Company lists · Data refreshed October 2026
Top 25 Cryptocurrency wealth management firms based in New York, United States
RevenueBase identified 96 company matches for cryptocurrency wealth management firms associated with New York, United States as of October 2026 and tracks 1,258 professional contacts across them, including 537 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for cryptocurrency wealth management firms associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 11, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest cryptocurrency wealth management firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 539 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 19 contacts → | ||||
Exact match “RenGen is an investment and financial services firm focusing on investing in early stage, innovative blockchain technology companies.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 7 | 19 contacts → | ||||
Exact match “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 8 | 19 contacts → | ||||
Exact match “10X aligns Wall Street with Silicon Valley and the world, bringing institutional capital to high growth technology ventures which are disrupting trillion dollar markets, as both…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Manifold is a systematic, quantitative investment firm focused on the cryptocurrency space.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 12 | 11 contacts → | ||||
Exact match “Room40 is a crossover investment firm focused on digital assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “We are a financial services company committed to putting our clients first.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “GMF Capital LLC is a private investment management platform that engages in private equity and alternative investments across a broad range of asset classes including Media…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “DBA is a research-driven investment firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Your Personal Crypto Investment Assistant.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Tephra Digital is a privately held investment firm that focuses on Digital Assets.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Commerce CPA is a boutique accounting, tax and advisory firm serving businesses, entrepreneurs crypto investors, high-earning individuals, nationwide.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Rayo is a New York City based investment & advisory firm bridging the U.S, Latin America and global digital assets economy.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Valmar Capital is a digital assets multi-manager multi-strategy platform that brings together a broad array of crypto-strategies and emerging talent.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “Altar Rock is a wealth manager serving ultra-high-net-worth individuals and families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Vanquour is a global wealth management firm dedicated to delivering bespoke investment strategies tailored to high-net-worth individuals and forward-thinking family offices.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “A boutique investment advisor focusing on individuals and families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We are asset management veterans and engineers implementing investment solutions to bridge the gap between investors and digital assets.” 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 96 cryptocurrency wealth management firms based in New York, United States
See the full list, filter by size, metro and specialty, and access 537 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Cryptocurrency wealth management firms based in New York, United States at a glance
As of Oct 11, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 96 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 New York, 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 537 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 in the United States
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 New York, United States?
RevenueBase identified 96 company matches for cryptocurrency wealth management firms associated with New York, 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 in the United States has the most cryptocurrency wealth management firms?
New York leads the United States 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 537 professional contacts with verified work emails tracked across these 96 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 11, 2026.
Ready to reach these companies? Verified emails and direct dials for all 96 cryptocurrency wealth management firms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Cryptocurrency wealth management firms by geography
- Cryptocurrency wealth management firms based in Sao Paulo, Brazil
- Cryptocurrency wealth management firms based in Paris, France
- Cryptocurrency wealth management firms based in Hong Kong, Hong Kong
- Cryptocurrency wealth management firms based in Mumbai, India
- Cryptocurrency wealth management firms based in Singapore, Singapore
- Cryptocurrency wealth management firms based in Dubai, United Arab Emirates
- Cryptocurrency wealth management firms based in London, United Kingdom
- Cryptocurrency wealth management firms based in San Francisco, United States
- Cryptocurrency wealth management firms based in Australia
- Cryptocurrency wealth management firms based in Brazil
- Cryptocurrency wealth management firms based in Canada
- Cryptocurrency wealth management firms based in France
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 firms based in Sao Paulo, Brazil
- Cryptocurrency wealth management firms based in Paris, France
- Cryptocurrency wealth management firms based in Hong Kong, Hong Kong
- Cryptocurrency wealth management firms based in Mumbai, India
- Cryptocurrency wealth management firms based in Singapore, Singapore
- Cryptocurrency wealth management firms based in Dubai, United Arab Emirates
Company intelligence · public preview
Top 25 cryptocurrency wealth management firms based in New York, 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 96 matching company records for cryptocurrency wealth management firms based in New York, United States, with 1,258 tracked contacts and 537 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 11, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cryptocurrency wealth management firms based in New York, 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 |  Fartherfarther.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 539 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Phoenix Financial Servicesphoenixinc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 104 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Spartan Capital Securities, LLCspartancapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 61 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Klingenstein Fields Advisorsklingenstein.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  rengen.iorengen.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 19 contacts → |
“RenGen is an investment and financial services firm focusing on investing in early stage, innovative blockchain technology companies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Clearbrookclearbrookglobal.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  10x Capital10xcapital.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“10X aligns Wall Street with Silicon Valley and the world, bringing institutional capital to high growth technology ventures which are disrupting trillion dollar markets, as both…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cordoba Advisory Partners LLCcordobapartners.coHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Green KEY Partnersgreenkeypartners.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Manifoldmanifoldtrading.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 12 contacts → |
“Manifold is a systematic, quantitative investment firm focused on the cryptocurrency space.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Room40room40.xyz HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 11 contacts → |
“Room40 is a crossover investment firm focused on digital assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Matauro, LLCmatauro.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“We are a financial services company committed to putting our clients first.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  GMF Capitalgmfcapital.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“GMF Capital LLC is a private investment management platform that engages in private equity and alternative investments across a broad range of asset classes including Media…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  DBAdba.xyzHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“DBA is a research-driven investment firm.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Redxamredxam.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Your Personal Crypto Investment Assistant.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tephra Digitaltephradigital.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Tephra Digital is a privately held investment firm that focuses on Digital Assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Commerce Cpa, LLCcommercecpa.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Commerce CPA is a boutique accounting, tax and advisory firm serving businesses, entrepreneurs crypto investors, high-earning individuals, nationwide.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rayo Capital Group Rayorayo.capital HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 5 contacts → |
“Rayo is a New York City based investment & advisory firm bridging the U.S, Latin America and global digital assets economy.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Valmar Capital LLCvalmar.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Valmar Capital is a digital assets multi-manager multi-strategy platform that brings together a broad array of crypto-strategies and emerging talent.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Altar Rockaltarrockwealth.comHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 4 contacts → |
“Altar Rock is a wealth manager serving ultra-high-net-worth individuals and families.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vanquourvanquour.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Vanquour is a global wealth management firm dedicated to delivering bespoke investment strategies tailored to high-net-worth individuals and forward-thinking family offices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Montrose Advisors Incorporatedmontroseadvisors.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“A boutique investment advisor focusing on individuals and families.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Centerfin Capitalcenterfin.coHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Algotunealgotune.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“We are asset management veterans and engineers implementing investment solutions to bridge the gap between investors and digital assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Cryptocurrency wealth management firms: dataset insights
October 11, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
95 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 96 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 11, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Cryptocurrency wealth management firms by metro in the United States
Questions about this company list
What does Exact match mean for cryptocurrency wealth management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cryptocurrency wealth management firms did RevenueBase find based in New York, United States?
The saved snapshot records 96 matching company records, 1,258 tracked contacts and 537 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 11, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cryptocurrency wealth management firms by geography
- Cryptocurrency wealth management firms based in Sao Paulo, Brazil
- Cryptocurrency wealth management firms based in Paris, France
- Cryptocurrency wealth management firms based in Hong Kong, Hong Kong
- Cryptocurrency wealth management firms based in Mumbai, India
- Cryptocurrency wealth management firms based in Singapore, Singapore
- Cryptocurrency wealth management firms based in Dubai, United Arab Emirates
- Cryptocurrency wealth management firms based in London, United Kingdom
- Cryptocurrency wealth management firms based in San Francisco, United States
- Cryptocurrency wealth management firms based in Australia
- Cryptocurrency wealth management firms based in Brazil
- Cryptocurrency wealth management firms based in Canada
- Cryptocurrency wealth management firms based in France
Cite this list
RevenueBase Data Team. Top 25 cryptocurrency wealth management firms based in New York, United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/cryptocurrency-wealth-management-firms/united-states/new-york.
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 firms based in Sao Paulo, Brazil
- Cryptocurrency wealth management firms based in Paris, France
- Cryptocurrency wealth management firms based in Hong Kong, Hong Kong
- Cryptocurrency wealth management firms based in Mumbai, India
- Cryptocurrency wealth management firms based in Singapore, Singapore
- Cryptocurrency wealth management firms based in Dubai, United Arab Emirates
Company intelligence · public preview
Top 25 cryptocurrency wealth management firms based in New York, United States
RevenueBase records 96 matching company records for cryptocurrency wealth management firms based in New York, United States, with 1,258 tracked contacts and 537 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 11, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 cryptocurrency wealth management firms based in New York, 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 | Fartherfarther.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 539 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Phoenix Financial Servicesphoenixinc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 104 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Spartan Capital Securities, LLCspartancapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 92 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 61 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Klingenstein Fields Advisorsklingenstein.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 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 · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | rengen.iorengen.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 19 contacts → |
“RenGen is an investment and financial services firm focusing on investing in early stage, innovative blockchain technology companies.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Clearbrookclearbrookglobal.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 10x Capital10xcapital.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 19 contacts → |
“10X aligns Wall Street with Silicon Valley and the world, bringing institutional capital to high growth technology ventures which are disrupting trillion dollar markets, as both…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cordoba Advisory Partners LLCcordobapartners.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Green KEY Partnersgreenkeypartners.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 12 contacts → |
“Green Key Partners is a cryptocurrency-focused firm founded by Dartmouth alumni that brings trading and portfolio management to an emerging digital asset class.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Manifoldmanifoldtrading.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 12 contacts → |
“Manifold is a systematic, quantitative investment firm focused on the cryptocurrency space.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Room40room40.xyz HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 11 contacts → |
“Room40 is a crossover investment firm focused on digital assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Matauro, LLCmatauro.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“We are a financial services company committed to putting our clients first.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | GMF Capitalgmfcapital.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“GMF Capital LLC is a private investment management platform that engages in private equity and alternative investments across a broad range of asset classes including Media…” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | DBAdba.xyz HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 10 contacts → |
“DBA is a research-driven investment firm.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Redxamredxam.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 7 contacts → |
“Your Personal Crypto Investment Assistant.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tephra Digitaltephradigital.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Tephra Digital is a privately held investment firm that focuses on Digital Assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Commerce Cpa, LLCcommercecpa.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Commerce CPA is a boutique accounting, tax and advisory firm serving businesses, entrepreneurs crypto investors, high-earning individuals, nationwide.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rayo Capital Group Rayorayo.capital HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 5 contacts → |
“Rayo is a New York City based investment & advisory firm bridging the U.S, Latin America and global digital assets economy.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Valmar Capital LLCvalmar.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 5 contacts → |
“Valmar Capital is a digital assets multi-manager multi-strategy platform that brings together a broad array of crypto-strategies and emerging talent.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Altar Rockaltarrockwealth.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 4 contacts → |
“Altar Rock is a wealth manager serving ultra-high-net-worth individuals and families.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Vanquourvanquour.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Vanquour is a global wealth management firm dedicated to delivering bespoke investment strategies tailored to high-net-worth individuals and forward-thinking family offices.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Montrose Advisors Incorporatedmontroseadvisors.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“A boutique investment advisor focusing on individuals and families.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Centerfin Capitalcenterfin.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 3 contacts → |
“Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Algotunealgotune.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“We are asset management veterans and engineers implementing investment solutions to bridge the gap between investors and digital assets.” Recorded description excerpt · October 11, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 96 company matches
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Cryptocurrency wealth management firms: dataset insights
October 11, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
95 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 96 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 11, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Cryptocurrency wealth management firms by metro in the United States
Questions about this company list
What does Exact match mean for cryptocurrency wealth management firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many cryptocurrency wealth management firms did RevenueBase find based in New York, United States?
The saved snapshot records 96 matching company records, 1,258 tracked contacts and 537 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 11, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Cryptocurrency wealth management firms by geography
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Cite this list
RevenueBase Data Team. Top 25 cryptocurrency wealth management firms based in New York, United States. Snapshot: October 11, 2026. https://revenuebase.ai/companies/cryptocurrency-wealth-management-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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