Company lists · Data refreshed September 2026

Top 25 Crypto portfolio management tools based in the United States

RevenueBase identified 151 crypto portfolio management tools headquartered in 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 crypto portfolio management tools headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
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 crypto portfolio management tools based in the United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to crypto portfolio management tools: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceRemote First, United StatesHQ checked Sep 19, 20261,001-5,0001,002 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceDelaware, United StatesHQ checked Sep 19, 202651-200370 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 202651-200141 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceTampa, FL, United StatesHQ checked Sep 19, 202651-20051 contacts →

Partial evidence

“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAurora State, United StatesHQ checked Sep 19, 2026201-50043 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Strong evidenceChadds Ford, PA, United StatesHQ checked Sep 19, 202611-5020 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceDelaware, DE, United StatesHQ checked Sep 19, 202611-5013 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceSan Francisco, United StatesHQ checked Sep 19, 20261-1011 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceSanta Clara, CA, United StatesHQ checked Sep 19, 202611-509 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 19, 202651-2008 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceWilmington, DE, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidencePrinceton, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidencePasadena, CA, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
14Partial evidenceNew York, NY, United StatesHQ checked Sep 19, 202611-507 contacts →

Partial evidence

“Your Personal Crypto Investment Assistant.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceNew York City, NY, United StatesHQ checked Sep 19, 20261-106 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceSheridan, WY, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Dexfolio is a mobile app, designed and built specifically to make crypto tracking way easier.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidencePhoenix, AZ, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“One-Stop Trading Platform.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceProvo, UT, United StatesHQ checked Sep 19, 202611-504 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
20Strong evidenceSan Francisco, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
21Strong evidenceSan Diego, CA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceEvanston, IL, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
23Strong evidenceNY, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
25Strong evidenceLos Angeles, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026

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

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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)
11.9%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

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “crypto portfolio management tools”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names crypto portfolio management tools), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among crypto portfolio management tools, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 461 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

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

RevenueBase identified 151 crypto portfolio management tools headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Kraken, headquartered in Remote First, tops this list with the largest team on record.

Which city has the most crypto portfolio management tools?

New York leads with 18 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 461 verified decision-maker contacts tracked across these 151 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 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 Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.