Company lists · Data refreshed September 2026
Top 25 Fintech wealth platforms based in the United States
RevenueBase identified 2,938 company matches for fintech wealth platforms associated with 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 company matches for fintech wealth 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 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.
The 25 largest fintech wealth platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 80,668 contacts → | ||||
Exact match “Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 32,046 contacts → | ||||
Exact match “Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 24,721 contacts → | ||||
Exact match “We are a community of 50 million who think-and feel-differently about investing.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 14,117 contacts → | ||||
Exact match “With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 11,045 contacts → | ||||
Exact match “E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 9,379 contacts → | ||||
Exact match “At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 3,869 contacts → | ||||
Exact match “Trade.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 1,887 contacts → | ||||
Exact match “Better than your bank.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 1,634 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 1,476 contacts → | ||||
Exact match “For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 1,112 contacts → | ||||
Exact match “On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 1,037 contacts → | ||||
Exact match “Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 973 contacts → | ||||
Exact match “AssetMark, Inc.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 948 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 753 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 749 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 708 contacts → | ||||
Exact match “Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 651 contacts → | ||||
Exact match “At U.S.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 624 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 620 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 · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 444 contacts → | ||||
Exact match “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 435 contacts → | ||||
Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 405 contacts → | ||||
Exact match “Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 364 contacts → | ||||
Exact match “Welcome to the Next Level of Investing, Advice and Planning.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 196 contacts → | ||||
Exact match “Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded in the RevenueBase company graph · Sep 2, 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 wealth 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 25 of 2,938 fintech wealth platforms based in the United States
See the full list, filter by size, metro and specialty, and access 120,706 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech wealth platforms based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 wealth 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 120,706 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 2, 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 wealth 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 wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth platforms are there based in the United States?
RevenueBase identified 2,938 company matches for fintech wealth platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Fidelity Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth platforms?
New York leads with 134 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 120,706 professional contacts with verified work emails tracked across these 2,938 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,938 fintech wealth platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Fintech wealth platforms by geography
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
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 wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
Company intelligence · public preview
Top 25 fintech wealth 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 2,938 matching company records for fintech wealth platforms based in the United States, with 265,599 tracked contacts and 120,706 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 25 fintech wealth 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 |  Fidelity Investmentsfidelity.comHQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 10001+ | HQ not recorded; location: Boston, MA, United States | 10001+ | Exact match | 80,668 contacts → |
“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Charles Schwababoutschwab.comHQ: HQ not recorded; location: Orlando, FL, United StatesReported employees: 10001+ | HQ not recorded; location: Orlando, FL, United States | 10001+ | Exact match | 32,046 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Vanguardvanguard.comHQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 10001+ | HQ not recorded; location: Charlotte, NC, United States | 10001+ | Exact match | 24,721 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wells Fargo Advisorswellsfargoadvisors.comHQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 10001+ | HQ not recorded; location: St. Louis, MO, United States | 10001+ | Exact match | 14,117 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  E Trade From Morgan Stanleyetrade.comHQ: HQ not recorded; location: Sandy, UT, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Sandy, UT, United States | 1,001-5,000 | Exact match | 11,045 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Empowerempower.comHQ: HQ not recorded; location: Greenwood Village, CO, United StatesReported employees: 10001+ | HQ not recorded; location: Greenwood Village, CO, United States | 10001+ | Exact match | 9,379 contacts → |
“At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Robinhoodrobinhood.comHQ: HQ not recorded; location: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,869 contacts → |
“Trade.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Wealthsimplewealthsimple.comHQ: HQ not recorded; location: New York, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, United States | 1,001-5,000 | Exact match | 1,887 contacts → |
“Better than your bank.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rockefeller Capital Managementrockco.comHQ: HQ not recorded; location: Boca Raton, FL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Boca Raton, FL, United States | 1,001-5,000 | Exact match | 1,634 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Edelman Financial Enginesedelmanfinancialengines.comHQ: HQ not recorded; location: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,476 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Waddell & Reedwaddell.comHQ: HQ not recorded; location: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  ORIONorion.comHQ: HQ not recorded; location: Hebron, KY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Hebron, KY, United States | 1,001-5,000 | Exact match | 1,037 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Assetmarkassetmark.comHQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Los Angeles, CA, United States | 501-1,000 | Exact match | 973 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Chicago, IL, United States | 501-1,000 | Exact match | 948 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Scottradescottrade.comHQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: St. Louis, MO, United States | 1,001-5,000 | Exact match | 753 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Clear Streetclearstreet.ioHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 749 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Freedom Financial Networkfreedomfinancialnetwork.comHQ: HQ not recorded; location: San Mateo, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  U.S. Bancorp Investments, INCusbank.comHQ: HQ not recorded; location: S St Paul, MN, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: S St Paul, MN, United States | 1,001-5,000 | Exact match | 651 contacts → |
“At U.S.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Betanxtbetanxt.comHQ: HQ not recorded; location: Cary, NC, United StatesReported employees: 501-1,000 | HQ not recorded; location: Cary, NC, United States | 501-1,000 | Exact match | 624 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bettermentbetterment.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 620 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Davenport & Company LLCinvestdavenport.comHQ: HQ not recorded; location: Harrisonburg, VA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Harrisonburg, VA, United States | 501-1,000 | Exact match | 444 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fartherfarther.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 435 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Raymond James & Associates, INCraymondjames.comHQ: HQ not recorded; location: St. Petersburg, FL, United StatesReported employees: 10001+ | HQ not recorded; location: St. Petersburg, FL, United States | 10001+ | Exact match | 405 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Huntington Financial Advisorshuntington.comHQ: HQ not recorded; location: Columbus, OH, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Columbus, OH, United States | 1,001-5,000 | Exact match | 364 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Financial Enginesfinancialengines.comHQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 501-1,000 | HQ not recorded; location: Overland Park, KS, United States | 501-1,000 | Exact match | 196 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,938 company matches
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,921 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth 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 wealth platforms did RevenueBase find based in the United States?
The saved snapshot records 2,938 matching company records, 265,599 tracked contacts and 120,706 verified emails. The public preview displays 25 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: September 2, 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 wealth platforms by geography
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-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 wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
Company intelligence · public preview
Top 25 fintech wealth platforms based in the United States
RevenueBase records 2,938 matching company records for fintech wealth platforms based in the United States, with 265,599 tracked contacts and 120,706 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 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 25 fintech wealth 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 | Fidelity Investmentsfidelity.com HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 10001+ | HQ not recorded; location: Boston, MA, United States | 10001+ | Exact match | 80,668 contacts → |
“Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Charles Schwababoutschwab.com HQ: HQ not recorded; location: Orlando, FL, United StatesReported employees: 10001+ | HQ not recorded; location: Orlando, FL, United States | 10001+ | Exact match | 32,046 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Vanguardvanguard.com HQ: HQ not recorded; location: Charlotte, NC, United StatesReported employees: 10001+ | HQ not recorded; location: Charlotte, NC, United States | 10001+ | Exact match | 24,721 contacts → |
“We are a community of 50 million who think-and feel-differently about investing.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wells Fargo Advisorswellsfargoadvisors.com HQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 10001+ | HQ not recorded; location: St. Louis, MO, United States | 10001+ | Exact match | 14,117 contacts → |
“With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | E Trade From Morgan Stanleyetrade.com HQ: HQ not recorded; location: Sandy, UT, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Sandy, UT, United States | 1,001-5,000 | Exact match | 11,045 contacts → |
“E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Empowerempower.com HQ: HQ not recorded; location: Greenwood Village, CO, United StatesReported employees: 10001+ | HQ not recorded; location: Greenwood Village, CO, United States | 10001+ | Exact match | 9,379 contacts → |
“At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Robinhoodrobinhood.com HQ: HQ not recorded; location: Menlo Park, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Menlo Park, CA, United States | 1,001-5,000 | Exact match | 3,869 contacts → |
“Trade.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Wealthsimplewealthsimple.com HQ: HQ not recorded; location: New York, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, United States | 1,001-5,000 | Exact match | 1,887 contacts → |
“Better than your bank.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rockefeller Capital Managementrockco.com HQ: HQ not recorded; location: Boca Raton, FL, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Boca Raton, FL, United States | 1,001-5,000 | Exact match | 1,634 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Edelman Financial Enginesedelmanfinancialengines.com HQ: HQ not recorded; location: Santa Clara, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Santa Clara, CA, United States | 1,001-5,000 | Exact match | 1,476 contacts → |
“For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Waddell & Reedwaddell.com HQ: HQ not recorded; location: Shawnee Mission, KS, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Shawnee Mission, KS, United States | 1,001-5,000 | Exact match | 1,112 contacts → |
“On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.’s investment management business including…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | ORIONorion.com HQ: HQ not recorded; location: Hebron, KY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Hebron, KY, United States | 1,001-5,000 | Exact match | 1,037 contacts → |
“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Assetmarkassetmark.com HQ: HQ not recorded; location: Los Angeles, CA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Los Angeles, CA, United States | 501-1,000 | Exact match | 973 contacts → |
“AssetMark, Inc.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Apex Fintech Solutionsapexfintechsolutions.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 501-1,000 | HQ not recorded; location: Chicago, IL, United States | 501-1,000 | Exact match | 948 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Scottradescottrade.com HQ: HQ not recorded; location: St. Louis, MO, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: St. Louis, MO, United States | 1,001-5,000 | Exact match | 753 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Clear Streetclearstreet.io HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 749 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Freedom Financial Networkfreedomfinancialnetwork.com HQ: HQ not recorded; location: San Mateo, CA, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: San Mateo, CA, United States | 1,001-5,000 | Exact match | 708 contacts → |
“Freedom Financial Network is a leading digital personal finance company, built to help people.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | U.S. Bancorp Investments, INCusbank.com HQ: HQ not recorded; location: S St Paul, MN, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: S St Paul, MN, United States | 1,001-5,000 | Exact match | 651 contacts → |
“At U.S.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Betanxtbetanxt.com HQ: HQ not recorded; location: Cary, NC, United StatesReported employees: 501-1,000 | HQ not recorded; location: Cary, NC, United States | 501-1,000 | Exact match | 624 contacts → |
“BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bettermentbetterment.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 620 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 · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Davenport & Company LLCinvestdavenport.com HQ: HQ not recorded; location: Harrisonburg, VA, United StatesReported employees: 501-1,000 | HQ not recorded; location: Harrisonburg, VA, United States | 501-1,000 | Exact match | 444 contacts → |
“Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fartherfarther.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 501-1,000 | HQ not recorded; location: New York, NY, United States | 501-1,000 | Exact match | 435 contacts → |
“Welcome to Intelligent Wealth.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Raymond James & Associates, INCraymondjames.com HQ: HQ not recorded; location: St. Petersburg, FL, United StatesReported employees: 10001+ | HQ not recorded; location: St. Petersburg, FL, United States | 10001+ | Exact match | 405 contacts → |
“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Huntington Financial Advisorshuntington.com HQ: HQ not recorded; location: Columbus, OH, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Columbus, OH, United States | 1,001-5,000 | Exact match | 364 contacts → |
“Welcome to the Next Level of Investing, Advice and Planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Financial Enginesfinancialengines.com HQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 501-1,000 | HQ not recorded; location: Overland Park, KS, United States | 501-1,000 | Exact match | 196 contacts → |
“Financial Engines is America’s largest independent investment advisor.* We help people achieve greater financial clarity by providing comprehensive financial planning and…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Fintech wealth platforms: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
2,921 records in the displayed employee bands.
17 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 2, 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 wealth platforms by metro
Questions about this company list
What does Exact match mean for fintech wealth 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 wealth platforms did RevenueBase find based in the United States?
The saved snapshot records 2,938 matching company records, 265,599 tracked contacts and 120,706 verified emails. The public preview displays 25 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: September 2, 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 wealth platforms by geography
- Fintech wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany
- Fintech wealth platforms based in Switzerland
- Fintech wealth platforms based in South Africa
- Fintech wealth platforms based in Spain
- Fintech wealth platforms based in the Netherlands
- Fintech wealth platforms based in Italy
- Fintech wealth platforms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 fintech wealth platforms based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/fintech-wealth-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 wealth platforms based in the United Kingdom
- Fintech wealth platforms based in Brazil
- Fintech wealth platforms based in Canada
- Fintech wealth platforms based in Australia
- Fintech wealth platforms based in France
- Fintech wealth platforms based in Germany