Company lists · Data refreshed September 2026

Top 13 Crypto portfolio tracking software based in the United States

RevenueBase identified 62 crypto portfolio tracking software headquartered in the United States as of September 2026 and tracks 773 professional contacts across them, including 147 with verified work emails and 134 with mobile numbers. San Francisco is the largest hub.

This list covers crypto portfolio tracking software 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 1, 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 RevenueBase Smart Search rating on every row Refreshed Sep 1, 2026 86% judged on-target in blind review
62Companies
773Contacts tracked
147Verified emails
134Mobile numbers
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The 13 largest crypto portfolio tracking software based in the United States

Ranked by team size
Top 13 of 62 crypto portfolio tracking software based in the United States, ranked by team size, largest first. Data refreshed Sep 1, 2026. RevenueBase Smart Search rates how each company's information relates to crypto portfolio tracking software: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceUnited States51-200356 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
2Partial evidenceRemote First, United States51-200128 contacts →

Partial evidence

“We’re on a mission to enable everyone to use crypto with peace of mind.”

Source: RevenueBase Database · checked Sep 1, 2026
3Indirect evidenceSpring Hill, FL, United States51-20050 contacts →

Indirect 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 1, 2026
4Strong evidenceBoston Massachusetts, MA, United States11-5037 contacts →

Strong evidence

“Established Provider of Hedge Fund Portfolio Management Software.”

Source: RevenueBase Database · checked Sep 1, 2026
5Partial evidenceDelaware, DE, United States11-5013 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
6Indirect evidenceMilwaukee, WI, United States51-2008 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
7Partial evidencePrinceton, United States1-107 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
8Strong evidenceSheridan, WY, United States1-106 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
9Strong evidenceSan Francisco, United States1-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
10Strong evidenceBemidji, MN, United States1-103 contacts →

Strong evidence

“Crescent Tracking brings your entire crypto portfolio together, build your dashboard, sync all your wallets, and monitor over cryptocurrencies and fiats, all in one place.”

Source: RevenueBase Database · checked Sep 1, 2026
11Partial evidenceSeattle, WA, United States1-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 1, 2026
12Strong evidenceBoston, MA, United States1-101 contacts →

Strong evidence

cryptocurrency portfolio tracker.”

Source: RevenueBase Database · checked Sep 1, 2026
13Partial evidenceUnited States1-101 contacts →

Partial evidence

“Introducing Cryptosheets, the world's first real-time cryptocurrency data add-in for Microsoft Excel.”

Source: RevenueBase Database · checked Sep 1, 2026

Showing 13 of 62 crypto portfolio tracking software based in the United States

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Crypto portfolio tracking software based in the United States at a glance

As of Sep 1, 2026
19.0%Verified-email coverage
17.3%Mobile-number coverage
12.5Average contacts per company
1-10Median size (employees)
14.5%Largest-city concentration · San Francisco
Sep 1, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
14
51-200
4

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 tracking software, 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 tracking software”. 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 tracking software), 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 tracking software, 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, 147 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 1, 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 tracking software, 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 tracking software are there based in the United States?

RevenueBase identified 62 crypto portfolio tracking software 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?

Coinmarketcap, headquartered in United States, tops this list with the largest team on record.

Which city has the most crypto portfolio tracking software?

San Francisco leads with 9 headquartered companies, followed by New York (5) and Seattle (2).

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 147 verified decision-maker contacts tracked across these 62 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 1, 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.