Company lists · Data refreshed November 2026
Top 25 Crypto wealth managers based in the United States
RevenueBase identified 2,255 company matches for crypto wealth managers associated with the United States as of November 2026 and tracks 20,970 professional contacts across them, including 9,977 with verified work emails. New York is the largest hub.
This list covers company matches for crypto wealth managers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 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 managers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,663 contacts → | ||||
Exact match “Are you looking to amplify and simplify your financial life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 648 contacts → | ||||
Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 561 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 560 contacts → | ||||
Exact match “With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 212 contacts → | ||||
Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 199 contacts → | ||||
Exact match “Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 181 contacts → | ||||
Exact match “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 163 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 157 contacts → | ||||
Exact match “Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 153 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 146 contacts → | ||||
Exact match “First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 138 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 125 contacts → | ||||
Exact match “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 115 contacts → | ||||
Exact match “Our mission statement is to give our clients the freedom to pursue what matters most to them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 111 contacts → | ||||
Exact match “At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 101 contacts → | ||||
Exact match “Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 95 contacts → | ||||
Exact match “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 90 contacts → | ||||
Exact match “iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 78 contacts → | ||||
Exact match “Our process is simple: it is all about you, your family and future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 78 contacts → | ||||
Exact match “Founded in 1984, Pinnacle Associates, Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 75 contacts → | ||||
Exact match “Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 73 contacts → | ||||
Exact match “As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 72 contacts → | ||||
Exact match “Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 71 contacts → | ||||
Exact match “Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial…” Recorded in the RevenueBase company graph · Nov 6, 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 managers”. 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 2,255 crypto wealth managers based in the United States
See the full list, filter by size, metro and specialty, and access 9,977 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Crypto wealth managers based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 2,255 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “crypto wealth managers” 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 9,977 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 November 6, 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 managers by metro
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 managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many crypto wealth managers are there based in the United States?
RevenueBase identified 2,255 company matches for crypto wealth managers associated with the United States as of November 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?
Mercer Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most crypto wealth managers?
New York leads with 75 company records, followed by San Diego (33) and Houston (30).
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 9,977 professional contacts with verified work emails tracked across these 2,255 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,255 crypto wealth managers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Crypto wealth managers by geography
- Crypto wealth managers based in Sydney, Australia
- Crypto wealth managers based in Sao Paulo, Brazil
- Crypto wealth managers based in Toronto, Canada
- Crypto wealth managers based in Paris, France
- Crypto wealth managers based in Bangalore, India
- Crypto wealth managers based in Mumbai, India
- Crypto wealth managers based in Zurich, Switzerland
- Crypto wealth managers based in Dubai, United Arab Emirates
- Crypto wealth managers based in London, United Kingdom
- Crypto wealth managers based in Chicago, United States
- Crypto wealth managers based in Houston, United States
- Crypto wealth managers based in New York, United States
Browse the directory
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 managers based in Sydney, Australia
- Crypto wealth managers based in Sao Paulo, Brazil
- Crypto wealth managers based in Toronto, Canada
- Crypto wealth managers based in Paris, France
- Crypto wealth managers based in Bangalore, India
- Crypto wealth managers based in Mumbai, India
Company intelligence · public preview
Top 25 crypto wealth managers based in the 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 2,255 matching company records for crypto wealth managers based in the United States, with 20,970 tracked contacts and 9,977 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: November 6, 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 managers based in the 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 |  Mercer Advisorsmerceradvisors.comHQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  EP Wealth Advisorsepwealth.comHQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fartherfarther.comHQ: New York, CA, United StatesReported employees: 501-1,000 | New York, CA, United States | 501-1,000 | Exact match | 561 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Benjamin F. Edwardsbenjaminfedwards.comHQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 560 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Financial Enginesfinancialengines.comHQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 212 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Chevy Chase Trustchevychasetrust.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 199 contacts → |
“Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Blockfiblockfi.comHQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 181 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Apella Wealthapellawealth.comHQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Grayscale Investmentsgrayscale.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 157 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 153 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  First Citizens Investor Servicesfirstcitizens.comHQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 146 contacts → |
“First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Rothschild Wealth Partnersrothschildinv.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 125 contacts → |
“Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Simon Quick Advisors, LLCsimonquickadvisors.comHQ: Morristown, CO, United StatesReported employees: 51-200 | Morristown, CO, United States | 51-200 | Exact match | 115 contacts → |
“Our mission statement is to give our clients the freedom to pursue what matters most to them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  BIP Wealthbipwealth.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 111 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TSG Wealth Managementtsgwm.comHQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 101 contacts → |
“Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ffec Wealth Partnersffec.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Itrustcapitalitrustcapital.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 90 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Morton Wealthmortonwealth.comHQ: Calabasas, CA, United StatesReported employees: 51-200 | Calabasas, CA, United States | 51-200 | Exact match | 78 contacts → |
“Our process is simple: it is all about you, your family and future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pinnacle Associates, LTDpinnacle-associates.comHQ: New York, NJ, United StatesReported employees: 51-200 | New York, NJ, United States | 51-200 | Exact match | 78 contacts → |
“Founded in 1984, Pinnacle Associates, Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Foundations Investment Advisors, LLCfiwealth.comHQ: Phoenix, AZ, United StatesReported employees: 201-500 | Phoenix, AZ, United States | 201-500 | Exact match | 75 contacts → |
“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Appleton Partners, INCappletonpartners.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 73 contacts → |
“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Centura Wealth Advisorycenturawealth.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 72 contacts → |
“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  John G. Ullman & Associates, INCjgua.comHQ: Horseheads, NY, United StatesReported employees: 51-200 | Horseheads, NY, United States | 51-200 | Exact match | 71 contacts → |
“Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,255 company matches
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Crypto wealth managers: dataset insights
November 6, 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
2,250 records in the displayed employee bands.
5 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 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 2,255 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: November 6, 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 managers by metro
Questions about this company list
What does Exact match mean for crypto wealth managers?
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 managers did RevenueBase find based in the United States?
The saved snapshot records 2,255 matching company records, 20,970 tracked contacts and 9,977 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: November 6, 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 managers by geography
- Crypto wealth managers based in Sydney, Australia
- Crypto wealth managers based in Sao Paulo, Brazil
- Crypto wealth managers based in Toronto, Canada
- Crypto wealth managers based in Paris, France
- Crypto wealth managers based in Bangalore, India
- Crypto wealth managers based in Mumbai, India
- Crypto wealth managers based in Zurich, Switzerland
- Crypto wealth managers based in Dubai, United Arab Emirates
- Crypto wealth managers based in London, United Kingdom
- Crypto wealth managers based in Chicago, United States
- Crypto wealth managers based in Houston, United States
- Crypto wealth managers based in New York, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 crypto wealth managers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/crypto-wealth-managers/united-states.
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 managers based in Sydney, Australia
- Crypto wealth managers based in Sao Paulo, Brazil
- Crypto wealth managers based in Toronto, Canada
- Crypto wealth managers based in Paris, France
- Crypto wealth managers based in Bangalore, India
- Crypto wealth managers based in Mumbai, India
Company intelligence · public preview
Top 25 crypto wealth managers based in the United States
RevenueBase records 2,255 matching company records for crypto wealth managers based in the United States, with 20,970 tracked contacts and 9,977 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: November 6, 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 managers based in the 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 | Mercer Advisorsmerceradvisors.com HQ: Denver, CO, United StatesReported employees: 501-1,000 | Denver, CO, United States | 501-1,000 | Exact match | 1,663 contacts → |
“Are you looking to amplify and simplify your financial life?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | EP Wealth Advisorsepwealth.com HQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fartherfarther.com HQ: New York, CA, United StatesReported employees: 501-1,000 | New York, CA, United States | 501-1,000 | Exact match | 561 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Benjamin F. Edwardsbenjaminfedwards.com HQ: St. Louis, MO, United StatesReported employees: 501-1,000 | St. Louis, MO, United States | 501-1,000 | Exact match | 560 contacts → |
“With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Financial Enginesfinancialengines.com HQ: Sunnyvale, CA, United StatesReported employees: 501-1,000 | Sunnyvale, CA, United States | 501-1,000 | Exact match | 212 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Chevy Chase Trustchevychasetrust.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 199 contacts → |
“Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Blockfiblockfi.com HQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 181 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Apella Wealthapellawealth.com HQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Grayscale Investmentsgrayscale.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 157 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, United StatesReported employees: 51-200 | San Francisco, United States | 51-200 | Exact match | 153 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | First Citizens Investor Servicesfirstcitizens.com HQ: Raleigh, NC, United StatesReported employees: 51-200 | Raleigh, NC, United States | 51-200 | Exact match | 146 contacts → |
“First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Rothschild Wealth Partnersrothschildinv.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 125 contacts → |
“Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Simon Quick Advisors, LLCsimonquickadvisors.com HQ: Morristown, CO, United StatesReported employees: 51-200 | Morristown, CO, United States | 51-200 | Exact match | 115 contacts → |
“Our mission statement is to give our clients the freedom to pursue what matters most to them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | BIP Wealthbipwealth.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 111 contacts → |
“At BIP Wealth, our experienced team members help clients manage their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TSG Wealth Managementtsgwm.com HQ: Long Beach, CA, United StatesReported employees: 51-200 | Long Beach, CA, United States | 51-200 | Exact match | 101 contacts → |
“Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ffec Wealth Partnersffec.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Itrustcapitalitrustcapital.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 90 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Morton Wealthmortonwealth.com HQ: Calabasas, CA, United StatesReported employees: 51-200 | Calabasas, CA, United States | 51-200 | Exact match | 78 contacts → |
“Our process is simple: it is all about you, your family and future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pinnacle Associates, LTDpinnacle-associates.com HQ: New York, NJ, United StatesReported employees: 51-200 | New York, NJ, United States | 51-200 | Exact match | 78 contacts → |
“Founded in 1984, Pinnacle Associates, Ltd.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Foundations Investment Advisors, LLCfiwealth.com HQ: Phoenix, AZ, United StatesReported employees: 201-500 | Phoenix, AZ, United States | 201-500 | Exact match | 75 contacts → |
“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Appleton Partners, INCappletonpartners.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 73 contacts → |
“As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Centura Wealth Advisorycenturawealth.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 72 contacts → |
“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | John G. Ullman & Associates, INCjgua.com HQ: Horseheads, NY, United StatesReported employees: 51-200 | Horseheads, NY, United States | 51-200 | Exact match | 71 contacts → |
“Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Crypto wealth managers: dataset insights
November 6, 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
2,250 records in the displayed employee bands.
5 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 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 2,255 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: November 6, 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 managers by metro
Questions about this company list
What does Exact match mean for crypto wealth managers?
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 managers did RevenueBase find based in the United States?
The saved snapshot records 2,255 matching company records, 20,970 tracked contacts and 9,977 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 25 crypto wealth managers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/crypto-wealth-managers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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