Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in New York, United States

Name: Goal based wealth management platforms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 152 companies tracked

RevenueBase identified 152 company matches for goal based wealth management platforms associated with New York, United States as of September 2026 and tracks 41,727 professional contacts across them, including 17,295 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 wealth management 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

152Companies

41,727Contacts tracked

17,295Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest goal based wealth management platforms based in New York, United States

Ranked by team size

Top 25 of 152 company matches for goal based wealth management platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Icapital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	2,016 contacts →
	Exact match “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	837 contacts →
	Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Betterment	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	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
6	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	629 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 28, 2026 · View company records in RevenueBase
7	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Public	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	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
9	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	419 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Pontera	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	328 contacts →
	Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Flourish	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	120 contacts →
	Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	ETHIC	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	103 contacts →
	Exact match “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	VISE	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	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
16	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	95 contacts →
	Exact match “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Masttro	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	91 contacts →
	Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	82 contacts →
	Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	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
20	Qapital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	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
21	SEEDS	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	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
22	Park Avenue Capital	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Koyfin	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	11-50	43 contacts →
	Exact match “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	FP Alpha	Exact match	New York, United StatesHQ recorded Sep 28, 2026	11-50	35 contacts →
	Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” 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 wealth management 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 152 goal based wealth management platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 17,295 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Goal based wealth management platforms based in New York, United States at a glance

As of Sep 28, 2026

41.4%Verified-email coverage

274.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 152 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 wealth management 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 17,295 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 wealth management 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 wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goal based wealth management platforms are there based in New York, United States?

RevenueBase identified 152 company matches for goal based wealth management 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?

Merrill Lynch 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 wealth management platforms?

New York leads the United States with 163 company records, followed by San Francisco (71) and Atlanta (68).

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 17,295 professional contacts with verified work emails tracked across these 152 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 152 goal based wealth management platforms based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Goal based wealth management platforms by geography

Browse the directory

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.