Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in New York, United States

Name: Investment advisory 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 Oct 1, 2026 257 companies tracked

RevenueBase identified 257 company matches for investment advisory platforms associated with New York, United States as of October 2026 and tracks 11,248 professional contacts across them, including 5,890 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for investment advisory 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 October 1, 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 Oct 1, 2026 How this list was built

257Companies

11,248Contacts tracked

5,890Verified emails

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The 25 largest investment advisory platforms based in New York, United States

Ranked by team size

Top 25 of 257 company matches for investment advisory platforms based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Icapital	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
2	Addepar	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	1,001-5,000	1,304 contacts →
	Exact match “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Betterment	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	Betanxt	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
5	Farther	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Public	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
7	CAIS	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	201-500	377 contacts →
	Exact match “CAIS is the leading alternative investment platform for independent financial advisors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Drivewealth	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	201-500	339 contacts →
	Exact match “DriveWealth is a global B2B financial technology platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Pontera	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Smartasset	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	201-500	286 contacts →
	Exact match “SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	TITAN	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	n/a	234 contacts →
	Exact match “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Flourish	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	51-200	116 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Crowd Street	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	201-500	104 contacts →
	Exact match “Crowd Street is a leading platform for direct-access private market investing.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	ETHIC	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
16	VISE	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	Masttro	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	51-200	91 contacts →
	Exact match “Masttro is the leading provider of wealth management technology.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Saphyre	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	51-200	87 contacts →
	Exact match “Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20	Pinnacle Associates, LTD	Exact match	New York, United StatesHQ recorded Oct 1, 2026	51-200	76 contacts →
	Exact match “Founded in 1984, Pinnacle Associates, Ltd.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
22	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	51-200	68 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	SEEDS	Exact match	New York, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Hadrius	Exact match	New York, NY, United StatesHQ recorded Oct 1, 2026	51-200	51 contacts →
	Exact match “Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	DUB	Exact match	New York, United StatesHQ recorded Oct 1, 2026	11-50	47 contacts →
	Exact match “Founded by 23-year-old Harvard dropout Steven Wang, dub is a copy-trading investment platform with 1.5M+ downloads and $47M funding, democratizing access to investment strategies.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment advisory 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 257 investment advisory platforms based in New York, United States

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Investment advisory platforms based in New York, United States at a glance

As of Oct 1, 2026

52.4%Verified-email coverage

43.8Average contacts per company

11-50Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

127

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 257 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 “investment advisory 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 5,890 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 October 1, 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.

Investment advisory 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory platforms are there based in New York, United States?

RevenueBase identified 257 company matches for investment advisory platforms associated with New York, United States as of October 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?

Icapital 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 investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91).

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 5,890 professional contacts with verified work emails tracked across these 257 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 October 1, 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.