Company lists · Data refreshed October 2026

Top 25 Crypto wealth management firms based in New York, United States

Name: Crypto wealth management firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 159 companies tracked

RevenueBase identified 159 company matches for crypto wealth management firms associated with New York, United States as of October 2026 and tracks 6,919 professional contacts across them, including 3,157 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for crypto wealth management firms associated with New York, 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 October 11, 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 Oct 11, 2026 How this list was built

159Companies

6,919Contacts tracked

3,157Verified emails

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The 25 largest crypto wealth management firms based in New York, United States

Ranked by team size

Top 25 of 159 company matches for crypto wealth management firms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Galaxy	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	1,114 contacts →
	Exact match “Galaxy is a digital assets and AI infrastructure company, building and investing across the two forces reshaping the economy: finance moving onchain, and the compute that powers…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	875 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	655 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	539 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	201-500	428 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	BBR Partners	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	257 contacts →
	Exact match “BBR Partners is an independent boutique wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	159 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	104 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	Masttro	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	100 contacts →
	Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	92 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Pinnacle Associates, LTD	Exact match	New York, United StatesHQ recorded Oct 11, 2026	51-200	77 contacts →
	Exact match “Founded in 1984, Pinnacle Associates, Ltd.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	76 contacts →
	Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	61 contacts →
	Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Wellington Shields	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	49 contacts →
	Exact match “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	44 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	38 contacts →
	Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Lumida Wealth	Exact match	New York, United StatesHQ recorded Oct 11, 2026	n/a	31 contacts →
	Exact match “Lumida Wealth Management is an investment advisor offering comprehensive wealth management with specialization in alternative investments and family office services to high net…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Klingman And Associates, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	26 contacts →
	Exact match “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	24 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Sentinel Financial Solutions	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	20 contacts →
	Exact match “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	rengen.io	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1-10	19 contacts →
	Exact match “RenGen is an investment and financial services firm focusing on investing in early stage, innovative blockchain technology companies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	10x Capital	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	19 contacts →
	Exact match “10X aligns Wall Street with Silicon Valley and the world, bringing institutional capital to high growth technology ventures which are disrupting trillion dollar markets, as both…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	VYZER	Exact match	New York, United StatesHQ recorded Oct 11, 2026	11-50	19 contacts →
	Exact match “Mission: To empower investors with a streamlined, digital platform for comprehensive wealth management.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Clearbrook	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	19 contacts →
	Exact match “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded in the RevenueBase company graph · Oct 11, 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 wealth management firms”. 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 159 crypto wealth management firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 3,157 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Crypto wealth management firms based in New York, United States at a glance

As of Oct 11, 2026

45.6%Verified-email coverage

43.5Average contacts per company

11-50Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 159 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 New York, United States whose business descriptions match “crypto wealth management firms” 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 3,157 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 October 11, 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 wealth management firms by metro in the United States

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 wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many crypto wealth management firms are there based in New York, United States?

RevenueBase identified 159 company matches for crypto wealth management firms associated with New York, United States as of October 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?

BNY Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most crypto wealth management firms?

New York leads the United States with 159 company records, followed by San Francisco (55) and Chicago (42).

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 3,157 professional contacts with verified work emails tracked across these 159 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 October 11, 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.