Company lists · Data refreshed September 2026

Top 25 Algorithmic portfolio management software companies based in the United States

Name: Algorithmic portfolio management software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 1,502 companies tracked

RevenueBase identified 1,502 algorithmic portfolio management software companies headquartered in the United States as of September 2026 and tracks 37,129 professional contacts across them, including 17,217 with verified work emails. New York is the largest hub.

This list covers algorithmic portfolio management software companies headquartered in the 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 27, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

1,502Companies

37,129Contacts tracked

17,217Verified emails

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The 25 largest algorithmic portfolio management software companies based in the United States

Ranked by team size

Top 25 of 1,502 algorithmic portfolio management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic portfolio management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Worldquant	Partial evidence	Old Greenwich, CT, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,987 contacts →
	Partial evidence “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Source: RevenueBase Database · checked Sep 27, 2026
2	TWO Sigma	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,154 contacts →
	Partial evidence “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” Source: RevenueBase Database · checked Sep 27, 2026
3	Squarepoint	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,979 contacts →
	Partial evidence “Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.” Source: RevenueBase Database · checked Sep 27, 2026
4	Ss&c Advent	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,389 contacts →
	Indirect evidence “SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…” Source: RevenueBase Database · checked Sep 27, 2026
5	Addepar	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,304 contacts →
	Indirect evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 27, 2026
6	Charles River Development	Indirect evidence	Burlington, MA, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,140 contacts →
	Indirect evidence “Investment and wealth managers, asset owners and insurers in over 30 countries rely on Charles River IMS to manage USD $59 Trillion in assets.” Source: RevenueBase Database · checked Sep 27, 2026
7	ITG	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	1,110 contacts →
	Indirect evidence “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Source: RevenueBase Database · checked Sep 27, 2026
8	ORION	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,042 contacts →
	Indirect evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 27, 2026
9	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 27, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 27, 2026
10	Enfusion NOW Cwan	Partial evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	5,001-10,000	818 contacts →
	Partial evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 27, 2026
11	Flextrade	Partial evidence	Great Neck, NY, United StatesHQ checked Sep 27, 2026	501-1,000	682 contacts →
	Partial evidence “For 30 years, FlexTrade Systems has delivered customized multi‑asset execution and order management trading solutions to buy‑ and sell‑side financial institutions worldwide.” Source: RevenueBase Database · checked Sep 27, 2026
12	Advisor360	Indirect evidence	Needham, MA, United StatesHQ checked Sep 27, 2026	501-1,000	603 contacts →
	Indirect evidence “Advisor360° delivers the first AI-native advisor experience for firms of every size, model, and stage.” Source: RevenueBase Database · checked Sep 27, 2026
13	Cubist Systematic Strategies	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	513 contacts →
	Indirect evidence “Cubist Systematic Strategies is the systematic investing business of Point72.” Source: RevenueBase Database · checked Sep 27, 2026
14	Instinet Incorporated	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	474 contacts →
	Indirect evidence “When Instinet gave birth to electronic trading in 1969, we were a small tech-focused start-up with a simple point of view: technology can bring great efficiency to the financial…” Source: RevenueBase Database · checked Sep 27, 2026
15	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
16	Vestmark	Indirect evidence	Wakefield, MA, United StatesHQ checked Sep 27, 2026	201-500	430 contacts →
	Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Sep 27, 2026
17	CAIS	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	377 contacts →
	Indirect evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
18	Communify	Indirect evidence	Broomfield, CO, United StatesHQ checked Sep 27, 2026	201-500	309 contacts →
	Indirect evidence “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Source: RevenueBase Database · checked Sep 27, 2026
19	TS Imagine	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	292 contacts →
	Strong evidence “TS Imagine delivers a best-in-class SaaS platform for integrated electronic front-office trading, portfolio management, and financial risk management tools to the buy-side and…” Source: RevenueBase Database · checked Sep 27, 2026
20	PDT Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	231 contacts →
	Indirect evidence “PDT, which stands for Process Driven Trading, was founded by Peter Muller in 1993 as a proprietary trading group within Morgan Stanley.” Source: RevenueBase Database · checked Sep 27, 2026
21	Trexquant Investment LP	Partial evidence	Stamford, CT, United StatesHQ checked Sep 27, 2026	51-200	201 contacts →
	Partial evidence “Trexquant is a leading quantitative finance firm specializing in the development of multi-asset portfolios through advanced machine learning methods.” Source: RevenueBase Database · checked Sep 27, 2026
22	Savvy Wealth	Indirect evidence	New York, United StatesHQ checked Sep 27, 2026	51-200	198 contacts →
	Indirect evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 27, 2026
23	TIFIN	Partial evidence	Boulder, CO, United StatesHQ checked Sep 27, 2026	51-200	195 contacts →
	Partial evidence “TIFIN is an AI platform focused on transforming wealth, asset management, and insurance.” Source: RevenueBase Database · checked Sep 27, 2026
24	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 27, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 27, 2026
25	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 27, 2026

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 portfolio management software companies. 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 portfolio management software companies.
Partial evidence: Its own public description names part of algorithmic portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name algorithmic portfolio management software companies. 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 1,502 algorithmic portfolio management software companies based in the United States

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Algorithmic portfolio management software companies based in the United States at a glance

As of Sep 27, 2026

46.4%Verified-email coverage

24.7Average contacts per company

1-10Median size (employees)

15.4%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

973

11-50

374

51-200

108

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,502 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 portfolio management software companies, 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 the United States whose own description of what they do matches “algorithmic portfolio management software companies”. 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 portfolio management software companies), 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 portfolio management software companies, and records with no verified work email. Companies headquartered outside United States 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, 17,217 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 27, 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 portfolio management software companies by metro

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 portfolio management software companies, 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 portfolio management software companies are there based in the United States?

RevenueBase identified 1,502 algorithmic portfolio management software companies headquartered in the 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?

Worldquant, headquartered in Old Greenwich, tops this list with the largest team on record.

Which city has the most algorithmic portfolio management software companies?

New York leads with 231 headquartered companies, followed by Chicago (75) and San Francisco (75).

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 17,217 verified decision-maker contacts tracked across these 1,502 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 27, 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.