Company lists · Data refreshed September 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 Sep 14, 2026 244 companies tracked

RevenueBase identified 244 investment advisory platforms headquartered in New York, United States as of September 2026 and tracks 10,961 professional contacts across them, including 5,773 with verified work emails. New York is the largest hub.

This list covers investment advisory 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 14, 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 14, 2026 86% judged on-target in blind review

244Companies

10,961Contacts tracked

5,773Verified emails

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

Ranked by team size

Top 25 of 244 investment advisory platforms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory 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	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,016 contacts →
	Partial 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 14, 2026
2	Addepar	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	1,001-5,000	1,304 contacts →
	Strong evidence “Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.” Source: RevenueBase Database · checked Sep 14, 2026
3	Betterment	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	635 contacts →
	Indirect evidence “Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.” Source: RevenueBase Database · checked Sep 14, 2026
4	Betanxt	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
5	Farther	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	501-1,000	452 contacts →
	Indirect evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 14, 2026
6	Public	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
7	CAIS	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	377 contacts →
	Strong evidence “CAIS is the leading alternative investment platform for independent financial advisors.” Source: RevenueBase Database · checked Sep 14, 2026
8	Drivewealth	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	339 contacts →
	Partial evidence “DriveWealth is a global B2B financial technology platform.” Source: RevenueBase Database · checked Sep 14, 2026
9	Pontera	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
10	Smartasset	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	286 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
11	TITAN	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	n/a	234 contacts →
	Strong evidence “Titan helps you navigate equity decisions, liquidity events, and career transitions - with a dedicated human advisor and a modern platform.” Source: RevenueBase Database · checked Sep 14, 2026
12	Flourish	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
13	Gilder Gagnon Howe & Co. LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	116 contacts →
	Strong evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 14, 2026
14	Crowd Street	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	201-500	104 contacts →
	Partial evidence “Crowd Street is a leading platform for direct-access private market investing.” Source: RevenueBase Database · checked Sep 14, 2026
15	ETHIC	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
16	VISE	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
17	Masttro	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	91 contacts →
	Indirect evidence “Masttro is the leading provider of wealth management technology.” Source: RevenueBase Database · checked Sep 14, 2026
18	Saphyre	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	87 contacts →
	Partial evidence “Easy to use, integrated AI pre-trade thru post-trade platform creating data integrity between asset managers, brokers, custodians, 3rd party administrators, and clients.” Source: RevenueBase Database · checked Sep 14, 2026
19	Opto Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	82 contacts →
	Partial 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 14, 2026
20	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
21	Ingalls & Snyder	Strong evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	68 contacts →
	Strong evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 14, 2026
22	SEEDS	Strong evidence	New York, United StatesHQ checked Sep 14, 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 14, 2026
23	Hadrius	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	51-200	51 contacts →
	Partial evidence “Hadrius is the AI-native compliance platform for RIAs, broker-dealers, and private funds.” Source: RevenueBase Database · checked Sep 14, 2026
24	Atomic Invest	Indirect evidence	New York, NY, United StatesHQ checked Sep 14, 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 14, 2026
25	Capitalize	Partial evidence	New York, NY, United StatesHQ checked Sep 14, 2026	11-50	44 contacts →
	Partial evidence “Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Source: RevenueBase Database · checked Sep 14, 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: investment advisory 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory 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 244 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 Sep 14, 2026

52.7%Verified-email coverage

44.9Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

123

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 244 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 investment advisory 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 “investment advisory 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 investment advisory 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 investment advisory 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, 5,773 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 14, 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.

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

RevenueBase identified 244 investment advisory 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 has the most investment advisory platforms?

New York leads with 244 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 5,773 verified decision-maker contacts tracked across these 244 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 14, 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.