Company lists · Data refreshed October 2026

Top 25 Cryptocurrency wealth management firms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 637 companies tracked

RevenueBase identified 637 company matches for cryptocurrency wealth management firms associated with the United States as of October 2026 and tracks 5,105 professional contacts across them, including 1,939 with verified work emails. New York is the largest hub.

This list covers company matches for cryptocurrency wealth management firms 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 October 11, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 11, 2026 How this list was built

637Companies

5,105Contacts tracked

1,939Verified emails

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

Ranked by team size

Top 25 of 637 company matches for cryptocurrency wealth management firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	539 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Bitcoinira	Exact match	Las Vegas, NV, United StatesHQ recorded Oct 11, 2026	51-200	200 contacts →
	Exact match “We're the world's first and most trusted cryptocurrency retirement platform.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Blockfi	Exact match	Jersey City, NJ, United StatesHQ recorded Oct 11, 2026	501-1,000	175 contacts →
	Exact match “We provide the wealth management products crypto investors need, all powered by blockchain technology.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Grayscale Investments	Exact match	Stamford, CT, United StatesHQ recorded Oct 11, 2026	51-200	150 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 · Oct 11, 2026 · View company records in RevenueBase
5	Bitwise Asset Management	Exact match	San Francisco, United StatesHQ recorded Oct 11, 2026	51-200	147 contacts →
	Exact match “Based in San Francisco, Bitwise is one of the largest and fastest-growing crypto asset managers.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Cointracker	Exact match	Remote First, United StatesHQ recorded Oct 11, 2026	51-200	134 contacts →
	Exact match “We’re on a mission to enable everyone to use crypto with peace of mind.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	104 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	92 contacts →
	Exact match “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Itrustcapital	Exact match	Irvine, CA, United StatesHQ recorded Oct 11, 2026	51-200	90 contacts →
	Exact match “iTrustCapital is an award-winning fintech software platform for digital assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	61 contacts →
	Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Blockchain	Exact match	Hayward, CA, United StatesHQ recorded Oct 11, 2026	5,001-10,000	60 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 · Oct 11, 2026 · View company records in RevenueBase
12	Centennial Advisers	Exact match	Tustin, CA, United StatesHQ recorded Oct 11, 2026	11-50	59 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 · Oct 11, 2026 · View company records in RevenueBase
13	ARCA	Exact match	Los Angeles \| New York, United StatesHQ recorded Oct 11, 2026	11-50	58 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 · Oct 11, 2026 · View company records in RevenueBase
14	Gideon Strategic Partners	Exact match	Century City, CA, United StatesHQ recorded Oct 11, 2026	11-50	51 contacts →
	Exact match “Gideon Strategic Partners is a financial services company that puts client success first.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Badgley Phelps Wealth Managers	Exact match	Seattle, WA, United StatesHQ recorded Oct 11, 2026	11-50	49 contacts →
	Exact match “Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Multicoin Capital	Exact match	Austin, TX, United StatesHQ recorded Oct 11, 2026	11-50	48 contacts →
	Exact match “Multicoin Capital is a thesis-driven investment firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	201-500	46 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 · Oct 11, 2026 · View company records in RevenueBase
18	Wave Digital Assets	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 11, 2026	11-50	46 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 · Oct 11, 2026 · View company records in RevenueBase
19	Gentrust	Exact match	Miami, FL, United StatesHQ recorded Oct 11, 2026	11-50	43 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 · Oct 11, 2026 · View company records in RevenueBase
20	Summit Financial Group	Exact match	Fort Wayne, IN, United StatesHQ recorded Oct 11, 2026	11-50	42 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 · Oct 11, 2026 · View company records in RevenueBase
21	Westmount Partners	Exact match	Los Angeles, CA, United StatesHQ recorded Oct 11, 2026	11-50	41 contacts →
	Exact match “In LA, you have numerous wealth management firms to choose from.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	38 contacts →
	Exact match “Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
23	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Oct 11, 2026	11-50	35 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 · Oct 11, 2026 · View company records in RevenueBase
24	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	31 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 · Oct 11, 2026 · View company records in RevenueBase
25	Checchi Capital	Exact match	Beverly Hills, CA, United StatesHQ recorded Oct 11, 2026	11-50	26 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 · Oct 11, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “cryptocurrency wealth management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 637 cryptocurrency wealth management firms based in the United States

See the full list, filter by size, metro and specialty, and access 1,939 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 11, 2026

38.0%Verified-email coverage

8.0Average contacts per company

1-10Median size (employees)

15.1%Largest-city concentration · New York

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

448

11-50

151

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 637 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 firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 1,939 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 11, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

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

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

RevenueBase identified 637 company matches for cryptocurrency wealth management firms associated with the United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Farther 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 firms?

New York leads with 96 company records, followed by San Francisco (35) and Miami (22).

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 1,939 professional contacts with verified work emails tracked across these 637 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 11, 2026.

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About this data

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