Company lists · Data refreshed September 2026
Top 25 Crypto portfolio management software companies based in the United States
RevenueBase identified 120 company matches for crypto portfolio management software companies associated with the United States as of September 2026 and tracks 710 professional contacts across them, including 253 with verified work emails. New York is the largest hub.
This list covers company matches for crypto portfolio management software companies 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 September 27, 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 25 largest crypto portfolio management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 127 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 51 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 44 contacts → | ||||
Exact match “Digital assets are changing how businesses move money, manage treasury, and operate globally, but most finance systems weren’t built for onchain activity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 23 contacts → | ||||
Exact match “Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “ZenLedger is the leading software focused on cryptocurrency tax management and accounting.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 18 contacts → | ||||
Exact match “Welcome to ATN Unlimited - Your Partner in Automated Trading!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 13 contacts → | ||||
Exact match “Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 10 contacts → | ||||
Exact match “We strive to deliver the most effective research, market commentary and investment opportunities for individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 9 contacts → | ||||
Exact match “Cryptocurrency asset management and investment company.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Shrimpy is building a unified portal for the cryptocurrency market.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Coinigy is the first professional trading platform for digital currencies and blockchain assets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “GridPlus creates products that enable mainstream use of digital assets and cryptocurrencies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “Perl Street provides portfolio management software that enables distributed energy companies to grow and meet the challenges of an emerging asset class.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Your Personal Crypto Investment Assistant.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Event Horizon Capital provides access to an actively-managed portfolio of publicly-traded digital assets for sophisticated investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Castle Analytics LLC and its subsidiaries (collectively, “Castle Funds”) have been managing private funds invested in digital currencies since 2017.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Gridlock is changing the way digital assets are managed by combining cutting-edge cryptography and novel blockchain integrations.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “Dexfolio is a mobile app, designed and built specifically to make crypto tracking way easier.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “BitUniverse is an all-in-one multi-asset management tool designed to provide the best digital currency experience.” Recorded in the RevenueBase company graph · Sep 27, 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 management software companies”. 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 120 crypto portfolio management software companies based in the United States
See the full list, filter by size, metro and specialty, and access 253 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Crypto portfolio management software companies based in the United States at a glance
As of Sep 27, 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 120 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 management software companies” 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 253 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 September 27, 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.
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 management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many crypto portfolio management software companies are there based in the United States?
RevenueBase identified 120 company matches for crypto portfolio management software companies associated with the United States as of September 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?
Bitwise Asset Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most crypto portfolio management software companies?
New York leads with 19 company records, followed by San Francisco (14) and Austin (4).
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 253 professional contacts with verified work emails tracked across these 120 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 120 crypto portfolio management software companies based in the United States. 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
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Company intelligence · public preview
Top 25 crypto portfolio management software companies 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 120 matching company records for crypto portfolio management software companies based in the United States, with 710 tracked contacts and 253 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: September 27, 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 crypto portfolio management software companies 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 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 127 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bitwavebitwave.ioHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 44 contacts → |
“Digital assets are changing how businesses move money, manage treasury, and operate globally, but most finance systems weren’t built for onchain activity.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Coincrowdcoincrowd.comHQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 26 contacts → |
“CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Blockhouseblockhouse.appHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 23 contacts → |
“Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Zenledgerzenledger.ioHQ: Chadds Ford, PA, United StatesReported employees: 11-50 | Chadds Ford, PA, United States | 11-50 | Exact match | 20 contacts → |
“ZenLedger is the leading software focused on cryptocurrency tax management and accounting.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Automated Trading Networkatnunlimited.com HQ: Cheyenne, WY, United StatesReported employees: 11-50 | Cheyenne, WY, United States | 11-50 | Exact match | 18 contacts → |
“Welcome to ATN Unlimited - Your Partner in Automated Trading!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Count On Sheepcountonsheep.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  CRPTMcrptm.comHQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Green KEY Partnersgreenkeypartners.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bitbull Capitalbitbullcapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“We strive to deliver the most effective research, market commentary and investment opportunities for individual and institutional investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Bixos Incorporationbixos.comHQ: Newark, DE, United StatesReported employees: 11-50 | Newark, DE, United States | 11-50 | Exact match | 9 contacts → |
“Cryptocurrency asset management and investment company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Shrimpyshrimpy.ioHQ: Santa Clara, CA, United StatesReported employees: 11-50 | Santa Clara, CA, United States | 11-50 | Exact match | 9 contacts → |
“Shrimpy is building a unified portal for the cryptocurrency market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Coinigy INCcoinigy.comHQ: Milwaukee, WI, United StatesReported employees: 51-200 | Milwaukee, WI, United States | 51-200 | Exact match | 8 contacts → |
“Coinigy is the first professional trading platform for digital currencies and blockchain assets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Gridplusgridplus.ioHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“GridPlus creates products that enable mainstream use of digital assets and cryptocurrencies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Finfoliofinfolio.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Perl Streetperlstreet.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Perl Street provides portfolio management software that enables distributed energy companies to grow and meet the challenges of an emerging asset class.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Redxamredxam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Your Personal Crypto Investment Assistant.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Event Horizon Capitaleh.capitalHQ: Galveston, TX, United StatesReported employees: 1-10 | Galveston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Event Horizon Capital provides access to an actively-managed portfolio of publicly-traded digital assets for sophisticated investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Castle Fundscastlefunds.comHQ: San Francisco Bay, CA, United StatesReported employees: 1-10 | San Francisco Bay, CA, United States | 1-10 | Exact match | 6 contacts → |
“Castle Analytics LLC and its subsidiaries (collectively, “Castle Funds”) have been managing private funds invested in digital currencies since 2017.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  ASTORastor.moneyHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Gridlockgridlock.networkHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 6 contacts → |
“Gridlock is changing the way digital assets are managed by combining cutting-edge cryptography and novel blockchain integrations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Dexfoliodexfolio.orgHQ: Sheridan, WY, United StatesReported employees: 1-10 | Sheridan, WY, United States | 1-10 | Exact match | 6 contacts → |
“Dexfolio is a mobile app, designed and built specifically to make crypto tracking way easier.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ledgextheplayersimpact.comHQ: Framingham, MA, United StatesReported employees: 11-50 | Framingham, MA, United States | 11-50 | Exact match | 5 contacts → |
“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bituniversebituniverse.org HQ: San Jose, CA, United StatesReported employees: 1-10 | San Jose, CA, United States | 1-10 | Exact match | 5 contacts → |
“BitUniverse is an all-in-one multi-asset management tool designed to provide the best digital currency experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 120 company matches
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Crypto portfolio management software companies: dataset insights
September 27, 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
120 records in the displayed employee bands.
0 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 120 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for crypto portfolio management software companies?
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 management software companies did RevenueBase find based in the United States?
The saved snapshot records 120 matching company records, 710 tracked contacts and 253 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: September 27, 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 management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 crypto portfolio management software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/crypto-portfolio-management-software-companies/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 management software companies based in London, United Kingdom
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Company intelligence · public preview
Top 25 crypto portfolio management software companies based in the United States
RevenueBase records 120 matching company records for crypto portfolio management software companies based in the United States, with 710 tracked contacts and 253 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: September 27, 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 crypto portfolio management software companies 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 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 127 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bitwavebitwave.io HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 44 contacts → |
“Digital assets are changing how businesses move money, manage treasury, and operate globally, but most finance systems weren’t built for onchain activity.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Coincrowdcoincrowd.com HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 26 contacts → |
“CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Blockhouseblockhouse.app HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 23 contacts → |
“Blockhouse is the platform that makes quantitative trading strategies accessible for frontier markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Zenledgerzenledger.io HQ: Chadds Ford, PA, United StatesReported employees: 11-50 | Chadds Ford, PA, United States | 11-50 | Exact match | 20 contacts → |
“ZenLedger is the leading software focused on cryptocurrency tax management and accounting.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Automated Trading Networkatnunlimited.com HQ: Cheyenne, WY, United StatesReported employees: 11-50 | Cheyenne, WY, United States | 11-50 | Exact match | 18 contacts → |
“Welcome to ATN Unlimited - Your Partner in Automated Trading!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Count On Sheepcountonsheep.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 15 contacts → |
“Count On Sheep is a leading venture-backed firm specializing in crypto tax preparation, digital asset accounting, and corporate wallet optimization.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | CRPTMcrptm.com HQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 13 contacts → |
“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Green KEY Partnersgreenkeypartners.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bitbull Capitalbitbullcapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 10 contacts → |
“We strive to deliver the most effective research, market commentary and investment opportunities for individual and institutional investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Bixos Incorporationbixos.com HQ: Newark, DE, United StatesReported employees: 11-50 | Newark, DE, United States | 11-50 | Exact match | 9 contacts → |
“Cryptocurrency asset management and investment company.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Shrimpyshrimpy.io HQ: Santa Clara, CA, United StatesReported employees: 11-50 | Santa Clara, CA, United States | 11-50 | Exact match | 9 contacts → |
“Shrimpy is building a unified portal for the cryptocurrency market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Coinigy INCcoinigy.com HQ: Milwaukee, WI, United StatesReported employees: 51-200 | Milwaukee, WI, United States | 51-200 | Exact match | 8 contacts → |
“Coinigy is the first professional trading platform for digital currencies and blockchain assets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gridplusgridplus.io HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“GridPlus creates products that enable mainstream use of digital assets and cryptocurrencies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Finfoliofinfolio.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Perl Streetperlstreet.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 7 contacts → |
“Perl Street provides portfolio management software that enables distributed energy companies to grow and meet the challenges of an emerging asset class.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Redxamredxam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Your Personal Crypto Investment Assistant.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Event Horizon Capitaleh.capital HQ: Galveston, TX, United StatesReported employees: 1-10 | Galveston, TX, United States | 1-10 | Exact match | 6 contacts → |
“Event Horizon Capital provides access to an actively-managed portfolio of publicly-traded digital assets for sophisticated investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Castle Fundscastlefunds.com HQ: San Francisco Bay, CA, United StatesReported employees: 1-10 | San Francisco Bay, CA, United States | 1-10 | Exact match | 6 contacts → |
“Castle Analytics LLC and its subsidiaries (collectively, “Castle Funds”) have been managing private funds invested in digital currencies since 2017.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | ASTORastor.money HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 6 contacts → |
“https://apps.apple.com/us/app/astor-portfolio-management/id1618993934” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Gridlockgridlock.network HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 6 contacts → |
“Gridlock is changing the way digital assets are managed by combining cutting-edge cryptography and novel blockchain integrations.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Dexfoliodexfolio.org HQ: Sheridan, WY, United StatesReported employees: 1-10 | Sheridan, WY, United States | 1-10 | Exact match | 6 contacts → |
“Dexfolio is a mobile app, designed and built specifically to make crypto tracking way easier.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ledgextheplayersimpact.com HQ: Framingham, MA, United StatesReported employees: 11-50 | Framingham, MA, United States | 11-50 | Exact match | 5 contacts → |
“Ledgex, now part of The Players Impact, is a premier financial technology platform delivering advanced multi-asset portfolio management and data aggregation solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bituniversebituniverse.org HQ: San Jose, CA, United StatesReported employees: 1-10 | San Jose, CA, United States | 1-10 | Exact match | 5 contacts → |
“BitUniverse is an all-in-one multi-asset management tool designed to provide the best digital currency experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 120 company matches
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Crypto portfolio management software companies: dataset insights
September 27, 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
120 records in the displayed employee bands.
0 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 120 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for crypto portfolio management software companies?
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 management software companies did RevenueBase find based in the United States?
The saved snapshot records 120 matching company records, 710 tracked contacts and 253 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: September 27, 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 management software companies by geography
Cite this list
RevenueBase Data Team. Top 25 crypto portfolio management software companies based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/crypto-portfolio-management-software-companies/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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