Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in New York, United States

Name: Financial planning platforms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 103 companies tracked

RevenueBase identified 103 financial planning platforms headquartered in New York, United States as of September 2026 and tracks 2,835 professional contacts across them, including 1,659 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers financial planning platforms 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 28, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

103Companies

2,835Contacts tracked

1,659Verified emails

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The 25 largest financial planning platforms based in New York, United States

Ranked by team size

Top 25 of 103 financial planning platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 28, 2026
2	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
3	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
4	Smartasset	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	286 contacts →
	Partial evidence “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: RevenueBase Database · checked Sep 28, 2026
5	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 28, 2026
6	Masttro	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	91 contacts →
	Indirect evidence “Masttro is the leading provider of wealth management technology.” Source: RevenueBase Database · checked Sep 28, 2026
7	ALEPH	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Indirect evidence “Aleph helps top finance teams work with their data in real time.” Source: RevenueBase Database · checked Sep 28, 2026
8	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026
9	Fruitful	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	58 contacts →
	Partial evidence “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Source: RevenueBase Database · checked Sep 28, 2026
10	Pioneer Financial	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	45 contacts →
	Strong evidence “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Source: RevenueBase Database · checked Sep 28, 2026
11	Capitalize	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Strong evidence “Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Source: RevenueBase Database · checked Sep 28, 2026
12	Koyfin	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 28, 2026
13	Hiatus	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Partial evidence “Hiatus was founded in 2016 in order to democratize financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
14	IMTC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “IMTC delivers the operational infrastructure and intelligence asset and wealth management firms need to optimize across fixed income accounts, execute with precision, and scale…” Source: RevenueBase Database · checked Sep 28, 2026
15	Copilot Money	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Indirect evidence “Navigate your finances with confidence.” Source: RevenueBase Database · checked Sep 28, 2026
16	FP Alpha	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Strong evidence “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Source: RevenueBase Database · checked Sep 28, 2026
17	Pave Finance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Sep 28, 2026
18	Addition Wealth	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Strong evidence “Addition Wealth is the AI-native financial guidance platform for financial institutions and employers to offer to the individuals and employees they serve.” Source: RevenueBase Database · checked Sep 28, 2026
19	Learnvest	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	22 contacts →
	Indirect evidence “Managing your finances can be complicated and stressful.” Source: RevenueBase Database · checked Sep 28, 2026
20	Sentinel Financial Solutions	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 28, 2026
21	Financial GYM Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
22	Drucker Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “At Drucker Wealth we approach things a little differently.” Source: RevenueBase Database · checked Sep 28, 2026
23	Blackdiamond Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Brix Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “As collectors and lovers of wine, the current team has always found the process of making wine analogous to the steps and strategies relevant in true financial planning.” Source: RevenueBase Database · checked Sep 28, 2026
25	Stash Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “You did everything right-landed the job, hit six figures, and you’re enjoying life in your city.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 103 financial planning platforms based in New York, United States

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Financial planning platforms based in New York, United States at a glance

As of Sep 28, 2026

58.5%Verified-email coverage

27.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 103 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 financial planning platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “financial planning platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial planning platforms, 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, 1,659 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial planning platforms by metro in the United States

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 financial planning platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial planning platforms are there based in New York, United States?

RevenueBase identified 103 financial planning platforms 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?

Betterment, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial planning platforms?

New York leads the United States with 103 headquartered companies, followed by San Francisco (55) and Austin (48).

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 1,659 verified decision-maker contacts tracked across these 103 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

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