Company lists · Data refreshed September 2026

Top 25 Hybrid advisor platforms based in New York, United States

Name: Hybrid advisor 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 48 companies tracked

RevenueBase identified 48 hybrid advisor platforms headquartered in New York, United States as of September 2026 and tracks 5,121 professional contacts across them, including 2,991 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers hybrid advisor platforms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

48Companies

5,121Contacts tracked

2,991Verified emails

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The 25 largest hybrid advisor platforms based in New York, United States

Ranked by team size

Top 25 of 48 hybrid advisor platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisor platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Icapital	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	2,016 contacts →
	Indirect evidence “Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
2	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	629 contacts →
	Partial evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 28, 2026
3	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 28, 2026
4	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	434 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
6	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	328 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Flourish	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Strong evidence “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Source: RevenueBase Database · checked Sep 28, 2026
8	ETHIC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	103 contacts →
	Partial evidence “Ethic partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing.” Source: RevenueBase Database · checked Sep 28, 2026
9	VISE	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	99 contacts →
	Partial evidence “Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.” Source: RevenueBase Database · checked Sep 28, 2026
10	Opto Investments	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	82 contacts →
	Indirect evidence “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Source: RevenueBase Database · checked Sep 28, 2026
11	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 28, 2026
12	SEEDS	Strong evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	58 contacts →
	Strong evidence “A client onboarding and investing platform designed to help financial advisors effortlessly connect with more people, streamline operations, and inspire clients to engage.” Source: RevenueBase Database · checked Sep 28, 2026
13	Atomic Invest	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Indirect evidence “Atomic builds critical financial infrastructure that allows fintechs, banks, and consumer-facing companies to offer engaging investing experiences to their customers in a…” Source: RevenueBase Database · checked Sep 28, 2026
14	Koyfin	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 28, 2026
15	FP Alpha	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	35 contacts →
	Partial evidence “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Source: RevenueBase Database · checked Sep 28, 2026
16	Pave Finance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Source: RevenueBase Database · checked Sep 28, 2026
17	Collective2	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	28 contacts →
	Indirect evidence “Hedge funds were invented over fifty years ago, and they haven’t changed much since: a “superstar” genius manager, a secretive strategy, an opaque and complex legal entity into…” Source: RevenueBase Database · checked Sep 28, 2026
18	Privacore Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Privacore Capital is an open‑architecture alternatives platform focused on serving the private wealth market.” Source: RevenueBase Database · checked Sep 28, 2026
19	EKO	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	13 contacts →
	Indirect evidence “Eko is the largest and most complete digital investment provider.” Source: RevenueBase Database · checked Sep 28, 2026
20	Wealthfeed	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “WealthFeed empowers Financial Advisors to grow their book of business and increase client retention through our AI-powered Money-in-Motion platform.” Source: RevenueBase Database · checked Sep 28, 2026
21	KPC Private Funds	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “KPC Private Funds is a tech-enabled platform providing investors with secure and streamlined digital access to institutional-quality alternative investment opportunities and asset…” Source: RevenueBase Database · checked Sep 28, 2026
22	Farther Finance	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
23	Measured	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Measured is the modern wirehouse for independent RIAs, starting with faster, cheaper and more flexible securities-backed lending.” Source: RevenueBase Database · checked Sep 28, 2026
24	Sincerus Advisory, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ustreet	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “UStreet is an AI wealth advisor making top-tier wealth advice accessible to everyone.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: hybrid advisor platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names hybrid advisor platforms.
Partial evidence: Its own public description names part of hybrid advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisor platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 48 hybrid advisor platforms based in New York, United States

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Hybrid advisor platforms based in New York, United States at a glance

As of Sep 28, 2026

58.4%Verified-email coverage

106.7Average contacts per company

11-50Median 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

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 48 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among hybrid advisor platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “hybrid advisor platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names hybrid advisor platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among hybrid advisor platforms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,991 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names hybrid advisor platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many hybrid advisor platforms are there based in New York, United States?

RevenueBase identified 48 hybrid advisor platforms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Icapital, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most hybrid advisor platforms?

New York leads the United States with 48 headquartered companies, followed by San Francisco (22) and Chicago (14).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,991 verified decision-maker contacts tracked across these 48 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.