Company lists · Data refreshed October 2026

Top 25 Financial advisors using automation companies based in New York, United States

Name: Financial advisors using automation companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 92 companies tracked

RevenueBase identified 92 company matches for financial advisors using automation companies associated with New York, United States as of October 2026 and tracks 2,639 professional contacts across them, including 648 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for financial advisors using automation companies associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

92Companies

2,639Contacts tracked

648Verified emails

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The 25 largest financial advisors using automation companies based in New York, United States

Ranked by team size

Top 25 of 92 company matches for financial advisors using automation companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pontera	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	201-500	294 contacts →
	Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Savvy Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	237 contacts →
	Exact match “Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	138 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Flourish	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	132 contacts →
	Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	VISE	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	131 contacts →
	Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Koyfin	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	44 contacts →
	Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	FP Alpha	Exact match	New York, United StatesHQ recorded Oct 12, 2026	11-50	40 contacts →
	Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Pave Finance	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Zeplyn Agentic AI For Wealth Managers	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Forwardlane INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	13 contacts →
	Exact match “ForwardLane transforms complex financial data into growth.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	MTO Financial Services	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	13 contacts →
	Exact match “Partnering with Investment Advisors to Increase Client-Retention Rates While Putting Their Back Office Tasks on Autopilot Using Our Proprietary Asset Scale™ Model” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Wealthfeed	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Cordoba Advisory Partners LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	12 contacts →
	Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	QUINN	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “Quinn™ empowers financial institutions to exponentially broaden their reach and impact by harnessing the power of AI to deliver human-level financial planning and advice at scale…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Peakbot	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match “Our business is built upon our clients most valuable assets, Time & Money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Rosefinch Investment Advisors, INC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	9 contacts →
	Exact match “Rosefinch Investment Advisors is a fee-only, wealth management firm built for people whose financial lives cross borders, U.S.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Millennial Advisers, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	11-50	8 contacts →
	Exact match “We are an investment advisory firm offering a wide range of services to our clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Vital Planning Group	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Romina DAY	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Romina Day is a next-generation AI platform for financial institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	North Peak Capital	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “North Peak Capital is a Financial Services company located in 708 3rd Ave, New York, New York, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	Emet Wealth	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	51-200	5 contacts →
	Exact match “EMET Wealth wants you, the client, to be in the driver’s seat of your financial world.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Sincerus Advisory, LLC	Exact match	New York, NY, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Ustreet	Exact match	New York, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Recorded in the RevenueBase company graph · Oct 12, 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 “financial advisors using automation companies”. 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 92 financial advisors using automation companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 648 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors using automation companies based in New York, United States at a glance

As of Oct 12, 2026

24.6%Verified-email coverage

28.7Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 92 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with New York, United States whose business descriptions match “financial advisors using automation companies” 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 648 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on October 12, 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.

Financial advisors using automation companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial advisors using automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors using automation companies are there based in New York, United States?

RevenueBase identified 92 company matches for financial advisors using automation companies associated with New York, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Pontera tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most financial advisors using automation companies?

New York leads the United States with 92 company records, followed by Houston (38) and San Francisco (35).

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 648 professional contacts with verified work emails tracked across these 92 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.