Company lists · Data refreshed September 2026
Top 25 Behavioral finance software providers based in the United States
RevenueBase identified 188 company matches for behavioral finance software providers associated with 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 company matches for behavioral finance software providers 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 September 27, 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 software providers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 7,504 contacts → | ||||
Exact match “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 2,766 contacts → | ||||
Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 309 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 52 contacts → | ||||
Exact match “Founded in 1979 by Louis B.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 51 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 45 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 38 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 38 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 21 contacts → | ||||
Exact match “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 19 contacts → | ||||
Exact match “VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 16 contacts → | ||||
Exact match “THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “Educate your investors at scale with Pebble portfolio intelligence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 12 contacts → | ||||
Exact match “All investors deserve access to institutional-quality financial intelligence.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 12 contacts → | ||||
Exact match “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 11 contacts → | ||||
Exact match “Hearts & Wallets supports broker-dealers, asset managers, retirement companies, banks and other financial institutions in making informed and smart decisions through reports, data…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 9 contacts → | ||||
Exact match “At Symplany, we believe plans and portfolios belong together.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 9 contacts → | ||||
Exact match “ForwardLane transforms complex financial data into growth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Stock Unlock is built to help all investors leverage cutting edge tools and technology to make better investment decisions.” Recorded in the RevenueBase company graph · Sep 27, 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 software providers”. 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 188 behavioral finance software providers based in the United States
See the full list, filter by size, metro and specialty, and access 5,602 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 software providers” 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 5,602 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 September 27, 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 software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many behavioral finance software providers are there based in the United States?
RevenueBase identified 188 company matches for behavioral finance software providers associated with the United States as of September 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?
Msci INC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most behavioral finance software providers?
New York leads with 29 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 5,602 professional contacts with verified work emails tracked across these 188 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 188 behavioral finance software providers based in the United States. Start with a free account, no credit card.
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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 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Behavioral finance software providers based in India
- Behavioral finance software providers based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 behavioral finance software providers 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 188 matching company records for behavioral finance software providers based in the United States, with 12,053 tracked contacts and 5,602 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: September 27, 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 software providers 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 |  Msci INCmsci.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Envestnetenvestnet.comHQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Communifycommunify.comHQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vantagepoint Ai, LLCvantagepointsoftware.comHQ: Wesley Chapel, FL, United StatesReported employees: 51-200 | Wesley Chapel, FL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1979 by Louis B.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Portware, A Factset Companyfactset.comHQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Koyfinkoyfin.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  JOYNjoynadvisors.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 38 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Valitanavalitana.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Moneytree Softwaremoneytree.comHQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 21 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Virtua Researchvirtuaresearch.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 19 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Thinkalphathinkalpha.ioHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Troutwoodtroutwood.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Insight Foliosinsightfolios.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Pebble Financepebble.financeHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 12 contacts → |
“Educate your investors at scale with Pebble portfolio intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Atom Financeatom.financeHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Amassing Investmentamassinginvestment.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Hearts & Walletsheartsandwallets.comHQ: Rye, NY, United StatesReported employees: 11-50 | Rye, NY, United States | 11-50 | Exact match | 11 contacts → |
“Hearts & Wallets supports broker-dealers, asset managers, retirement companies, banks and other financial institutions in making informed and smart decisions through reports, data…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vectorvest, INCvectorvest.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 11 contacts → |
“VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Symplanysymplany.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Forwardlane INCforwardlane.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“ForwardLane transforms complex financial data into growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Stock Unlockstockunlock.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Stock Unlock is built to help all investors leverage cutting edge tools and technology to make better investment decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 188 company matches
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Behavioral finance software providers: dataset insights
September 27, 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
188 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 188 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: September 27, 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 software providers?
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 software providers did RevenueBase find based in the United States?
The saved snapshot records 188 matching company records, 12,053 tracked contacts and 5,602 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: September 27, 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
Behavioral finance software providers by geography
Cite this list
RevenueBase Data Team. Top 25 behavioral finance software providers based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/behavioral-finance-software-providers/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
- Behavioral finance software providers based in India
- Behavioral finance software providers based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 behavioral finance software providers based in the United States
RevenueBase records 188 matching company records for behavioral finance software providers based in the United States, with 12,053 tracked contacts and 5,602 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: September 27, 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 software providers 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 | Msci INCmsci.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 7,504 contacts → |
“MSCI is a leading provider of critical decision support tools and services for the global investment community.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Envestnetenvestnet.com HQ: Berwyn, PA, United StatesReported employees: 1,001-5,000 | Berwyn, PA, United States | 1,001-5,000 | Exact match | 2,766 contacts → |
“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Communifycommunify.com HQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vantagepoint Ai, LLCvantagepointsoftware.com HQ: Wesley Chapel, FL, United StatesReported employees: 51-200 | Wesley Chapel, FL, United States | 51-200 | Exact match | 52 contacts → |
“Founded in 1979 by Louis B.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Portware, A Factset Companyfactset.com HQ: Nyc, NY, United StatesReported employees: Not recorded | Nyc, NY, United States | Not recorded | Exact match | 45 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Koyfinkoyfin.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 43 contacts → |
“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | JOYNjoynadvisors.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 38 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Valitanavalitana.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 32 contacts → |
“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Moneytree Softwaremoneytree.com HQ: Muncie, IN, United StatesReported employees: 11-50 | Muncie, IN, United States | 11-50 | Exact match | 21 contacts → |
“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Virtua Researchvirtuaresearch.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 19 contacts → |
“VIRTUA is a financial services technology company focused on the intersection of fundamental financial modeling and Web-enabled information delivery.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Thinkalphathinkalpha.io HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 16 contacts → |
“THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Troutwoodtroutwood.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Insight Foliosinsightfolios.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Pebble Financepebble.finance HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 12 contacts → |
“Educate your investors at scale with Pebble portfolio intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Atom Financeatom.finance HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Amassing Investmentamassinginvestment.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Hearts & Walletsheartsandwallets.com HQ: Rye, NY, United StatesReported employees: 11-50 | Rye, NY, United States | 11-50 | Exact match | 11 contacts → |
“Hearts & Wallets supports broker-dealers, asset managers, retirement companies, banks and other financial institutions in making informed and smart decisions through reports, data…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vectorvest, INCvectorvest.com HQ: Akron, OH, United StatesReported employees: 51-200 | Akron, OH, United States | 51-200 | Exact match | 11 contacts → |
“VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Symplanysymplany.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“At Symplany, we believe plans and portfolios belong together.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Forwardlane INCforwardlane.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 9 contacts → |
“ForwardLane transforms complex financial data into growth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Stock Unlockstockunlock.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Stock Unlock is built to help all investors leverage cutting edge tools and technology to make better investment decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 188 company matches
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Behavioral finance software providers: dataset insights
September 27, 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
188 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 188 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: September 27, 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 software providers?
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 software providers did RevenueBase find based in the United States?
The saved snapshot records 188 matching company records, 12,053 tracked contacts and 5,602 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: September 27, 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
Behavioral finance software providers by geography
Cite this list
RevenueBase Data Team. Top 25 behavioral finance software providers based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/behavioral-finance-software-providers/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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