Company lists · Data refreshed November 2026
Top 25 Behavioral finance platforms based in the United States
RevenueBase identified 85 company matches for behavioral finance platforms associated with the United States as of November 2026 and tracks 512 professional contacts across them, including 169 with verified work emails. New York is the largest hub.
This list covers company matches for behavioral finance platforms 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 5, 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 behavioral finance platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Exact match “Most platforms give you data and wait for you to act.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 37 contacts → | ||||
Exact match “Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 24 contacts → | ||||
Exact match “Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 21 contacts → | ||||
Exact match “Tickeron is a web-based, interactive Financial Marketplace.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “R.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match “Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “DGV Solutions manages investment strategies for institutions that aim to capture market pricing anomalies based on behavioral, technical and fundamental factors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 5 contacts → | ||||
Exact match “Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “Rewbix takes the guesswork out of investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Based in Denver, CO, and launched in January 2005, ModernIR is a financial technology company that pioneered the application of behavioral analytics to equity market intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Turning Investor Behavior into Stock Market Success.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “ELLE CAPITAL FUND LP (“Elle Capital”) is a quantitative fund that uses human psychology and investor biases as the basis for its mathematical models.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits Built by a Team with over 70 years of Money Management Experience” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “Andes Risk is the only platform that addresses all aspects of risk, including the investor’s behavioral risk, to empower advisors to stand out, convert prospects and help clients…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Markets are People.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Thorpe Abbotts Capital LLC is a value-oriented investment firm that searches for and exploits behavioral biases in public markets.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “RenaFi provides an academic, research-based practical, financial education platform.” Recorded in the RevenueBase company graph · Nov 5, 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 “behavioral finance platforms”. 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 85 behavioral finance platforms based in the United States
See the full list, filter by size, metro and specialty, and access 169 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Behavioral finance platforms based in the United States at a glance
As of Nov 5, 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 85 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 “behavioral finance platforms” 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 169 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 5, 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.
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 “behavioral finance platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many behavioral finance platforms are there based in the United States?
RevenueBase identified 85 company matches for behavioral finance platforms 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?
Clutch Holdings tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most behavioral finance platforms?
New York leads with 12 company records, followed by San Francisco (6) and Atlanta (4).
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 169 professional contacts with verified work emails tracked across these 85 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 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 85 behavioral finance platforms based in the United States. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 25 behavioral finance platforms 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 85 matching company records for behavioral finance platforms based in the United States, with 512 tracked contacts and 169 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 5, 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 behavioral finance platforms 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 |  Clutch Holdingsclutch.comHQ: Ambler, PA, United StatesReported employees: 51-200 | Ambler, PA, United States | 51-200 | Exact match | 51 contacts → |
“Most platforms give you data and wait for you to act.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  JOYNjoynadvisors.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Capital Preferencescapitalpreferences.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Aura Financeaurafinance.ioHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  R. G. Niederhoffer Capital Managementniederhoffer.comHQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Algorithmic Investment Models AIMalgomodels.comHQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 14 contacts → |
“At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lifecentslifecents.comHQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 9 contacts → |
“Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealthfluentwealthfluent.comHQ: Edwards, CO, United StatesReported employees: 1-10 | Edwards, CO, United States | 1-10 | Exact match | 7 contacts → |
“Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  DGV Solutions LPdgvlp.comHQ: Minnetonka, MN, United StatesReported employees: 1-10 | Minnetonka, MN, United States | 1-10 | Exact match | 6 contacts → |
“DGV Solutions manages investment strategies for institutions that aim to capture market pricing anomalies based on behavioral, technical and fundamental factors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Blue Grotto Capitalbluegrottocapital.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Accountable Financeaccountable.financeHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Align Wealth Advisorsalignwealthadvisors.comHQ: Laguna Hills, CA, United StatesReported employees: 1-10 | Laguna Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rewbixrewbix.comHQ: Austin, United StatesReported employees: 1-10 | Austin, United States | 1-10 | Exact match | 5 contacts → |
“Rewbix takes the guesswork out of investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Modernirmodernir.comHQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 4 contacts → |
“Based in Denver, CO, and launched in January 2005, ModernIR is a financial technology company that pioneered the application of behavioral analytics to equity market intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Unitifiunitifi.comHQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ovtlyrovtlyr.comHQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 4 contacts → |
“Turning Investor Behavior into Stock Market Success.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Elle Capitalellecapital.comHQ: Berkeley, CA, United StatesReported employees: 1-10 | Berkeley, CA, United States | 1-10 | Exact match | 4 contacts → |
“ELLE CAPITAL FUND LP (“Elle Capital”) is a quantitative fund that uses human psychology and investor biases as the basis for its mathematical models.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kailash Conceptskailashconcepts.comHQ: Columbus, OH, United StatesReported employees: 1-10 | Columbus, OH, United States | 1-10 | Exact match | 4 contacts → |
“Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits Built by a Team with over 70 years of Money Management Experience” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Andes Riskandesrisk.ioHQ: Lexington, MA, United StatesReported employees: 11-50 | Lexington, MA, United States | 11-50 | Exact match | 4 contacts → |
“Andes Risk is the only platform that addresses all aspects of risk, including the investor’s behavioral risk, to empower advisors to stand out, convert prospects and help clients…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Kievanoskievanos.comHQ: Dallas Fort Worth, United StatesReported employees: 11-50 | Dallas Fort Worth, United States | 11-50 | Exact match | 3 contacts → |
“Markets are People.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Summit Securities Group LLCssgllc.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  LUX IPSluxips.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Thorpe Abbotts Capital LLCthorpeabbottscapital.comHQ: Charlottesville, VA, United StatesReported employees: 1-10 | Charlottesville, VA, United States | 1-10 | Exact match | 2 contacts → |
“Thorpe Abbotts Capital LLC is a value-oriented investment firm that searches for and exploits behavioral biases in public markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Renafirena-fi.comHQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 2 contacts → |
“RenaFi provides an academic, research-based practical, financial education platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 85 company matches
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Behavioral finance platforms: dataset insights
November 5, 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
85 records in the displayed employee bands.
0 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 85 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 5, 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 ↗
Questions about this company list
What does Exact match mean for behavioral finance platforms?
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 behavioral finance platforms did RevenueBase find based in the United States?
The saved snapshot records 85 matching company records, 512 tracked contacts and 169 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 5, 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
Cite this list
RevenueBase Data Team. Top 25 behavioral finance platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/behavioral-finance-platforms/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
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- Insurtech companies based in the United States
- Machine learning companies based in the United States
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Company intelligence · public preview
Top 25 behavioral finance platforms based in the United States
RevenueBase records 85 matching company records for behavioral finance platforms based in the United States, with 512 tracked contacts and 169 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 5, 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 behavioral finance platforms 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 | Clutch Holdingsclutch.com HQ: Ambler, PA, United StatesReported employees: 51-200 | Ambler, PA, United States | 51-200 | Exact match | 51 contacts → |
“Most platforms give you data and wait for you to act.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | JOYNjoynadvisors.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 37 contacts → |
“Our industry is starting to learn about behavioral science, but it was 2004 when we began re-engineering our firm to deliver Behavioral Wealth Management.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Capital Preferencescapitalpreferences.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Aura Financeaurafinance.io HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 18 contacts → |
“Welcome to Aura Finance, where we believe that true financial wellness goes beyond numbers-it's about your relationship with money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | R. G. Niederhoffer Capital Managementniederhoffer.com HQ: Sunny Isles Beach, FL, United StatesReported employees: 11-50 | Sunny Isles Beach, FL, United States | 11-50 | Exact match | 14 contacts → |
“R.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Algorithmic Investment Models AIMalgomodels.com HQ: Boston, MA, United StatesReported employees: 1-10 | Boston, MA, United States | 1-10 | Exact match | 14 contacts → |
“At Algorithmic Investment Models, we combine human intelligence and AI to create powerful investment strategies designed to uncover opportunities others miss.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lifecentslifecents.com HQ: Washington, DC, United StatesReported employees: 1-10 | Washington, DC, United States | 1-10 | Exact match | 9 contacts → |
“Financial wellness that builds financial readiness-the clarity, capability, and confidence people need to take meaningful action.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealthfluentwealthfluent.com HQ: Edwards, CO, United StatesReported employees: 1-10 | Edwards, CO, United States | 1-10 | Exact match | 7 contacts → |
“Navigating changing life circumstances, countless variables, and the fear of the unknown makes financial decisions feel overwhelming.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | DGV Solutions LPdgvlp.com HQ: Minnetonka, MN, United StatesReported employees: 1-10 | Minnetonka, MN, United States | 1-10 | Exact match | 6 contacts → |
“DGV Solutions manages investment strategies for institutions that aim to capture market pricing anomalies based on behavioral, technical and fundamental factors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Blue Grotto Capitalbluegrottocapital.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 5 contacts → |
“Blue Grotto Capital is an Investment Adviser based in Atlanta, GA.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Accountable Financeaccountable.finance HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“Accountable Finance provides a simple, powerful platform that empowers investors to make smarter, data-driven decisions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Align Wealth Advisorsalignwealthadvisors.com HQ: Laguna Hills, CA, United StatesReported employees: 1-10 | Laguna Hills, CA, United States | 1-10 | Exact match | 5 contacts → |
“We are an innovative behavioral finance-forward lifestyle-based planning and management firm actively recruiting continuity and succession partners.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rewbixrewbix.com HQ: Austin, United StatesReported employees: 1-10 | Austin, United States | 1-10 | Exact match | 5 contacts → |
“Rewbix takes the guesswork out of investing.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Modernirmodernir.com HQ: Denver, CO, United StatesReported employees: 1-10 | Denver, CO, United States | 1-10 | Exact match | 4 contacts → |
“Based in Denver, CO, and launched in January 2005, ModernIR is a financial technology company that pioneered the application of behavioral analytics to equity market intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Unitifiunitifi.com HQ: Omaha, NE, United StatesReported employees: 1-10 | Omaha, NE, United States | 1-10 | Exact match | 4 contacts → |
“We Unite the Financial Services Industry by providing Behavior-Based Advising Tools Our solution allows financial professionals to clearly understand their clients' financial…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ovtlyrovtlyr.com HQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 4 contacts → |
“Turning Investor Behavior into Stock Market Success.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Elle Capitalellecapital.com HQ: Berkeley, CA, United StatesReported employees: 1-10 | Berkeley, CA, United States | 1-10 | Exact match | 4 contacts → |
“ELLE CAPITAL FUND LP (“Elle Capital”) is a quantitative fund that uses human psychology and investor biases as the basis for its mathematical models.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kailash Conceptskailashconcepts.com HQ: Columbus, OH, United StatesReported employees: 1-10 | Columbus, OH, United States | 1-10 | Exact match | 4 contacts → |
“Behavioral Finance, Portfolio Strategy & Quantamental Tool Kits Built by a Team with over 70 years of Money Management Experience” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Andes Riskandesrisk.io HQ: Lexington, MA, United StatesReported employees: 11-50 | Lexington, MA, United States | 11-50 | Exact match | 4 contacts → |
“Andes Risk is the only platform that addresses all aspects of risk, including the investor’s behavioral risk, to empower advisors to stand out, convert prospects and help clients…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Kievanoskievanos.com HQ: Dallas Fort Worth, United StatesReported employees: 11-50 | Dallas Fort Worth, United States | 11-50 | Exact match | 3 contacts → |
“Markets are People.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Summit Securities Group LLCssgllc.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | LUX IPSluxips.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Thorpe Abbotts Capital LLCthorpeabbottscapital.com HQ: Charlottesville, VA, United StatesReported employees: 1-10 | Charlottesville, VA, United States | 1-10 | Exact match | 2 contacts → |
“Thorpe Abbotts Capital LLC is a value-oriented investment firm that searches for and exploits behavioral biases in public markets.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Renafirena-fi.com HQ: Dover, DE, United StatesReported employees: 11-50 | Dover, DE, United States | 11-50 | Exact match | 2 contacts → |
“RenaFi provides an academic, research-based practical, financial education platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 85 company matches
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Behavioral finance platforms: dataset insights
November 5, 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
85 records in the displayed employee bands.
0 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 85 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 5, 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 ↗
Questions about this company list
What does Exact match mean for behavioral finance platforms?
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 behavioral finance platforms did RevenueBase find based in the United States?
The saved snapshot records 85 matching company records, 512 tracked contacts and 169 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 5, 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
Cite this list
RevenueBase Data Team. Top 25 behavioral finance platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/behavioral-finance-platforms/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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