Company lists · Data refreshed October 2026
Top 25 Behavioral finance platforms based in New York, United States
RevenueBase identified 61 behavioral finance platforms headquartered in New York, United States as of October 2026 and tracks 4,990 professional contacts across them, including 2,954 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers behavioral finance 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 October 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.
The 25 largest behavioral finance platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 6 | 58 contacts → | ||||
Strong evidence “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 7 | 43 contacts → | ||||
Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Partial evidence “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 9 | 32 contacts → | ||||
Partial evidence “Magnifi is a platform that is changing how you shop for investments.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 10 | 29 contacts → | ||||
Partial evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 11 | 24 contacts → | ||||
Indirect evidence “Founded in 2014, Capital Preferences is an independently owned decision science technology and research firm created by globally acclaimed economists.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 13 | 16 contacts → | ||||
Partial evidence “THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 14 | 14 contacts → | ||||
Partial evidence “At Clearnomics, we provide technology that empowers financial advisors to have engaging market conversations with their clients.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 15 | 13 contacts → | ||||
Indirect evidence “Eko is the largest and most complete digital investment provider.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Strong evidence “WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Partial evidence “We are a financial technology startup with the purpose of making profitable stock investing easier for individual investors.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Partial evidence “Quinn™ empowers financial institutions to exponentially broaden their reach and impact by harnessing the power of AI to deliver human-level financial planning and advice at scale…” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Partial evidence “ForwardLane transforms complex financial data into growth.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “Stock Unlock is built to help all investors leverage cutting edge tools and technology to make better investment decisions.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 22 | 6 contacts → | ||||
Partial evidence “Investall is a New York City-based FinTech company that is revolutionizing the journey to a secure financial future with its AI/ML-powered Investall mobile apps.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Partial evidence “At Parthean, our mission is simple: to help more people make better financial decisions.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Money is a tool not a scary monster.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Empowering private investors to secure consistent profits through our advanced algorithm-driven research.” Source: RevenueBase Database · checked Oct 1, 2026Thanks. The Data Team will review it. | |||||
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 61 behavioral finance platforms based in New York, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 2,954 reachable decision-makers.
Free signup · no credit card
Behavioral finance platforms based in New York, United States at a glance
As of Oct 1, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 61 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 New York, 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 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, 2,954 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 October 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.
Behavioral finance platforms by metro in the United States
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 New York, United States?
RevenueBase identified 61 behavioral finance platforms headquartered in New York, United States as of October 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?
Icapital, headquartered in New York, tops this list with the largest team on record.
Which city in the United States has the most behavioral finance platforms?
New York leads the United States with 61 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 2,954 verified decision-maker contacts tracked across these 61 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 61 behavioral finance platforms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Behavioral finance platforms by geography
- Behavioral finance platforms based in the United States
- Behavioral finance platforms based in the United Kingdom
- Behavioral finance platforms based in Canada
- Behavioral finance platforms based in Brazil
- Behavioral finance platforms based in France
- Behavioral finance platforms based in Paris, France
- Behavioral finance platforms based in Bangalore, India
- Behavioral finance platforms based in Mumbai, India
- Behavioral finance platforms based in Singapore, Singapore
- Behavioral finance platforms based in London, United Kingdom
- Behavioral finance platforms based in San Francisco, United States
- Behavioral finance platforms based in Australia
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Behavioral finance platforms based in the United States
- Behavioral finance platforms based in the United Kingdom
- Behavioral finance platforms based in Canada
- Behavioral finance platforms based in Brazil
- Behavioral finance platforms based in France
- Behavioral finance platforms based in Paris, France