Company lists · Data refreshed September 2026

Top 25 Asset allocation platforms based in the United States

Name: Asset allocation platforms 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 567 companies tracked

RevenueBase identified 567 asset allocation platforms headquartered in the United States as of September 2026 and tracks 22,920 professional contacts across them, including 10,847 with verified work emails. New York is the largest hub.

This list covers asset allocation platforms 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

567Companies

22,920Contacts tracked

10,847Verified emails

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The 25 largest asset allocation platforms based in the United States

Ranked by team size

Top 25 of 567 asset allocation platforms 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 asset allocation platforms: 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	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 27, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 27, 2026
2	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,766 contacts →
	Indirect evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 27, 2026
3	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 27, 2026
4	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 27, 2026	1,001-5,000	1,042 contacts →
	Partial 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
5	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
6	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
7	Oppenheimerfunds	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 27, 2026	5,001-10,000	683 contacts →
	Partial evidence “Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…” Source: RevenueBase Database · checked Sep 27, 2026
8	Artisan Partners	Strong evidence	Milwaukee, WI, United StatesHQ checked Sep 27, 2026	501-1,000	660 contacts →
	Strong evidence “Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…” Source: RevenueBase Database · checked Sep 27, 2026
9	Betanxt	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	629 contacts →
	Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 27, 2026
10	Emoney Advisor	Indirect evidence	Radnor, PA, United StatesHQ checked Sep 27, 2026	501-1,000	615 contacts →
	Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Sep 27, 2026
11	Public	Strong evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	434 contacts →
	Strong 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
12	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
13	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	377 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 27, 2026
14	Pontera	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	328 contacts →
	Indirect evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 27, 2026
15	RFG Advisory	Partial evidence	Vestavia Hills, AL, United StatesHQ checked Sep 27, 2026	51-200	221 contacts →
	Partial evidence “RFG Advisory is a corporate RIA platform designed to help Independent Advisors eliminate friction, win back time, and scale without compromise.” Source: RevenueBase Database · checked Sep 27, 2026
16	Sterling Capital Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 27, 2026	51-200	219 contacts →
	Partial evidence “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: RevenueBase Database · checked Sep 27, 2026
17	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
18	Financial Engines	Indirect evidence	Sunnyvale, CA, United StatesHQ checked Sep 27, 2026	501-1,000	196 contacts →
	Indirect evidence “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: RevenueBase Database · checked Sep 27, 2026
19	Nitrogen	Indirect evidence	Auburn, CA, United StatesHQ checked Sep 27, 2026	201-500	189 contacts →
	Indirect 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
20	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
21	Ycharts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	183 contacts →
	Indirect 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, 2026
22	Rightcapital	Indirect evidence	Shelton, CT, United StatesHQ checked Sep 27, 2026	51-200	148 contacts →
	Indirect evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 27, 2026
23	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 27, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 27, 2026
24	Signal Advisors	Indirect evidence	Detroit, MI, United StatesHQ checked Sep 27, 2026	51-200	134 contacts →
	Indirect evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 27, 2026
25	Apella Wealth	Indirect evidence	West Hartford, CT, United StatesHQ checked Sep 27, 2026	51-200	129 contacts →
	Indirect evidence “At Apella, our focus is You.” 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: asset allocation platforms. 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 asset allocation platforms.
Partial evidence: Its own public description names part of asset allocation platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset allocation platforms. 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 567 asset allocation platforms based in the United States

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Asset allocation platforms based in the United States at a glance

As of Sep 27, 2026

47.3%Verified-email coverage

40.4Average contacts per company

1-10Median size (employees)

8.3%Largest-city concentration · New York

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

342

11-50

145

51-200

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 567 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 asset allocation platforms, 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 “asset allocation platforms”. 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 asset allocation platforms), 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 asset allocation platforms, 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, 10,847 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.

Asset allocation platforms by metro

Asset allocation platforms in New York47
Asset allocation platforms in San Francisco27

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 asset allocation platforms, 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 asset allocation platforms are there based in the United States?

RevenueBase identified 567 asset allocation platforms 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?

TD Ameritrade, headquartered in Omaha, tops this list with the largest team on record.

Which city has the most asset allocation platforms?

New York leads with 47 headquartered companies, followed by San Francisco (27) and Boston (13).

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 10,847 verified decision-maker contacts tracked across these 567 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.