Company lists · Data refreshed September 2026
Top 25 Behavioral finance software providers based in the United States
RevenueBase identified 188 behavioral finance software providers headquartered in the United States as of September 2026 and tracks 12,053 professional contacts across them, including 5,602 with verified work emails. New York is the largest hub.
This list covers behavioral finance software providers 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 27, 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 software providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,504 contacts → | ||||
Indirect evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 183 contacts → | ||||
Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 148 contacts → | ||||
Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 52 contacts → | ||||
Indirect evidence “Founded in 1979 by Louis B.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 51 contacts → | ||||
Indirect evidence “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 45 contacts → | ||||
Strong evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 43 contacts → | ||||
Partial evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 38 contacts → | ||||
Strong evidence “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 38 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 32 contacts → | ||||
Indirect evidence “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 21 contacts → | ||||
Strong evidence “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Partial evidence “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Indirect 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 Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 16 contacts → | ||||
Indirect evidence “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 12 contacts → | ||||
Indirect evidence “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 12 contacts → | ||||
Indirect evidence “Educate your investors at scale with Pebble portfolio intelligence.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 12 contacts → | ||||
Partial evidence “All investors deserve access to institutional-quality financial intelligence.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 12 contacts → | ||||
Indirect evidence “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Partial evidence “Hearts & Wallets supports broker-dealers, asset managers, retirement companies, banks and other financial institutions in making informed and smart decisions through reports, data…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 11 contacts → | ||||
Partial evidence “VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Indirect evidence “At Symplany, we believe plans and portfolios belong together.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 contacts → | ||||
Partial evidence “ForwardLane transforms complex financial data into growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 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 Sep 27, 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 software providers. 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 software providers.
- Partial evidence
- Its own public description names part of behavioral finance software providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name behavioral finance software providers. 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 188 behavioral finance software providers based in the United States
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Behavioral finance software providers based in the United States at a glance
As of Sep 27, 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 188 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 software providers, 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 software providers”. 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 software providers), 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 software providers, 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, 5,602 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 27, 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 software providers by metro
- Behavioral finance software providers in New York28
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 software providers, 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 software providers are there based in the United States?
RevenueBase identified 188 behavioral finance software providers 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?
Msci INC, headquartered in New York, tops this list with the largest team on record.
Which city has the most behavioral finance software providers?
New York leads with 28 headquartered companies, followed by San Francisco (18) and Chicago (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 5,602 verified decision-maker contacts tracked across these 188 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 27, 2026.
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Behavioral finance software providers by geography
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.
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