Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in New York, United States

Name: Integrated wealth 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 229 companies tracked

RevenueBase identified 229 company matches for integrated wealth platforms associated with New York, United States as of September 2026 and tracks 44,916 professional contacts across them, including 18,885 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for integrated wealth 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

229Companies

44,916Contacts tracked

18,885Verified emails

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

Ranked by team size

Top 25 of 229 company matches for integrated wealth 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	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
6	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
7	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	437 contacts →
	Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	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
9	CAIS	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	377 contacts →
	Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	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
12	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	323 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	247 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	BBR Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	242 contacts →
	Exact match “BBR Partners is an independent boutique wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	PCR Financial Aggregation	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	199 contacts →
	Exact match “PCR is the leading provider of Financial Aggregation solutions to the wealth and investment management industry.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	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
17	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	201-500	182 contacts →
	Exact match “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	173 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Snowden Lane Partners	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	141 contacts →
	Exact match “Snowden Lane Partners is an independent wealth advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	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
22	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	108 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Sep 28, 2026	51-200	106 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	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
25	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

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 “integrated wealth platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 229 integrated wealth platforms based in New York, United States

See the full list, filter by size, metro and specialty, and access 18,885 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 28, 2026

42.0%Verified-email coverage

196.1Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

107

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 229 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 “integrated wealth platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 18,885 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.

Integrated wealth 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 “integrated wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 229 company matches for integrated wealth 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 integrated wealth platforms?

New York leads the United States with 243 company records, followed by Chicago (110) and Atlanta (102).

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 18,885 professional contacts with verified work emails tracked across these 229 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.

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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 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.