Company lists · Data refreshed September 2026
Top 25 Algorithmic portfolio management software companies based in Chicago, United States
RevenueBase identified 75 algorithmic portfolio management software companies headquartered in Chicago, United States as of September 2026 and tracks 2,302 professional contacts across them, including 1,194 with verified work emails. New York is the largest hub.
This list covers algorithmic portfolio management software companies headquartered in Chicago, 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.
The 25 largest algorithmic portfolio management software companies based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 183 contacts → | ||||
Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 131 contacts → | ||||
Partial evidence “Aquatic manages systematic investment strategies, combining a high-performance research and development platform with disciplined risk management.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 110 contacts → | ||||
Indirect evidence “Teza is a systematic quantitative investment manager.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 108 contacts → | ||||
Partial evidence “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 107 contacts → | ||||
Strong evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 57 contacts → | ||||
Indirect evidence “KKM is a boutique investment solutions firm that creates research-based financial products.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 52 contacts → | ||||
Indirect evidence “Valkyrie Trading, LLC was formed in Chicago in 2011 with the intent of embracing trading opportunities and technology in a modern marketplace.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 25 contacts → | ||||
Partial evidence “Hull Tactical (HTAA, LLC) is a Registered Investment Advisor founded in 2013 focusing on quantitative asset management.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 22 contacts → | ||||
Indirect evidence “Welcome to Cognitive Capital, a trading firm founded and focused on creating value.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Indirect evidence “We are a Chicago-based automated trading firm established in 2004.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 contacts → | ||||
Indirect evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Indirect evidence “Trade Angle Strategies LLC (TAS) is a systems developer of Automated Systems and Analytical Tools.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “Katonah EvE LLC specializes in real alpha strategies that have a low to negative correlation with other alternative investment funds.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “Attain Capital Management ("Attain") is a specialized asset management firm focusing on unique alternative investments in markets around the globe.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Partial evidence “At Impruve, we serve as the AI Steward for leading wealth management firms.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Partial evidence “The RoboSig dream team is revolutionizing the world of FX with cutting-edge autonomous AI-supported trading strategies, delivering top-tier software solutions and empowering…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 contacts → | ||||
Partial evidence “R Best, LLC is an experienced alternative investment manager dedicated to developing systematic investment strategies to measurably enhance our clients' broader portfolios.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “Since 2012, DSC Quantitative Group has developed products and solutions that provide global investors with efficient access to the same risks and return characteristics as…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “QUANTITATIVE Advisory & Consulting, Algorithmic Trading, Portfolio Optimization and Risk Modeling.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Partial evidence “Option Financial is a proprietary trading firm focused on developing algorithmic trading strategies across multiple asset classes on global exchanges.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Partial evidence “Advanced Objects is a software development and technology consulting firm that enables Broker/Dealer platforms, RIAs, Asset Managers and Financial Advisors to scale their business…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Partial evidence “Volsurface Capital Management is a registered investment advisor and commodity trading advisor dedicated to delivering unparalleled financial insights and strategies.” Source: RevenueBase Database · checked Sep 27, 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 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 75 algorithmic portfolio management software companies based in Chicago, United States
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Algorithmic portfolio management software companies based in Chicago, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 75 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 Chicago, 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 Chicago 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, 1,194 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 in the United States
- Algorithmic portfolio management software companies in New York231
- Algorithmic portfolio management software companies in Chicago75
- Algorithmic portfolio management software companies in San Francisco75
- Algorithmic portfolio management software companies in Boston41
- Algorithmic portfolio management software companies in Miami34
- Algorithmic portfolio management software companies in Los Angeles32
- Algorithmic portfolio management software companies in Austin26
- Algorithmic portfolio management software companies in New York City25
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 Chicago, United States?
RevenueBase identified 75 algorithmic portfolio management software companies headquartered in Chicago, 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?
Enfusion NOW Cwan, headquartered in Chicago, 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 1,194 verified decision-maker contacts tracked across these 75 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.
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