Company lists · Data refreshed November 2026
Top 25 Automated fund selection services based in the United States
RevenueBase identified 190 company matches for automated fund selection services associated with the United States as of November 2026 and tracks 2,939 professional contacts across them, including 1,163 with verified work emails. New York is the largest hub.
This list covers company matches for automated fund selection services associated with the 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 November 6, 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.
The 25 largest automated fund selection services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 489 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 256 contacts → | ||||
Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 221 contacts → | ||||
Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 205 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 188 contacts → | ||||
Exact match “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 136 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 129 contacts → | ||||
Exact match “What is Distinctively Active?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 58 contacts → | ||||
Exact match “Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 56 contacts → | ||||
Exact match “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 54 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 49 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 28 contacts → | ||||
Exact match “In addition to award winning technology and customer service accolades as its foundation, AIM offers a robust selection of proprietary model portfolios, trading and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 27 contacts → | ||||
Exact match “Access to institutional-quality alternative investments is where other platforms finish.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 21 contacts → | ||||
Exact match “Tickeron is a web-based, interactive Financial Marketplace.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 21 contacts → | ||||
Exact match “At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “Personalized portfolios have arrived to future-proof your practice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 18 contacts → | ||||
Exact match “Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 17 contacts → | ||||
Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 17 contacts → | ||||
Exact match “Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 13 contacts → | ||||
Exact match “At Avestor, we're reshaping capital raising strategies with the Customizable Fund.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 13 contacts → | ||||
Exact match “Chaikin Analytics is an award-winning approach to stock & ETF selection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Eko is the largest and most complete digital investment provider.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “automated fund selection services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 190 automated fund selection services based in the United States
See the full list, filter by size, metro and specialty, and access 1,163 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated fund selection services based in the United States at a glance
As of Nov 6, 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 190 companies.
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 the United States whose business descriptions match “automated fund selection services” 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 1,163 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 November 6, 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.
Automated fund selection services by metro
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 “automated fund selection services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated fund selection services are there based in the United States?
RevenueBase identified 190 company matches for automated fund selection services associated with the United States as of November 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?
Public tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated fund selection services?
New York leads with 25 company records, followed by San Francisco (19) and Chicago (6).
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 1,163 professional contacts with verified work emails tracked across these 190 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 190 automated fund selection services based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Automated fund selection services by geography
- Automated fund selection services based in Bangalore, India
- Automated fund selection services based in Mumbai, India
- Automated fund selection services based in London, United Kingdom
- Automated fund selection services based in New York, United States
- Automated fund selection services based in Australia
- Automated fund selection services based in Brazil
- Automated fund selection services based in Canada
- Automated fund selection services based in Germany
- Automated fund selection services based in India
- Automated fund selection services based in the United Kingdom
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated fund selection services based in Bangalore, India
- Automated fund selection services based in Mumbai, India
- Automated fund selection services based in London, United Kingdom
- Automated fund selection services based in New York, United States
- Automated fund selection services based in Australia
- Automated fund selection services based in Brazil
Company intelligence · public preview
Top 25 automated fund selection services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 190 matching company records for automated fund selection services based in the United States, with 2,939 tracked contacts and 1,163 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated fund selection services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Savvy Wealthsavvywealth.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tastytradetastytrade.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nitrogennitrogenwealth.comHQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  VISEvise.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 136 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Touchstone Investmentstouchstoneinvestments.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 129 contacts → |
“What is Distinctively Active?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lifeworks Advisorslifeworksadvisors.comHQ: Kentwood, MI, United StatesReported employees: 11-50 | Kentwood, MI, United States | 11-50 | Exact match | 58 contacts → |
“Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Quantumstreet AIquantumstreetai.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Autopilotjoinautopilot.comHQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 49 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Advyzon Investment Management, Llc. AIMadvyzonim.comHQ: Lisle, IL, United StatesReported employees: 1-10 | Lisle, IL, United States | 1-10 | Exact match | 28 contacts → |
“In addition to award winning technology and customer service accolades as its foundation, AIM offers a robust selection of proprietary model portfolios, trading and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Crystal Capital Partnerscrystalfunds.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Conway Investment Solutionsconwayis.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 25 contacts → |
“Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tickerontickeron.comHQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 21 contacts → |
“Tickeron is a web-based, interactive Financial Marketplace.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Iflip Investiflipinvest.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  VYZERvyzer.coHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 19 contacts → |
“Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Capitectcapitect.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 19 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  MOBYmoby.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Nextcapitalnextcapital.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 17 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Chapwood Investments, LLCchapwoodinvestments.comHQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Avestoravestorinc.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“At Avestor, we're reshaping capital raising strategies with the Customizable Fund.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Chaikin Analyticschaikinanalytics.comHQ: Baltimore, MD, United StatesReported employees: 11-50 | Baltimore, MD, United States | 11-50 | Exact match | 13 contacts → |
“Chaikin Analytics is an award-winning approach to stock & ETF selection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  EKOeko.investmentsHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 13 contacts → |
“Eko is the largest and most complete digital investment provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 190 company matches
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Automated fund selection services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
189 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 190 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Automated fund selection services by metro
Questions about this company list
What does Exact match mean for automated fund selection services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated fund selection services did RevenueBase find based in the United States?
The saved snapshot records 190 matching company records, 2,939 tracked contacts and 1,163 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Automated fund selection services by geography
- Automated fund selection services based in Bangalore, India
- Automated fund selection services based in Mumbai, India
- Automated fund selection services based in London, United Kingdom
- Automated fund selection services based in New York, United States
- Automated fund selection services based in Australia
- Automated fund selection services based in Brazil
- Automated fund selection services based in Canada
- Automated fund selection services based in Germany
- Automated fund selection services based in India
- Automated fund selection services based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 automated fund selection services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/automated-fund-selection-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated fund selection services based in Bangalore, India
- Automated fund selection services based in Mumbai, India
- Automated fund selection services based in London, United Kingdom
- Automated fund selection services based in New York, United States
- Automated fund selection services based in Australia
- Automated fund selection services based in Brazil
Company intelligence · public preview
Top 25 automated fund selection services based in the United States
RevenueBase records 190 matching company records for automated fund selection services based in the United States, with 2,939 tracked contacts and 1,163 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated fund selection services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Savvy Wealthsavvywealth.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 256 contacts → |
“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tastytradetastytrade.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nitrogennitrogenwealth.com HQ: Auburn, CA, United StatesReported employees: 201-500 | Auburn, CA, United States | 201-500 | Exact match | 188 contacts → |
“Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | VISEvise.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 136 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Touchstone Investmentstouchstoneinvestments.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 129 contacts → |
“What is Distinctively Active?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lifeworks Advisorslifeworksadvisors.com HQ: Kentwood, MI, United StatesReported employees: 11-50 | Kentwood, MI, United States | 11-50 | Exact match | 58 contacts → |
“Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Quantumstreet AIquantumstreetai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 56 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Autopilotjoinautopilot.com HQ: New York, CA, United StatesReported employees: 11-50 | New York, CA, United States | 11-50 | Exact match | 49 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 32 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Advyzon Investment Management, Llc. AIMadvyzonim.com HQ: Lisle, IL, United StatesReported employees: 1-10 | Lisle, IL, United States | 1-10 | Exact match | 28 contacts → |
“In addition to award winning technology and customer service accolades as its foundation, AIM offers a robust selection of proprietary model portfolios, trading and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Crystal Capital Partnerscrystalfunds.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 27 contacts → |
“Access to institutional-quality alternative investments is where other platforms finish.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Conway Investment Solutionsconwayis.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 25 contacts → |
“Conway is a technology-driven investment research firm that connects financial advisors and their clients to a curated set of alternative and traditional investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tickerontickeron.com HQ: Reno, NV, United StatesReported employees: 11-50 | Reno, NV, United States | 11-50 | Exact match | 21 contacts → |
“Tickeron is a web-based, interactive Financial Marketplace.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Iflip Investiflipinvest.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | VYZERvyzer.co HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 19 contacts → |
“Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capitectcapitect.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 19 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | MOBYmoby.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 18 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Nextcapitalnextcapital.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 17 contacts → |
“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Chapwood Investments, LLCchapwoodinvestments.com HQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Avestoravestorinc.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“At Avestor, we're reshaping capital raising strategies with the Customizable Fund.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Chaikin Analyticschaikinanalytics.com HQ: Baltimore, MD, United StatesReported employees: 11-50 | Baltimore, MD, United States | 11-50 | Exact match | 13 contacts → |
“Chaikin Analytics is an award-winning approach to stock & ETF selection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | EKOeko.investments HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 13 contacts → |
“Eko is the largest and most complete digital investment provider.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 190 company matches
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Automated fund selection services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
189 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 190 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Automated fund selection services by metro
Questions about this company list
What does Exact match mean for automated fund selection services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated fund selection services did RevenueBase find based in the United States?
The saved snapshot records 190 matching company records, 2,939 tracked contacts and 1,163 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 automated fund selection services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/automated-fund-selection-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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