Company lists · Data refreshed September 2026

Top 25 Automated investment platforms based in New York, United States

Name: Automated investment platforms 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 1, 2026 84 companies tracked

RevenueBase identified 84 automated investment platforms headquartered in New York, United States as of September 2026 and tracks 1,311 professional contacts across them, including 742 with verified work emails and 530 with mobile numbers. New York is the largest hub.

This list covers automated investment platforms 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 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.

How to read this list RevenueBase Smart Search rating on every row Refreshed Sep 1, 2026 86% judged on-target in blind review

84Companies

1,311Contacts tracked

742Verified emails

530Mobile numbers

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The 25 largest automated investment platforms based in New York, United States

Ranked by team size

Top 25 of 84 automated investment platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 1, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment 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	Betterment	Indirect evidence	New York, NY, United States	501-1,000	620 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 1, 2026
2	VISE	Indirect evidence	New York, NY, United States	51-200	99 contacts →
	Indirect 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 1, 2026
3	Firstrade Securities INC	Partial evidence	New York, United States	51-200	80 contacts →
	Partial evidence “Firstrade is a leading online investment firm offering a full line of investment products and tools designed to help investors take control of their financial future.” Source: RevenueBase Database · checked Sep 1, 2026
4	ZOE Financial	Partial evidence	New York, NY, United States	11-50	68 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 1, 2026
5	Autopilot	Partial evidence	New York, NY, United States	11-50	35 contacts →
	Partial evidence “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Source: RevenueBase Database · checked Sep 1, 2026
6	LIMEX	Indirect evidence	New York, NY, United States	11-50	35 contacts →
	Indirect evidence “Limex was founded by former Wall Street quantitative researchers to address the significant infrastructure gap between institutional and retail trading capabilities.” Source: RevenueBase Database · checked Sep 1, 2026
7	Marstone, INC	Partial evidence	New York, NY, United States	11-50	31 contacts →
	Partial evidence “Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.” Source: RevenueBase Database · checked Sep 1, 2026
8	Collective2	Indirect evidence	New York, NY, United States	1-10	28 contacts →
	Indirect evidence “Hedge funds were invented over fifty years ago, and they haven’t changed much since: a “superstar” genius manager, a secretive strategy, an opaque and complex legal entity into…” Source: RevenueBase Database · checked Sep 1, 2026
9	Pave Finance	Indirect evidence	New York, NY, United States	11-50	27 contacts →
	Indirect evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Sep 1, 2026
10	Adaptive Investment Solutions, LLC	Indirect evidence	New York, NY, United States	11-50	21 contacts →
	Indirect evidence “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Source: RevenueBase Database · checked Sep 1, 2026
11	Pensionbee US	Indirect evidence	New York, NY, United States	201-500	20 contacts →
	Indirect evidence “Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Source: RevenueBase Database · checked Sep 1, 2026
12	MOBY	Strong evidence	New York, NY, United States	11-50	17 contacts →
	Strong evidence “Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Source: RevenueBase Database · checked Sep 1, 2026
13	EKO	Partial evidence	New York, United States	51-200	13 contacts →
	Partial evidence “Eko is the largest and most complete digital investment provider.” Source: RevenueBase Database · checked Sep 1, 2026
14	Surmount	Strong evidence	New York, United States	1-10	12 contacts →
	Strong evidence “Automate any investment account using AI and data-driven strategies made by professionals.” Source: RevenueBase Database · checked Sep 1, 2026
15	Unlimited	Partial evidence	New York, NY, United States	1-10	11 contacts →
	Partial evidence “We are creating Tomorrow's Asset Management Company Today combining decades of investing experience with machine learning to offer alternative investments to all.” Source: RevenueBase Database · checked Sep 1, 2026
16	Stockstory A Versant Media Cnbc Company	Indirect evidence	New York, United States	1-10	10 contacts →
	Indirect evidence “We are a financial technology startup with the purpose of making profitable stock investing easier for individual investors.” Source: RevenueBase Database · checked Sep 1, 2026
17	Peakbot	Indirect evidence	New York, NY, United States	11-50	7 contacts →
	Indirect evidence “Our business is built upon our clients most valuable assets, Time & Money.” Source: RevenueBase Database · checked Sep 1, 2026
18	Bezant Technologies	Indirect evidence	New York, NY, United States	1-10	6 contacts →
	Indirect evidence “Bezant Tech’s mission is to produce high and consistent risk-adjusted returns by adhering to Machine Learning methodologies while building an exceptional firm that develops…” Source: RevenueBase Database · checked Sep 1, 2026
19	Machinetrader.io INC	Strong evidence	New York, NY, United States	1-10	5 contacts →
	Strong evidence “MachineTrader™ is a software platform designed to serve the needs of serious traders who want to automate trading ideas, but who lack the full stack programming skills to build…” Source: RevenueBase Database · checked Sep 1, 2026
20	Sincerus Advisory, LLC	Partial evidence	New York, NY, United States	1-10	4 contacts →
	Partial evidence “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 1, 2026
21	Birdwingo	Indirect evidence	New York, United States	11-50	4 contacts →
	Indirect evidence “BIRDWINGO JOINED FORCES WITH ALPACA MARKETS.” Source: RevenueBase Database · checked Sep 1, 2026
22	Cogito Finance Singularity Finance	Partial evidence	New York, United States	1-10	4 contacts →
	Partial evidence “Cogito Finance provides institutional-grade investment products by bringing fixed-income assets and equities onchain.” Source: RevenueBase Database · checked Sep 1, 2026
23	Ustreet	Indirect evidence	New York, United States	1-10	4 contacts →
	Indirect evidence “UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Source: RevenueBase Database · checked Sep 1, 2026
24	KOIN	Indirect evidence	New York, NY, United States	1-10	4 contacts →
	Indirect evidence “KOIN is an investing app that lets you see the future.” Source: RevenueBase Database · checked Sep 1, 2026
25	GILON	Indirect evidence	New York, NY, United States	1-10	3 contacts →
	Indirect evidence “Private investing deserves better infrastructure.” Source: RevenueBase Database · checked Sep 1, 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: automated investment 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 automated investment platforms.
Partial evidence: Its own public description names part of automated investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment 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 84 automated investment platforms based in New York, United States

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Automated investment platforms based in New York, United States at a glance

As of Sep 1, 2026

56.6%Verified-email coverage

40.4%Mobile-number coverage

15.6Average contacts per company

1-10Median size (employees)

103.6%Largest-city concentration · New York

Sep 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

10001+

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 automated investment 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 New York, United States whose own description of what they do matches “automated investment 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 automated investment 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 automated investment platforms, 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, 742 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 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.

Automated investment platforms by metro in the United States

Automated investment platforms in New York87
Automated investment platforms in San Francisco57

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 automated investment 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 automated investment platforms are there based in New York, United States?

RevenueBase identified 84 automated investment platforms 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?

Betterment, headquartered in New York, tops this list with the largest team on record.

Which city has the most automated investment platforms?

New York leads with 87 headquartered companies, followed by San Francisco (57) and Los Angeles (21).

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 742 verified decision-maker contacts tracked across these 84 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 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.