Company lists · Data refreshed September 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 Data refreshed Sep 14, 2026 389 companies tracked

RevenueBase identified 389 behavioral finance platforms headquartered in the United States as of September 2026 and tracks 16,081 professional contacts across them, including 8,125 with verified work emails. 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. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

389Companies

16,081Contacts tracked

8,125Verified emails

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The 25 largest behavioral finance platforms based in the United States

Ranked by team size

Top 25 of 389 behavioral finance platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to behavioral finance 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	Envestnet	Indirect evidence	Berwyn, PA, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,766 contacts →
	Indirect evidence “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Source: RevenueBase Database · checked Sep 14, 2026
2	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 14, 2026
3	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 14, 2026
4	ORION	Partial evidence	Omaha, NE, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,042 contacts →
	Partial evidence “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: RevenueBase Database · checked Sep 14, 2026
5	Assetmark	Indirect evidence	Concord, CA, United StatesHQ checked Sep 14, 2026	1,001-5,000	982 contacts →
	Indirect evidence “AssetMark, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
6	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 14, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 14, 2026
7	Seeking Alpha	Strong evidence	NY, United StatesHQ checked Sep 14, 2026	201-500	848 contacts →
	Strong evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 14, 2026
8	Betanxt	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	629 contacts →
	Indirect evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 14, 2026
9	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 14, 2026
10	Communify	Indirect evidence	Broomfield, CO, United StatesHQ checked Sep 14, 2026	201-500	309 contacts →
	Indirect evidence “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Source: RevenueBase Database · checked Sep 14, 2026
11	Savvy Wealth	Partial evidence	New York, United StatesHQ checked Sep 14, 2026	51-200	198 contacts →
	Partial evidence “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Source: RevenueBase Database · checked Sep 14, 2026
12	Nitrogen	Partial evidence	Auburn, CA, United StatesHQ checked Sep 14, 2026	201-500	189 contacts →
	Partial evidence “Nitrogen has been redefining how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011.” Source: RevenueBase Database · checked Sep 14, 2026
13	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 14, 2026
14	Ycharts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	183 contacts →
	Indirect evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 14, 2026
15	Signal Advisors	Indirect evidence	Detroit, MI, United StatesHQ checked Sep 14, 2026	51-200	134 contacts →
	Indirect evidence “Signal Advisors is the first tech-enabled IMO built by advisors for advisors to empower you to grow and scale more efficiently than ever before.” Source: RevenueBase Database · checked Sep 14, 2026
16	Broadridge Advisor Solutions	Partial evidence	San Diego, CA, United StatesHQ checked Sep 14, 2026	201-500	134 contacts →
	Partial evidence “Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building their brand, sharing…” Source: RevenueBase Database · checked Sep 14, 2026
17	Origin	Partial evidence	Boston, MA, United StatesHQ checked Sep 14, 2026	51-200	123 contacts →
	Partial evidence “Origin is your personal AI financial advisor.” Source: RevenueBase Database · checked Sep 14, 2026
18	Myvest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 14, 2026	51-200	121 contacts →
	Indirect evidence “MyVest builds enterprise wealth management technology for the digital age.” Source: RevenueBase Database · checked Sep 14, 2026
19	Halo Investing	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	120 contacts →
	Partial evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 14, 2026
20	Arta Finance	Partial evidence	Mountain View, CA, United StatesHQ checked Sep 14, 2026	51-200	113 contacts →
	Partial evidence “Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.” Source: RevenueBase Database · checked Sep 14, 2026
21	VISE	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	99 contacts →
	Partial 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 14, 2026
22	Advisorengine	Partial evidence	Raleigh, NC, United StatesHQ checked Sep 14, 2026	51-200	82 contacts →
	Partial evidence “AdvisorEngine is a digital platform to supercharge advisor growth.” Source: RevenueBase Database · checked Sep 14, 2026
23	Envestnet Moneyguide	Partial evidence	Powhatan, VA, United StatesHQ checked Sep 14, 2026	51-200	81 contacts →
	Partial evidence “Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions, and intelligence.” Source: RevenueBase Database · checked Sep 14, 2026
24	ETNA	Partial evidence	Boca Raton, FL, United StatesHQ checked Sep 14, 2026	51-200	81 contacts →
	Partial evidence “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Source: RevenueBase Database · checked Sep 14, 2026
25	Voyant	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	51-200	78 contacts →
	Indirect evidence “Voyant is revolutionizing the wealth client experience.” Source: RevenueBase Database · checked Sep 14, 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: behavioral finance 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 behavioral finance platforms.
Partial evidence: Its own public description names part of behavioral finance platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name behavioral finance 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 389 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 Sep 14, 2026

50.5%Verified-email coverage

41.3Average contacts per company

1-10Median size (employees)

13.6%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

219

11-50

114

51-200

201-500

501-1,000

1,001-5,000

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 389 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among behavioral finance platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “behavioral finance 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 behavioral finance 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 behavioral finance platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 8,125 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 14, 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.

Behavioral finance platforms by metro

Behavioral finance platforms in New York53
Behavioral finance platforms in San Francisco29

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

RevenueBase identified 389 behavioral finance platforms headquartered in the 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?

Envestnet, headquartered in Berwyn, tops this list with the largest team on record.

Which city has the most behavioral finance platforms?

New York leads with 53 headquartered companies, followed by San Francisco (29) and Boston (11).

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 8,125 verified decision-maker contacts tracked across these 389 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 14, 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.