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.
The 25 largest algorithmic asset management firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 176 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 | |||||
| 2 | 102 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 | |||||
| 3 | 75 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 | |||||
| 4 | 63 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 | |||||
| 5 | 44 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 | |||||
| 6 | 18 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 | |||||
| 7 | 17 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 | |||||
| 8 | 16 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 | |||||
| 9 | 15 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 | |||||
| 10 | 15 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 | |||||
| 11 | 12 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 | |||||
| 12 | 9 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 | |||||
| 13 | 8 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 | |||||
| 14 | 7 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 | |||||
| 15 | 6 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 | |||||
| 16 | 6 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 | |||||
| 17 | 5 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 | |||||
| 18 | 5 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 | |||||
| 19 | 4 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 | |||||
| 20 | 4 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 | |||||
| 21 | 3 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 | |||||
| 22 | 2 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 | |||||
| 23 | 2 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 | |||||
| 24 | 2 contacts → | ||||
Exact match “The strategy layer of agentic trading.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase | |||||
| 25 | 2 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 | |||||
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 “algorithmic asset management firms”. 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 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, 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
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.
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 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.
Download this list →Related lists
Algorithmic asset management firms by geography
- Algorithmic asset management firms based in Sydney, Australia
- Algorithmic asset management firms based in Sao Paulo, Brazil
- Algorithmic asset management firms based in Toronto, Canada
- Algorithmic asset management firms based in Paris, France
- Algorithmic asset management firms based in Hong Kong, Hong Kong
- Algorithmic asset management firms based in Bangalore, India
- Algorithmic asset management firms based in Gurgaon, India
- Algorithmic asset management firms based in Mumbai, India
- Algorithmic asset management firms based in Amsterdam, Netherlands
- Algorithmic asset management firms based in Singapore, Singapore
- Algorithmic asset management firms based in Madrid, Spain
- Algorithmic asset management firms based in Geneva, Switzerland
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
- Algorithmic asset management firms based in Sydney, Australia
- Algorithmic asset management firms based in Sao Paulo, Brazil
- Algorithmic asset management firms based in Toronto, Canada
- Algorithmic asset management firms based in Paris, France
- Algorithmic asset management firms based in Hong Kong, Hong Kong
- Algorithmic asset management firms based in Bangalore, India
Company intelligence · public preview
Top 25 algorithmic asset management firms based in San Francisco, 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 70 matching company records for algorithmic asset management firms based in San Francisco, United States, with 711 tracked contacts and 361 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 30, 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 algorithmic asset management firms based in San Francisco, 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 | Freestone Grove Partnersfgrovep.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 176 contacts → |
“Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 75 contacts → |
“Legalist is an institutional alternative asset management firm.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“A new kind of hedge fund built by a network of data scientists.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Investment managers often excel at thinking creatively but fail to act on their ideas consistently.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 17 contacts → |
“TRAC is upending traditional venture capital by using AI developed algorithms to identify the most promising companies likely to be future unicorns.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 16 contacts → |
“We are an AI-native infrastructure platform for wealth management firms.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Neev Finance is reimagining wealth generation for the modern investor.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 6 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Manifold Partners LLCmanifoldpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Manifold Partners is a Systematic Asset Manager and Quant Research Advisory firm.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“For retail investors who want reduced portfolio volatility and increased returns, CandleX is an automated trading platform that makes trading strategic and fun.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 3 contacts → |
“Frontiers Capital pioneered world's first public private commingled model for frontier technology investments.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | QST Capital LLCqstcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Arcadia Capital Group is an investment management company focused on developing advanced and proprietary financial technology.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“The strategy layer of agentic trading.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Quant Satoshi is a quantitative trading firm that develops and implements systematic strategies tailored to the cryptocurrency space.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 70 company matches
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Algorithmic asset management firms: dataset insights
September 30, 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
70 records in the displayed employee bands.
0 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 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 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 30, 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 ↗
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
Questions about this company list
What does Exact match mean for algorithmic asset management firms?
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 algorithmic asset management firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 70 matching company records, 711 tracked contacts and 361 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 30, 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
Algorithmic asset management firms by geography
- Algorithmic asset management firms based in Sydney, Australia
- Algorithmic asset management firms based in Sao Paulo, Brazil
- Algorithmic asset management firms based in Toronto, Canada
- Algorithmic asset management firms based in Paris, France
- Algorithmic asset management firms based in Hong Kong, Hong Kong
- Algorithmic asset management firms based in Bangalore, India
- Algorithmic asset management firms based in Gurgaon, India
- Algorithmic asset management firms based in Mumbai, India
- Algorithmic asset management firms based in Amsterdam, Netherlands
- Algorithmic asset management firms based in Singapore, Singapore
- Algorithmic asset management firms based in Madrid, Spain
- Algorithmic asset management firms based in Geneva, Switzerland
Cite this list
RevenueBase Data Team. Top 25 algorithmic asset management firms based in San Francisco, United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/algorithmic-asset-management-firms/united-states/san-francisco.
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
- Algorithmic asset management firms based in Sydney, Australia
- Algorithmic asset management firms based in Sao Paulo, Brazil
- Algorithmic asset management firms based in Toronto, Canada
- Algorithmic asset management firms based in Paris, France
- Algorithmic asset management firms based in Hong Kong, Hong Kong
- Algorithmic asset management firms based in Bangalore, India
Company intelligence · public preview
Top 25 algorithmic asset management firms based in San Francisco, United States
RevenueBase records 70 matching company records for algorithmic asset management firms based in San Francisco, United States, with 711 tracked contacts and 361 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 30, 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 algorithmic asset management firms based in San Francisco, 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 | Freestone Grove Partnersfgrovep.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 176 contacts → |
“Freestone Grove is an investment firm pioneering an evolved approach that fully integrates fundamental insights and quantitative capabilities.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 75 contacts → |
“Legalist is an institutional alternative asset management firm.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 44 contacts → |
“A new kind of hedge fund built by a network of data scientists.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Investment managers often excel at thinking creatively but fail to act on their ideas consistently.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 17 contacts → |
“TRAC is upending traditional venture capital by using AI developed algorithms to identify the most promising companies likely to be future unicorns.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 16 contacts → |
“We are an AI-native infrastructure platform for wealth management firms.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 12 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 9 contacts → |
“Neev Finance is reimagining wealth generation for the modern investor.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 6 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Manifold Partners LLCmanifoldpartners.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Manifold Partners is a Systematic Asset Manager and Quant Research Advisory firm.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Macroaxis is a sophisticated, yet simple to use personalized investment management service.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 5 contacts → |
“Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“e Cobalt Investing is an investment platform focused on the convergence of digital assets, real world assets, and institutional capital formation.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 4 contacts → |
“For retail investors who want reduced portfolio volatility and increased returns, CandleX is an automated trading platform that makes trading strategic and fun.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 3 contacts → |
“Frontiers Capital pioneered world's first public private commingled model for frontier technology investments.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | QST Capital LLCqstcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Arcadia Capital Group is an investment management company focused on developing advanced and proprietary financial technology.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 2 contacts → |
“The strategy layer of agentic trading.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 2 contacts → |
“Quant Satoshi is a quantitative trading firm that develops and implements systematic strategies tailored to the cryptocurrency space.” Recorded description excerpt · September 30, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Algorithmic asset management firms: dataset insights
September 30, 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
70 records in the displayed employee bands.
0 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 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 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 30, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
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
Questions about this company list
What does Exact match mean for algorithmic asset management firms?
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 algorithmic asset management firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 70 matching company records, 711 tracked contacts and 361 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 30, 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
Algorithmic asset management firms by geography
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Cite this list
RevenueBase Data Team. Top 25 algorithmic asset management firms based in San Francisco, United States. Snapshot: September 30, 2026. https://revenuebase.ai/companies/algorithmic-asset-management-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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