Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in New York, United States

Name: Digital portfolio advisors based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 201 companies tracked

RevenueBase identified 201 company matches for digital portfolio advisors associated with New York, United States as of September 2026 and tracks 10,631 professional contacts across them, including 4,089 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for digital portfolio advisors 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 September 19, 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 Sep 19, 2026 How this list was built

201Companies

10,631Contacts tracked

4,089Verified emails

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The 25 largest digital portfolio advisors based in New York, United States

Ranked by team size

Top 25 of 201 company matches for digital portfolio advisors based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Galaxy	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	1,034 contacts →
	Exact match “Galaxy is a digital assets and AI infrastructure company, building and investing across the two forces reshaping the economy: finance moving onchain, and the compute that powers…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	201-500	323 contacts →
	Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	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 19, 2026 · View company records in RevenueBase
8	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	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 19, 2026 · View company records in RevenueBase
9	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	69 contacts →
	Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	The TIE	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	49 contacts →
	Exact match “The Tie is a leading provider of institutional solutions for digital assets, servicing hedge funds, asset managers, protocols, banks, venture capital firms, and other…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Klingenstein Fields Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	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 19, 2026 · View company records in RevenueBase
12	Avestar Capital	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	39 contacts →
	Exact match “Avestar Capital is a modern, client-centric independent advisory firm that simplifies and integrates our clients’ financial and business lives by uniquely connecting human…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Hi2 Global	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	32 contacts →
	Exact match “Hi2 Global is an Investment as a Service global asset allocation platform that provides fin-tech enabled asset management, investment advisory, investment banking and family…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Williams Jones Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Concord International Investments, L.P	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	51-200	26 contacts →
	Exact match “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Clearbrook	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	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 19, 2026 · View company records in RevenueBase
17	rengen.io	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	21 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 · Sep 19, 2026 · View company records in RevenueBase
18	Building Block Group	Exact match	New York, United StatesHQ recorded Sep 19, 2026	11-50	20 contacts →
	Exact match “We are an investment and advisory group focused on digital assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Grandfield & Dodd, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Senator Investment Group LP	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Senator Investment Group LP is an investment advisor based out of 124 E.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Isometry Capital	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	16 contacts →
	Exact match “Isometry Capital is a next-generation asset management company with the agility of an upstart and the infrastructure of an industry leader.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	EKO	Exact match	New York, United StatesHQ recorded Sep 19, 2026	51-200	13 contacts →
	Exact match “Eko is the largest and most complete digital investment provider.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Matrix Private Capital Group	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “Matrix Private Capital Group is a diversified asset management firm that provides transparent, unbiased and customized financial solutions to high net worth individuals, family…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Sep 19, 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 “digital portfolio advisors”. 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 201 digital portfolio advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 4,089 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital portfolio advisors based in New York, United States at a glance

As of Sep 19, 2026

38.5%Verified-email coverage

52.9Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

111

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 201 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 “digital portfolio advisors” 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 4,089 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 19, 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.

Digital portfolio advisors 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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital portfolio advisors are there based in New York, United States?

RevenueBase identified 201 company matches for digital portfolio advisors associated with New York, 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?

J.P. Morgan Asset Management 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 digital portfolio advisors?

New York leads the United States with 201 company records, followed by Chicago (79) and San Francisco (69).

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 4,089 professional contacts with verified work emails tracked across these 201 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 19, 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.