Company lists · Data refreshed November 2026
Top 24 Fintech investment platforms based in the United States
RevenueBase identified 688 company matches for fintech investment platforms associated with the United States as of November 2026 and tracks 98,984 professional contacts across them, including 37,601 with verified work emails. New York is the largest hub.
This list covers company matches for fintech investment platforms 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 November 5, 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.
The 24 largest fintech investment platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 34,197 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 11,189 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 4,270 contacts → | ||||
Exact match “Trade.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 3,986 contacts → | ||||
Exact match “At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 1,283 contacts → | ||||
Exact match “Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 1,247 contacts → | ||||
Exact match “Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 1,224 contacts → | ||||
Exact match “Kraken helps people own the power of their money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 1,156 contacts → | ||||
Exact match “ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 1,090 contacts → | ||||
Exact match “Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 1,059 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 986 contacts → | ||||
Exact match “Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 882 contacts → | ||||
Exact match “Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 833 contacts → | ||||
Exact match “Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 748 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 690 contacts → | ||||
Exact match “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 671 contacts → | ||||
Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 509 contacts → | ||||
Exact match “Luminate Bank® is a national, digital-first financial partner supporting every stage of your financial journey.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 500 contacts → | ||||
Exact match “MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 489 contacts → | ||||
Exact match “Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 452 contacts → | ||||
Exact match “Varo is an entirely new kind of bank.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 444 contacts → | ||||
Exact match “Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 392 contacts → | ||||
Exact match “Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 383 contacts → | ||||
Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 342 contacts → | ||||
Exact match “Current is a leading U.S.” Recorded in the RevenueBase company graph · Nov 5, 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 platforms”. 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 24 of 688 fintech investment platforms based in the United States
See the full list, filter by size, metro and specialty, and access 37,601 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech investment platforms based in the United States at a glance
As of Nov 5, 2026Companies by employee count
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 688 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 platforms” 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 37,601 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 November 5, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech investment platforms are there based in the United States?
RevenueBase identified 688 company matches for fintech investment platforms associated with the United States as of November 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?
Charles Schwab tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech investment platforms?
New York leads with 127 company records, followed by San Francisco (49) and Miami (22).
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 37,601 professional contacts with verified work emails tracked across these 688 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 November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 688 fintech investment platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fintech investment platforms by geography
- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong
- Fintech investment platforms based in Bangalore, India
- Fintech investment platforms based in Gurgaon, India
- Fintech investment platforms based in Mumbai, India
- Fintech investment platforms based in New Delhi, India
- Fintech investment platforms based in Noida, India
- Fintech investment platforms based in Riyadh, Saudi Arabia
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 24 fintech investment platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 688 matching company records for fintech investment platforms based in the United States, with 98,984 tracked contacts and 37,601 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 fintech investment platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Charles Schwababoutschwab.comHQ: Westlake, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  E Trade From Morgan Stanleyetrade.comHQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 11,189 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Robinhoodrobinhood.comHQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 4,270 contacts → |
“Trade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TD Ameritradetdameritrade.comHQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nada INCnada.coHQ: Dallas, TX, United StatesReported employees: Not recorded | Dallas, TX, United States | Not recorded | Exact match | 1,283 contacts → |
“Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Personal Capitalpersonalcapital.comHQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Krakenkraken.comHQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,224 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ITGitg.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,156 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  ORIONorion.comHQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cross Rivercrossriver.comHQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 986 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clear Streetclearstreet.ioHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 882 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Scottradescottrade.comHQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 690 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Betanxtbetanxt.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Luminate Bankluminate.bankHQ: Minneapolis, MN, United StatesReported employees: 501-1,000 | Minneapolis, MN, United States | 501-1,000 | Exact match | 509 contacts → |
“Luminate Bank® is a national, digital-first financial partner supporting every stage of your financial journey.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Moneylionmoneylion.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Varo Bankvaromoney.comHQ: San Francisco, NC, United StatesReported employees: 501-1,000 | San Francisco, NC, United States | 501-1,000 | Exact match | 452 contacts → |
“Varo is an entirely new kind of bank.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Wealthfrontwealthfront.comHQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 444 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  BAKKTbakkt.comHQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Drivewealthdrivewealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Currentcurrent.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 342 contacts → |
“Current is a leading U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 688 company matches
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Fintech investment platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
687 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 688 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech investment platforms by metro
Questions about this company list
What does Exact match mean for fintech investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech investment platforms did RevenueBase find based in the United States?
The saved snapshot records 688 matching company records, 98,984 tracked contacts and 37,601 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech investment platforms by geography
- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong
- Fintech investment platforms based in Bangalore, India
- Fintech investment platforms based in Gurgaon, India
- Fintech investment platforms based in Mumbai, India
- Fintech investment platforms based in New Delhi, India
- Fintech investment platforms based in Noida, India
- Fintech investment platforms based in Riyadh, Saudi Arabia
Cite this list
RevenueBase Data Team. Top 24 fintech investment platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-investment-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong
Company intelligence · public preview
Top 24 fintech investment platforms based in the United States
RevenueBase records 688 matching company records for fintech investment platforms based in the United States, with 98,984 tracked contacts and 37,601 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 fintech investment platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Charles Schwababoutschwab.com HQ: Westlake, NC, United StatesReported employees: 10001+ | Westlake, NC, United States | 10001+ | Exact match | 34,197 contacts → |
“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 description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | E Trade From Morgan Stanleyetrade.com HQ: Sandy, UT, United StatesReported employees: 1,001-5,000 | Sandy, UT, United States | 1,001-5,000 | Exact match | 11,189 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Robinhoodrobinhood.com HQ: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | Menlo Park, CA, United States | 1,001-5,000 | Exact match | 4,270 contacts → |
“Trade.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TD Ameritradetdameritrade.com HQ: Omaha, NJ, United StatesReported employees: 5,001-10,000 | Omaha, NJ, United States | 5,001-10,000 | Exact match | 3,986 contacts → |
“At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nada INCnada.co HQ: Dallas, TX, United StatesReported employees: Not recorded | Dallas, TX, United States | Not recorded | Exact match | 1,283 contacts → |
“Nada is an award-winning fintech and investment platform on a mission to unlock the wealth trapped within the $30 trillion home equity market for homeowners and investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Personal Capitalpersonalcapital.com HQ: Redwood City, CA, United StatesReported employees: 201-500 | Redwood City, CA, United States | 201-500 | Exact match | 1,247 contacts → |
“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Krakenkraken.com HQ: Remote First, United StatesReported employees: 1,001-5,000 | Remote First, United States | 1,001-5,000 | Exact match | 1,224 contacts → |
“Kraken helps people own the power of their money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ITGitg.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,156 contacts → |
“ITG is a global financial technology company that helps leading brokers and asset managers improve returns for investors around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | ORIONorion.com HQ: Omaha, FL, United StatesReported employees: 1,001-5,000 | Omaha, FL, United States | 1,001-5,000 | Exact match | 1,090 contacts → |
“Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 1,059 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cross Rivercrossriver.com HQ: Fort Lee, NJ, United StatesReported employees: 501-1,000 | Fort Lee, NJ, United States | 501-1,000 | Exact match | 986 contacts → |
“Cross River Bank provides technology infrastructure powering the future of financial services.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clear Streetclearstreet.io HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 882 contacts → |
“Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Scottradescottrade.com HQ: St. Louis, MO, United StatesReported employees: 1,001-5,000 | St. Louis, MO, United States | 1,001-5,000 | Exact match | 833 contacts → |
“Scottrade, Inc, a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: San Mateo, CA, United StatesReported employees: 1,001-5,000 | San Mateo, CA, United States | 1,001-5,000 | Exact match | 748 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 690 contacts → |
“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Betanxtbetanxt.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 671 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Luminate Bankluminate.bank HQ: Minneapolis, MN, United StatesReported employees: 501-1,000 | Minneapolis, MN, United States | 501-1,000 | Exact match | 509 contacts → |
“Luminate Bank® is a national, digital-first financial partner supporting every stage of your financial journey.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Moneylionmoneylion.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 500 contacts → |
“MoneyLion (part of Gen) is a leader in financial technology, powering the next generation of personalized products and content, with a top consumer finance super app, a premier…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 489 contacts → |
“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Varo Bankvaromoney.com HQ: San Francisco, NC, United StatesReported employees: 501-1,000 | San Francisco, NC, United States | 501-1,000 | Exact match | 452 contacts → |
“Varo is an entirely new kind of bank.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Wealthfrontwealthfront.com HQ: Palo Alto, CA, United StatesReported employees: 201-500 | Palo Alto, CA, United States | 201-500 | Exact match | 444 contacts → |
“Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | BAKKTbakkt.com HQ: Atlanta, GA, United StatesReported employees: 51-200 | Atlanta, GA, United States | 51-200 | Exact match | 392 contacts → |
“Bakkt (NYSE: BKKT) is a regulated financial technology company building a financial operating system for the AI and token economy.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Drivewealthdrivewealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 383 contacts → |
“DriveWealth is a global B2B financial technology platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Currentcurrent.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 342 contacts → |
“Current is a leading U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 688 company matches
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Fintech investment platforms: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
687 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 688 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech investment platforms by metro
Questions about this company list
What does Exact match mean for fintech investment platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech investment platforms did RevenueBase find based in the United States?
The saved snapshot records 688 matching company records, 98,984 tracked contacts and 37,601 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech investment platforms by geography
- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong
- Fintech investment platforms based in Bangalore, India
- Fintech investment platforms based in Gurgaon, India
- Fintech investment platforms based in Mumbai, India
- Fintech investment platforms based in New Delhi, India
- Fintech investment platforms based in Noida, India
- Fintech investment platforms based in Riyadh, Saudi Arabia
Cite this list
RevenueBase Data Team. Top 24 fintech investment platforms based in the United States. Snapshot: November 5, 2026. https://revenuebase.ai/companies/fintech-investment-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Fintech investment platforms based in Sydney, Australia
- Fintech investment platforms based in Sao Paulo, Brazil
- Fintech investment platforms based in Toronto, Canada
- Fintech investment platforms based in Paris, France
- Fintech investment platforms based in Berlin, Germany
- Fintech investment platforms based in Hong Kong, Hong Kong