Company lists · Data refreshed September 2026
Top 25 Cryptocurrency wealth management companies based in the United States
RevenueBase identified 532 company matches for cryptocurrency wealth management companies associated with 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 company matches for cryptocurrency wealth management companies 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 September 16, 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 cryptocurrency wealth management companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 174 contacts → | ||||
Exact match “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 2 | 132 contacts → | ||||
Exact match “We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 3 | 130 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 4 | 127 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 · Sep 16, 2026 · View company records in RevenueBase | |||||
| 5 | 110 contacts → | ||||
Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 6 | 108 contacts → | ||||
Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 7 | 93 contacts → | ||||
Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 8 | 86 contacts → | ||||
Exact match “iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 9 | 61 contacts → | ||||
Exact match “Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 10 | 61 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 11 | 58 contacts → | ||||
Exact match “Drawing on over 20 years of experience in the industry and over transactions, Centennial Advisers is determined to redefine the client experience.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 12 | 50 contacts → | ||||
Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 13 | 47 contacts → | ||||
Exact match “Multicoin Capital is a thesis-driven investment firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 14 | 46 contacts → | ||||
Exact match “GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 15 | 44 contacts → | ||||
Exact match “Gideon Strategic Partners is a financial services company that puts client success first.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 17 | 42 contacts → | ||||
Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 18 | 40 contacts → | ||||
Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 19 | 39 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 20 | 38 contacts → | ||||
Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 21 | 27 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 22 | 26 contacts → | ||||
Exact match “CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 23 | 25 contacts → | ||||
Exact match “LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 24 | 22 contacts → | ||||
Exact match “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase | |||||
| 25 | 21 contacts → | ||||
Exact match “Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Recorded in the RevenueBase company graph · Sep 16, 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 “cryptocurrency wealth management companies”. 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 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, 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 532 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 “cryptocurrency wealth management companies” 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 1,581 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 September 16, 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.
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 “cryptocurrency wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many cryptocurrency wealth management companies are there based in the United States?
RevenueBase identified 532 company matches for cryptocurrency wealth management companies associated with the United States as of September 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?
Blockfi tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most cryptocurrency wealth management companies?
New York leads with 74 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,581 professional contacts with verified work emails tracked across these 532 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 September 16, 2026.
Ready to reach these companies? Verified emails and direct dials for all 532 cryptocurrency wealth management companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Cryptocurrency wealth management companies by geography
- Cryptocurrency wealth management companies based in Australia
- Cryptocurrency wealth management companies based in Brazil
- Cryptocurrency wealth management companies based in Canada
- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong
- Cryptocurrency wealth management companies based in India
- Cryptocurrency wealth management companies based in the Netherlands
- Cryptocurrency wealth management companies based in Singapore
- Cryptocurrency wealth management companies based in Switzerland
- Cryptocurrency wealth management companies based in the United Arab Emirates
- Cryptocurrency wealth management companies based in the United Kingdom
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
- Cryptocurrency wealth management companies based in Australia
- Cryptocurrency wealth management companies based in Brazil
- Cryptocurrency wealth management companies based in Canada
- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong
Company intelligence · public preview
Top 25 cryptocurrency wealth management companies 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 532 matching company records for cryptocurrency wealth management companies based in the United States, with 4,283 tracked contacts and 1,581 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: September 16, 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 cryptocurrency wealth management companies 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 |  Blockfiblockfi.comHQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 174 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Cointrackercointracker.ioHQ: Remote First, CA, United StatesReported employees: 51-200 | Remote First, CA, United States | 51-200 | Exact match | 132 contacts → |
“We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Grayscale Investmentsgrayscale.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 130 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bitwise Asset Managementbitwiseinvestments.comHQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 127 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Kovitzkovitz.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Phoenix Financial Servicesphoenixinc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 108 contacts → |
“Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Spartan Capital Securities, LLCspartancapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Itrustcapitalitrustcapital.comHQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 86 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ARCAar.caHQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 61 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Blockchainblockchain.comHQ: Hayward, CA, United StatesReported employees: 5,001-10,000 | Hayward, CA, United States | 5,001-10,000 | Exact match | 61 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Centennial Adviserscentennialadvisers.comHQ: Tustin, CA, United StatesReported employees: 11-50 | Tustin, CA, United States | 11-50 | Exact match | 58 contacts → |
“Drawing on over 20 years of experience in the industry and over transactions, Centennial Advisers is determined to redefine the client experience.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Vivaldi Capital Managementvivaldicap.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Multicoin Capitalmulticoin.capitalHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 47 contacts → |
“Multicoin Capital is a thesis-driven investment firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Gentrustgentrustwm.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gideon Strategic Partnersgideonsp.com HQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 44 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wave Digital Assetswavegp.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Westmount Partnerswestmount.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 42 contacts → |
“In LA, you have numerous wealth management firms to choose from.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Summit Financial Groupsummit.nm.comHQ: Fort Wayne, IN, United StatesReported employees: 11-50 | Fort Wayne, IN, United States | 11-50 | Exact match | 39 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Becker Capital Management, INCbeckercap.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Checchi Capitalchecchicapital.comHQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Coincrowdcoincrowd.comHQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 26 contacts → |
“CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  LVW Advisorslvwadvisors.comHQ: Pittsford, NY, United StatesReported employees: 11-50 | Pittsford, NY, United States | 11-50 | Exact match | 25 contacts → |
“LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clearbrookclearbrookglobal.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 22 contacts → |
“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Third Lake Partners, LLCthirdlake.comHQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 21 contacts → |
“Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 532 company matches
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Cryptocurrency wealth management companies: dataset insights
September 16, 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
530 records in the displayed employee bands.
2 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 532 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: September 16, 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 ↗
Questions about this company list
What does Exact match mean for cryptocurrency wealth management companies?
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 cryptocurrency wealth management companies did RevenueBase find based in the United States?
The saved snapshot records 532 matching company records, 4,283 tracked contacts and 1,581 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: September 16, 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
Cryptocurrency wealth management companies by geography
- Cryptocurrency wealth management companies based in Australia
- Cryptocurrency wealth management companies based in Brazil
- Cryptocurrency wealth management companies based in Canada
- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong
- Cryptocurrency wealth management companies based in India
- Cryptocurrency wealth management companies based in the Netherlands
- Cryptocurrency wealth management companies based in Singapore
- Cryptocurrency wealth management companies based in Switzerland
- Cryptocurrency wealth management companies based in the United Arab Emirates
- Cryptocurrency wealth management companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 cryptocurrency wealth management companies based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/cryptocurrency-wealth-management-companies/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
- Cryptocurrency wealth management companies based in Australia
- Cryptocurrency wealth management companies based in Brazil
- Cryptocurrency wealth management companies based in Canada
- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong
Company intelligence · public preview
Top 25 cryptocurrency wealth management companies based in the United States
RevenueBase records 532 matching company records for cryptocurrency wealth management companies based in the United States, with 4,283 tracked contacts and 1,581 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: September 16, 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 cryptocurrency wealth management companies 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 | Blockfiblockfi.com HQ: Jersey City, NJ, United StatesReported employees: 501-1,000 | Jersey City, NJ, United States | 501-1,000 | Exact match | 174 contacts → |
“We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Cointrackercointracker.io HQ: Remote First, CA, United StatesReported employees: 51-200 | Remote First, CA, United States | 51-200 | Exact match | 132 contacts → |
“We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Grayscale Investmentsgrayscale.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 130 contacts → |
“Grayscale enables investors to access the digital economy through a family of future-forward investment products.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bitwise Asset Managementbitwiseinvestments.com HQ: San Francisco, NY, United StatesReported employees: 51-200 | San Francisco, NY, United States | 51-200 | Exact match | 127 contacts → |
“Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Kovitzkovitz.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Phoenix Financial Servicesphoenixinc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 108 contacts → |
“Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Spartan Capital Securities, LLCspartancapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 93 contacts → |
“About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Itrustcapitalitrustcapital.com HQ: Irvine, CA, United StatesReported employees: 51-200 | Irvine, CA, United States | 51-200 | Exact match | 86 contacts → |
“iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ARCAar.ca HQ: Los Angeles | New York, United StatesReported employees: 11-50 | Los Angeles | New York, United States | 11-50 | Exact match | 61 contacts → |
“Arca is an asset management firm that creates and manages institutional grade products using crypto and blockchain technology.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Blockchainblockchain.com HQ: Hayward, CA, United StatesReported employees: 5,001-10,000 | Hayward, CA, United States | 5,001-10,000 | Exact match | 61 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Centennial Adviserscentennialadvisers.com HQ: Tustin, CA, United StatesReported employees: 11-50 | Tustin, CA, United States | 11-50 | Exact match | 58 contacts → |
“Drawing on over 20 years of experience in the industry and over transactions, Centennial Advisers is determined to redefine the client experience.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Vivaldi Capital Managementvivaldicap.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Multicoin Capitalmulticoin.capital HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 47 contacts → |
“Multicoin Capital is a thesis-driven investment firm.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Gentrustgentrustwm.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 46 contacts → |
“GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Gideon Strategic Partnersgideonsp.com HQ: Century City, CA, United StatesReported employees: 11-50 | Century City, CA, United States | 11-50 | Exact match | 44 contacts → |
“Gideon Strategic Partners is a financial services company that puts client success first.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wave Digital Assetswavegp.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 44 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Westmount Partnerswestmount.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 42 contacts → |
“In LA, you have numerous wealth management firms to choose from.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 40 contacts → |
“Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Summit Financial Groupsummit.nm.com HQ: Fort Wayne, IN, United StatesReported employees: 11-50 | Fort Wayne, IN, United States | 11-50 | Exact match | 39 contacts → |
“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.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Becker Capital Management, INCbeckercap.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 38 contacts → |
“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Checchi Capitalchecchicapital.com HQ: Beverly Hills, CA, United StatesReported employees: 11-50 | Beverly Hills, CA, United States | 11-50 | Exact match | 27 contacts → |
“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…” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Coincrowdcoincrowd.com HQ: Wilmington, DE, United StatesReported employees: 11-50 | Wilmington, DE, United States | 11-50 | Exact match | 26 contacts → |
“CoinCROWD Ultimate Crypto Wallet We’re not just another DeFi tool.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LVW Advisorslvwadvisors.com HQ: Pittsford, NY, United StatesReported employees: 11-50 | Pittsford, NY, United States | 11-50 | Exact match | 25 contacts → |
“LVW Advisors is an investment advisory firm, dedicated to serving the financial needs of wealthy families, affluent individuals and nonprofit institutions nationwide.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clearbrookclearbrookglobal.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 22 contacts → |
“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Third Lake Partners, LLCthirdlake.com HQ: Tampa, FL, United StatesReported employees: 11-50 | Tampa, FL, United States | 11-50 | Exact match | 21 contacts → |
“Third Lake Partners ("TLP" or "Third Lake") is an investment advisory firm that advises a variety of private investment funds, influential families and individuals.” Recorded description excerpt · September 16, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 532 company matches
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Cryptocurrency wealth management companies: dataset insights
September 16, 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
530 records in the displayed employee bands.
2 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 532 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: September 16, 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 ↗
Questions about this company list
What does Exact match mean for cryptocurrency wealth management companies?
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 cryptocurrency wealth management companies did RevenueBase find based in the United States?
The saved snapshot records 532 matching company records, 4,283 tracked contacts and 1,581 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: September 16, 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
Cryptocurrency wealth management companies by geography
- Cryptocurrency wealth management companies based in Australia
- Cryptocurrency wealth management companies based in Brazil
- Cryptocurrency wealth management companies based in Canada
- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong
- Cryptocurrency wealth management companies based in India
- Cryptocurrency wealth management companies based in the Netherlands
- Cryptocurrency wealth management companies based in Singapore
- Cryptocurrency wealth management companies based in Switzerland
- Cryptocurrency wealth management companies based in the United Arab Emirates
- Cryptocurrency wealth management companies based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 cryptocurrency wealth management companies based in the United States. Snapshot: September 16, 2026. https://revenuebase.ai/companies/cryptocurrency-wealth-management-companies/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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- Cryptocurrency wealth management companies based in France
- Cryptocurrency wealth management companies based in Germany
- Cryptocurrency wealth management companies based in Hong Kong