Company lists · Data refreshed September 2026
Top 25 Direct indexing platforms worldwide
RevenueBase identified 358 company matches for direct indexing platforms worldwide as of September 2026 and tracks 5,156 professional contacts across them, including 1,761 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for direct indexing platforms worldwide, 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 28, 2026. Country and city lists for direct indexing platforms follow the table.
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 direct indexing platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 635 contacts → | ||||
Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 434 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 249 contacts → | ||||
Exact match “Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 216 contacts → | ||||
Exact match “Start investing for the future you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 203 contacts → | ||||
Exact match “At Darwinex, we provide an ecosystem where traders and investors can strive.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 124 contacts → | ||||
Exact match “Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 103 contacts → | ||||
Exact match “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 102 contacts → | ||||
Exact match “55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 88 contacts → | ||||
Exact match “A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 79 contacts → | ||||
Exact match “Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 62 contacts → | ||||
Exact match “Portu je první investiční platformou svého druhu v Česku.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 60 contacts → | ||||
Exact match “Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 57 contacts → | ||||
Exact match “SAVR is a Swedish investment platform founded in 2019, with the aim of transforming the financial industry through innovative solutions and a sharp focus on user needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 54 contacts → | ||||
Exact match “Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 52 contacts → | ||||
Exact match “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 47 contacts → | ||||
Exact match “Inyova is an investment platform that enables you to achieve your financial goals by investing your savings 100% consistent with your values and lifestyle.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “TakeProfit.com - a high-performance cloud trading platform for active intraday and algo traders, powered by a creator-driven marketplace.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 35 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 32 contacts → | ||||
Exact match “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 31 contacts → | ||||
Exact match “Listo para operar con un broker diseñado para traders modernos?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 30 contacts → | ||||
Exact match “Geld opzijzetten voor later?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “At BOTS Capital, we are revolutionizing the way individuals and businesses invest.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “At UEXO, we're more than just a platform; we’re building a complete, all-in-one home for your financial journey where high-performance technology is balanced by the dedicated…” Recorded in the RevenueBase company graph · Sep 28, 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 “direct indexing platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 358 direct indexing platforms worldwide
See the full list, filter by size, metro and specialty, and access 1,761 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Direct indexing platforms worldwide at a glance
As of Sep 28, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for direct indexing platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “direct indexing platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. 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 1,761 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 28, 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.
Direct indexing platforms by location
2 lists · largest firstEvery Direct indexing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “direct indexing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many direct indexing platforms are there worldwide?
RevenueBase identified 358 company matches for direct indexing platforms worldwide 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?
Betterment tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most direct indexing platforms?
The United States leads with 93 companies, followed by India (41). Every direct indexing platforms list by country and city is linked on this page.
Which city has the most direct indexing platforms?
New York leads with 16 company records, followed by London (13) and San Francisco (13).
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 1,761 professional contacts with verified work emails tracked across these 358 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 358 direct indexing platforms worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 direct indexing platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 358 matching company records for direct indexing platforms worldwide, with 5,156 tracked contacts and 1,761 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 28, 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 direct indexing platforms worldwide
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 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Tyba POR Credicorp Capitalbento.meHQ: Bogotá, ColombiaReported employees: 201-500 | Bogotá, Colombia | 201-500 | Exact match | 249 contacts → |
“Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stashawaystashaway.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 216 contacts → |
“Start investing for the future you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Darwinexdarwinex.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 203 contacts → |
“At Darwinex, we provide an ecosystem where traders and investors can strive.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 124 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ETHICethic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 103 contacts → |
“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  55ip55-ip.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 88 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Savartsavart.comHQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  PORTUportu.czHQ: Praha, Czech RepublicReported employees: 11-50 | Praha, Czech Republic | 11-50 | Exact match | 62 contacts → |
“Portu je první investiční platformou svého druhu v Česku.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Syntax Datasyntaxdata.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SAVRsavr.comHQ: Stockholm, SwedenReported employees: 11-50 | Stockholm, Sweden | 11-50 | Exact match | 57 contacts → |
“SAVR is a Swedish investment platform founded in 2019, with the aim of transforming the financial industry through innovative solutions and a sharp focus on user needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Shelton Capital Managementsheltoncap.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 54 contacts → |
“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Teji Manditejimandi.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 52 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Inyova Impact Investinginyova.chHQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 47 contacts → |
“Inyova is an investment platform that enables you to achieve your financial goals by investing your savings 100% consistent with your values and lifestyle.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Takeprofittakeprofit.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 43 contacts → |
“TakeProfit.com - a high-performance cloud trading platform for active intraday and algo traders, powered by a creator-driven marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Autopilotjoinautopilot.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Investsmart Group Limitedinvestsmart.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BEFXmundobefx.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 31 contacts → |
“Listo para operar con un broker diseñado para traders modernos?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Meesman Indexbeleggenmeesman.nlHQ: Den Haag, NetherlandsReported employees: 11-50 | Den Haag, Netherlands | 11-50 | Exact match | 30 contacts → |
“Geld opzijzetten voor later?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bots Capitalbots.ioHQ: Amsterdam, NetherlandsReported employees: 11-50 | Amsterdam, Netherlands | 11-50 | Exact match | 30 contacts → |
“At BOTS Capital, we are revolutionizing the way individuals and businesses invest.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Feeftyfeefty.comHQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  UEXOuexo.comHQ: Port Louis, MauritiusReported employees: 11-50 | Port Louis, Mauritius | 11-50 | Exact match | 29 contacts → |
“At UEXO, we're more than just a platform; we’re building a complete, all-in-one home for your financial journey where high-performance technology is balanced by the dedicated…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 358 company matches
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Direct indexing platforms: dataset insights
September 28, 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
358 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 358 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 28, 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 ↗
Direct indexing platforms by location
2 lists · largest firstEvery Direct indexing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for direct indexing platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many direct indexing platforms did RevenueBase find worldwide?
The saved snapshot records 358 matching company records, 5,156 tracked contacts and 1,761 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 28, 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
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Cite this list
RevenueBase Data Team. Top 25 direct indexing platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/direct-indexing-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 direct indexing platforms worldwide
RevenueBase records 358 matching company records for direct indexing platforms worldwide, with 5,156 tracked contacts and 1,761 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 28, 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 direct indexing platforms worldwide
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 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Tyba POR Credicorp Capitalbento.me HQ: Bogotá, ColombiaReported employees: 201-500 | Bogotá, Colombia | 201-500 | Exact match | 249 contacts → |
“Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stashawaystashaway.com HQ: SingaporeReported employees: 51-200 | Singapore | 51-200 | Exact match | 216 contacts → |
“Start investing for the future you.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Darwinexdarwinex.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 203 contacts → |
“At Darwinex, we provide an ecosystem where traders and investors can strive.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Kronberg Im Taunus, GermanyReported employees: 201-500 | Kronberg Im Taunus, Germany | 201-500 | Exact match | 124 contacts → |
“Die FFB ist eine der größten, unabhängigen Investmentplattformen, die sich auf Dienstleistungen rund um Anlegende und ihre Vermögensziele konzentriert.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ETHICethic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 103 contacts → |
“Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 55ip55-ip.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 102 contacts → |
“55ip is a financial technology company purpose-built to break down barriers to financial progress.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 88 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Savartsavart.com HQ: Hyderabad, IndiaReported employees: 11-50 | Hyderabad, India | 11-50 | Exact match | 79 contacts → |
“Savart is a wealth management platform built upon a strong fundamental investment philosophy and most suitable for long-term investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | PORTUportu.cz HQ: Praha, Czech RepublicReported employees: 11-50 | Praha, Czech Republic | 11-50 | Exact match | 62 contacts → |
“Portu je první investiční platformou svého druhu v Česku.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Syntax Datasyntaxdata.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SAVRsavr.com HQ: Stockholm, SwedenReported employees: 11-50 | Stockholm, Sweden | 11-50 | Exact match | 57 contacts → |
“SAVR is a Swedish investment platform founded in 2019, with the aim of transforming the financial industry through innovative solutions and a sharp focus on user needs.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Shelton Capital Managementsheltoncap.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 54 contacts → |
“Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Teji Manditejimandi.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 52 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Inyova Impact Investinginyova.ch HQ: Zurich, SwitzerlandReported employees: 11-50 | Zurich, Switzerland | 11-50 | Exact match | 47 contacts → |
“Inyova is an investment platform that enables you to achieve your financial goals by investing your savings 100% consistent with your values and lifestyle.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Takeprofittakeprofit.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 43 contacts → |
“TakeProfit.com - a high-performance cloud trading platform for active intraday and algo traders, powered by a creator-driven marketplace.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Autopilotjoinautopilot.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Investsmart Group Limitedinvestsmart.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | BEFXmundobefx.com HQ: Santiago, ChileReported employees: 11-50 | Santiago, Chile | 11-50 | Exact match | 31 contacts → |
“Listo para operar con un broker diseñado para traders modernos?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Meesman Indexbeleggenmeesman.nl HQ: Den Haag, NetherlandsReported employees: 11-50 | Den Haag, Netherlands | 11-50 | Exact match | 30 contacts → |
“Geld opzijzetten voor later?” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bots Capitalbots.io HQ: Amsterdam, NetherlandsReported employees: 11-50 | Amsterdam, Netherlands | 11-50 | Exact match | 30 contacts → |
“At BOTS Capital, we are revolutionizing the way individuals and businesses invest.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Feeftyfeefty.com HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 29 contacts → |
“Feefty est une plateforme spécialisée dans l'investissement Sur-Mesure lié aux marchés financiers (produits structurés).” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | UEXOuexo.com HQ: Port Louis, MauritiusReported employees: 11-50 | Port Louis, Mauritius | 11-50 | Exact match | 29 contacts → |
“At UEXO, we're more than just a platform; we’re building a complete, all-in-one home for your financial journey where high-performance technology is balanced by the dedicated…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 358 company matches
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Direct indexing platforms: dataset insights
September 28, 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
358 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 358 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 28, 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 ↗
Direct indexing platforms by location
2 lists · largest firstEvery Direct indexing platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for direct indexing platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many direct indexing platforms did RevenueBase find worldwide?
The saved snapshot records 358 matching company records, 5,156 tracked contacts and 1,761 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 28, 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.
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Cite this list
RevenueBase Data Team. Top 25 direct indexing platforms worldwide. Snapshot: September 28, 2026. https://revenuebase.ai/companies/browse/direct-indexing-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗