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 company matches for fintech investment advisors associated with 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 company matches for fintech investment advisors associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

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 company matches for fintech investment advisors based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Pontera	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	328 contacts →
	Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Subscribe	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	162 contacts →
	Exact match “SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Fortis LUX Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	136 contacts →
	Exact match “Creative thinking is both an art and a science.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Motive Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	130 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 · Sep 28, 2026 · View company records in RevenueBase
6	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	69 contacts →
	Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	SEEDS	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	58 contacts →
	Exact match “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Nyca Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	49 contacts →
	Exact match “Nyca is a fintech venture capital firm focused on connecting innovative companies to the global financial system.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Atomic Invest	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	47 contacts →
	Exact match “Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Koyfin	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	43 contacts →
	Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	IMTC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “IMTC delivers the operational infrastructure and intelligence asset and wealth management firms need to optimize across fixed income accounts, execute with precision, and scale…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	FP Alpha	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	35 contacts →
	Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Hi2 Global	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	32 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Fintech Collective	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “FinTech Collective is a global, early stage venture capital firm backing entrepreneurs who are rewiring the way money moves through the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Concord International Investments, L.P	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	26 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Senahill Partners, LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “SenaHill Partners is a merchant bank offering a full suite of investment, operating and advisory services to the Financial Technology sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Treasury	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	18 contacts →
	Exact match “Treasury is a fintech VC founded by Eli Broverman (Betterment Founder) and Jeff Cruttenden (Acorns Founder).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Senator Investment Group LP	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Senator Investment Group LP is an investment advisor based out of 124 E.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	CDX Advisors	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “CDX Advisors provides a unique set of investment banking services to growth companies in the TMT sector.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Seasons Of Advice Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Cohen Circle	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Cohen Circle is an investment firm founded by financial services pioneers, Betsy Cohen and her son Daniel Cohen.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Cordoba Advisory Partners LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Recorded in the RevenueBase company graph · Sep 28, 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 “fintech investment advisors”. 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 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

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

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with New York, United States whose business descriptions match “fintech investment advisors” 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 760 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 September 28, 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.

Fintech investment advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

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

RevenueBase identified 156 company matches for fintech investment advisors associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

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

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

New York leads the United States with 169 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 760 professional contacts with verified work emails tracked across these 156 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 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 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.