Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in New York, United States

Name: Fintech investment advisors based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 156 companies tracked

RevenueBase identified 156 fintech investment advisors headquartered in New York, United States as of September 2026 and tracks 3,059 professional contacts across them, including 760 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers fintech investment advisors headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

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

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

156Companies

3,059Contacts tracked

760Verified emails

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The 25 largest fintech investment advisors based in New York, United States

Ranked by team size

Top 25 of 156 fintech investment advisors based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Pontera	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Strong evidence “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Source: RevenueBase Database · checked Sep 28, 2026
2	Subscribe	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	162 contacts →
	Strong evidence “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Source: RevenueBase Database · checked Sep 28, 2026
3	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
4	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 28, 2026
5	Motive Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	130 contacts →
	Partial evidence “Motive Partners is a private investment firm exclusively focused on financial technology and technology-enabled business services companies, ranging from early-stage ventures to…” Source: RevenueBase Database · checked Sep 28, 2026
6	ZOE Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Indirect evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026
7	SEEDS	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	58 contacts →
	Partial evidence “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Source: RevenueBase Database · checked Sep 28, 2026
8	Nyca Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Partial evidence “Nyca is a fintech venture capital firm focused on connecting innovative companies to the global financial system.” Source: RevenueBase Database · checked Sep 28, 2026
9	Atomic Invest	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Partial evidence “Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Source: RevenueBase Database · checked Sep 28, 2026
10	Koyfin	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Partial evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 28, 2026
11	IMTC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “IMTC delivers the operational infrastructure and intelligence asset and wealth management firms need to optimize across fixed income accounts, execute with precision, and scale…” Source: RevenueBase Database · checked Sep 28, 2026
12	FP Alpha	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Source: RevenueBase Database · checked Sep 28, 2026
13	Hi2 Global	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	32 contacts →
	Strong evidence “Hi2 Global is an Investment as a Service global asset allocation platform that provides fin-tech enabled asset management, investment advisory, investment banking and family…” Source: RevenueBase Database · checked Sep 28, 2026
14	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 28, 2026
15	Fintech Collective	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “FinTech Collective is a global, early stage venture capital firm backing entrepreneurs who are rewiring the way money moves through the world.” Source: RevenueBase Database · checked Sep 28, 2026
16	Concord International Investments, L.P	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	26 contacts →
	Partial evidence “Concord International Investments, L.P, a member subsidiary of the New York-based Concord Group, has been one of the leading managers of Egyptian equities in the world since 1994.” Source: RevenueBase Database · checked Sep 28, 2026
17	Senahill Partners, LP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Strong evidence “SenaHill Partners is a merchant bank offering a full suite of investment, operating and advisory services to the Financial Technology sector.” Source: RevenueBase Database · checked Sep 28, 2026
18	Treasury	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	18 contacts →
	Partial evidence “Treasury is a fintech VC founded by Eli Broverman (Betterment Founder) and Jeff Cruttenden (Acorns Founder).” Source: RevenueBase Database · checked Sep 28, 2026
19	Financial GYM Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Source: RevenueBase Database · checked Sep 28, 2026
20	Senator Investment Group LP	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 28, 2026
21	CDX Advisors	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “CDX Advisors provides a unique set of investment banking services to growth companies in the TMT sector.” Source: RevenueBase Database · checked Sep 28, 2026
22	Drucker Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “At Drucker Wealth we approach things a little differently.” Source: RevenueBase Database · checked Sep 28, 2026
23	Seasons Of Advice Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Source: RevenueBase Database · checked Sep 28, 2026
24	Cohen Circle	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Cohen Circle is an investment firm founded by financial services pioneers, Betsy Cohen and her son Daniel Cohen.” Source: RevenueBase Database · checked Sep 28, 2026
25	Cordoba Advisory Partners LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 156 fintech investment advisors based in New York, United States

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Fintech investment advisors based in New York, United States at a glance

As of Sep 28, 2026

24.8%Verified-email coverage

19.6Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 156 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “fintech investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fintech investment advisors, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 760 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fintech investment advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech investment advisors are there based in New York, United States?

RevenueBase identified 156 fintech investment advisors headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

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

Which city in the United States has the most fintech investment advisors?

New York leads the United States with 156 headquartered companies, followed by San Francisco (68) and Houston (56).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 760 verified decision-maker contacts tracked across these 156 companies.

How current is this list?

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

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About this data

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