Company lists · Data refreshed September 2026

Top 25 Direct equity investment platforms based in the United States

Name: Direct equity investment platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 871 companies tracked

RevenueBase identified 871 direct equity investment platforms headquartered in the United States as of September 2026 and tracks 28,255 professional contacts across them, including 7,929 with verified work emails. New York is the largest hub.

This list covers direct equity investment platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

871Companies

28,255Contacts tracked

7,929Verified emails

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The 25 largest direct equity investment platforms based in the United States

Ranked by team size

Top 25 of 871 direct equity investment platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to direct equity investment platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	E Trade From Morgan Stanley	Indirect evidence	Arlington, VA, United StatesHQ checked Sep 28, 2026	1,001-5,000	11,044 contacts →
	Indirect evidence “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: RevenueBase Database · checked Sep 28, 2026
2	Robinhood	Indirect evidence	Menlo Park, CA, United StatesHQ checked Sep 28, 2026	1,001-5,000	3,771 contacts →
	Indirect evidence “Trade.” Source: RevenueBase Database · checked Sep 28, 2026
3	Nada INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	n/a	1,240 contacts →
	Strong evidence “Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors.” Source: RevenueBase Database · checked Sep 28, 2026
4	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
5	Amherst	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1,001-5,000	756 contacts →
	Strong evidence “The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S.” Source: RevenueBase Database · checked Sep 28, 2026
6	Clear Street	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	734 contacts →
	Partial evidence “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Source: RevenueBase Database · checked Sep 28, 2026
7	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
8	Angellist	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	441 contacts →
	Indirect evidence “AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.” Source: RevenueBase Database · checked Sep 28, 2026
9	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
10	Wealthfront	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	201-500	416 contacts →
	Indirect evidence “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Source: RevenueBase Database · checked Sep 28, 2026
11	POINT	Indirect evidence	Palo Alto, CA, United StatesHQ checked Sep 28, 2026	51-200	384 contacts →
	Indirect evidence “Making homeownership more valuable and accessible.” Source: RevenueBase Database · checked Sep 28, 2026
12	Republic	Partial evidence	New York, CO, United StatesHQ checked Sep 28, 2026	201-500	279 contacts →
	Partial evidence “Republic is a financial technology firm specializing in private market investment services.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fundrise	Indirect evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	201-500	254 contacts →
	Indirect evidence “For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access.” Source: RevenueBase Database · checked Sep 28, 2026
14	777 Partners	Strong evidence	Miami, FL, United StatesHQ checked Sep 28, 2026	1,001-5,000	206 contacts →
	Strong evidence “Partners is a Miami-based, alternative investment platform that invests across a number of high-growth attractive verticals with a strong focus on financial services.” Source: RevenueBase Database · checked Sep 28, 2026
15	Dealmaker	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	171 contacts →
	Indirect evidence “We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.” Source: RevenueBase Database · checked Sep 28, 2026
16	Startengine	Partial evidence	Los Angeles, CA, United StatesHQ checked Sep 28, 2026	51-200	165 contacts →
	Partial evidence “Launched in 2014, StartEngine is a leading platform for investing in startups and pre-IPO opportunities.” Source: RevenueBase Database · checked Sep 28, 2026
17	DEV	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	n/a	107 contacts →
	Partial evidence “Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Source: RevenueBase Database · checked Sep 28, 2026
18	Crowd Street	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	104 contacts →
	Strong evidence “Crowd Street is a leading platform for direct-access private market investing.” Source: RevenueBase Database · checked Sep 28, 2026
19	Tirios	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	96 contacts →
	Indirect evidence “Real Simple, Real Access, Real Estate.” Source: RevenueBase Database · checked Sep 28, 2026
20	JIKO	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Source: RevenueBase Database · checked Sep 28, 2026
21	Opto Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Partial evidence “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Source: RevenueBase Database · checked Sep 28, 2026
22	Mark IV Capital	Strong evidence	Newport Beach, CA, United StatesHQ checked Sep 28, 2026	51-200	79 contacts →
	Strong evidence “Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Source: RevenueBase Database · checked Sep 28, 2026
23	Equityzen	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	72 contacts →
	Strong evidence “EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors.” Source: RevenueBase Database · checked Sep 28, 2026
24	Vontive	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	71 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: direct equity investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names direct equity investment platforms.
Partial evidence: Its own public description names part of direct equity investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name direct equity investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 871 direct equity investment platforms based in the United States

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Direct equity investment platforms based in the United States at a glance

As of Sep 28, 2026

28.1%Verified-email coverage

32.4Average contacts per company

1-10Median size (employees)

16.5%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

532

11-50

244

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 871 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among direct equity investment platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “direct equity investment platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names direct equity investment platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among direct equity investment platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 7,929 across the full list. 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 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Direct equity investment platforms by metro

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names direct equity investment platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many direct equity investment platforms are there based in the United States?

RevenueBase identified 871 direct equity investment platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

E Trade From Morgan Stanley, headquartered in Arlington, tops this list with the largest team on record.

Which city has the most direct equity investment platforms?

New York leads with 144 headquartered companies, followed by San Francisco (60) and Miami (36).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 7,929 verified decision-maker contacts tracked across these 871 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 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 Smart Search, 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.