Company lists · Data refreshed October 2026
Top 25 Asset management platforms based in the United States
RevenueBase identified 538 asset management platforms headquartered in the United States as of October 2026 and tracks 82,175 professional contacts across them, including 33,900 with verified work emails. New York is the largest hub.
This list covers asset management 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 October 1, 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 asset management platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 41,744 contacts → | ||||
Partial evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13,385 contacts → | ||||
Indirect evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 3 | 3,035 contacts → | ||||
Indirect evidence “DST Systems, Inc.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 4 | 1,389 contacts → | ||||
Partial 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 5 | 1,140 contacts → | ||||
Partial 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 6 | 1,112 contacts → | ||||
Strong evidence “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 7 | 982 contacts → | ||||
Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 8 | 976 contacts → | ||||
Strong evidence “Siemens Asset Management Software enables organizations with connected insights and processes to manage the entire lifecycle of their assets, facilities, and infrastructure.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 9 | 889 contacts → | ||||
Strong evidence “Prometheus Group’s AI-powered Enterprise Asset Management platform combines real-time asset intelligence, ERP data, and automated workflows to help operations managers solve field…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 10 | 818 contacts → | ||||
Strong 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 11 | 712 contacts → | ||||
Partial evidence “Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 12 | 615 contacts → | ||||
Indirect evidence “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 13 | 466 contacts → | ||||
Indirect evidence “Rimes provides the Intelligence Fabric for Capital Markets, a trusted data network and intelligence architecture that transforms fragmented data, operations and workflows into…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 14 | 430 contacts → | ||||
Indirect evidence “Headquartered outside of Boston, Mass.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 15 | 413 contacts → | ||||
Partial evidence “Sitetracker empowers owners, operators, contractors, and other stakeholders to streamline and optimize the complete asset lifecycle of critical infrastructure.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 16 | 363 contacts → | ||||
Partial evidence “Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 17 | 330 contacts → | ||||
Partial evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 18 | 281 contacts → | ||||
Partial evidence “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 19 | 259 contacts → | ||||
Indirect evidence “Burgiss is now part of MSCI.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 20 | 256 contacts → | ||||
Strong evidence “Vichara powers the World’s Leading Asset Management Firms and Investment Banks.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 21 | 221 contacts → | ||||
Partial evidence “Fi-Tek is a premier financial technology company with industry leading product solutions catering to the entire lifecycle of Wealth Management and complex Investor Accounting…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 24 | 174 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 25 | 163 contacts → | ||||
Indirect 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 Oct 1, 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: asset management 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 management platforms.
- Partial evidence
- Its own public description names part of asset management platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management 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 538 asset management platforms based in the United States
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Asset management platforms based in the United States at a glance
As of Oct 1, 2026Companies by employee count
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 538 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 management 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 management 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 management 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 management 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, 33,900 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 October 1, 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 management platforms 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 asset management 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 management platforms are there based in the United States?
RevenueBase identified 538 asset management platforms headquartered in the United States as of October 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?
State Street, headquartered in Boston, tops this list with the largest team on record.
Which city has the most asset management platforms?
New York leads with 59 headquartered companies, followed by Boston (17) and Chicago (17).
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 33,900 verified decision-maker contacts tracked across these 538 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 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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