Company lists · Data refreshed September 2026
Top 25 Goal-based investing platforms based in New York, United States
RevenueBase identified 67 company matches for goal-based investing platforms associated with New York, United States as of September 2026 and tracks 1,848 professional contacts across them, including 941 with verified work emails. Across the United States, New York is the largest hub for this category.
This list covers company matches for goal-based investing platforms associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest goal-based investing platforms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 635 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 28, 2026 · View company records in RevenueBase | |||||
| 2 | 434 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 99 contacts → | ||||
Exact match “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 69 contacts → | ||||
Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 60 contacts → | ||||
Exact match “Our mission is to help people find money happiness.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 58 contacts → | ||||
Exact match “Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 58 contacts → | ||||
Exact match “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 38 contacts → | ||||
Exact match “Hiatus was founded in 2016 in order to democratize financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 35 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 22 contacts → | ||||
Exact match “Managing your finances can be complicated and stressful.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 21 contacts → | ||||
Exact match “Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 13 contacts → | ||||
Exact match “Eko is the largest and most complete digital investment provider.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 12 contacts → | ||||
Exact match “Surmount is the infrastructure behind modern investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “KPC Private Funds is a tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “We are a financial technology startup with the purpose of making profitable stock investing easier for individual investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “CHIP - Revolutionizing Finance, Empowering Communities Welcome to CHIP, the groundbreaking fintech platform that’s redefining the future of finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “KOIN is an investing app that lets you see the future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Money is a tool not a scary monster.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Building the next generation of investing: decentralized, democratized, and systematized.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “LightHouse is an SEC-registered automated wealth management platform headquartered in New York City offering institutional-grade investing tailored for discerning individuals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “goal-based investing 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 67 goal-based investing platforms based in New York, United States
See the full list, filter by size, metro and specialty, and access 941 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal-based investing platforms based in New York, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 67 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 New York, United States whose business descriptions match “goal-based investing 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 941 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Goal-based investing platforms by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “goal-based investing platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal-based investing platforms are there based in New York, United States?
RevenueBase identified 67 company matches for goal-based investing platforms associated with New York, 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?
Betterment tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most goal-based investing platforms?
New York leads the United States with 76 company records, followed by San Francisco (47) and Boston (17).
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 941 professional contacts with verified work emails tracked across these 67 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 67 goal-based investing platforms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Goal-based investing platforms by geography
- Goal-based investing platforms based in Sydney, Australia
- Goal-based investing platforms based in Sao Paulo, Brazil
- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India
- Goal-based investing platforms based in Singapore, Singapore
- Goal-based investing platforms based in Dubai, United Arab Emirates
- Goal-based investing platforms based in London, United Kingdom
- Goal-based investing platforms based in San Francisco, United States
- Goal-based investing platforms based in Australia
- Goal-based investing platforms based in Brazil
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
- Goal-based investing platforms based in Sydney, Australia
- Goal-based investing platforms based in Sao Paulo, Brazil
- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India
Company intelligence · public preview
Top 25 goal-based investing platforms based in New York, 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 67 matching company records for goal-based investing platforms based in New York, United States, with 1,848 tracked contacts and 941 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 28, 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 goal-based investing platforms based in New York, 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 |  Bettermentbetterment.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  VISEvise.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ZOE Financialzoefinancial.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Qapitalqapital.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Fruitfulfruitful.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 58 contacts → |
“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  SEEDSuseseeds.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 58 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Hiatushiatusapp.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Autopilotjoinautopilot.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Learnvestlearnvest.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 22 contacts → |
“Managing your finances can be complicated and stressful.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Pensionbee USpensionbee.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 21 contacts → |
“Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  MOBYmoby.coHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  EKOeko.investmentsHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 13 contacts → |
“Eko is the largest and most complete digital investment provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Surmountsurmount.aiHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 12 contacts → |
“Surmount is the infrastructure behind modern investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  KPC Private Fundskellyparkcapital.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“KPC Private Funds is a tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Stockstory A Versant Media Cnbc Companystockstory.orgHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 10 contacts → |
“We are a financial technology startup with the purpose of making profitable stock investing easier for individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Chip Changing HOW Individuals Prosperchipprofessionals.comHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 7 contacts → |
“CHIP - Revolutionizing Finance, Empowering Communities Welcome to CHIP, the groundbreaking fintech platform that’s redefining the future of finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sincerus Advisory, LLCsincerusadv.comHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ustreetustreet.aiHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 4 contacts → |
“UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  KOINkoin.aiHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“KOIN is an investing app that lets you see the future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Afire FI Financeafirefi.comHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 3 contacts → |
“Money is a tool not a scary monster.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Crowdcentcrowdcent.comHQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 2 contacts → |
“Building the next generation of investing: decentralized, democratized, and systematized.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Lighthouselighthouseinvest.ioHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“LightHouse is an SEC-registered automated wealth management platform headquartered in New York City offering institutional-grade investing tailored for discerning individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Centerfin Capitalcenterfin.coHQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 67 company matches
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Goal-based investing platforms: dataset insights
September 28, 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
67 records in the displayed employee bands.
0 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 67 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: September 28, 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 ↗
Goal-based investing platforms by metro in the United States
Questions about this company list
What does Exact match mean for goal-based investing 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 goal-based investing platforms did RevenueBase find based in New York, United States?
The saved snapshot records 67 matching company records, 1,848 tracked contacts and 941 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 28, 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
Goal-based investing platforms by geography
- Goal-based investing platforms based in Sydney, Australia
- Goal-based investing platforms based in Sao Paulo, Brazil
- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India
- Goal-based investing platforms based in Singapore, Singapore
- Goal-based investing platforms based in Dubai, United Arab Emirates
- Goal-based investing platforms based in London, United Kingdom
- Goal-based investing platforms based in San Francisco, United States
- Goal-based investing platforms based in Australia
- Goal-based investing platforms based in Brazil
Cite this list
RevenueBase Data Team. Top 25 goal-based investing platforms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-investing-platforms/united-states/new-york.
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
- Goal-based investing platforms based in Sydney, Australia
- Goal-based investing platforms based in Sao Paulo, Brazil
- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India
Company intelligence · public preview
Top 25 goal-based investing platforms based in New York, United States
RevenueBase records 67 matching company records for goal-based investing platforms based in New York, United States, with 1,848 tracked contacts and 941 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 28, 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 goal-based investing platforms based in New York, 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 | Bettermentbetterment.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 635 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 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | VISEvise.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 99 contacts → |
“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ZOE Financialzoefinancial.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 69 contacts → |
“Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Qapitalqapital.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 60 contacts → |
“Our mission is to help people find money happiness.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Fruitfulfruitful.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 58 contacts → |
“Fruitful is the financial membership that transforms every paycheck into progress-guided by experts and powered by AI automation.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | SEEDSuseseeds.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 58 contacts → |
“A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hiatushiatusapp.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 38 contacts → |
“Hiatus was founded in 2016 in order to democratize financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Autopilotjoinautopilot.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Learnvestlearnvest.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 22 contacts → |
“Managing your finances can be complicated and stressful.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Pensionbee USpensionbee.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 21 contacts → |
“Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MOBYmoby.co HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 17 contacts → |
“Moby is the AI-powered investment research platform that provides modern, financial education for the everyday retail investor.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | EKOeko.investments HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 13 contacts → |
“Eko is the largest and most complete digital investment provider.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Surmountsurmount.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 12 contacts → |
“Surmount is the infrastructure behind modern investing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KPC Private Fundskellyparkcapital.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 11 contacts → |
“KPC Private Funds is a tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Stockstory A Versant Media Cnbc Companystockstory.org HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 10 contacts → |
“We are a financial technology startup with the purpose of making profitable stock investing easier for individual investors.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Chip Changing HOW Individuals Prosperchipprofessionals.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 7 contacts → |
“CHIP - Revolutionizing Finance, Empowering Communities Welcome to CHIP, the groundbreaking fintech platform that’s redefining the future of finance.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sincerus Advisory, LLCsincerusadv.com HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ustreetustreet.ai HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 4 contacts → |
“UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | KOINkoin.ai HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 4 contacts → |
“KOIN is an investing app that lets you see the future.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Afire FI Financeafirefi.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 3 contacts → |
“Money is a tool not a scary monster.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Crowdcentcrowdcent.com HQ: New York, United StatesReported employees: 1-10 | New York, United States | 1-10 | Exact match | 2 contacts → |
“Building the next generation of investing: decentralized, democratized, and systematized.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Lighthouselighthouseinvest.io HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“LightHouse is an SEC-registered automated wealth management platform headquartered in New York City offering institutional-grade investing tailored for discerning individuals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Centerfin Capitalcenterfin.co HQ: New York, NY, United StatesReported employees: 1-10 | New York, NY, United States | 1-10 | Exact match | 2 contacts → |
“Centerfin Capital is a modern wealth management platform focused on delivering value to its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 67 company matches
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Goal-based investing platforms: dataset insights
September 28, 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
67 records in the displayed employee bands.
0 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 across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 67 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: September 28, 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 ↗
Goal-based investing platforms by metro in the United States
Questions about this company list
What does Exact match mean for goal-based investing 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 goal-based investing platforms did RevenueBase find based in New York, United States?
The saved snapshot records 67 matching company records, 1,848 tracked contacts and 941 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 28, 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
Goal-based investing platforms by geography
- Goal-based investing platforms based in Sydney, Australia
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- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India
- Goal-based investing platforms based in Singapore, Singapore
- Goal-based investing platforms based in Dubai, United Arab Emirates
- Goal-based investing platforms based in London, United Kingdom
- Goal-based investing platforms based in San Francisco, United States
- Goal-based investing platforms based in Australia
- Goal-based investing platforms based in Brazil
Cite this list
RevenueBase Data Team. Top 25 goal-based investing platforms based in New York, United States. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-investing-platforms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Goal-based investing platforms based in Sydney, Australia
- Goal-based investing platforms based in Sao Paulo, Brazil
- Goal-based investing platforms based in Toronto, Canada
- Goal-based investing platforms based in Paris, France
- Goal-based investing platforms based in Bangalore, India
- Goal-based investing platforms based in Mumbai, India