Company lists · Data refreshed September 2026

Top 25 Crypto portfolio management tools based in the United States

RevenueBase identified 151 company matches for crypto portfolio management tools associated with the United States as of September 2026 and tracks 2,166 professional contacts across them, including 461 with verified work emails. New York is the largest hub.

This list covers company matches for crypto portfolio management tools 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 19, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built
151Companies
2,166Contacts tracked
461Verified emails
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The 25 largest crypto portfolio management tools based in the United States

Ranked by team size
Top 25 of 151 company matches for crypto portfolio management tools based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchRemote First, United StatesHQ recorded Sep 19, 20261,001-5,0001,002 contacts →

Exact match

“Kraken helps people own the power of their money.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchDelaware, United StatesHQ recorded Sep 19, 202651-200370 contacts →

Exact match

“CoinMarketCap is the most trusted source for real-time crypto market data.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchSan Francisco, CA, United StatesHQ recorded Sep 19, 202651-200141 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 · Sep 19, 2026 · View company records in RevenueBase
4Exact matchTampa, FL, United StatesHQ recorded Sep 19, 202651-20051 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 19, 2026 · View company records in RevenueBase
5Exact matchAurora State, United StatesHQ recorded Sep 19, 2026201-50043 contacts →

Exact match

“BYDFi is a one-stop social trading platform for global investors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchChadds Ford, PA, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

“ZenLedger is the leading software focused on cryptocurrency tax management and accounting.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchDelaware, DE, United StatesHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchSan Francisco, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“Trading or investing in crypto need not be any harder than traditional stocks and ETFs.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchSanta Clara, CA, United StatesHQ recorded Sep 19, 202611-509 contacts →

Exact match

“Shrimpy is building a unified portal for the cryptocurrency market.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchMilwaukee, WI, United StatesHQ recorded Sep 19, 202651-2008 contacts →

Exact match

“Coinigy is the first professional trading platform for digital currencies and blockchain assets.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchWilmington, DE, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“For most people, crypto is complex, noisy and inaccessible.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchPrinceton, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

“Hyblock is a research platform focused primarily in the world of cryptocurrency trading.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchPasadena, CA, United StatesHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Our mission is to give our clients a safe and easy way to buy and sell cryptocurrency.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchNew York, NY, United StatesHQ recorded Sep 19, 202611-507 contacts →

Exact match

“Your Personal Crypto Investment Assistant.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchNew York, NY, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“https://apps.apple.com/us/app/astor-portfolio-management/id1618993934”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchSheridan, WY, United StatesHQ recorded Sep 19, 20261-106 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 19, 2026 · View company records in RevenueBase
17Exact matchPhoenix, AZ, United StatesHQ recorded Sep 19, 20261-105 contacts →

Exact match

“Blockcircle is a cryptocurrency trading intelligence platform founded in 2017.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchSan Francisco, CA, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“One-Stop Trading Platform.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchProvo, UT, United StatesHQ recorded Sep 19, 202611-504 contacts →

Exact match

“ProfitStance is a CryptoAsset Tax & Accounting Platform that tracks and correlates assets regardless of where they are held.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchSan Francisco, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Hedgehog is a robo-advisor and diversified portfolio manager for crypto currencies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchSan Diego, CA, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“We are building a multi-exchange cryptocurrency trading platform that will allow you to make informed investment decisions as you build out your crypto portfolio.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchEvanston, IL, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchNY, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Professional crypto trading platform featuring advanced tools, strategy automation, portfolio analytics, research, and news.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchSeattle, WA, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

“CoinsTax LLC, trading as AllMy, builds financial software.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchLos Angeles, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Raziel consolidates your investments in private companies, crypto, and real estate, allowing you to track, analyze, and optimize all your investments from a single portfolio…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 151 crypto portfolio management tools based in the United States

See the full list, filter by size, metro and specialty, and access 461 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Crypto portfolio management tools based in the United States at a glance

As of Sep 19, 2026
21.3%Verified-email coverage
14.3Average contacts per company
1-10Median size (employees)
13.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
101
11-50
37
51-200
10
201-500
2
1,001-5,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 151 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 tools” 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 461 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 19, 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 tools”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many crypto portfolio management tools are there based in the United States?

RevenueBase identified 151 company matches for crypto portfolio management tools 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?

Kraken 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 tools?

New York leads with 20 company records, followed by San Francisco (18) 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 461 professional contacts with verified work emails tracked across these 151 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 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.