Company lists · Data verified August 2026

Top 25 Behavioral finance platforms based in the United States

Name: Behavioral finance platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 174 companies tracked

There are 174 behavioral finance platforms headquartered in the United States (RevenueBase, August 2026). RevenueBase tracks 1,119 professional contacts across them, including 308 with verified work emails and 359 with mobile numbers. New York is the largest hub.

This list covers behavioral finance 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. Data current as of August 28, 2026.

174Companies

1,119Contacts tracked

308Verified emails

359Mobile numbers

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The 25 largest behavioral finance platforms based in the United States

Ranked by team size

Top 25 of 174 behavioral finance platforms based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	Investopedia	NY	51-200	113	20
2	Clutch Holdings	Ambler, PA	51-200	54	33
3	Sequoia	San Francisco, CA	51-200	52	1
4	Tradesmith, LLC	Spring Hill, FL	51-200	50	40
5	Scivantage	Jersey City, NJ	51-200	40	4
6	JOYN	Atlanta, GA	11-50	38	2
7	Essentia Analytics	New York, NY	11-50	32	20
8	CPC Marketing	Chicago, IL	11-50	25	17
9	Capital Preferences	New York	11-50	22	14
10	Tickeron	Reno, NV	11-50	19	12
11	Stackwell	Boston, MA	11-50	18	7
12	Giraffe Invest	New York, NY	11-50	18	2
13	MOBY	New York, NY	11-50	17	12
14	Troutwood	Pittsburgh, PA	11-50	16	7
15	Nextcapital	Chicago, IL	51-200	15	5
16	Stockstory A Versant Media Cnbc Company	New York	1-10	10	6
17	R. G. Niederhoffer Capital Management	Sunny Isles Beach, FL	11-50	9	6
18	Enrich Financial Wellness	Cardiff By The Sea, CA	51-200	8	1
19	Stock Unlock	New York, NY	1-10	7	4
20	Shaping Wealth	Chicago, IL	1-10	7	3
21	PLUTO	Los Angeles, CA	1-10	7	1
22	COVE	Santa Monica, CA	1-10	6	3
23	Fynanc	San Jose, CA	11-50	6	1
24	Blue Grotto Capital	Atlanta, GA	1-10	5	5
25	qure.finance	San Francisco, CA	11-50	5	1

Showing 25 of 174 behavioral finance platforms based in the United States

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Behavioral finance platforms based in the United States at a glance

As of Aug 28, 2026

1-10Median size (employees)

New YorkLargest hub · 18 HQs

359Contacts with mobile numbers

1Emails re-verified in last 30 days

Companies by employee count

1-10

114

11-50

51-200

501-1,000

Behavioral finance platforms by metro

Metro	Companies
Behavioral finance platforms in New York	18
Behavioral finance platforms in San Francisco	14
Behavioral finance platforms in Atlanta	8
Behavioral finance platforms in Chicago	8
Behavioral finance platforms in Boston	7
Behavioral finance platforms in Miami	5
Behavioral finance platforms in Wilmington	3

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “behavioral finance platforms”, with match quality audited by blind human judging, and headquartered in the United States.
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: Contact records re-verify on a rolling cadence; 1 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

How many behavioral finance platforms are there based in the United States?

There are 174 behavioral finance platforms headquartered in the United States as of August 2026 (RevenueBase).

What is the largest company on this list?

Investopedia, headquartered in United States, tops this list with the largest team on record.

Which city has the most behavioral finance platforms?

New York leads with 18 headquartered companies, followed by San Francisco (14) and Atlanta (8).

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 308 verified decision-maker contacts tracked across these 174 companies.

How current is this list?

The list is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.