Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 231 companies tracked

RevenueBase identified 231 algorithmic portfolio management software companies headquartered in New York, United States as of September 2026 and tracks 12,334 professional contacts across them, including 5,857 with verified work emails. New York is the largest hub.

This list covers algorithmic portfolio management software companies headquartered in New York, 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

231Companies

12,334Contacts tracked

5,857Verified 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 231 algorithmic portfolio management software companies based in New York, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	163 contacts →
	Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 27, 2026
12	ETHIC	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	103 contacts →
	Indirect evidence “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: RevenueBase Database · checked Sep 27, 2026
13	VISE	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	99 contacts →
	Partial evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 27, 2026
14	Quantbot Technologies LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	84 contacts →
	Indirect evidence “Quantbot Technologies, LP is an investment adviser registered with the SEC.” Source: RevenueBase Database · checked Sep 27, 2026
15	Quantitative Brokers	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	74 contacts →
	Indirect evidence “Intelligent Execution.” Source: RevenueBase Database · checked Sep 27, 2026
16	Millburn	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	72 contacts →
	Indirect evidence “Millburn is an alternative investment manager with roots dating back to 1971.” Source: RevenueBase Database · checked Sep 27, 2026
17	ZOE Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	69 contacts →
	Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 27, 2026
18	Quassar Capital	Indirect evidence	New York, United StatesHQ checked Sep 27, 2026	51-200	68 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
19	Bluefin Capital Management LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	47 contacts →
	Partial evidence “Bluefin Capital Management LLC is a diversified, multi strategy trading and investment firm.” Source: RevenueBase Database · checked Sep 27, 2026
20	Pragma	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	45 contacts →
	Partial evidence “Pragma LLC is a quantitative technology provider of sophisticated, multi-asset trading algorithms and analytical solutions.” Source: RevenueBase Database · checked Sep 27, 2026
21	Vatic Labs	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	44 contacts →
	Indirect evidence “The word vatic means to describe or predict what will happen in the future, and that’s exactly what we do.” Source: RevenueBase Database · checked Sep 27, 2026
22	Koyfin	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	43 contacts →
	Partial evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 27, 2026
23	Otcfin	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	42 contacts →
	Partial evidence “OTCFin is a financial technology company which provides integrated solutions to investment managers to help them better and more efficiently manage their portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
24	Mobirey	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	38 contacts →
	Indirect evidence “About Us: We are your dedicated partner in the dynamic world of cutting-edge market data and trading solutions.” Source: RevenueBase Database · checked Sep 27, 2026
25	Alpha Theory	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	37 contacts →
	Strong evidence “Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.” 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 231 algorithmic portfolio management software companies based in New York, United States

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

As of Sep 27, 2026

47.5%Verified-email coverage

53.4Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

119

11-50

51-200

201-500

501-1,000

1,001-5,000

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, over 231 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 New York, 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 New York 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, 5,857 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 New York, United States?

RevenueBase identified 231 algorithmic portfolio management software companies headquartered in New York, 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?

TWO Sigma, headquartered in New York, 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 5,857 verified decision-maker contacts tracked across these 231 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.