Company lists · Data refreshed September 2026
Top 25 Direct equity investment platforms based in the United States
RevenueBase identified 871 company matches for direct equity investment platforms associated with 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 company matches for direct equity investment platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 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 direct equity investment platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,044 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 3,771 contacts → | ||||
Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 1,240 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 818 contacts → | ||||
Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 756 contacts → | ||||
Exact match “The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 734 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 635 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 441 contacts → | ||||
Exact match “AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 434 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 416 contacts → | ||||
Exact match “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 384 contacts → | ||||
Exact match “Making homeownership more valuable and accessible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 279 contacts → | ||||
Exact match “Republic is a financial technology firm specializing in private market investment services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 254 contacts → | ||||
Exact match “For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 206 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 171 contacts → | ||||
Exact match “We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 165 contacts → | ||||
Exact match “Launched in 2014, StartEngine is a leading platform for investing in startups and pre-IPO opportunities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 107 contacts → | ||||
Exact match “Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 104 contacts → | ||||
Exact match “Crowd Street is a leading platform for direct-access private market investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 96 contacts → | ||||
Exact match “Real Simple, Real Access, Real Estate.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 87 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 82 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 79 contacts → | ||||
Exact match “Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 72 contacts → | ||||
Exact match “EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 71 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 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 28, 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 “direct equity investment platforms”. 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 871 direct equity investment platforms based in the United States
See the full list, filter by size, metro and specialty, and access 7,929 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Direct equity investment platforms based in the United States at a glance
As of Sep 28, 2026Companies by employee count
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
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “direct equity investment platforms” 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 7,929 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 28, 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.
Direct equity investment platforms by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “direct equity investment platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many direct equity investment platforms are there based in the United States?
RevenueBase identified 871 company matches for direct equity investment platforms associated with the 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?
E Trade From Morgan Stanley tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most direct equity investment platforms?
New York leads with 150 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 7,929 professional contacts with verified work emails tracked across these 871 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 871 direct equity investment platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Direct equity investment platforms by geography
- Direct equity investment platforms based in Sydney, Australia
- Direct equity investment platforms based in Sao Paulo, Brazil
- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India
- Direct equity investment platforms based in Singapore, Singapore
- Direct equity investment platforms based in Madrid, Spain
- Direct equity investment platforms based in Dubai, United Arab Emirates
- Direct equity investment platforms based in London, United Kingdom
- Direct equity investment platforms based in Los Angeles, United States
- Direct equity investment platforms based in Miami, United States
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
- Direct equity investment platforms based in Sydney, Australia
- Direct equity investment platforms based in Sao Paulo, Brazil
- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India
Company intelligence · public preview
Top 25 direct equity investment platforms based in the 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 871 matching company records for direct equity investment platforms based in the United States, with 28,255 tracked contacts and 7,929 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: September 28, 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 direct equity investment platforms based in the 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 |  E Trade From Morgan Stanleyetrade.comHQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Robinhoodrobinhood.comHQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nada INCnada.coHQ: Dallas, TX, United StatesReported employees: Not recorded | Dallas, TX, United States | Not recorded | Exact match | 1,240 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Enfusion NOW Cwancwan.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Amherstamherst.comHQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 756 contacts → |
“The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Clear Streetclearstreet.ioHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 734 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Angellistangellist.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 441 contacts → |
“AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Wealthfrontwealthfront.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  POINTpoint.comHQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 384 contacts → |
“Making homeownership more valuable and accessible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Republicrepublic.comHQ: New York, CO, United StatesReported employees: 201-500 | New York, CO, United States | 201-500 | Exact match | 279 contacts → |
“Republic is a financial technology firm specializing in private market investment services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fundrisefundrise.comHQ: Washington, DC, United StatesReported employees: 201-500 | Washington, DC, United States | 201-500 | Exact match | 254 contacts → |
“For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  777 Partners777part.comHQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 206 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Dealmakerdealmaker.techHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 171 contacts → |
“We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Startenginestartengine.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 165 contacts → |
“Launched in 2014, StartEngine is a leading platform for investing in startups and pre-IPO opportunities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  DEVdevny.vcHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 107 contacts → |
“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Crowd Streetcrowdstreet.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 104 contacts → |
“Crowd Street is a leading platform for direct-access private market investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Tiriostirios.aiHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 96 contacts → |
“Real Simple, Real Access, Real Estate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  JIKOjiko.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 87 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Opto Investmentsoptoinvest.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 82 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mark IV Capitalmarkiv.comHQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 79 contacts → |
“Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Equityzenequityzen.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Vontivevontive.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 871 company matches
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Direct equity investment platforms: dataset insights
September 28, 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
871 records in the displayed employee bands.
0 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 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 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: September 28, 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 ↗
Direct equity investment platforms by metro
Questions about this company list
What does Exact match mean for direct equity investment platforms?
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 direct equity investment platforms did RevenueBase find based in the United States?
The saved snapshot records 871 matching company records, 28,255 tracked contacts and 7,929 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: September 28, 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
Direct equity investment platforms by geography
- Direct equity investment platforms based in Sydney, Australia
- Direct equity investment platforms based in Sao Paulo, Brazil
- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India
- Direct equity investment platforms based in Singapore, Singapore
- Direct equity investment platforms based in Madrid, Spain
- Direct equity investment platforms based in Dubai, United Arab Emirates
- Direct equity investment platforms based in London, United Kingdom
- Direct equity investment platforms based in Los Angeles, United States
- Direct equity investment platforms based in Miami, United States
Cite this list
RevenueBase Data Team. Top 25 direct equity investment platforms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/direct-equity-investment-platforms/united-states.
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
- Direct equity investment platforms based in Sydney, Australia
- Direct equity investment platforms based in Sao Paulo, Brazil
- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India
Company intelligence · public preview
Top 25 direct equity investment platforms based in the United States
RevenueBase records 871 matching company records for direct equity investment platforms based in the United States, with 28,255 tracked contacts and 7,929 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: September 28, 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 direct equity investment platforms based in the 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 | E Trade From Morgan Stanleyetrade.com HQ: Arlington, VA, United StatesReported employees: 1,001-5,000 | Arlington, VA, United States | 1,001-5,000 | Exact match | 11,044 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Robinhoodrobinhood.com HQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,771 contacts → |
“Trade.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nada INCnada.co HQ: Dallas, TX, United StatesReported employees: Not recorded | Dallas, TX, United States | Not recorded | Exact match | 1,240 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Enfusion NOW Cwancwan.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 818 contacts → |
“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Amherstamherst.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 756 contacts → |
“The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Clear Streetclearstreet.io HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 734 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Angellistangellist.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 441 contacts → |
“AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Wealthfrontwealthfront.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 416 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | POINTpoint.com HQ: Palo Alto, CA, United StatesReported employees: 51-200 | Palo Alto, CA, United States | 51-200 | Exact match | 384 contacts → |
“Making homeownership more valuable and accessible.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Republicrepublic.com HQ: New York, CO, United StatesReported employees: 201-500 | New York, CO, United States | 201-500 | Exact match | 279 contacts → |
“Republic is a financial technology firm specializing in private market investment services.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fundrisefundrise.com HQ: Washington, DC, United StatesReported employees: 201-500 | Washington, DC, United States | 201-500 | Exact match | 254 contacts → |
“For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 777 Partners777part.com HQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 206 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dealmakerdealmaker.tech HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 171 contacts → |
“We're making online capital raising mainstream by empowering founders to raise digitally, both from their own communities and through strategically marketed campaigns.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Startenginestartengine.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 165 contacts → |
“Launched in 2014, StartEngine is a leading platform for investing in startups and pre-IPO opportunities.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | DEVdevny.vc HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 107 contacts → |
“Digital Entertainment Ventures (DEV) is an investing platform that focuses on early stage companies building transformative products in digital media and commerce.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Crowd Streetcrowdstreet.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 104 contacts → |
“Crowd Street is a leading platform for direct-access private market investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Tiriostirios.ai HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 96 contacts → |
“Real Simple, Real Access, Real Estate.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | JIKOjiko.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 87 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Opto Investmentsoptoinvest.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 82 contacts → |
“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 description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mark IV Capitalmarkiv.com HQ: Newport Beach, CA, United StatesReported employees: 51-200 | Newport Beach, CA, United States | 51-200 | Exact match | 79 contacts → |
“Mark IV Capital is a privately held investment platform that specializes in commercial real estate and private equity.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Equityzenequityzen.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“EquityZen, a subsidiary of Morgan Stanley, is a leading marketplace for pre-IPO investments, connecting shareholders of private companies with accredited investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Vontivevontive.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 71 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Direct equity investment platforms: dataset insights
September 28, 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
871 records in the displayed employee bands.
0 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 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 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: September 28, 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 ↗
Direct equity investment platforms by metro
Questions about this company list
What does Exact match mean for direct equity investment platforms?
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 direct equity investment platforms did RevenueBase find based in the United States?
The saved snapshot records 871 matching company records, 28,255 tracked contacts and 7,929 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: September 28, 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
Direct equity investment platforms by geography
- Direct equity investment platforms based in Sydney, Australia
- Direct equity investment platforms based in Sao Paulo, Brazil
- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India
- Direct equity investment platforms based in Singapore, Singapore
- Direct equity investment platforms based in Madrid, Spain
- Direct equity investment platforms based in Dubai, United Arab Emirates
- Direct equity investment platforms based in London, United Kingdom
- Direct equity investment platforms based in Los Angeles, United States
- Direct equity investment platforms based in Miami, United States
Cite this list
RevenueBase Data Team. Top 25 direct equity investment platforms based in the United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/direct-equity-investment-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Direct equity investment platforms based in Toronto, Canada
- Direct equity investment platforms based in Paris, France
- Direct equity investment platforms based in Bangalore, India
- Direct equity investment platforms based in Mumbai, India