Company lists · Data refreshed October 2026

Top 25 Digital wealth management firms based in New York, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 232 companies tracked

RevenueBase identified 232 company matches for digital wealth management firms associated with New York, United States as of October 2026 and tracks 45,758 professional contacts across them, including 18,522 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for digital 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.

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

232Companies

45,758Contacts tracked

18,522Verified emails

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The 25 largest digital wealth management firms based in New York, United States

Ranked by team size

Top 25 of 232 company matches for digital wealth management firms based in New York, 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	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	33,935 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Rockefeller Capital Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	1,746 contacts →
	Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	10001+	1,233 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	875 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 · Oct 11, 2026 · View company records in RevenueBase
5	Betterment	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	672 contacts →
	Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
6	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	655 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
7	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
8	Public	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	456 contacts →
	Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	333 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
10	BBR Partners	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	257 contacts →
	Exact match “BBR Partners is an independent boutique wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	PCR Financial Aggregation	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	235 contacts →
	Exact match “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	192 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	1,001-5,000	192 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	501-1,000	159 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Snowden Lane Partners	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	139 contacts →
	Exact match “Snowden Lane Partners is an independent wealth advisory firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Flourish	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	132 contacts →
	Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	VISE	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	131 contacts →
	Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	105 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	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
20	Masttro	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	100 contacts →
	Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	97 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	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
23	Pinnacle Associates, LTD	Exact match	New York, United StatesHQ recorded Oct 11, 2026	51-200	77 contacts →
	Exact match “Founded in 1984, Pinnacle Associates, Ltd.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
24	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	51-200	76 contacts →
	Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Ellevest	Exact match	New York, NY, United StatesHQ recorded Oct 11, 2026	11-50	66 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” 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 “digital 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 232 digital wealth management firms based in New York, United States

See the full list, filter by size, metro and specialty, and access 18,522 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in New York, United States at a glance

As of Oct 11, 2026

40.5%Verified-email coverage

197.2Average contacts per company

11-50Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

109

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 232 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 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 18,522 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.

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

How many digital wealth management firms are there based in New York, United States?

RevenueBase identified 232 company matches for digital 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?

Merrill Lynch 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 wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93).

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 18,522 professional contacts with verified work emails tracked across these 232 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.