Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in the United States

RevenueBase identified 4,999 fintech investment companies headquartered in 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 fintech investment companies headquartered in the 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
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 fintech investment companies based in the 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 companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSt. Louis, MO, United StatesHQ checked Sep 28, 202610001+42,985 contacts →

Indirect evidence

“Edward Jones is a leading North American financial services firm in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceBoston, MA, United StatesHQ checked Sep 28, 202610001+41,744 contacts →

Partial evidence

“At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceWestlake, TX, United StatesHQ checked Sep 28, 202610001+31,927 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+27,797 contacts →

Indirect evidence

“BlackRock is a global asset manager and technology provider dedicated to helping more and more people experience financial well-being.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceValley Forge, PA, United StatesHQ checked Sep 28, 202610001+24,672 contacts →

Indirect evidence

“We are a community of 50 million who think-and feel-differently about investing.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+14,044 contacts →

Indirect evidence

“Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceArlington, VA, United StatesHQ checked Sep 28, 20261,001-5,00011,044 contacts →

Indirect evidence

“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Mateo, CA, United StatesHQ checked Sep 28, 20265,001-10,00010,517 contacts →

Partial evidence

“Franklin Resources, Inc.[NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton The products, services, information and…”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 20265,001-10,0009,836 contacts →

Indirect evidence

“Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 28, 20265,001-10,0008,422 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceOaks, PA, United StatesHQ checked Sep 28, 20261,001-5,0006,258 contacts →

Indirect evidence

“SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceNashville, TN, United StatesHQ checked Sep 28, 20261,001-5,0004,862 contacts →

Partial evidence

“AllianceBernstein (AB) is a leading global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth…”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202610001+4,819 contacts →

Indirect evidence

“At J.P.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceOmaha, NE, United StatesHQ checked Sep 28, 20265,001-10,0003,874 contacts →

Indirect evidence

“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceMenlo Park, CA, United StatesHQ checked Sep 28, 20261,001-5,0003,771 contacts →

Indirect evidence

“Trade.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20265,001-10,0003,114 contacts →

Indirect evidence

“Invesco is dedicated to helping investors around the world rethink possibility.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceOld Greenwich, CT, United StatesHQ checked Sep 28, 20261,001-5,0002,987 contacts →

Indirect evidence

“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,781 contacts →

Indirect evidence

“The D.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceBerwyn, PA, United StatesHQ checked Sep 28, 20261,001-5,0002,766 contacts →

Indirect evidence

“Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceBoston, MA, United StatesHQ checked Sep 28, 20261,001-5,0002,738 contacts →

Indirect evidence

“In 1924, MFS launched the US’ first open-end mutual fund.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceNew York City, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,637 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
23Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,623 contacts →

Partial evidence

“Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceMiami, FL, United StatesHQ checked Sep 28, 20261,001-5,0002,156 contacts →

Indirect evidence

“Citadel Securities is a technology-driven, next-generation global market maker.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 20261,001-5,0002,154 contacts →

Partial evidence

“Two Sigma is a leading quantitative investment management and trading firm with more than $70 billion in assets under management.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 4,999 fintech investment companies based in the United States

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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)
11.2%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
93
501-1,000
45
1,001-5,000
53
5,001-10,000
13
10001+
25

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

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 companies, 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 the United States whose own description of what they do matches “fintech investment companies”. 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 companies), 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 companies, and records with no verified work email. Companies headquartered outside United States 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, 188,079 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.

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 companies, 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 companies are there based in the United States?

RevenueBase identified 4,999 fintech investment companies headquartered in the 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?

Edward Jones, headquartered in St. Louis, tops this list with the largest team on record.

Which city has the most fintech investment companies?

New York leads with 561 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 188,079 verified decision-maker contacts tracked across these 4,999 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.