Company lists · Data refreshed November 2026
Top 25 Stock portfolio tracking services worldwide
RevenueBase identified 467 company matches for stock portfolio tracking services worldwide as of November 2026 and tracks 12,497 professional contacts across them, including 2,298 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for stock portfolio tracking 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 stock portfolio tracking 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 stock portfolio tracking services worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 3,986 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 582 contacts → | ||||
Exact match “The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 506 contacts → | ||||
Exact match “At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 489 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 277 contacts → | ||||
Exact match “Thndr is a digital investment platform that is designed to simplify investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 221 contacts → | ||||
Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 217 contacts → | ||||
Exact match “At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 192 contacts → | ||||
Exact match “StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 165 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 141 contacts → | ||||
Exact match “We are working to provide investors and traders like you with the right tools to succeed.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 110 contacts → | ||||
Exact match “Již od roku 1994 otevíráme svým klientům nové možnosti ve světě online investic a pomáháme jim zvyšovat jejich výnosy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 91 contacts → | ||||
Exact match “Calamatta Cuschieri Moneybase plc is Malta’s largest financial services firm that pioneered the Maltese financial services industry in 1971.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 83 contacts → | ||||
Exact match “Firstrade is a leading online investment firm offering a full line of investment products and tools designed to help investors take control of their financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 81 contacts → | ||||
Exact match “Self-directed trading” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 78 contacts → | ||||
Exact match “Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 75 contacts → | ||||
Exact match “optionsXpress is a pioneer in online investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 75 contacts → | ||||
Exact match “Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 65 contacts → | ||||
Exact match “VectorVest is an award-winning stock portfolio management system for the independent investor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 63 contacts → | ||||
Exact match “Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 56 contacts → | ||||
Exact match “StocksToTrade is the most innovative and rapidly advancing stock research and charting platform in the industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 54 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 54 contacts → | ||||
Exact match “The investing social network.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 49 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 47 contacts → | ||||
Exact match “JSE Investor Services is a company based out of No 4 Gwen Lane, Sandton, Johannesburg, Gauteng, South Africa.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 46 contacts → | ||||
Exact match “With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” 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 “stock portfolio tracking 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 467 stock portfolio tracking services worldwide
See the full list, filter by size, metro and specialty, and access 2,298 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Stock portfolio tracking 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 stock portfolio tracking services are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “stock portfolio tracking 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 2,298 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.
Stock portfolio tracking services by location
2 lists · largest firstEvery Stock portfolio tracking 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 “stock portfolio tracking services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many stock portfolio tracking services are there worldwide?
RevenueBase identified 467 company matches for stock portfolio tracking 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?
TD Ameritrade tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most stock portfolio tracking services?
The United States leads with 92 companies, followed by India (57). Every stock portfolio tracking services list by country and city is linked on this page.
Which city has the most stock portfolio tracking services?
London leads with 12 company records, followed by New York (12) and Mumbai (11).
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 2,298 professional contacts with verified work emails tracked across these 467 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 467 stock portfolio tracking 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 stock portfolio tracking 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 467 matching company records for stock portfolio tracking services worldwide, with 12,497 tracked contacts and 2,298 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 stock portfolio tracking 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 | HQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 582 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 506 contacts → |
“At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 277 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 217 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 192 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Taipei, TaiwanReported employees: 5,001-10,000 | Taipei, Taiwan | 5,001-10,000 | Exact match | 165 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | HQ: Navi Mumbai, IndiaReported employees: 201-500 | Navi Mumbai, India | 201-500 | Exact match | 141 contacts → |
“We are working to provide investors and traders like you with the right tools to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Praha 5, Czech RepublicReported employees: 51-200 | Praha 5, Czech Republic | 51-200 | Exact match | 110 contacts → |
“Již od roku 1994 otevíráme svým klientům nové možnosti ve světě online investic a pomáháme jim zvyšovat jejich výnosy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Birkirkara, MaltaReported employees: 201-500 | Birkirkara, Malta | 201-500 | Exact match | 91 contacts → |
“Calamatta Cuschieri Moneybase plc is Malta’s largest financial services firm that pioneered the Maltese financial services industry in 1971.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Flushing, NetherlandsReported employees: 51-200 | Flushing, Netherlands | 51-200 | Exact match | 83 contacts → |
“Firstrade is a leading online investment firm offering a full line of investment products and tools designed to help investors take control of their financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Self-Directed Trader Analystfinviz.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 81 contacts → |
“Self-directed trading” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 75 contacts → |
“optionsXpress is a pioneer in online investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Bangkok, ThailandReported employees: 11-50 | Bangkok, Thailand | 11-50 | Exact match | 75 contacts → |
“Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Cornelius, NC, United StatesReported employees: 51-200 | Cornelius, NC, United States | 51-200 | Exact match | 65 contacts → |
“VectorVest is an award-winning stock portfolio management system for the independent investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 63 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 56 contacts → |
“StocksToTrade is the most innovative and rapidly advancing stock research and charting platform in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Toronto, BC, CanadaReported employees: 11-50 | Toronto, BC, Canada | 11-50 | Exact match | 54 contacts → |
“The investing social network.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Port Louis, MauritiusReported employees: 201-500 | Port Louis, Mauritius | 201-500 | Exact match | 49 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 47 contacts → |
“JSE Investor Services is a company based out of No 4 Gwen Lane, Sandton, Johannesburg, Gauteng, South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 467 company matches
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Stock portfolio tracking 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
466 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 467 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 ↗
Stock portfolio tracking services by location
2 lists · largest firstEvery Stock portfolio tracking 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 stock portfolio tracking 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 stock portfolio tracking services did RevenueBase find worldwide?
The saved snapshot records 467 matching company records, 12,497 tracked contacts and 2,298 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.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 stock portfolio tracking services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/stock-portfolio-tracking-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 stock portfolio tracking services worldwide
RevenueBase records 467 matching company records for stock portfolio tracking services worldwide, with 12,497 tracked contacts and 2,298 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 stock portfolio tracking 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 | HQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Alexandria, VA, United StatesReported employees: 201-500 | Alexandria, VA, United States | 201-500 | Exact match | 582 contacts → |
“The Motley Fool’s name comes from William Shakespeare’s play “As You Like It”.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: St Petersburg, FL, RussiaReported employees: 51-200 | St Petersburg, FL, Russia | 51-200 | Exact match | 506 contacts → |
“At Webull, we believe that everyone should have an equal opportunity to control their own financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: Cairo, EgyptReported employees: 51-200 | Cairo, Egypt | 51-200 | Exact match | 277 contacts → |
“Thndr is a digital investment platform that is designed to simplify investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: Los Angeles, CA, United StatesReported employees: 201-500 | Los Angeles, CA, United States | 201-500 | Exact match | 217 contacts → |
“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | HQ: Kolkata, IndiaReported employees: 201-500 | Kolkata, India | 201-500 | Exact match | 192 contacts → |
“StockEdge Fintech Private Limited (formerly known as Kredent Infoedge Private Limited).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Taipei, TaiwanReported employees: 5,001-10,000 | Taipei, Taiwan | 5,001-10,000 | Exact match | 165 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | HQ: Navi Mumbai, IndiaReported employees: 201-500 | Navi Mumbai, India | 201-500 | Exact match | 141 contacts → |
“We are working to provide investors and traders like you with the right tools to succeed.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: Praha 5, Czech RepublicReported employees: 51-200 | Praha 5, Czech Republic | 51-200 | Exact match | 110 contacts → |
“Již od roku 1994 otevíráme svým klientům nové možnosti ve světě online investic a pomáháme jim zvyšovat jejich výnosy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: Birkirkara, MaltaReported employees: 201-500 | Birkirkara, Malta | 201-500 | Exact match | 91 contacts → |
“Calamatta Cuschieri Moneybase plc is Malta’s largest financial services firm that pioneered the Maltese financial services industry in 1971.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: Flushing, NetherlandsReported employees: 51-200 | Flushing, Netherlands | 51-200 | Exact match | 83 contacts → |
“Firstrade is a leading online investment firm offering a full line of investment products and tools designed to help investors take control of their financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Self-Directed Trader Analystfinviz.com HQ: United StatesReported employees: Not recorded | United States | Not recorded | Exact match | 81 contacts → |
“Self-directed trading” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Mumbai, IndiaReported employees: 51-200 | Mumbai, India | 51-200 | Exact match | 78 contacts → |
“Torus Digital is shaping a new standard in financial services; where investing is seamless, accessible, and designed for the modern investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: United StatesReported employees: 201-500 | United States | 201-500 | Exact match | 75 contacts → |
“optionsXpress is a pioneer in online investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Bangkok, ThailandReported employees: 11-50 | Bangkok, Thailand | 11-50 | Exact match | 75 contacts → |
“Jitta simplifies financial analysis for value investors and financial advisors alike.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Cornelius, NC, United StatesReported employees: 51-200 | Cornelius, NC, United States | 51-200 | Exact match | 65 contacts → |
“VectorVest is an award-winning stock portfolio management system for the independent investor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Paris, FranceReported employees: 11-50 | Paris, France | 11-50 | Exact match | 63 contacts → |
“Créé en 2005, EasyBourse était à ses débuts un site d’informations financières avant de devenir en 2009 le courtier en ligne de La Banque Postale.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 56 contacts → |
“StocksToTrade is the most innovative and rapidly advancing stock research and charting platform in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: Toronto, BC, CanadaReported employees: 11-50 | Toronto, BC, Canada | 11-50 | Exact match | 54 contacts → |
“The investing social network.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Port Louis, MauritiusReported employees: 201-500 | Port Louis, Mauritius | 201-500 | Exact match | 49 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: Johannesburg, South AfricaReported employees: 201-500 | Johannesburg, South Africa | 201-500 | Exact match | 47 contacts → |
“JSE Investor Services is a company based out of No 4 Gwen Lane, Sandton, Johannesburg, Gauteng, South Africa.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 46 contacts → |
“With over stocks listed on the NSE/BSE, Stock market investing can be complicated.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 467 company matches
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Stock portfolio tracking 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
466 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 467 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.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 ↗
Stock portfolio tracking services by location
2 lists · largest firstEvery Stock portfolio tracking 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 stock portfolio tracking 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 stock portfolio tracking services did RevenueBase find worldwide?
The saved snapshot records 467 matching company records, 12,497 tracked contacts and 2,298 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 stock portfolio tracking services worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/stock-portfolio-tracking-services.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗