Company lists · Data refreshed September 2026
Top 25 Direct indexing companies based in New York, United States
RevenueBase identified 136 direct indexing companies headquartered in New York, United States as of September 2026 and tracks 10,156 professional contacts across them, including 5,084 with verified work emails. New York is the largest hub.
This list covers direct indexing companies headquartered in New York, 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 19, 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.
The 25 largest direct indexing companies based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,819 contacts → | ||||
Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,623 contacts → | ||||
Indirect evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 247 contacts → | ||||
Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 182 contacts → | ||||
Indirect evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 173 contacts → | ||||
Indirect evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 142 contacts → | ||||
Indirect evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 116 contacts → | ||||
Indirect evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 79 contacts → | ||||
Indirect evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 69 contacts → | ||||
Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 60 contacts → | ||||
Indirect evidence “Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 52 contacts → | ||||
Indirect evidence “Founded in 2024, Longaeva Partners LP (“Longaeva”) is a New York-based investment management firm dedicated to excellence in the global equity markets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 43 contacts → | ||||
Indirect evidence “Compass Rose Asset Management LP” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 42 contacts → | ||||
Indirect evidence “Revere Securities is a U.S.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 42 contacts → | ||||
Indirect evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 40 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 29 contacts → | ||||
Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 28 contacts → | ||||
Indirect evidence “Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 27 contacts → | ||||
Indirect evidence “Williams Jones was established in 1988 as a SEC registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 22 contacts → | ||||
Indirect evidence “Clearbrook develops customized investment solutions for institutions, family offices and high-net-worth individuals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 20 contacts → | ||||
Indirect evidence “Located in New York City, Hamlin Capital Management LLC (“Hamlin”) is an SEC-registered* independent investment advisory firm catering to high net-worth individuals and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 18 contacts → | ||||
Indirect evidence “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 17 contacts → | ||||
Indirect evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 17 contacts → | ||||
Indirect evidence “We are a team of brokers and Investment Advisors who manage money for our clients on a discretionary basis.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 17 contacts → | ||||
Indirect evidence “Please visit us at” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 15 contacts → | ||||
Indirect evidence “J.H.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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 indexing companies. 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 indexing companies.
- Partial evidence
- Its own public description names part of direct indexing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name direct indexing companies. 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 136 direct indexing companies based in New York, United States
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Direct indexing companies based in New York, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 136 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 indexing companies, 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 New York, United States whose own description of what they do matches “direct indexing companies”. 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 indexing companies), 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 indexing companies, and records with no verified work email. Companies headquartered outside New York 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, 5,084 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 19, 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 indexing companies by metro in the United States
- Direct indexing companies in New York136
- Direct indexing companies in Chicago62
- Direct indexing companies in Boston54
- Direct indexing companies in Dallas49
- Direct indexing companies in San Francisco49
- Direct indexing companies in Houston44
- Direct indexing companies in Atlanta38
- Direct indexing companies in Charlotte34
- Direct indexing companies in San Diego34
- Direct indexing companies in Austin33
- Direct indexing companies in Portland32
- Direct indexing companies in Denver30
- Direct indexing companies in Miami30
- Direct indexing companies in Los Angeles28
- Direct indexing companies in Scottsdale27
- Direct indexing companies in Newport Beach26
- Direct indexing companies in Seattle26
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 indexing companies, 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 indexing companies are there based in New York, United States?
RevenueBase identified 136 direct indexing companies headquartered in New York, 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?
J.P. Morgan Asset Management, headquartered in New York, tops this list with the largest team on record.
Which city has the most direct indexing companies?
New York leads with 136 headquartered companies, followed by Chicago (62) and Boston (54).
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 5,084 verified decision-maker contacts tracked across these 136 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 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 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.
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