Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 109 companies tracked

RevenueBase identified 109 company matches for fintech investment companies associated with Chicago, United States as of September 2026 and tracks 5,674 professional contacts across them, including 3,444 with verified work emails. Across the United States, New York is the largest hub for this category (603 companies); Chicago has 109.

This list covers company matches for fintech investment companies associated with Chicago, 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

109Companies

5,674Contacts tracked

3,444Verified emails

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The 25 largest fintech investment companies based in Chicago, United States

Ranked by team size

Top 25 of 109 company matches for fintech investment companies based in Chicago, 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	DRW	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,060 contacts →
	Exact match “At DRW, we identify and capture trading and investment opportunities globally.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	5,001-10,000	818 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Wolverine Trading	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	277 contacts →
	Exact match “Wolverine is a diversified financial institution specializing in proprietary trading, asset management, order execution services, and technology solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Harris Oakmark	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	274 contacts →
	Exact match “Important disclosures.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Tastytrade	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	189 contacts →
	Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	183 contacts →
	Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	M1	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	174 contacts →
	Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	140 contacts →
	Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	130 contacts →
	Exact match “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Halo Investing	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	120 contacts →
	Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	110 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Eagle Seven	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	108 contacts →
	Exact match “Globally positioned, we combine the latest technology with a unique group of professional traders and innovative developers to achieve the highest results.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	107 contacts →
	Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	69 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Sterling Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	60 contacts →
	Exact match “Sterling Partners is an investment management platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	KKM Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	n/a	57 contacts →
	Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Dearborn Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	sumo.co	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	31 contacts →
	Exact match “Founded in 2007, Sumo is a global, multi-strategy, multi-asset trading firm that equips professional traders with the necessary resources to accelerate profitability.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Tradingblock	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	OAK Ridge Investments	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Edge Focus	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Edge Focus is a technology-driven investment firm that delivers Curated Access to Consumer-Focused Private Credit-with Edge.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	SG CAP Trading, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “We are a Chicago-based automated trading firm established in 2004.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Bridgeft	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Doyenne Wealth Advisors	Exact match	Chicago, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “We combine financial intelligence with emotional intelligence, meaningful collaboration, and technology to "change the way of wealth" to help you care for and experience life…” 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 109 fintech investment companies based in Chicago, United States

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Fintech investment companies based in Chicago, United States at a glance

As of Sep 28, 2026

60.7%Verified-email coverage

52.1Average 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

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 109 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 Chicago, 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 3,444 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 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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 109 company matches for fintech investment companies associated with Chicago, 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?

DRW 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 companies?

New York leads the United States 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 3,444 professional contacts with verified work emails tracked across these 109 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.