traditional venture capital by using AI developed algorithms to identify the most promising companies likely to be future unicorns.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Partial evidence “We are an AI-native infrastructure platform for wealth management firms.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 15 contacts → | ||||
Partial evidence “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Indirect evidence “Goodfin is reimagining private wealth in the era of AI.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 9 contacts → | ||||
Indirect evidence “Neev Finance is reimagining wealth generation for the modern investor.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 8 contacts → | ||||
Indirect evidence “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Partial evidence “100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Partial evidence “Manifold Partners is a Systematic Asset Manager and Quant Research Advisory firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Partial evidence “Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “For retail investors who want reduced portfolio volatility and increased returns, CandleX is an automated trading platform that makes trading strategic and fun.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Frontiers Capital pioneered world's first public private commingled model for frontier technology investments.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Partial evidence “Arcadia Capital Group is an investment management company focused on developing advanced and proprietary financial technology.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence “The strategy layer of agentic trading.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “Quant Satoshi is a quantitative trading firm that develops and implements systematic strategies tailored to the cryptocurrency space.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: algorithmic asset management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names algorithmic asset management firms.
- Partial evidence
- Its own public description names part of algorithmic asset management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name algorithmic asset management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 70 algorithmic asset management firms based in San Francisco, United States
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Algorithmic asset management firms based in San Francisco, United States at a glance
As of Sep 30, 2026Companies by employee count
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among algorithmic asset management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in San Francisco, United States whose own description of what they do matches “algorithmic asset management firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names algorithmic asset management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among algorithmic asset management firms, and records with no verified work email. Companies headquartered outside San Francisco are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 361 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 30, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Algorithmic asset management firms by metro in the United States
- Algorithmic asset management firms in New York307
- Algorithmic asset management firms in Chicago81
- Algorithmic asset management firms in Boston43
- Algorithmic asset management firms in Miami38
- Algorithmic asset management firms in Los Angeles32
- Algorithmic asset management firms in Austin26
- Algorithmic asset management firms in Dallas25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names algorithmic asset management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many algorithmic asset management firms are there based in San Francisco, United States?
RevenueBase identified 70 algorithmic asset management firms headquartered in San Francisco, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Freestone Grove Partners, headquartered in San Francisco, tops this list with the largest team on record.
Which city in the United States has the most algorithmic asset management firms?
New York leads the United States with 307 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 361 verified decision-maker contacts tracked across these 70 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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