Company lists · Data refreshed November 2026
Top 24 Crypto portfolio advisors based in the United States
RevenueBase identified 798 company matches for crypto portfolio advisors associated with the United States as of November 2026 and tracks 5,803 professional contacts across them, including 2,053 with verified work emails. New York is the largest hub.
This list covers company matches for crypto portfolio advisors associated with the United States, 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.
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 24 largest crypto portfolio advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 181 contacts → | ||||
Exact match “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 173 contacts → | ||||
Exact match “Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 164 contacts → | ||||
Exact match “Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 163 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 157 contacts → | ||||
Exact match “Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 153 contacts → | ||||
Exact match “Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 95 contacts → | ||||
Exact match “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 90 contacts → | ||||
Exact match “iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 68 contacts → | ||||
Exact match “Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 62 contacts → | ||||
Exact match “Global Key Advisors is a full service financial advisory firm in San Francisco, CA and Las Vegas, NV serving individuals, families and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 59 contacts → | ||||
Exact match “Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 51 contacts → | ||||
Exact match “Gideon Strategic Partners is a financial services company that puts client success first.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 49 contacts → | ||||
Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 49 contacts → | ||||
Exact match “Multicoin Capital is a thesis-driven investment firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 47 contacts → | ||||
Exact match “Wave Digital Assets (known as “Wave”), is a SEC-registered investment advisory firm that provides a unique combination of venture capital, fund, and private wealth management to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 46 contacts → | ||||
Exact match “Disruptive technology requires disruptive investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 45 contacts → | ||||
Exact match “Brevan Howard Digital is the dedicated crypto and digital asset division of Brevan Howard, seeking to provide institutional investors access to the wide range of compelling…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 39 contacts → | ||||
Exact match “Financial Planning, Wealth Management and Portfolio Management is our business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 31 contacts → | ||||
Exact match “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 29 contacts → | ||||
Exact match “Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 29 contacts → | ||||
Exact match “Prime Services for Market Access with Unparalleled Asset Protection.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 27 contacts → | ||||
Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” 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 “crypto portfolio advisors”. 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 24 of 798 crypto portfolio advisors based in the United States
See the full list, filter by size, metro and specialty, and access 2,053 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Crypto portfolio advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 798 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “crypto portfolio advisors” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 2,053 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.
Crypto portfolio advisors by metro
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 “crypto portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many crypto portfolio advisors are there based in the United States?
RevenueBase identified 798 company matches for crypto portfolio advisors associated with the United States 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?
Blockfi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most crypto portfolio advisors?
New York leads with 101 company records, followed by San Francisco (40) and Miami (29).
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 2,053 professional contacts with verified work emails tracked across these 798 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 798 crypto portfolio advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Crypto portfolio advisors by geography
- Crypto portfolio advisors based in Sao Paulo, Brazil
- Crypto portfolio advisors based in Toronto, Canada
- Crypto portfolio advisors based in Paris, France
- Crypto portfolio advisors based in Hong Kong, Hong Kong
- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore
- Crypto portfolio advisors based in Zurich, Switzerland
- Crypto portfolio advisors based in Dubai, United Arab Emirates
- Crypto portfolio advisors based in London, United Kingdom
- Crypto portfolio advisors based in Miami, United States
- Crypto portfolio advisors based in New York, United States
- Crypto portfolio advisors based in San Francisco, United States
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Crypto portfolio advisors based in Sao Paulo, Brazil
- Crypto portfolio advisors based in Toronto, Canada
- Crypto portfolio advisors based in Paris, France
- Crypto portfolio advisors based in Hong Kong, Hong Kong
- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore
Company intelligence · public preview
Top 24 crypto portfolio advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 798 matching company records for crypto portfolio advisors based in the United States, with 5,803 tracked contacts and 2,053 verified work emails.
This public preview shows 24 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 24 crypto portfolio advisors based in the United States
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 |  Blockfiblockfi.comHQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 181 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Pantera Capitalpanteracapital.comHQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 173 contacts → |
“Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mudrexmudrex.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 164 contacts → |
“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Apella Wealthapellawealth.comHQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Grayscale Investmentsgrayscale.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 157 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 153 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ffec Wealth Partnersffec.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Itrustcapitalitrustcapital.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 90 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Proctor Financial, INCproctorfinancial.comHQ: Sherborn, MA, United StatesReported employees: Not recorded | Sherborn, MA, United States | Not recorded | Exact match | 68 contacts → |
“Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Global KEY Advisorsgkadvisors.comHQ: Las Vegas, CA, United StatesReported employees: Not recorded | Las Vegas, CA, United States | Not recorded | Exact match | 62 contacts → |
“Global Key Advisors is a full service financial advisory firm in San Francisco, CA and Las Vegas, NV serving individuals, families and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ARCAar.caHQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 59 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Tradesmith, LLCtradesmith.comHQ: 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. | |||||
| 13 |  Gideon Strategic Partnersgideonsp.comHQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 51 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Kovitzkovitz.comHQ: Chicago, CA, United StatesReported employees: 201-500 | Chicago, CA, United States | 201-500 | Exact match | 49 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Multicoin Capitalmulticoin.capitalHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 49 contacts → |
“Multicoin Capital is a thesis-driven investment firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wave Digital Assetswavegp.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 47 contacts → |
“Wave Digital Assets (known as “Wave”), is a SEC-registered investment advisory firm that provides a unique combination of venture capital, fund, and private wealth management to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Coinfundcoinfund.ioHQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 46 contacts → |
“Disruptive technology requires disruptive investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Brevan Howard Digitalbrevanhoward.comHQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 45 contacts → |
“Brevan Howard Digital is the dedicated crypto and digital asset division of Brevan Howard, seeking to provide institutional investors access to the wide range of compelling…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  KEY Financial, INCkeyfinancialinc.comHQ: West Chester, PA, United StatesReported employees: 11-50 | West Chester, PA, United States | 11-50 | Exact match | 39 contacts → |
“Financial Planning, Wealth Management and Portfolio Management is our business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  RIA Advisorsrealinvestmentadvice.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 31 contacts → |
“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Checchi Capitalchecchicapital.comHQ: Beverly Hills, TX, United StatesReported employees: 11-50 | Beverly Hills, TX, United States | 11-50 | Exact match | 29 contacts → |
“Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  ETANAetana.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 29 contacts → |
“Prime Services for Market Access with Unparalleled Asset Protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Concord International Investments, L.Pconcordus.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 27 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Operoseoperoseadvisors.comHQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 25 contacts → |
“Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 798 company matches
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Crypto portfolio advisors: 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
797 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 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 798 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 ↗
Crypto portfolio advisors by metro
Questions about this company list
What does Exact match mean for crypto portfolio advisors?
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 crypto portfolio advisors did RevenueBase find based in the United States?
The saved snapshot records 798 matching company records, 5,803 tracked contacts and 2,053 verified emails. The public preview displays 24 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
Crypto portfolio advisors by geography
- Crypto portfolio advisors based in Sao Paulo, Brazil
- Crypto portfolio advisors based in Toronto, Canada
- Crypto portfolio advisors based in Paris, France
- Crypto portfolio advisors based in Hong Kong, Hong Kong
- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore
- Crypto portfolio advisors based in Zurich, Switzerland
- Crypto portfolio advisors based in Dubai, United Arab Emirates
- Crypto portfolio advisors based in London, United Kingdom
- Crypto portfolio advisors based in Miami, United States
- Crypto portfolio advisors based in New York, United States
- Crypto portfolio advisors based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 crypto portfolio advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/crypto-portfolio-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Crypto portfolio advisors based in Sao Paulo, Brazil
- Crypto portfolio advisors based in Toronto, Canada
- Crypto portfolio advisors based in Paris, France
- Crypto portfolio advisors based in Hong Kong, Hong Kong
- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore
Company intelligence · public preview
Top 24 crypto portfolio advisors based in the United States
RevenueBase records 798 matching company records for crypto portfolio advisors based in the United States, with 5,803 tracked contacts and 2,053 verified work emails.
This public preview shows 24 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 24 crypto portfolio advisors based in the United States
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 | Blockfiblockfi.com HQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 181 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Pantera Capitalpanteracapital.com HQ: Menlo Park, CA, United StatesReported employees: 51-200 | Menlo Park, CA, United States | 51-200 | Exact match | 173 contacts → |
“Pantera Capital is the first institutional investment firm focused exclusively on bitcoin, other digital currencies, and companies in the blockchain tech ecosystem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mudrexmudrex.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 164 contacts → |
“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Apella Wealthapellawealth.com HQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Grayscale Investmentsgrayscale.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 157 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 153 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ffec Wealth Partnersffec.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Itrustcapitalitrustcapital.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 90 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Proctor Financial, INCproctorfinancial.com HQ: Sherborn, MA, United StatesReported employees: Not recorded | Sherborn, MA, United States | Not recorded | Exact match | 68 contacts → |
“Proctor Financial provides a sense of security and confidence to our clients by taking over the day-to-day investing decisions that most people dread, and ultimately, ignore.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Global KEY Advisorsgkadvisors.com HQ: Las Vegas, CA, United StatesReported employees: Not recorded | Las Vegas, CA, United States | Not recorded | Exact match | 62 contacts → |
“Global Key Advisors is a full service financial advisory firm in San Francisco, CA and Las Vegas, NV serving individuals, families and institutional investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ARCAar.ca HQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 59 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tradesmith, LLCtradesmith.com 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. | |||||
| 13 | Gideon Strategic Partnersgideonsp.com HQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 51 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Kovitzkovitz.com HQ: Chicago, CA, United StatesReported employees: 201-500 | Chicago, CA, United States | 201-500 | Exact match | 49 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Multicoin Capitalmulticoin.capital HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 49 contacts → |
“Multicoin Capital is a thesis-driven investment firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wave Digital Assetswavegp.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 47 contacts → |
“Wave Digital Assets (known as “Wave”), is a SEC-registered investment advisory firm that provides a unique combination of venture capital, fund, and private wealth management to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Coinfundcoinfund.io HQ: Brooklyn, United StatesReported employees: 11-50 | Brooklyn, United States | 11-50 | Exact match | 46 contacts → |
“Disruptive technology requires disruptive investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Brevan Howard Digitalbrevanhoward.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 45 contacts → |
“Brevan Howard Digital is the dedicated crypto and digital asset division of Brevan Howard, seeking to provide institutional investors access to the wide range of compelling…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | KEY Financial, INCkeyfinancialinc.com HQ: West Chester, PA, United StatesReported employees: 11-50 | West Chester, PA, United States | 11-50 | Exact match | 39 contacts → |
“Financial Planning, Wealth Management and Portfolio Management is our business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | RIA Advisorsrealinvestmentadvice.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 31 contacts → |
“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Checchi Capitalchecchicapital.com HQ: Beverly Hills, TX, United StatesReported employees: 11-50 | Beverly Hills, TX, United States | 11-50 | Exact match | 29 contacts → |
“Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ETANAetana.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 29 contacts → |
“Prime Services for Market Access with Unparalleled Asset Protection.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Concord International Investments, L.Pconcordus.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 27 contacts → |
“Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Operoseoperoseadvisors.com HQ: Milwaukee, WI, United StatesReported employees: 11-50 | Milwaukee, WI, United States | 11-50 | Exact match | 25 contacts → |
“Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 798 company matches
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Crypto portfolio advisors: 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
797 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 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 798 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 ↗
Crypto portfolio advisors by metro
Questions about this company list
What does Exact match mean for crypto portfolio advisors?
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 crypto portfolio advisors did RevenueBase find based in the United States?
The saved snapshot records 798 matching company records, 5,803 tracked contacts and 2,053 verified emails. The public preview displays 24 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
Crypto portfolio advisors by geography
- Crypto portfolio advisors based in Sao Paulo, Brazil
- Crypto portfolio advisors based in Toronto, Canada
- Crypto portfolio advisors based in Paris, France
- Crypto portfolio advisors based in Hong Kong, Hong Kong
- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore
- Crypto portfolio advisors based in Zurich, Switzerland
- Crypto portfolio advisors based in Dubai, United Arab Emirates
- Crypto portfolio advisors based in London, United Kingdom
- Crypto portfolio advisors based in Miami, United States
- Crypto portfolio advisors based in New York, United States
- Crypto portfolio advisors based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 crypto portfolio advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/crypto-portfolio-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Crypto portfolio advisors based in Paris, France
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- Crypto portfolio advisors based in Mumbai, India
- Crypto portfolio advisors based in Singapore, Singapore