Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in the United States

Name: Fintech investment companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 4,999 companies tracked

RevenueBase identified 4,999 company matches for fintech investment companies associated with the United States as of September 2026 and tracks 408,367 professional contacts across them, including 188,079 with verified work emails. New York is the largest hub.

This list covers company matches for fintech investment companies 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 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

4,999Companies

408,367Contacts tracked

188,079Verified emails

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The 25 largest fintech investment companies based in the United States

Ranked by team size

Top 25 of 4,999 company matches for fintech investment companies based in the 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	Edward Jones	Exact match	St. Louis, MO, United StatesHQ recorded Sep 28, 2026	10001+	42,985 contacts →
	Exact match “Edward Jones is a leading North American financial services firm in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	State Street	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	10001+	41,744 contacts →
	Exact match “At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Charles Schwab	Exact match	Westlake, TX, United StatesHQ recorded Sep 28, 2026	10001+	31,927 contacts →
	Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Blackrock	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	27,797 contacts →
	Exact match “BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Vanguard	Exact match	Valley Forge, PA, United StatesHQ recorded Sep 28, 2026	10001+	24,672 contacts →
	Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Broadridge	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	14,044 contacts →
	Exact match “Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	LPL Financial	Exact match	San Diego, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	13,475 contacts →
	Exact match “LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	E Trade From Morgan Stanley	Exact match	Arlington, VA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	11,044 contacts →
	Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Franklin Templeton	Exact match	San Mateo, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	10,517 contacts →
	Exact match “Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Capital Group	Exact match	Los Angeles, CA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	9,836 contacts →
	Exact match “Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	T. Rowe Price	Exact match	Baltimore, MD, United StatesHQ recorded Sep 28, 2026	5,001-10,000	8,422 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	SEI	Exact match	Oaks, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	6,258 contacts →
	Exact match “SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Alliancebernstein	Exact match	Nashville, TN, United StatesHQ recorded Sep 28, 2026	1,001-5,000	4,862 contacts →
	Exact match “AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	TD Ameritrade	Exact match	Omaha, NE, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,874 contacts →
	Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Robinhood	Exact match	Menlo Park, CA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	3,771 contacts →
	Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Invesco US	Exact match	Atlanta, GA, United StatesHQ recorded Sep 28, 2026	5,001-10,000	3,114 contacts →
	Exact match “Invesco is dedicated to helping investors around the world rethink possibility.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Worldquant	Exact match	Old Greenwich, CT, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,987 contacts →
	Exact match “WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	The D. E. Shaw Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,781 contacts →
	Exact match “The D.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Envestnet	Exact match	Berwyn, PA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,766 contacts →
	Exact match “Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	MFS Investment Management	Exact match	Boston, MA, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,738 contacts →
	Exact match “In 1924, MFS launched the US’ first open-end mutual fund.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Arcesium	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,637 contacts →
	Exact match “Arcesium is a global financial technology company delivering front-to-back technology solutions for some of the world’s most sophisticated financial institutions, including hedge…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Citadel Securities	Exact match	Miami, FL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,156 contacts →
	Exact match “Citadel Securities is a technology-driven, next-generation global market maker.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	TWO Sigma	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,154 contacts →
	Exact match “Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.” 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 companies”. 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 4,999 fintech investment companies based in the United States

See the full list, filter by size, metro and specialty, and access 188,079 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fintech investment companies based in the United States at a glance

As of Sep 28, 2026

46.1%Verified-email coverage

81.7Average contacts per company

1-10Median size (employees)

12.1%Largest-city concentration · New York

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

3,191

11-50

1,222

51-200

344

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 4,999 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 “fintech investment companies” 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 188,079 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 companies 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 “fintech investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech investment companies are there based in the United States?

RevenueBase identified 4,999 company matches for fintech investment companies associated with the 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?

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

Which city has the most fintech investment companies?

New York leads with 603 company records, followed by San Francisco (156) and Chicago (109).

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 188,079 professional contacts with verified work emails tracked across these 4,999 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.