Company lists · Data refreshed September 2026

Top 25 Cryptocurrency wealth management companies based in the United States

Name: Cryptocurrency wealth management companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 532 companies tracked

RevenueBase identified 532 cryptocurrency wealth management companies headquartered in the United States as of September 2026 and tracks 4,283 professional contacts across them, including 1,581 with verified work emails. New York is the largest hub.

This list covers cryptocurrency wealth management companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

532Companies

4,283Contacts tracked

1,581Verified emails

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The 25 largest cryptocurrency wealth management companies based in the United States

Ranked by team size

Top 25 of 532 cryptocurrency wealth management companies based in the United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to cryptocurrency wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Blockfi	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 16, 2026	501-1,000	174 contacts →
	Strong evidence “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Source: RevenueBase Database · checked Sep 16, 2026
2	Cointracker	Indirect evidence	Remote First, CA, United StatesHQ checked Sep 16, 2026	51-200	132 contacts →
	Indirect evidence “We’re on a mission to enable everyone to use crypto with peace of mind.” Source: RevenueBase Database · checked Sep 16, 2026
3	Grayscale Investments	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 16, 2026	51-200	130 contacts →
	Indirect evidence “Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Source: RevenueBase Database · checked Sep 16, 2026
4	Bitwise Asset Management	Indirect evidence	San Francisco, NY, United StatesHQ checked Sep 16, 2026	51-200	127 contacts →
	Indirect evidence “Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Source: RevenueBase Database · checked Sep 16, 2026
5	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 16, 2026
6	Phoenix Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 16, 2026
7	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 16, 2026
8	Itrustcapital	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 16, 2026	51-200	86 contacts →
	Indirect evidence “iTrustCapital is an award-winning fintech software platform for digital assets.” Source: RevenueBase Database · checked Sep 16, 2026
9	ARCA	Partial evidence	Los Angeles \| New York, United StatesHQ checked Sep 16, 2026	11-50	61 contacts →
	Partial evidence “Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Source: RevenueBase Database · checked Sep 16, 2026
10	Blockchain	Partial evidence	Hayward, CA, United StatesHQ checked Sep 16, 2026	5,001-10,000	61 contacts →
	Partial evidence “Blockchain Trust Company, LLC (Blockchain)+1 442-309-3511 is a next generation cryptocurrency exchange and custodian that allows customers to buy, sell, stake, and store digital…” Source: RevenueBase Database · checked Sep 16, 2026
11	Centennial Advisers	Indirect evidence	Tustin, CA, United StatesHQ checked Sep 16, 2026	11-50	58 contacts →
	Indirect evidence “Drawing on over 20 years of experience in the industry and over transactions, Centennial Advisers is determined to redefine the client experience.” Source: RevenueBase Database · checked Sep 16, 2026
12	Vivaldi Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	50 contacts →
	Strong evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 16, 2026
13	Multicoin Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 16, 2026	11-50	47 contacts →
	Indirect evidence “Multicoin Capital is a thesis-driven investment firm.” Source: RevenueBase Database · checked Sep 16, 2026
14	Gentrust	Indirect evidence	Miami, FL, United StatesHQ checked Sep 16, 2026	11-50	46 contacts →
	Indirect evidence “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Source: RevenueBase Database · checked Sep 16, 2026
15	Gideon Strategic Partners	Indirect evidence	Century City, CA, United StatesHQ checked Sep 16, 2026	11-50	44 contacts →
	Indirect evidence “Gideon Strategic Partners is a financial services company that puts client success first.” Source: RevenueBase Database · checked Sep 16, 2026
16	Wave Digital Assets	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 16, 2026	11-50	44 contacts →
	Strong evidence “Wave Digital Assets (known as “Wave”), is a SEC-registered investment advisory firm that provides a unique combination of venture capital, fund, and private wealth management to…” Source: RevenueBase Database · checked Sep 16, 2026
17	Westmount Partners	Strong evidence	Los Angeles, CA, United StatesHQ checked Sep 16, 2026	11-50	42 contacts →
	Strong evidence “In LA, you have numerous wealth management firms to choose from.” Source: RevenueBase Database · checked Sep 16, 2026
18	Klingenstein Fields Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	40 contacts →
	Partial evidence “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Source: RevenueBase Database · checked Sep 16, 2026
19	Summit Financial Group	Indirect evidence	Fort Wayne, IN, United StatesHQ checked Sep 16, 2026	11-50	39 contacts →
	Indirect evidence “Summit Financial Group is a firm of Northwestern Mutual, with a dedicated team of professionals that are passionate about helping their clients achieve their dreams.” Source: RevenueBase Database · checked Sep 16, 2026
20	Becker Capital Management, INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 16, 2026	11-50	38 contacts →
	Partial evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 16, 2026
21	Checchi Capital	Indirect evidence	Beverly Hills, CA, United StatesHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Source: RevenueBase Database · checked Sep 16, 2026
22	Coincrowd	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence “CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Source: RevenueBase Database · checked Sep 16, 2026
23	LVW Advisors	Partial evidence	Pittsford, NY, United StatesHQ checked Sep 16, 2026	11-50	25 contacts →
	Partial evidence “LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Source: RevenueBase Database · checked Sep 16, 2026
24	Clearbrook	Indirect evidence	New York, NY, United StatesHQ checked Sep 16, 2026	11-50	22 contacts →
	Indirect evidence “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Source: RevenueBase Database · checked Sep 16, 2026
25	Third Lake Partners, LLC	Indirect evidence	Tampa, FL, United StatesHQ checked Sep 16, 2026	11-50	21 contacts →
	Indirect evidence “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: cryptocurrency wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names cryptocurrency wealth management companies.
Partial evidence: Its own public description names part of cryptocurrency wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name cryptocurrency wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 532 cryptocurrency wealth management companies based in the United States

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Cryptocurrency wealth management companies based in the United States at a glance

As of Sep 16, 2026

36.9%Verified-email coverage

8.1Average contacts per company

1-10Median size (employees)

13.2%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

376

11-50

122

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 532 companies.

How this list was built

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “cryptocurrency wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names cryptocurrency wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among cryptocurrency wealth management companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 1,581 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Cryptocurrency wealth management companies by metro

Cryptocurrency wealth management companies in New York70

Frequently asked

What is RevenueBase Smart Search?

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

How many cryptocurrency wealth management companies are there based in the United States?

RevenueBase identified 532 cryptocurrency wealth management companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Blockfi, headquartered in Jersey City, tops this list with the largest team on record.

Which city has the most cryptocurrency wealth management companies?

New York leads with 70 headquartered companies, followed by San Francisco (23) and Chicago (21).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,581 verified decision-maker contacts tracked across these 532 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.