Company lists · Data refreshed November 2026
Top 25 Portfolio rebalancing services worldwide
RevenueBase identified 163 company matches for portfolio rebalancing services worldwide as of November 2026 and tracks 839 professional contacts across them, including 241 with verified work emails. The United States is the largest market and Bangalore the largest hub.
This list covers company matches for portfolio rebalancing services 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 November 6, 2026. Country and city lists for portfolio rebalancing services 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 portfolio rebalancing services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80 contacts → | ||||
Exact match “İstanbul Portföy Yönetimi A.Ş.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 39 contacts → | ||||
Exact match “Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 29 contacts → | ||||
Exact match “Mcube Investment Technologies, a global company headquartered in Plano, Texas, is a leading developer and provider of decision support products for institutional investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 28 contacts → | ||||
Exact match “Many investors today feel caught between a rock and a hard place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “Personalized portfolios have arrived to future-proof your practice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “Founded in 1997 and based in New Rochelle, NY, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 17 contacts → | ||||
Exact match “Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Airo is a brand of CP Global Fintech Solutions Sdn Bhd (F.K.A BH Global Fintech Solutions Sdn Bhd)- eCMSL/A0365/2020 - Licensed by the Securities Commission of Malaysia)- Be a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Asset Advisor A/S er en uafhængig rådgiver om kapitalforvaltning med Per Gramstrup ved roret.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Day Hagan Asset Management provides investment management, portfolio construction, and risk management solutions designed to help financial professionals navigate today's evolving…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded in the RevenueBase company graph · Nov 6, 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 “portfolio rebalancing services”. 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 163 portfolio rebalancing services worldwide
See the full list, filter by size, metro and specialty, and access 241 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Portfolio rebalancing services worldwide at a glance
As of Nov 6, 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 portfolio rebalancing services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “portfolio rebalancing services” 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 241 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 November 6, 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.
Portfolio rebalancing services by location
1 lists · largest firstEvery Portfolio rebalancing services 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 “portfolio rebalancing services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio rebalancing services are there worldwide?
RevenueBase identified 163 company matches for portfolio rebalancing services worldwide as of November 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?
İstanbul Portföy Yönetimi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most portfolio rebalancing services?
The United States leads with 74 companies. Every portfolio rebalancing services list by country and city is linked on this page.
Which city has the most portfolio rebalancing services?
Bangalore leads with 4 company records, followed by Chicago (3) and Mumbai (3).
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 241 professional contacts with verified work emails tracked across these 163 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 163 portfolio rebalancing services 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 portfolio rebalancing services worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 163 matching company records for portfolio rebalancing services worldwide, with 839 tracked contacts and 241 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: November 6, 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 portfolio rebalancing services 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 |  İstanbul Portföy Yönetimiistanbulportfoy.comHQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 80 contacts → |
“İstanbul Portföy Yönetimi A.Ş.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Landaas & Company, LLClandaas.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 39 contacts → |
“Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mcube Investment Technologiesmcubeit.comHQ: Bangalore, United StatesReported employees: 51-200 | Bangalore, United States | 51-200 | Exact match | 29 contacts → |
“Mcube Investment Technologies, a global company headquartered in Plano, Texas, is a leading developer and provider of decision support products for institutional investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Portfolio Strategies, INCportstrat.comHQ: Tacoma, WA, United StatesReported employees: 11-50 | Tacoma, WA, United States | 11-50 | Exact match | 28 contacts → |
“Many investors today feel caught between a rock and a hard place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Wincap Financialwincapfinancial.comHQ: Winchester, MA, United StatesReported employees: 1-10 | Winchester, MA, United States | 1-10 | Exact match | 23 contacts → |
“We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Rebalancerebalance360.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 19 contacts → |
“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Goldmine Stocks PVT LTDgoldmine.co.inHQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 19 contacts → |
“Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Capitectcapitect.comHQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 19 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Flynn Financial Partners, LTDf2partners.comHQ: New Rochelle, NY, United StatesReported employees: 11-50 | New Rochelle, NY, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 1997 and based in New Rochelle, NY, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Chapwood Investments, LLCchapwoodinvestments.comHQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Alpha Portfolio Managementalpha-pm.co.ukHQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Emerald Asset Managementteamemerald.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Modernadvisormodernadvisor.caHQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 13 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Airo Malaysiaairo.myHQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 13 contacts → |
“Airo is a brand of CP Global Fintech Solutions Sdn Bhd (F.K.A BH Global Fintech Solutions Sdn Bhd)- eCMSL/A0365/2020 - Licensed by the Securities Commission of Malaysia)- Be a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Softpak Financial Systems, INCsoftpak.comHQ: Wayland, MA, United StatesReported employees: 201-500 | Wayland, MA, United States | 201-500 | Exact match | 13 contacts → |
“Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Gemmer Asset Management LLCgemmerllc.comHQ: Walnut Creek, CA, United StatesReported employees: 1-10 | Walnut Creek, CA, United States | 1-10 | Exact match | 12 contacts → |
“Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Highland Capital Management, LLChighlandcap.comHQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 10 contacts → |
“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Independent Solutions Wealth Management, LLCiswealthmanagement.comHQ: Williamsville, NY, United StatesReported employees: 11-50 | Williamsville, NY, United States | 11-50 | Exact match | 8 contacts → |
“Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Check Capital Management INCcheckcapital.comHQ: Costa Mesa, CA, United StatesReported employees: 11-50 | Costa Mesa, CA, United States | 11-50 | Exact match | 8 contacts → |
“Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Asset Advisor Fondsmæglerselskab A Sassetadvisor.dkHQ: Aarhus, DenmarkReported employees: 1-10 | Aarhus, Denmark | 1-10 | Exact match | 8 contacts → |
“Asset Advisor A/S er en uafhængig rådgiver om kapitalforvaltning med Per Gramstrup ved roret.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  DAY Hagan Asset Managementdayhagan.comHQ: Sarasota, FL, United StatesReported employees: 11-50 | Sarasota, FL, United States | 11-50 | Exact match | 7 contacts → |
“Day Hagan Asset Management provides investment management, portfolio construction, and risk management solutions designed to help financial professionals navigate today's evolving…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Finfoliofinfolio.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Castlegate Capitalcastlegate.inHQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Peak Asset Managementpeakassetmanagement.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 163 company matches
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Portfolio rebalancing services: dataset insights
November 6, 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
162 records in the displayed employee bands.
1 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 163 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: November 6, 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 ↗
Portfolio rebalancing services by location
1 lists · largest firstEvery Portfolio rebalancing services 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 portfolio rebalancing services?
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 portfolio rebalancing services did RevenueBase find worldwide?
The saved snapshot records 163 matching company records, 839 tracked contacts and 241 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: November 6, 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 portfolio rebalancing services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/portfolio-rebalancing-services.
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 portfolio rebalancing services worldwide
RevenueBase records 163 matching company records for portfolio rebalancing services worldwide, with 839 tracked contacts and 241 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: November 6, 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 portfolio rebalancing services 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 | İstanbul Portföy Yönetimiistanbulportfoy.com HQ: Istanbul, TürkiyeReported employees: 11-50 | Istanbul, Türkiye | 11-50 | Exact match | 80 contacts → |
“İstanbul Portföy Yönetimi A.Ş.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Landaas & Company, LLClandaas.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 39 contacts → |
“Landaas & Company, LLC is an independent money management firm focused primarily on the needs and objectives of individual investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mcube Investment Technologiesmcubeit.com HQ: Bangalore, United StatesReported employees: 51-200 | Bangalore, United States | 51-200 | Exact match | 29 contacts → |
“Mcube Investment Technologies, a global company headquartered in Plano, Texas, is a leading developer and provider of decision support products for institutional investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Portfolio Strategies, INCportstrat.com HQ: Tacoma, WA, United StatesReported employees: 11-50 | Tacoma, WA, United States | 11-50 | Exact match | 28 contacts → |
“Many investors today feel caught between a rock and a hard place.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wincap Financialwincapfinancial.com HQ: Winchester, MA, United StatesReported employees: 1-10 | Winchester, MA, United States | 1-10 | Exact match | 23 contacts → |
“We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rebalancerebalance360.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 19 contacts → |
“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Goldmine Stocks PVT LTDgoldmine.co.in HQ: Ahmedabad, IndiaReported employees: 11-50 | Ahmedabad, India | 11-50 | Exact match | 19 contacts → |
“Goldmine Stocks Pvt Ltd is a financial services company based out of Shreyas Railway Crossing Road, Ahmedabad, Gujarat, India.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Capitectcapitect.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 19 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Flynn Financial Partners, LTDf2partners.com HQ: New Rochelle, NY, United StatesReported employees: 11-50 | New Rochelle, NY, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 1997 and based in New Rochelle, NY, Flynn Financial Partners is a fiduciary based financial planning and investment advisory firm serving clients in over 15 states.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Chapwood Investments, LLCchapwoodinvestments.com HQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Alpha Portfolio Managementalpha-pm.co.uk HQ: Bristol, United KingdomReported employees: 1-10 | Bristol, United Kingdom | 1-10 | Exact match | 15 contacts → |
“Alpha has been founded with one overriding objective, serving our client’s requirements to the highest possible standard.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Emerald Asset Managementteamemerald.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Modernadvisormodernadvisor.ca HQ: Vancouver, BC, CanadaReported employees: 11-50 | Vancouver, BC, Canada | 11-50 | Exact match | 13 contacts → |
“ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Airo Malaysiaairo.my HQ: Kuala Lumpur, MalaysiaReported employees: 11-50 | Kuala Lumpur, Malaysia | 11-50 | Exact match | 13 contacts → |
“Airo is a brand of CP Global Fintech Solutions Sdn Bhd (F.K.A BH Global Fintech Solutions Sdn Bhd)- eCMSL/A0365/2020 - Licensed by the Securities Commission of Malaysia)- Be a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Softpak Financial Systems, INCsoftpak.com HQ: Wayland, MA, United StatesReported employees: 201-500 | Wayland, MA, United States | 201-500 | Exact match | 13 contacts → |
“Founded in 1994, SoftPak Financial Systems empowers RIAs, family offices, and institutional firms with advanced portfolio optimization, tax-aware rebalancing, reporting, billing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Gemmer Asset Management LLCgemmerllc.com HQ: Walnut Creek, CA, United StatesReported employees: 1-10 | Walnut Creek, CA, United States | 1-10 | Exact match | 12 contacts → |
“Gemmer Asset Management LLC is an independent advisory firm that specializes in creating customized portfolios for individuals, families, trusts and company retirement accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Highland Capital Management, LLChighlandcap.com HQ: Memphis, TN, United StatesReported employees: 11-50 | Memphis, TN, United States | 11-50 | Exact match | 10 contacts → |
“HIGHLAND CAPITAL MANAGEMENT, LLC is a financial services company based out of 6077 PRIMACY PARKWAY, SUITE 228, MEMPHIS, Tennessee, United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Independent Solutions Wealth Management, LLCiswealthmanagement.com HQ: Williamsville, NY, United StatesReported employees: 11-50 | Williamsville, NY, United States | 11-50 | Exact match | 8 contacts → |
“Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Check Capital Management INCcheckcapital.com HQ: Costa Mesa, CA, United StatesReported employees: 11-50 | Costa Mesa, CA, United States | 11-50 | Exact match | 8 contacts → |
“Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Asset Advisor Fondsmæglerselskab A Sassetadvisor.dk HQ: Aarhus, DenmarkReported employees: 1-10 | Aarhus, Denmark | 1-10 | Exact match | 8 contacts → |
“Asset Advisor A/S er en uafhængig rådgiver om kapitalforvaltning med Per Gramstrup ved roret.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Succession Advisory Services LTDsuccessionadvisoryservices.com HQ: Birmingham, United KingdomReported employees: 1-10 | Birmingham, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | DAY Hagan Asset Managementdayhagan.com HQ: Sarasota, FL, United StatesReported employees: 11-50 | Sarasota, FL, United States | 11-50 | Exact match | 7 contacts → |
“Day Hagan Asset Management provides investment management, portfolio construction, and risk management solutions designed to help financial professionals navigate today's evolving…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Finfoliofinfolio.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Castlegate Capitalcastlegate.in HQ: Mumbai, IndiaReported employees: 1-10 | Mumbai, India | 1-10 | Exact match | 7 contacts → |
“CASTLEGATE CAPITAL SERVICES PRIVATE LIMITED is a Quant Advisory RIA and a Wealth Management Firm based out of Mumbai.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Peak Asset Managementpeakassetmanagement.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 163 company matches
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Portfolio rebalancing services: dataset insights
November 6, 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
162 records in the displayed employee bands.
1 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 163 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: November 6, 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 ↗
Portfolio rebalancing services by location
1 lists · largest firstEvery Portfolio rebalancing services 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 portfolio rebalancing services?
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 portfolio rebalancing services did RevenueBase find worldwide?
The saved snapshot records 163 matching company records, 839 tracked contacts and 241 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: November 6, 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 portfolio rebalancing services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/portfolio-rebalancing-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗