Company lists · Data refreshed October 2026
Top 25 Crypto wealth management firms based in San Francisco, United States
RevenueBase identified 55 company matches for crypto wealth management firms associated with San Francisco, United States as of October 2026 and tracks 1,387 professional contacts across them, including 673 with verified work emails. Across the United States, New York is the largest hub for this category (159 companies); San Francisco follows with 55.
This list covers company matches for crypto wealth management firms associated with San Francisco, 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.
The 25 largest crypto wealth management firms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 430 contacts → | ||||
Exact match “As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 147 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 3 | 138 contacts → | ||||
Exact match “First Republic is now part of JPMorgan Chase.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 4 | 136 contacts → | ||||
Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 5 | 118 contacts → | ||||
Exact match “Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 6 | 114 contacts → | ||||
Exact match “MyVest builds enterprise wealth management technology for the digital age.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 52 contacts → | ||||
Exact match “Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Goodfin is reimagining private wealth in the era of AI.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “Your business fuels your wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 9 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 · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Neev Finance is reimagining wealth generation for the modern investor.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since Our clients include successful…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Welcome to Moon Pursuit Capital.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Crypto investment firm” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Since the creation of Bitcoin, decentralized systems and applications have been integral to innovation in countless industries.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Hedgehog is a robo-advisor and diversified portfolio manager for crypto currencies.” 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 55 crypto wealth management firms based in San Francisco, United States
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Crypto wealth management firms based in San Francisco, United States at a glance
As of Oct 11, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 55 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 San Francisco, 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 673 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
- Crypto wealth management firms in New York159
- Crypto wealth management firms in Chicago42
- Crypto wealth management firms in Miami42
- Crypto wealth management firms in Atlanta39
- Crypto wealth management firms in Dallas35
- Crypto wealth management firms in Boston34
- Crypto wealth management firms in Denver30
- Crypto wealth management firms in San Diego30
- Crypto wealth management firms in Houston29
- Crypto wealth management firms in Los Angeles26
- Crypto wealth management firms in Austin25
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 San Francisco, United States?
RevenueBase identified 55 company matches for crypto wealth management firms associated with San Francisco, 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?
Wells Fargo Private Bank 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 673 professional contacts with verified work emails tracked across these 55 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.
Ready to reach these companies? Verified emails and direct dials for all 55 crypto wealth management firms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Crypto wealth management firms by geography
- Crypto wealth management firms based in Sydney, Australia
- Crypto wealth management firms based in Sao Paulo, Brazil
- Crypto wealth management firms based in Toronto, Canada
- Crypto wealth management firms based in Paris, France
- Crypto wealth management firms based in Hong Kong, Hong Kong
- Crypto wealth management firms based in Bangalore, India
- Crypto wealth management firms based in Gurgaon, India
- Crypto wealth management firms based in Mumbai, India
- Crypto wealth management firms based in New Delhi, India
- Crypto wealth management firms based in Pune, India
- Crypto wealth management firms based in Singapore, Singapore
- Crypto wealth management firms based in Geneva, Switzerland
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Crypto wealth management firms based in Sydney, Australia
- Crypto wealth management firms based in Sao Paulo, Brazil
- Crypto wealth management firms based in Toronto, Canada
- Crypto wealth management firms based in Paris, France
- Crypto wealth management firms based in Hong Kong, Hong Kong
- Crypto wealth management firms based in Bangalore, India
Company intelligence · public preview
Top 25 crypto wealth management firms based in San Francisco, 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 55 matching company records for crypto wealth management firms based in San Francisco, United States, with 1,387 tracked contacts and 673 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: October 11, 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 wealth management firms based in San Francisco, 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 |  Wells Fargo Private Bankwellsfargo.comHQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 430 contacts → |
“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 147 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  First Republic Private Wealth Managementfirstrepublic.comHQ: San Francisco, United StatesReported employees: 501-1,000 | San Francisco, United States | 501-1,000 | Exact match | 138 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Parallel Advisors, LLCparalleladvisors.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 136 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Robertson Stephensrscapital.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 118 contacts → |
“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Myvestmyvest.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 114 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bakeravenue Wealth Managementbakerave.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Syon Capitalsyoncap.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | True Capital Managementtruecapitalmgmt.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 15 contacts → |
“TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Goodfingoodfin.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Intellectus Partners, LLCintellect.usHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Your business fuels your wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Alphansoalphanso.aiHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Finvestgetfinvest.comHQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 10 contacts → |
“Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Bitbull Capitalbitbullcapital.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“We strive to deliver the most effective research, market commentary and investment opportunities for individual and institutional investors.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Great Gable Investments, LLCgreatgable.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Neev Financeneev.financeHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Neev Finance is reimagining wealth generation for the modern investor.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | RHS Financialrhsfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Jackson Square Capitaljacksonsquarecap.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clearpath Capital Partnersclearpathcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | WP Advisors, LLCwpadvisorsllc.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since Our clients include successful…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Moon Pursuit Capitalmoonpursuit.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 4 contacts → |
“Welcome to Moon Pursuit Capital.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Scalar Capitalscalar.capitalHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Crypto investment firm” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  100 Acre Ventures100acreventures.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 3 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Taureontaureon.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Since the creation of Bitcoin, decentralized systems and applications have been integral to innovation in countless industries.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hedgehoghedgehog.appHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Hedgehog is a robo-advisor and diversified portfolio manager for crypto currencies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Crypto wealth management firms: dataset insights
October 11, 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
55 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 55 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: October 11, 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 ↗
Crypto wealth management firms by metro in the United States
- Crypto wealth management firms in New York159
- Crypto wealth management firms in Chicago42
- Crypto wealth management firms in Miami42
- Crypto wealth management firms in Atlanta39
- Crypto wealth management firms in Dallas35
- Crypto wealth management firms in Boston34
- Crypto wealth management firms in Denver30
- Crypto wealth management firms in San Diego30
- Crypto wealth management firms in Houston29
- Crypto wealth management firms in Los Angeles26
- Crypto wealth management firms in Austin25
Questions about this company list
What does Exact match mean for crypto wealth management firms?
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 wealth management firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 55 matching company records, 1,387 tracked contacts and 673 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: October 11, 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 wealth management firms by geography
- Crypto wealth management firms based in Sydney, Australia
- Crypto wealth management firms based in Sao Paulo, Brazil
- Crypto wealth management firms based in Toronto, Canada
- Crypto wealth management firms based in Paris, France
- Crypto wealth management firms based in Hong Kong, Hong Kong
- Crypto wealth management firms based in Bangalore, India
- Crypto wealth management firms based in Gurgaon, India
- Crypto wealth management firms based in Mumbai, India
- Crypto wealth management firms based in New Delhi, India
- Crypto wealth management firms based in Pune, India
- Crypto wealth management firms based in Singapore, Singapore
- Crypto wealth management firms based in Geneva, Switzerland
Cite this list
RevenueBase Data Team. Top 25 crypto wealth management firms based in San Francisco, United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/crypto-wealth-management-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Crypto wealth management firms based in Sydney, Australia
- Crypto wealth management firms based in Sao Paulo, Brazil
- Crypto wealth management firms based in Toronto, Canada
- Crypto wealth management firms based in Paris, France
- Crypto wealth management firms based in Hong Kong, Hong Kong
- Crypto wealth management firms based in Bangalore, India
Company intelligence · public preview
Top 25 crypto wealth management firms based in San Francisco, United States
RevenueBase records 55 matching company records for crypto wealth management firms based in San Francisco, United States, with 1,387 tracked contacts and 673 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: October 11, 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 wealth management firms based in San Francisco, 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 | Wells Fargo Private Bankwellsfargo.com HQ: San Francisco, CA, United StatesReported employees: 10001+ | San Francisco, CA, United States | 10001+ | Exact match | 430 contacts → |
“As one of the nation’s leading providers of wealth management services, Wells Fargo Private Bank has extensive experience and a wide range of resources to help you achieve your…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 147 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | First Republic Private Wealth Managementfirstrepublic.com HQ: San Francisco, United StatesReported employees: 501-1,000 | San Francisco, United States | 501-1,000 | Exact match | 138 contacts → |
“First Republic is now part of JPMorgan Chase.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Parallel Advisors, LLCparalleladvisors.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 136 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Robertson Stephensrscapital.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 118 contacts → |
“Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Myvestmyvest.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 114 contacts → |
“MyVest builds enterprise wealth management technology for the digital age.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bakeravenue Wealth Managementbakerave.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Since 2004, BakerAvenue has guided clients through personal and professional transitions.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Syon Capitalsyoncap.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 22 contacts → |
“At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | True Capital Managementtruecapitalmgmt.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 15 contacts → |
“TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Goodfingoodfin.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Goodfin is reimagining private wealth in the era of AI.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Intellectus Partners, LLCintellect.us HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 13 contacts → |
“Your business fuels your wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Alphansoalphanso.ai HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“At Alphanso, we believe wealth management should be simple, accessible, and tailored to your unique goals.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Finvestgetfinvest.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 10 contacts → |
“Finvest is an investment platform which makes it easy to invest your money into fixed income assets like US Treasuries and Bonds.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bitbull Capitalbitbullcapital.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 9 contacts → |
“We strive to deliver the most effective research, market commentary and investment opportunities for individual and institutional investors.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Great Gable Investments, LLCgreatgable.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“The Great Gable is one of the highest mountain peaks in England, located in the Lake District.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Neev Financeneev.finance HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 8 contacts → |
“Neev Finance is reimagining wealth generation for the modern investor.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | RHS Financialrhsfinancial.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Jackson Square Capitaljacksonsquarecap.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 6 contacts → |
“Jackson Square Capital helps ordinary people manage extraordinary wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Clearpath Capital Partnersclearpathcapital.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“ClearPath Capital Partners is a privately-held investment management firm with a track record of successfully managing the personal wealth for high-net-worth private clients in…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | WP Advisors, LLCwpadvisorsllc.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“WP Advisors, LLC is a boutique advisory firm providing personalized investment advice and wealth management services to high net worth clients since Our clients include successful…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Moon Pursuit Capitalmoonpursuit.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 4 contacts → |
“Welcome to Moon Pursuit Capital.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Scalar Capitalscalar.capital HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Crypto investment firm” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 100 Acre Ventures100acreventures.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 3 contacts → |
“100 Acre Ventures is a technical investment firm focused on the emerging digital asset class.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Taureontaureon.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 3 contacts → |
“Since the creation of Bitcoin, decentralized systems and applications have been integral to innovation in countless industries.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hedgehoghedgehog.app HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 2 contacts → |
“Hedgehog is a robo-advisor and diversified portfolio manager for crypto currencies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 55 company matches
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Crypto wealth management firms: dataset insights
October 11, 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
55 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 across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 55 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: October 11, 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 ↗
Crypto wealth management firms by metro in the United States
- Crypto wealth management firms in New York159
- Crypto wealth management firms in Chicago42
- Crypto wealth management firms in Miami42
- Crypto wealth management firms in Atlanta39
- Crypto wealth management firms in Dallas35
- Crypto wealth management firms in Boston34
- Crypto wealth management firms in Denver30
- Crypto wealth management firms in San Diego30
- Crypto wealth management firms in Houston29
- Crypto wealth management firms in Los Angeles26
- Crypto wealth management firms in Austin25
Questions about this company list
What does Exact match mean for crypto wealth management firms?
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 wealth management firms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 55 matching company records, 1,387 tracked contacts and 673 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: October 11, 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 wealth management firms by geography
- Crypto wealth management firms based in Sydney, Australia
- Crypto wealth management firms based in Sao Paulo, Brazil
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- Crypto wealth management firms based in Paris, France
- Crypto wealth management firms based in Hong Kong, Hong Kong
- Crypto wealth management firms based in Bangalore, India
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- Crypto wealth management firms based in Mumbai, India
- Crypto wealth management firms based in New Delhi, India
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- Crypto wealth management firms based in Geneva, Switzerland
Cite this list
RevenueBase Data Team. Top 25 crypto wealth management firms based in San Francisco, United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/crypto-wealth-management-firms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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