Company lists · Data refreshed September 2026

Top 25 Algorithmic portfolio management software companies based in New York, United States

RevenueBase identified 256 company matches for algorithmic portfolio management software companies associated with New York, United States as of September 2026 and tracks 12,535 professional contacts across them, including 5,942 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for algorithmic portfolio management software companies associated with New York, 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 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built
256Companies
12,535Contacts tracked
5,942Verified emails
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The 25 largest algorithmic portfolio management software companies based in New York, United States

Ranked by team size
Top 25 of 256 company matches for algorithmic portfolio management software companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0002,154 contacts →

Exact match

“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0001,979 contacts →

Exact match

“Squarepoint is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Sep 27, 20261,001-5,0001,304 contacts →

Exact match

“Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026501-1,0001,110 contacts →

Exact match

“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200513 contacts →

Exact match

“Cubist Systematic Strategies is the systematic investing business of Point72.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026501-1,000474 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200434 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026201-500377 contacts →

Exact match

“CAIS is the leading alternative investment platform for independent financial advisors.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9Exact matchNew York, NY, United StatesHQ recorded Sep 27, 2026201-500292 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200231 contacts →

Exact match

“PDT, which stands for Process Driven Trading, was founded by Peter Muller in 1993 as a proprietary trading group within Morgan Stanley.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200163 contacts →

Exact match

“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-200103 contacts →

Exact match

“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20099 contacts →

Exact match

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20084 contacts →

Exact match

“Quantbot Technologies, LP is an investment adviser registered with the SEC.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20074 contacts →

Exact match

“Intelligent Execution.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20072 contacts →

Exact match

“Millburn is an alternative investment manager with roots dating back to 1971.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5069 contacts →

Exact match

“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18Exact matchNew York, United StatesHQ recorded Sep 27, 202651-20068 contacts →

Exact match

“Quassar Capital is a New York–based investment firm founded in 2012, managing $23.6 billion in assets under a disciplined investment mandate focused on execution and performance.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5053 contacts →

Exact match

“Maiden Century sits at the confluence of asset management, alternative data and technology.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20050 contacts →

Exact match

“Alpine Global is an investment firm with a breadth of sophisticated trading strategies across global markets.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202651-20047 contacts →

Exact match

“Bluefin Capital Management LLC is a diversified, multi strategy trading and investment firm.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5045 contacts →

Exact match

“Pragma LLC is a quantitative technology provider of sophisticated, multi-asset trading algorithms and analytical solutions.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5044 contacts →

Exact match

“The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5043 contacts →

Exact match

“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Sep 27, 202611-5042 contacts →

Exact match

“OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.”

Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

Showing 25 of 256 algorithmic portfolio management software companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 5,942 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Algorithmic portfolio management software companies based in New York, United States at a glance

As of Sep 27, 2026
47.4%Verified-email coverage
49.0Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
138
11-50
80
51-200
26
201-500
3
501-1,000
3
1,001-5,000
4

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York.

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 New York, United States whose business descriptions match “algorithmic portfolio management software companies” 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 5,942 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 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “algorithmic portfolio management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many algorithmic portfolio management software companies are there based in New York, United States?

RevenueBase identified 256 company matches for algorithmic portfolio management software companies associated with New York, 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?

TWO Sigma 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 portfolio management software companies?

New York leads the United States with 256 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,942 professional contacts with verified work emails tracked across these 256 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 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 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.