Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in the United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 2,938 companies tracked

RevenueBase identified 2,938 fintech wealth platforms headquartered in the United States as of September 2026 and tracks 265,599 professional contacts across them, including 120,706 with verified work emails and 114,166 with mobile numbers. New York is the largest hub.

This list covers fintech wealth platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

2,938Companies

265,599Contacts tracked

120,706Verified emails

114,166Mobile numbers

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The 25 largest fintech wealth platforms based in the United States

Ranked by team size

Top 25 of 2,938 fintech wealth platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names fintech wealth platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Fidelity InvestmentsIndirect evidence	Boston, MA, United States	10001+	80,668
	“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Source: company website · checked Sep 2, 2026
2	Charles SchwabIndirect evidence	Orlando, FL, United States	10001+	32,046
	“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: company website · checked Sep 2, 2026
3	VanguardIndirect evidence	Charlotte, NC, United States	10001+	24,721
	“We are a community of 50 million who think-and feel-differently about investing.” Source: company website · checked Sep 2, 2026
4	Wells Fargo AdvisorsIndirect evidence	St. Louis, MO, United States	10001+	14,117
	“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Source: company website · checked Sep 2, 2026
5	E Trade From Morgan StanleyIndirect evidence	Sandy, UT, United States	1,001-5,000	11,045
	“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Source: company website · checked Sep 2, 2026
6	EmpowerIndirect evidence	Greenwood Village, CO, United States	10001+	9,379
	“At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Source: company website · checked Sep 2, 2026
7	RobinhoodIndirect evidence	Menlo Park, CA, United States	1,001-5,000	3,869
	“Trade.” Source: company website · checked Sep 2, 2026
8	WealthsimpleIndirect evidence	New York, United States	1,001-5,000	1,887
	“Better than your bank.” Source: company website · checked Sep 2, 2026
9	Rockefeller Capital ManagementIndirect evidence	Boca Raton, FL, United States	1,001-5,000	1,634
	“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Source: company website · checked Sep 2, 2026
10	Edelman Financial EnginesIndirect evidence	Santa Clara, CA, United States	1,001-5,000	1,476
	“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Source: company website · checked Sep 2, 2026
11	Waddell & ReedIndirect evidence	Shawnee Mission, KS, United States	1,001-5,000	1,112
	“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Source: company website · checked Sep 2, 2026
12	ORIONStrong evidence	Hebron, KY, United States	1,001-5,000	1,037
	“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Source: company website · checked Sep 2, 2026
13	AssetmarkIndirect evidence	Los Angeles, CA, United States	501-1,000	973
	“AssetMark, Inc.” Source: company website · checked Sep 2, 2026
14	Apex Fintech SolutionsPartial evidence	Chicago, IL, United States	501-1,000	948
	“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.” Source: company website · checked Sep 2, 2026
15	ScottradeIndirect evidence	Saint Louis, MO, United States	1,001-5,000	753
	“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…” Source: company website · checked Sep 2, 2026
16	Clear StreetPartial evidence	New York, NY, United States	501-1,000	749
	“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.” Source: company website · checked Sep 2, 2026
17	Freedom Financial NetworkIndirect evidence	San Mateo, CA, United States	1,001-5,000	708
	“Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: company website · checked Sep 2, 2026
18	U.S. Bancorp Investments, INCIndirect evidence	S St Paul, MN, United States	1,001-5,000	651
	“At U.S.” Source: company website · checked Sep 2, 2026
19	BetanxtPartial evidence	Cary, NC, United States	501-1,000	624
	“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: company website · checked Sep 2, 2026
20	BettermentIndirect evidence	New York, NY, United States	501-1,000	620
	“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: company website · checked Sep 2, 2026
21	Davenport & Company LLCIndirect evidence	Harrisonburg, VA, United States	501-1,000	444
	“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: company website · checked Sep 2, 2026
22	FartherPartial evidence	New York, NY, United States	501-1,000	435
	“Welcome to Intelligent Wealth.” Source: company website · checked Sep 2, 2026
23	Raymond James & Associates, INCPartial evidence	Saint Petersburg, FL, United States	10001+	405
	“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Source: company website · checked Sep 2, 2026
24	Huntington Financial AdvisorsIndirect evidence	Columbus, OH, United States	1,001-5,000	364
	“Welcome to the Next Level of Investing, Advice and Planning.” Source: company website · checked Sep 2, 2026
25	Financial EnginesIndirect evidence	Overland Park, KS, United States	501-1,000	196
	“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Source: company website · checked Sep 2, 2026

Showing 25 of 2,938 fintech wealth platforms based in the United States

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Fintech wealth platforms based in the United States at a glance

As of Sep 2, 2026

1-10Median size (employees)

New YorkLargest hub · 134 HQs

114,166Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

2,047

11-50

619

51-200

139

201-500

501-1,000

1,001-5,000

10001+

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 wealth platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 wealth platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among fintech wealth platforms, 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 an evidence 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, 120,706 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 2, 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.

Fintech wealth platforms by metro

Fintech wealth platforms in New York134
Fintech wealth platforms in San Francisco59
Fintech wealth platforms in Chicago41
Fintech wealth platforms in Atlanta35
Fintech wealth platforms in Boston34
Fintech wealth platforms in Miami31
Fintech wealth platforms in San Diego28

Frequently asked

How many fintech wealth platforms are there based in the United States?

RevenueBase identified 2,938 fintech wealth platforms 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?

Fidelity Investments, headquartered in Boston, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

New York leads with 134 headquartered companies, followed by San Francisco (59) and Chicago (41).

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 120,706 verified decision-maker contacts tracked across these 2,938 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 2, 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.