Company lists · Data refreshed October 2026
Top 25 Financial services equity investors based in the United States
RevenueBase identified 824 company matches for financial services equity investors associated with the United States as of October 2026 and tracks 12,029 professional contacts across them, including 4,047 with verified work emails. New York is the largest hub.
This list covers company matches for financial services equity investors 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 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.
The 25 largest financial services equity investors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 821 contacts → | ||||
Exact match “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 549 contacts → | ||||
Exact match “We are an investment holding company specializing in the business process outsourcing and technology sectors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 344 contacts → | ||||
Exact match “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 278 contacts → | ||||
Exact match “Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 256 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 227 contacts → | ||||
Exact match “Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 187 contacts → | ||||
Exact match “Partners is a Miami-based, alternative investment platform that invests across a number of high-growth attractive verticals with a strong focus on financial services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 158 contacts → | ||||
Exact match “Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 158 contacts → | ||||
Exact match “Anthos, founded in 2007, invests in emerging consumer and technology companies that drive innovation and shape the future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 149 contacts → | ||||
Exact match “Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 147 contacts → | ||||
Exact match “FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 135 contacts → | ||||
Exact match “Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 113 contacts → | ||||
Exact match “Aquiline is a New York, London and Philadelphia-based private investment specialist focused on financial services and technology.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 106 contacts → | ||||
Exact match “Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 95 contacts → | ||||
Exact match “A global holding company that manages a diversified set of businesses and investments across Asset Management, Critical Minerals, Culture & Media, Defense & Security…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 93 contacts → | ||||
Exact match “Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 92 contacts → | ||||
Exact match “Eagle Asset Management, an affiliate of Raymond James Investment Management, combines the exceptional insight and agility of individual investment teams with the strength and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 89 contacts → | ||||
Exact match “ARGA Investment Management brings experience and discipline to global equity investing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 86 contacts → | ||||
Exact match “Flexpoint Ford is a specialist private equity firm focused on financial services and adjacent verticals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 79 contacts → | ||||
Exact match “Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 79 contacts → | ||||
Exact match “Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 75 contacts → | ||||
Exact match “Brighton Park is an investment firm that specializes in software, information services, and technology-enabled services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 72 contacts → | ||||
Exact match “Lightyear Capital is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare, and business services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 72 contacts → | ||||
Exact match “J.C.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 67 contacts → | ||||
Exact match “The firm was founded in 2013, by Milton Berlinski, Peter Aberg and Alex Chulack, after distinguished careers advising and investing in a broad array of financial services…” 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 services equity investors”. 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 824 financial services equity investors based in the United States
See the full list, filter by size, metro and specialty, and access 4,047 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services equity investors based in the United States at a glance
As of Oct 12, 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 824 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 “financial services equity investors” 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 4,047 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 services equity investors by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services equity investors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services equity investors are there based in the United States?
RevenueBase identified 824 company matches for financial services equity investors associated with the 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?
Scottrade tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services equity investors?
New York leads with 185 company records, followed by San Francisco (43) and Los Angeles (27).
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 4,047 professional contacts with verified work emails tracked across these 824 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.
Ready to reach these companies? Verified emails and direct dials for all 824 financial services equity investors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services equity investors by geography
- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom
- Financial services equity investors based in Los Angeles, United States
- Financial services equity investors based in New York, United States
- Financial services equity investors based in San Francisco, United States
- Financial services equity investors based in Australia
- Financial services equity investors based in Brazil
- Financial services equity investors based in Canada
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom
Company intelligence · public preview
Top 25 financial services equity investors 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 824 matching company records for financial services equity investors based in the United States, with 12,029 tracked contacts and 4,047 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: October 12, 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 financial services equity investors 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 |  Scottradescottrade.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 821 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  TRGtrgworld.comHQ: Washington, United StatesReported employees: Not recorded | Washington, United States | Not recorded | Exact match | 549 contacts → |
“We are an investment holding company specializing in the business process outsourcing and technology sectors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  W Capital Partnerswcapgroup.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 344 contacts → |
“W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Thornburg Investment Managementthornburg.comHQ: Santa Fe, NM, United StatesReported employees: 201-500 | Santa Fe, NM, United States | 201-500 | Exact match | 278 contacts → |
“Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Muzinich & COmuzinich.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 256 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 |  Sands Capitalsandscapital.comHQ: Arlington, VA, United StatesReported employees: 201-500 | Arlington, VA, United States | 201-500 | Exact match | 227 contacts → |
“Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  777 Partners777part.comHQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 187 contacts → |
“Partners is a Miami-based, alternative investment platform that invests across a number of high-growth attractive verticals with a strong focus on financial services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Marlin Equity Partnersmarlinequity.comHQ: Hermosa Beach, CA, United StatesReported employees: 51-200 | Hermosa Beach, CA, United States | 51-200 | Exact match | 158 contacts → |
“Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Anthos Capitalanthoscapital.comHQ: Santa Monica, CA, United StatesReported employees: Not recorded | Santa Monica, CA, United States | Not recorded | Exact match | 158 contacts → |
“Anthos, founded in 2007, invests in emerging consumer and technology companies that drive innovation and shape the future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Motive Partnersmotivepartners.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 149 contacts → |
“Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  FTV Capitalftvcapital.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 147 contacts → |
“FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Valor Equity Partnersvalorep.comHQ: Chicago, CA, United StatesReported employees: 51-200 | Chicago, CA, United States | 51-200 | Exact match | 135 contacts → |
“Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Aquilineaquiline.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 113 contacts → |
“Aquiline is a New York, London and Philadelphia-based private investment specialist focused on financial services and technology.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Woodline Partners LPwoodlinepartners.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 106 contacts → |
“Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Eldridge Industrieseldridgeind.comHQ: Miami, GA, United StatesReported employees: 51-200 | Miami, GA, United States | 51-200 | Exact match | 95 contacts → |
“A global holding company that manages a diversified set of businesses and investments across Asset Management, Critical Minerals, Culture & Media, Defense & Security…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Dragoneer Investment Groupdragoneer.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Eagle Asset Managementeagleasset.comHQ: St. Petersburg, FL, United StatesReported employees: 51-200 | St. Petersburg, FL, United States | 51-200 | Exact match | 92 contacts → |
“Eagle Asset Management, an affiliate of Raymond James Investment Management, combines the exceptional insight and agility of individual investment teams with the strength and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Arga Investment Management, LPargainvest.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 89 contacts → |
“ARGA Investment Management brings experience and discipline to global equity investing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Flexpoint Fordflexpointford.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 86 contacts → |
“Flexpoint Ford is a specialist private equity firm focused on financial services and adjacent verticals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Quaestor Advisorsquaestoradvisors.comHQ: Jacksonville, FL, United StatesReported employees: 11-50 | Jacksonville, FL, United States | 11-50 | Exact match | 79 contacts → |
“Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Sanders Morrissandersmorris.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 79 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Brighton Park Capitalbpc.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Brighton Park is an investment firm that specializes in software, information services, and technology-enabled services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lightyear Capitallycap.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“Lightyear Capital is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare, and business services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | J.C. Flowers & COjcfco.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 72 contacts → |
“J.C.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Reverence Capital Partnersreverencecapital.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 67 contacts → |
“The firm was founded in 2013, by Milton Berlinski, Peter Aberg and Alex Chulack, after distinguished careers advising and investing in a broad array of financial services…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 824 company matches
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Financial services equity investors: dataset insights
October 12, 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
820 records in the displayed employee bands.
4 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 824 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: October 12, 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 ↗
Financial services equity investors by metro
Questions about this company list
What does Exact match mean for financial services equity investors?
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 financial services equity investors did RevenueBase find based in the United States?
The saved snapshot records 824 matching company records, 12,029 tracked contacts and 4,047 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: October 12, 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
Financial services equity investors by geography
- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom
- Financial services equity investors based in Los Angeles, United States
- Financial services equity investors based in New York, United States
- Financial services equity investors based in San Francisco, United States
- Financial services equity investors based in Australia
- Financial services equity investors based in Brazil
- Financial services equity investors based in Canada
Cite this list
RevenueBase Data Team. Top 25 financial services equity investors based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-equity-investors/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
- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom
Company intelligence · public preview
Top 25 financial services equity investors based in the United States
RevenueBase records 824 matching company records for financial services equity investors based in the United States, with 12,029 tracked contacts and 4,047 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: October 12, 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 financial services equity investors 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 | Scottradescottrade.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 821 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TRGtrgworld.com HQ: Washington, United StatesReported employees: Not recorded | Washington, United States | Not recorded | Exact match | 549 contacts → |
“We are an investment holding company specializing in the business process outsourcing and technology sectors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | W Capital Partnerswcapgroup.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 344 contacts → |
“W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Thornburg Investment Managementthornburg.com HQ: Santa Fe, NM, United StatesReported employees: 201-500 | Santa Fe, NM, United States | 201-500 | Exact match | 278 contacts → |
“Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Muzinich & COmuzinich.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 256 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 6 | Sands Capitalsandscapital.com HQ: Arlington, VA, United StatesReported employees: 201-500 | Arlington, VA, United States | 201-500 | Exact match | 227 contacts → |
“Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 777 Partners777part.com HQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 187 contacts → |
“Partners is a Miami-based, alternative investment platform that invests across a number of high-growth attractive verticals with a strong focus on financial services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Marlin Equity Partnersmarlinequity.com HQ: Hermosa Beach, CA, United StatesReported employees: 51-200 | Hermosa Beach, CA, United States | 51-200 | Exact match | 158 contacts → |
“Marlin Equity Partners is a global investment firm with nearly $10 billion in capital commitments specializing in the software, technology and services sectors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Anthos Capitalanthoscapital.com HQ: Santa Monica, CA, United StatesReported employees: Not recorded | Santa Monica, CA, United States | Not recorded | Exact match | 158 contacts → |
“Anthos, founded in 2007, invests in emerging consumer and technology companies that drive innovation and shape the future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Motive Partnersmotivepartners.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 149 contacts → |
“Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | FTV Capitalftvcapital.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 147 contacts → |
“FTV Capital is a growth equity investment firm that has raised over $10.2 billion to invest in high-growth companies offering a range of innovative solutions in financial…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Valor Equity Partnersvalorep.com HQ: Chicago, CA, United StatesReported employees: 51-200 | Chicago, CA, United States | 51-200 | Exact match | 135 contacts → |
“Valor Equity Partners is an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Aquilineaquiline.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 113 contacts → |
“Aquiline is a New York, London and Philadelphia-based private investment specialist focused on financial services and technology.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Woodline Partners LPwoodlinepartners.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 106 contacts → |
“Woodline Partners is an investment firm that implements a fundamental sub-sector equity strategy.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Eldridge Industrieseldridgeind.com HQ: Miami, GA, United StatesReported employees: 51-200 | Miami, GA, United States | 51-200 | Exact match | 95 contacts → |
“A global holding company that manages a diversified set of businesses and investments across Asset Management, Critical Minerals, Culture & Media, Defense & Security…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Dragoneer Investment Groupdragoneer.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 93 contacts → |
“Dragoneer is a growth-oriented investment firm with over $35 billion in assets under management.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eagle Asset Managementeagleasset.com HQ: St. Petersburg, FL, United StatesReported employees: 51-200 | St. Petersburg, FL, United States | 51-200 | Exact match | 92 contacts → |
“Eagle Asset Management, an affiliate of Raymond James Investment Management, combines the exceptional insight and agility of individual investment teams with the strength and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Arga Investment Management, LPargainvest.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 89 contacts → |
“ARGA Investment Management brings experience and discipline to global equity investing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Flexpoint Fordflexpointford.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 86 contacts → |
“Flexpoint Ford is a specialist private equity firm focused on financial services and adjacent verticals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Quaestor Advisorsquaestoradvisors.com HQ: Jacksonville, FL, United StatesReported employees: 11-50 | Jacksonville, FL, United States | 11-50 | Exact match | 79 contacts → |
“Quaestor Advisors provides a return enhancing service to its clients through disciplined compliance, risk management and value-added capabilities to global investments across…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Sanders Morrissandersmorris.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 79 contacts → |
“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Brighton Park Capitalbpc.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 75 contacts → |
“Brighton Park is an investment firm that specializes in software, information services, and technology-enabled services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lightyear Capitallycap.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 72 contacts → |
“Lightyear Capital is a New York-based private equity firm that partners with growing companies at the nexus of financial services and technology, healthcare, and business services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | J.C. Flowers & COjcfco.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 72 contacts → |
“J.C.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Reverence Capital Partnersreverencecapital.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 67 contacts → |
“The firm was founded in 2013, by Milton Berlinski, Peter Aberg and Alex Chulack, after distinguished careers advising and investing in a broad array of financial services…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services equity investors: dataset insights
October 12, 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
820 records in the displayed employee bands.
4 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 824 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: October 12, 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 ↗
Financial services equity investors by metro
Questions about this company list
What does Exact match mean for financial services equity investors?
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 financial services equity investors did RevenueBase find based in the United States?
The saved snapshot records 824 matching company records, 12,029 tracked contacts and 4,047 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: October 12, 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
Financial services equity investors by geography
- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom
- Financial services equity investors based in Los Angeles, United States
- Financial services equity investors based in New York, United States
- Financial services equity investors based in San Francisco, United States
- Financial services equity investors based in Australia
- Financial services equity investors based in Brazil
- Financial services equity investors based in Canada
Cite this list
RevenueBase Data Team. Top 25 financial services equity investors based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-equity-investors/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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- Financial services equity investors based in Sydney, Australia
- Financial services equity investors based in Toronto, Canada
- Financial services equity investors based in Kolkata, India
- Financial services equity investors based in Mumbai, India
- Financial services equity investors based in Dubai, United Arab Emirates
- Financial services equity investors based in London, United Kingdom