Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in New York, United States

Name: Hybrid advisory software companies 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 160 companies tracked

RevenueBase identified 160 hybrid advisory software companies headquartered in New York, United States as of September 2026 and tracks 6,797 professional contacts across them, including 3,105 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers hybrid advisory software companies 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

160Companies

6,797Contacts tracked

3,105Verified emails

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The 25 largest hybrid advisory software companies based in New York, United States

Ranked by team size

Top 25 of 160 hybrid advisory software companies 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 advisory software companies: 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	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” 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	CAIS	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	377 contacts →
	Partial evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 28, 2026
5	Nirvana Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	330 contacts →
	Indirect evidence “We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners, and Service Providers.” 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	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Indirect evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
8	National Financial Network	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	247 contacts →
	Indirect evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 28, 2026
9	Stavtar Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	163 contacts →
	Partial evidence “Stavtar Solutions is a software company headquartered in New York, with employees located in the United States, United Kingdom and India.” Source: RevenueBase Database · checked Sep 28, 2026
10	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
11	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 28, 2026
12	Analec	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Partial evidence “ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain…” Source: RevenueBase Database · checked Sep 28, 2026
13	Flourish	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	120 contacts →
	Partial 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
14	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
15	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
16	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 28, 2026
17	Kepler Cannon	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	87 contacts →
	Partial evidence “Kepler Cannon is an advisory firm dedicated to helping firms lead with data & AI.” Source: RevenueBase Database · checked Sep 28, 2026
18	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
19	SEEDS	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	11-50	58 contacts →
	Partial 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
20	Omnivista Solutions	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “OmniVista Solutions is a financial services technology consultancy firm.” Source: RevenueBase Database · checked Sep 28, 2026
21	Koyfin	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	43 contacts →
	Partial evidence “Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.” Source: RevenueBase Database · checked Sep 28, 2026
22	Modern Life	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect evidence “Modern Life is an AI-driven insurance brokerage helping everyone protect what matters most.” Source: RevenueBase Database · checked Sep 28, 2026
23	Avestar Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	39 contacts →
	Partial evidence “Avestar Capital is a modern, client-centric independent advisory firm that simplifies and integrates our clients’ financial and business lives by uniquely connecting human…” Source: RevenueBase Database · checked Sep 28, 2026
24	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
25	Pave Finance	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect 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

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 advisory software companies. 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 advisory software companies.
Partial evidence: Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory software companies. 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 160 hybrid advisory software companies based in New York, United States

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Hybrid advisory software companies based in New York, United States at a glance

As of Sep 28, 2026

45.7%Verified-email coverage

42.5Average 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

5,001-10,000

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 160 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 advisory software companies, 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 advisory software companies”. 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 advisory software companies), 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 advisory software companies, 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, 3,105 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.

Hybrid advisory software companies by metro in the United States

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 advisory software companies, 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 advisory software companies are there based in New York, United States?

RevenueBase identified 160 hybrid advisory software companies 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?

Bernstein Private Wealth Management, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most hybrid advisory software companies?

New York leads the United States with 160 headquartered companies, followed by Chicago (70) and Atlanta (62).

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 3,105 verified decision-maker contacts tracked across these 160 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.