Company lists · Data refreshed September 2026

Top 25 Capital asset management platforms based in the United States

RevenueBase identified 295 capital asset management platforms headquartered in the United States as of September 2026 and tracks 62,257 professional contacts across them, including 27,135 with verified work emails. New York is the largest hub.

This list covers capital asset management platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
295Companies
62,257Contacts tracked
27,135Verified emails
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The 25 largest capital asset management platforms based in the United States

Ranked by team size
Top 25 of 295 capital asset management platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to capital asset management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceBoston, MA, United StatesHQ checked Sep 27, 202610001+41,744 contacts →

Partial evidence

“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceBedford, MA, United StatesHQ checked Sep 27, 20261,001-5,0003,306 contacts →

Indirect evidence

“AspenTech is a global software leader helping industries at the forefront of the world’s dual challenge meet the increasing demand for resources from a rapidly growing population…”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 20261,001-5,0002,016 contacts →

Indirect evidence

“Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidenceRaleigh, NC, United StatesHQ checked Sep 27, 2026501-1,000976 contacts →

Strong evidence

“Siemens Asset Management Software enables organizations with connected insights and processes to manage the entire lifecycle of their assets, facilities, and infrastructure.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceRaleigh, NC, United StatesHQ checked Sep 27, 20261,001-5,000889 contacts →

Strong evidence

“Prometheus Group’s AI-powered Enterprise Asset Management platform combines real-time asset intelligence, ERP data, and automated workflows to help operations managers solve field…”

Source: RevenueBase Database · checked Sep 27, 2026
6Strong evidenceChicago, IL, United StatesHQ checked Sep 27, 20265,001-10,000818 contacts →

Strong evidence

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceMilwaukee, WI, United StatesHQ checked Sep 27, 2026501-1,000660 contacts →

Strong evidence

“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026501-1,000629 contacts →

Partial evidence

“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceWatertown, MA, United StatesHQ checked Sep 27, 2026201-500440 contacts →

Indirect evidence

“Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and…”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceMontclair, NJ, United StatesHQ checked Sep 27, 2026201-500413 contacts →

Partial evidence

“Sitetracker empowers owners, operators, contractors, and other stakeholders to streamline and optimize the complete asset lifecycle of critical infrastructure.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500377 contacts →

Partial evidence

“CAIS is the leading alternative investment platform for independent financial advisors.”

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceWayne, PA, United StatesHQ checked Sep 27, 20265,001-10,000360 contacts →

Strong evidence

“AssetWorks delivers industry-leading business solutions to help asset- and infrastructure-intensive organizations control capital and operating expenditures, reduce operational…”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 27, 2026201-500346 contacts →

Partial evidence

“For more than 30 years, PowerPlan has helped asset-intensive companies, from utilities and energy to telecommunications and rail, understand, unlock, and realize the full…”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500330 contacts →

Partial evidence

“We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceCharlotte, NC, United StatesHQ checked Sep 27, 202651-200219 contacts →

Strong evidence

“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceSugar Land, TX, United StatesHQ checked Sep 27, 2026201-500217 contacts →

Strong evidence

“Sigga is an SAP certified global software company providing scalable, out-of-the box Enterprise Asset Management (EAM) solutions across industry sectors.”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceTulsa, OK, United StatesHQ checked Sep 27, 2026201-500188 contacts →

Strong evidence

“TMA Systems provides configurable facility and asset management software for organizations managing multiple sites, assets, and teams.”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceSt. Petersburg, FL, United StatesHQ checked Sep 27, 2026201-500185 contacts →

Strong evidence

“Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceHouston, TX, United StatesHQ checked Sep 27, 202651-200168 contacts →

Partial evidence

“With three decades of experience in this industry and domain, we understand the impact that asset integrity challenges can have on your operations.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-200163 contacts →

Indirect evidence

“Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.”

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceBrooklyn, United StatesHQ checked Sep 27, 202651-200157 contacts →

Partial evidence

“Chronograph provides market-leading portfolio monitoring, valuation, and analytics tools for private capital investors.”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 27, 20265,001-10,000156 contacts →

Indirect evidence

“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.”

Source: RevenueBase Database · checked Sep 27, 2026
23Strong evidenceCharlotte, NC, United StatesHQ checked Sep 27, 2026501-1,000156 contacts →

Strong evidence

“Sprout is the intelligent IT asset management platform that unifies data, workflows, and reporting across the full technology lifecycle, giving enterprises real-time asset…”

Source: RevenueBase Database · checked Sep 27, 2026
24Strong evidenceDedham, MA, United StatesHQ checked Sep 27, 202651-200146 contacts →

Strong evidence

“FundGuard is the new era investment accounting utility that is transforming legacy investment operations with our AI-powered, cloud native and multi-asset class SaaS platform for…”

Source: RevenueBase Database · checked Sep 27, 2026
25Strong evidenceChicago, IL, United StatesHQ checked Sep 27, 202651-200140 contacts →

Strong evidence

“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 295 capital asset management platforms based in the United States

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Capital asset management platforms based in the United States at a glance

As of Sep 27, 2026
43.6%Verified-email coverage
211.0Average contacts per company
11-50Median size (employees)
11.5%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
85
11-50
129
51-200
49
201-500
15
501-1,000
8
1,001-5,000
4
5,001-10,000
3
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 295 companies.

How this list was built

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “capital asset management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names capital asset management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among capital asset management platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 27,135 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

How many capital asset management platforms are there based in the United States?

RevenueBase identified 295 capital asset management platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city has the most capital asset management platforms?

New York leads with 34 headquartered companies, followed by San Francisco (12) and Chicago (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 27,135 verified decision-maker contacts tracked across these 295 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

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