Company lists · Data refreshed September 2026

Top 25 Investment research platforms worldwide

Name: Investment research platforms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 5,658 companies tracked

RevenueBase identified 5,658 investment research platforms worldwide as of September 2026 and tracks 234,973 professional contacts across them, including 79,050 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers investment research platforms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026. Country and city lists for investment research platforms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

5,658Companies

234,973Contacts tracked

79,050Verified emails

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The 25 largest investment research platforms worldwide

Ranked by team size

Top 25 of 5,658 investment research platforms worldwide, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment research platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	State Street	Strong evidence	Boston, MA, United StatesHQ checked Sep 28, 2026	10001+	41,744 contacts →
	Strong evidence “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Source: RevenueBase Database · checked Sep 28, 2026
2	Charles Schwab	Partial evidence	Westlake, TX, United StatesHQ checked Sep 28, 2026	10001+	31,927 contacts →
	Partial evidence “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Source: RevenueBase Database · checked Sep 28, 2026
3	Factset	Partial evidence	Norwalk, CT, United StatesHQ checked Sep 28, 2026	10001+	13,385 contacts →
	Partial evidence “FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…” Source: RevenueBase Database · checked Sep 28, 2026
4	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
5	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
6	Angel ONE	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	8,280 contacts →
	Indirect evidence “For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians.” Source: RevenueBase Database · checked Sep 28, 2026
7	Msci INC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	7,504 contacts →
	Partial evidence “MSCI is a leading provider of critical decision support tools and services for the global investment community.” Source: RevenueBase Database · checked Sep 28, 2026
8	Icici Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	7,289 contacts →
	Indirect evidence “With over seven decades of ICICI Group’s legacy of trust and financial expertise, ICICI Securities stands as a leading, customer-centric and technology-driven financial services…” Source: RevenueBase Database · checked Sep 28, 2026
9	Kotak Securities	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	1,001-5,000	6,610 contacts →
	Indirect evidence “Kotak Securities is one of the oldest and trusted equity brokerages in India, established in 1994.” Source: RevenueBase Database · checked Sep 28, 2026
10	Acuity Knowledge Partners	Partial evidence	London, United KingdomHQ checked Sep 28, 2026	5,001-10,000	5,009 contacts →
	Partial evidence “Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, analytics and technology solutions to the financial services sector, including asset managers…” Source: RevenueBase Database · checked Sep 28, 2026
11	Guidepoint	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,928 contacts →
	Strong evidence “Guidepoint is a research enablement platform designed to advance understanding and empower our clients’ decision-making process.” Source: RevenueBase Database · checked Sep 28, 2026
12	TD Ameritrade	Indirect evidence	Omaha, NE, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,874 contacts →
	Indirect evidence “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Source: RevenueBase Database · checked Sep 28, 2026
13	Simcorp	Partial evidence	Copenhagen, DenmarkHQ checked Sep 28, 2026	1,001-5,000	3,257 contacts →
	Partial evidence “SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.” Source: RevenueBase Database · checked Sep 28, 2026
14	Third Bridge Group	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	2,422 contacts →
	Strong evidence “Third Bridge is a leading global investment research firm established in 2007.” Source: RevenueBase Database · checked Sep 28, 2026
15	GROWW	Partial evidence	Bengaluru, IndiaHQ checked Sep 28, 2026	501-1,000	2,165 contacts →
	Partial evidence “We are a strong and enthusiastic team focused on making financial services accessible to every Indian through a multi-product platform.” Source: RevenueBase Database · checked Sep 28, 2026
16	Pitchbook	Partial evidence	Seattle, WA, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,619 contacts →
	Partial evidence “PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets.” Source: RevenueBase Database · checked Sep 28, 2026
17	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 28, 2026
18	FE Fundinfo	Strong evidence	London, United KingdomHQ checked Sep 28, 2026	1,001-5,000	1,124 contacts →
	Strong evidence “FE fundinfo is a leading financial data company connecting the investment industry in the UK, Europe and Asia Pacific – all on one integrated platform, Nexus.” Source: RevenueBase Database · checked Sep 28, 2026
19	Seeking Alpha	Strong evidence	NY, United StatesHQ checked Sep 28, 2026	201-500	848 contacts →
	Strong evidence “Founded in 2005, Seeking Alpha is an industry-leading financial research platform powered by one of the world’s largest investing communities.” Source: RevenueBase Database · checked Sep 28, 2026
20	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
21	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 28, 2026
22	5paisa	Indirect evidence	Mumbai, IndiaHQ checked Sep 28, 2026	501-1,000	799 contacts →
	Indirect evidence “5paisa is a tech-first discount broker built by traders, for traders, offering a seamless investing & trading experience.” Source: RevenueBase Database · checked Sep 28, 2026
23	Clear Street	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	734 contacts →
	Partial evidence “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Source: RevenueBase Database · checked Sep 28, 2026
24	Nelogica	Indirect evidence	Porto Alegre, BrazilHQ checked Sep 28, 2026	501-1,000	689 contacts →
	Indirect evidence “Nelogica was born from the dream of two computer scientists passionate about the financial market and the world of technology, who decided to bring these two universes together to…” Source: RevenueBase Database · checked Sep 28, 2026
25	Capitalvia	Partial evidence	Mumbai, IndiaHQ checked Sep 28, 2026	n/a	630 contacts →
	Partial evidence “CapitalVia Global Research Limited has been providing pure play financial market research and consulting services for over 14 years, offering unbiased technical analysis and…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment research platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment research platforms.
Partial evidence: Its own public description names part of investment research platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment research platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 5,658 investment research platforms worldwide

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Investment research platforms worldwide at a glance

As of Sep 28, 2026

33.6%Verified-email coverage

41.5Average contacts per company

1-10Median size (employees)

4.4%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,484

11-50

1,443

51-200

455

201-500

145

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for investment research platforms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “investment research platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment research platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment research platforms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 79,050 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment research platforms by location

35 lists · largest first

Every Investment research platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment research platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment research platforms are there worldwide?

RevenueBase identified 5,658 investment research platforms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

State Street, headquartered in Boston, tops this list with the largest team on record.

Which country has the most investment research platforms?

The United States leads with 1,180 companies, followed by India (942) and the United Kingdom (319). Every investment research platforms list by country and city is linked on this page.

Which city has the most investment research platforms?

New York leads with 251 headquartered companies, followed by London (236) and Mumbai (144).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 79,050 verified decision-maker contacts tracked across these 5,658 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.