Company lists · Data refreshed October 2026
Top 25 Financial services investors based in the United States
RevenueBase identified 2,264 company matches for financial services investors associated with the United States as of October 2026 and tracks 57,983 professional contacts across them, including 26,795 with verified work emails. New York is the largest hub.
This list covers company matches for financial services 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 investors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,310 contacts → | ||||
Exact match “KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 4,303 contacts → | ||||
Exact match “We are a leading global investment firm that invests as long-term owners on behalf of institutions and individuals worldwide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 3,018 contacts → | ||||
Exact match “Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 2,743 contacts → | ||||
Exact match “Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 2,228 contacts → | ||||
Exact match “Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 1,362 contacts → | ||||
Exact match “H.I.G.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 1,344 contacts → | ||||
Exact match “Warburg Pincus LLC is the pioneer of global growth investing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 939 contacts → | ||||
Exact match “Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 912 contacts → | ||||
Exact match “TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 868 contacts → | ||||
Exact match “General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support to over 830 companies throughout its…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 830 contacts → | ||||
Exact match “Sixth Street is a global investment firm with over $135 billion in assets under management and committed capital.* The firm uses its long-term flexible capital, data-enabled…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 637 contacts → | ||||
Exact match “Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 524 contacts → | ||||
Exact match “For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 482 contacts → | ||||
Exact match “Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 444 contacts → | ||||
Exact match “The Riverside Company is a global investment firm focused on being one of the leading private capital options for business owners and employees at the smaller end of the middle…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 419 contacts → | ||||
Exact match “Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1)…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 399 contacts → | ||||
Exact match “Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 357 contacts → | ||||
Exact match “Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 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 | |||||
| 21 | 323 contacts → | ||||
Exact match “Viking Global Investors LP (“Viking”) is a global investment firm founded in We employ a fundamentals-driven investment approach to managing more than $56 billion of capital…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 322 contacts → | ||||
Exact match “AMG is a leading partner to independent investment management firms globally.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 310 contacts → | ||||
Exact match “PPM America, Inc.(PPM) is a client-focused investment manager.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 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 | |||||
| 25 | 262 contacts → | ||||
Exact match “Founded in 1980, GTCR is a leading private equity firm that invests behind The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify…” 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 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 2,264 financial services investors based in the United States
See the full list, filter by size, metro and specialty, and access 26,795 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial services 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 2,264 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 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 26,795 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 investors by metro
- Financial services investors in New York432
- Financial services investors in Chicago75
- Financial services investors in Los Angeles73
- Financial services investors in Dallas70
- Financial services investors in San Francisco63
- Financial services investors in Miami61
- Financial services investors in Boston48
- Financial services investors in Houston44
- Financial services investors in Austin41
- Financial services investors in Atlanta36
- Financial services investors in Charlotte25
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 investors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services investors are there based in the United States?
RevenueBase identified 2,264 company matches for financial services 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?
KKR tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services investors?
New York leads with 432 company records, followed by Chicago (75) and Los Angeles (73).
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 26,795 professional contacts with verified work emails tracked across these 2,264 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 2,264 financial services investors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services investors by geography
- Financial services investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France
- Financial services investors based in Munich, Germany
- Financial services investors based in Hong Kong, Hong Kong
- Financial services investors based in Bangalore, India
- Financial services investors based in Mumbai, India
- Financial services investors based in New Delhi, India
- Financial services investors based in Milan, Italy
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 investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France
Company intelligence · public preview
Top 25 financial services 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 2,264 matching company records for financial services investors based in the United States, with 57,983 tracked contacts and 26,795 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 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 |  KKRkkr.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 6,310 contacts → |
“KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Brookfieldbrookfield.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,303 contacts → |
“We are a leading global investment firm that invests as long-term owners on behalf of institutions and individuals worldwide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nuveen, A Tiaa Companynuveen.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,018 contacts → |
“Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The Carlyle Groupcarlyle.comHQ: Washington, DC, United StatesReported employees: 1,001-5,000 | Washington, DC, United States | 1,001-5,000 | Exact match | 2,743 contacts → |
“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Bain Capitalbaincapital.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,228 contacts → |
“Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  H.I.G. Capitalhig.comHQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 1,362 contacts → |
“H.I.G.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Warburg Pincus LLCwarburgpincus.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,344 contacts → |
“Warburg Pincus LLC is the pioneer of global growth investing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hamilton Lanehamiltonlane.comHQ: Conshohocken, PA, United StatesReported employees: 501-1,000 | Conshohocken, PA, United States | 501-1,000 | Exact match | 939 contacts → |
“Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  TA Associatesta.comHQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 912 contacts → |
“TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  General Atlanticgeneralatlantic.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 868 contacts → |
“General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support to over 830 companies throughout its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sixth Streetsixthstreet.comHQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 830 contacts → |
“Sixth Street is a global investment firm with over $135 billion in assets under management and committed capital.* The firm uses its long-term flexible capital, data-enabled…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 637 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  SLC Managementslcmanagement.comHQ: Wellesley Hills, MA, United StatesReported employees: 501-1,000 | Wellesley Hills, MA, United States | 501-1,000 | Exact match | 524 contacts → |
“For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Summit Partnerssummitpartners.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 482 contacts → |
“Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Riverside Companyriversidecompany.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 444 contacts → |
“The Riverside Company is a global investment firm focused on being one of the leading private capital options for business owners and employees at the smaller end of the middle…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wilshirewilshire.comHQ: Santa Monica, CA, United StatesReported employees: 201-500 | Santa Monica, CA, United States | 201-500 | Exact match | 419 contacts → |
“Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1)…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Adams Street Partnersadamsstreetpartners.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 399 contacts → |
“Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Monroe Capital LLCmonroecap.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 357 contacts → |
“Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  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. | |||||
| 21 |  Viking Global Investorsvikingglobal.comHQ: Stamford, United StatesReported employees: 201-500 | Stamford, United States | 201-500 | Exact match | 323 contacts → |
“Viking Global Investors LP (“Viking”) is a global investment firm founded in We employ a fundamentals-driven investment approach to managing more than $56 billion of capital…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  AMGamg.comHQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 322 contacts → |
“AMG is a leading partner to independent investment management firms globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  PPM America, INCppmamerica.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 310 contacts → |
“PPM America, Inc.(PPM) is a client-focused investment manager.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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. | |||||
| 25 |  Gtcr LLCgtcr.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 262 contacts → |
“Founded in 1980, GTCR is a leading private equity firm that invests behind The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,264 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services 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
2,261 records in the displayed employee bands.
3 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 2,264 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 investors by metro
- Financial services investors in New York432
- Financial services investors in Chicago75
- Financial services investors in Los Angeles73
- Financial services investors in Dallas70
- Financial services investors in San Francisco63
- Financial services investors in Miami61
- Financial services investors in Boston48
- Financial services investors in Houston44
- Financial services investors in Austin41
- Financial services investors in Atlanta36
- Financial services investors in Charlotte25
Questions about this company list
What does Exact match mean for financial services 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 investors did RevenueBase find based in the United States?
The saved snapshot records 2,264 matching company records, 57,983 tracked contacts and 26,795 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 investors by geography
- Financial services investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France
- Financial services investors based in Munich, Germany
- Financial services investors based in Hong Kong, Hong Kong
- Financial services investors based in Bangalore, India
- Financial services investors based in Mumbai, India
- Financial services investors based in New Delhi, India
- Financial services investors based in Milan, Italy
Cite this list
RevenueBase Data Team. Top 25 financial services investors based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-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 investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France
Company intelligence · public preview
Top 25 financial services investors based in the United States
RevenueBase records 2,264 matching company records for financial services investors based in the United States, with 57,983 tracked contacts and 26,795 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 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 | KKRkkr.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 6,310 contacts → |
“KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Brookfieldbrookfield.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 4,303 contacts → |
“We are a leading global investment firm that invests as long-term owners on behalf of institutions and individuals worldwide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nuveen, A Tiaa Companynuveen.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,018 contacts → |
“Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The Carlyle Groupcarlyle.com HQ: Washington, DC, United StatesReported employees: 1,001-5,000 | Washington, DC, United States | 1,001-5,000 | Exact match | 2,743 contacts → |
“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Bain Capitalbaincapital.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 2,228 contacts → |
“Founded in 1984, Bain Capital is one of the world’s leading private investment firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | H.I.G. Capitalhig.com HQ: Miami, FL, United StatesReported employees: 501-1,000 | Miami, FL, United States | 501-1,000 | Exact match | 1,362 contacts → |
“H.I.G.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Warburg Pincus LLCwarburgpincus.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,344 contacts → |
“Warburg Pincus LLC is the pioneer of global growth investing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hamilton Lanehamiltonlane.com HQ: Conshohocken, PA, United StatesReported employees: 501-1,000 | Conshohocken, PA, United States | 501-1,000 | Exact match | 939 contacts → |
“Our purpose is simple: To provide enhanced financial well-being for those who depend on us.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | TA Associatesta.com HQ: Boston, MA, United StatesReported employees: 201-500 | Boston, MA, United States | 201-500 | Exact match | 912 contacts → |
“TA is a leading global private equity firm focused on scaling growth in profitable companies.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | General Atlanticgeneralatlantic.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 868 contacts → |
“General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support to over 830 companies throughout its…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sixth Streetsixthstreet.com HQ: San Francisco, CA, United StatesReported employees: 501-1,000 | San Francisco, CA, United States | 501-1,000 | Exact match | 830 contacts → |
“Sixth Street is a global investment firm with over $135 billion in assets under management and committed capital.* The firm uses its long-term flexible capital, data-enabled…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | Medi Clinicmediclinic.com HQ: Richardson, TX, United StatesReported employees: Not recorded | Richardson, TX, United States | Not recorded | Exact match | 637 contacts → |
“Medi Clinic is a Financial Services company located in 300 N Coit Rd # 255, Richardson, Texas, United States.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | SLC Managementslcmanagement.com HQ: Wellesley Hills, MA, United StatesReported employees: 501-1,000 | Wellesley Hills, MA, United States | 501-1,000 | Exact match | 524 contacts → |
“For over ten years, SLC Management has helped our clients meet their long-term income and capital appreciation objectives by creating value through our disciplined and diversified…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Summit Partnerssummitpartners.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 482 contacts → |
“Summit Partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Riverside Companyriversidecompany.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 444 contacts → |
“The Riverside Company is a global investment firm focused on being one of the leading private capital options for business owners and employees at the smaller end of the middle…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wilshirewilshire.com HQ: Santa Monica, CA, United StatesReported employees: 201-500 | Santa Monica, CA, United States | 201-500 | Exact match | 419 contacts → |
“Wilshire is a leading global financial services firm and trusted partner to a diverse range of approximately 300 leading institutional investors and financial intermediaries.(1)…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Adams Street Partnersadamsstreetpartners.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 399 contacts → |
“Adams Street Partners is a global investment firm managing a comprehensive suite of private markets investment solutions.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Monroe Capital LLCmonroecap.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 357 contacts → |
“Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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. | |||||
| 21 | Viking Global Investorsvikingglobal.com HQ: Stamford, United StatesReported employees: 201-500 | Stamford, United States | 201-500 | Exact match | 323 contacts → |
“Viking Global Investors LP (“Viking”) is a global investment firm founded in We employ a fundamentals-driven investment approach to managing more than $56 billion of capital…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | AMGamg.com HQ: West Palm Beach, FL, United StatesReported employees: 201-500 | West Palm Beach, FL, United States | 201-500 | Exact match | 322 contacts → |
“AMG is a leading partner to independent investment management firms globally.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | PPM America, INCppmamerica.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 310 contacts → |
“PPM America, Inc.(PPM) is a client-focused investment manager.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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. | |||||
| 25 | Gtcr LLCgtcr.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 262 contacts → |
“Founded in 1980, GTCR is a leading private equity firm that invests behind The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,264 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services 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
2,261 records in the displayed employee bands.
3 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 2,264 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 investors by metro
- Financial services investors in New York432
- Financial services investors in Chicago75
- Financial services investors in Los Angeles73
- Financial services investors in Dallas70
- Financial services investors in San Francisco63
- Financial services investors in Miami61
- Financial services investors in Boston48
- Financial services investors in Houston44
- Financial services investors in Austin41
- Financial services investors in Atlanta36
- Financial services investors in Charlotte25
Questions about this company list
What does Exact match mean for financial services 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 investors did RevenueBase find based in the United States?
The saved snapshot records 2,264 matching company records, 57,983 tracked contacts and 26,795 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 investors by geography
- Financial services investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France
- Financial services investors based in Munich, Germany
- Financial services investors based in Hong Kong, Hong Kong
- Financial services investors based in Bangalore, India
- Financial services investors based in Mumbai, India
- Financial services investors based in New Delhi, India
- Financial services investors based in Milan, Italy
Cite this list
RevenueBase Data Team. Top 25 financial services investors based in the United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-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 investors based in Melbourne, Australia
- Financial services investors based in Sydney, Australia
- Financial services investors based in Sao Paulo, Brazil
- Financial services investors based in Toronto, Canada
- Financial services investors based in Vancouver, Canada
- Financial services investors based in Paris, France