Company lists · Data refreshed November 2026
Top 25 Direct indexing services based in the United States
RevenueBase identified 133 company matches for direct indexing services associated with the United States as of November 2026 and tracks 4,129 professional contacts across them, including 756 with verified work emails. New York is the largest hub.
This list covers company matches for direct indexing services 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 November 6, 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 indexing services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 341 contacts → | ||||
Exact match “BNY Investments Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 221 contacts → | ||||
Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 106 contacts → | ||||
Exact match “Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 96 contacts → | ||||
Exact match “A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 76 contacts → | ||||
Exact match “Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 71 contacts → | ||||
Exact match “F/m Investments LLC is an independent asset management firm and a recognized innovator in exchange-traded funds (ETFs).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 63 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 59 contacts → | ||||
Exact match “Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 54 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 45 contacts → | ||||
Exact match “NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 44 contacts → | ||||
Exact match “Howard Capital Management, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 34 contacts → | ||||
Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 31 contacts → | ||||
Exact match “Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 19 contacts → | ||||
Exact match “OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 17 contacts → | ||||
Exact match “Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 16 contacts → | ||||
Exact match “Kurv Investment Management is an active ETF issuer founded in 2023.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 15 contacts → | ||||
Exact match “Highline Wealth Partners is an investment advisory firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 15 contacts → | ||||
Exact match “Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc.(Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 15 contacts → | ||||
Exact match “ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 14 contacts → | ||||
Exact match “Zebra Capital Management, LLC (“Zebra Capital”) is a Connecticut limited liability company and investment management firm with its principal place of business in Stamford…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Alpha Wealth Funds is an SEC-registered investment adviser and fund manager based in Park City, Utah.” Recorded in the RevenueBase company graph · Nov 6, 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 indexing services”. 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 133 direct indexing services based in the United States
See the full list, filter by size, metro and specialty, and access 756 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Direct indexing services based in the United States at a glance
As of Nov 6, 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 133 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 indexing services” 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 756 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 November 6, 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.
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 indexing services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many direct indexing services are there based in the United States?
RevenueBase identified 133 company matches for direct indexing services associated with the United States as of November 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?
BNY Investments Mellon tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most direct indexing services?
New York leads with 9 company records, followed by Chicago (6) and Boston (5).
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 756 professional contacts with verified work emails tracked across these 133 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 133 direct indexing services based in the United States. Start with a free account, no credit card.
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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.
More company lists
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- New lists
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 direct indexing services 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 133 matching company records for direct indexing services based in the United States, with 4,129 tracked contacts and 756 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: November 6, 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 indexing services 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 |  BNY Investments Mellonmellon.comHQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 341 contacts → |
“BNY Investments Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Tastytradetastytrade.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Madison Investmentsmadisoninvestments.comHQ: Madison, WI, United StatesReported employees: 51-200 | Madison, WI, United States | 51-200 | Exact match | 106 contacts → |
“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  O'shaughnessy Asset Managementcanvas.osam.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Symmetry Partners, LLCsymmetrypartners.comHQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 76 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  F M Investmentsfminvest.comHQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 71 contacts → |
“F/m Investments LLC is an independent asset management firm and a recognized innovator in exchange-traded funds (ETFs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 63 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Syntax Datasyntaxdata.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 59 contacts → |
“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Newvestnewvest.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 45 contacts → |
“NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Howard Capital Managementhowardcm.comHQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 44 contacts → |
“Howard Capital Management, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  FRECfrec.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 34 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Folio Investingfolioinvesting.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 31 contacts → |
“Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Checchi Capitalchecchicapital.comHQ: Beverly Hills, TX, United StatesReported employees: 11-50 | Beverly Hills, TX, United States | 11-50 | Exact match | 29 contacts → |
“Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  ONE DAY In July Financial Advisorsonedayinjuly.comHQ: Burlington, VT, United StatesReported employees: 11-50 | Burlington, VT, United States | 11-50 | Exact match | 24 contacts → |
“As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wincap Financialwincapfinancial.comHQ: Winchester, MA, United StatesReported employees: 1-10 | Winchester, MA, United States | 1-10 | Exact match | 23 contacts → |
“We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Mcdonald Partnersmcdonald-partners.comHQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 22 contacts → |
“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Rebalancerebalance360.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 19 contacts → |
“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Chapwood Investments, LLCchapwoodinvestments.comHQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Kurv Investment Managementkurvinvest.comHQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 16 contacts → |
“Kurv Investment Management is an active ETF issuer founded in 2023.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Highline Wealth Partnershighlinewp.comHQ: Sherman Oaks, CA, United StatesReported employees: 11-50 | Sherman Oaks, CA, United States | 11-50 | Exact match | 15 contacts → |
“Highline Wealth Partners is an investment advisory firm registered with the Securities and Exchange Commission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Spectrum Financial, INCinvestspectrum.comHQ: Virginia Beach, VA, United StatesReported employees: 11-50 | Virginia Beach, VA, United States | 11-50 | Exact match | 15 contacts → |
“Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc.(Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Profund Advisors LLCprofunds.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 15 contacts → |
“ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Zebra Capital Management, LLCzebracapital.comHQ: Stamford, CT, United StatesReported employees: 1-10 | Stamford, CT, United States | 1-10 | Exact match | 14 contacts → |
“Zebra Capital Management, LLC (“Zebra Capital”) is a Connecticut limited liability company and investment management firm with its principal place of business in Stamford…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Alpha Wealth Fundsalphawealthfunds.comHQ: Park City, UT, United StatesReported employees: 1-10 | Park City, UT, United States | 1-10 | Exact match | 13 contacts → |
“Alpha Wealth Funds is an SEC-registered investment adviser and fund manager based in Park City, Utah.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Direct indexing services: dataset insights
November 6, 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
133 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 133 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for direct indexing services?
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 indexing services did RevenueBase find based in the United States?
The saved snapshot records 133 matching company records, 4,129 tracked contacts and 756 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 25 direct indexing services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/direct-indexing-services/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
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
- Real estate companies based in the United States
Company intelligence · public preview
Top 25 direct indexing services based in the United States
RevenueBase records 133 matching company records for direct indexing services based in the United States, with 4,129 tracked contacts and 756 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: November 6, 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 indexing services 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 | BNY Investments Mellonmellon.com HQ: Pittsburgh, PA, United StatesReported employees: 51-200 | Pittsburgh, PA, United States | 51-200 | Exact match | 341 contacts → |
“BNY Investments Mellon is a global leader in index management and one of the world’s largest institutional index managers by assets under management.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Tastytradetastytrade.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 221 contacts → |
“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Madison Investmentsmadisoninvestments.com HQ: Madison, WI, United StatesReported employees: 51-200 | Madison, WI, United States | 51-200 | Exact match | 106 contacts → |
“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | O'shaughnessy Asset Managementcanvas.osam.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 96 contacts → |
“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Symmetry Partners, LLCsymmetrypartners.com HQ: Glastonbury, CT, United StatesReported employees: 51-200 | Glastonbury, CT, United States | 51-200 | Exact match | 76 contacts → |
“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | F M Investmentsfminvest.com HQ: Washington, DC, United StatesReported employees: 51-200 | Washington, DC, United States | 51-200 | Exact match | 71 contacts → |
“F/m Investments LLC is an independent asset management firm and a recognized innovator in exchange-traded funds (ETFs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 63 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Syntax Datasyntaxdata.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 59 contacts → |
“Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 54 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Newvestnewvest.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 45 contacts → |
“NewVest is an institutional platform of index funds designed to provide investors with diversified, passive exposure to private markets, similar to how ETFs and Index Funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Howard Capital Managementhowardcm.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 44 contacts → |
“Howard Capital Management, Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | FRECfrec.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 34 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Folio Investingfolioinvesting.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 31 contacts → |
“Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Checchi Capitalchecchicapital.com HQ: Beverly Hills, TX, United StatesReported employees: 11-50 | Beverly Hills, TX, United States | 11-50 | Exact match | 29 contacts → |
“Frustrated with Wall Street’s opaque fee structure, excess risks, and conflicts of interest, the Checchi Family founded Checchi Capital Advisers in 2007 as the solution for…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ONE DAY In July Financial Advisorsonedayinjuly.com HQ: Burlington, VT, United StatesReported employees: 11-50 | Burlington, VT, United States | 11-50 | Exact match | 24 contacts → |
“As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wincap Financialwincapfinancial.com HQ: Winchester, MA, United StatesReported employees: 1-10 | Winchester, MA, United States | 1-10 | Exact match | 23 contacts → |
“We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Mcdonald Partnersmcdonald-partners.com HQ: Cleveland, OH, United StatesReported employees: 51-200 | Cleveland, OH, United States | 51-200 | Exact match | 22 contacts → |
“Founded by Thomas McDonald, McDonald Partners is headquartered in Cleveland, Ohio with additional offices in Ann Arbor & Boyne City, Michigan, and Toledo, Ohio.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Rebalancerebalance360.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 19 contacts → |
“OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Chapwood Investments, LLCchapwoodinvestments.com HQ: Plano, TX, United StatesReported employees: 1-10 | Plano, TX, United States | 1-10 | Exact match | 17 contacts → |
“Chapwood Investments is an investment management specialist in Plano, TX is managed by Ed Butowsky and Kim Sams.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Kurv Investment Managementkurvinvest.com HQ: San Francisco, United StatesReported employees: 1-10 | San Francisco, United States | 1-10 | Exact match | 16 contacts → |
“Kurv Investment Management is an active ETF issuer founded in 2023.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Highline Wealth Partnershighlinewp.com HQ: Sherman Oaks, CA, United StatesReported employees: 11-50 | Sherman Oaks, CA, United States | 11-50 | Exact match | 15 contacts → |
“Highline Wealth Partners is an investment advisory firm registered with the Securities and Exchange Commission.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Spectrum Financial, INCinvestspectrum.com HQ: Virginia Beach, VA, United StatesReported employees: 11-50 | Virginia Beach, VA, United States | 11-50 | Exact match | 15 contacts → |
“Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc.(Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Profund Advisors LLCprofunds.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 15 contacts → |
“ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Zebra Capital Management, LLCzebracapital.com HQ: Stamford, CT, United StatesReported employees: 1-10 | Stamford, CT, United States | 1-10 | Exact match | 14 contacts → |
“Zebra Capital Management, LLC (“Zebra Capital”) is a Connecticut limited liability company and investment management firm with its principal place of business in Stamford…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Alpha Wealth Fundsalphawealthfunds.com HQ: Park City, UT, United StatesReported employees: 1-10 | Park City, UT, United States | 1-10 | Exact match | 13 contacts → |
“Alpha Wealth Funds is an SEC-registered investment adviser and fund manager based in Park City, Utah.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 133 company matches
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Direct indexing services: dataset insights
November 6, 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
133 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 133 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for direct indexing services?
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 indexing services did RevenueBase find based in the United States?
The saved snapshot records 133 matching company records, 4,129 tracked contacts and 756 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: November 6, 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
Cite this list
RevenueBase Data Team. Top 25 direct indexing services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/direct-indexing-services/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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