Company lists · Data refreshed September 2026
Top 25 Investment app development companies based in the United States
RevenueBase identified 109 company matches for investment app development companies associated with the United States as of September 2026 and tracks 1,594 professional contacts across them, including 668 with verified work emails. New York is the largest hub.
This list covers company matches for investment app development companies associated with the 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 20, 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.
The 25 largest investment app development companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 309 contacts → | ||||
Exact match “Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 183 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 81 contacts → | ||||
Exact match “ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 52 contacts → | ||||
Exact match “Sequoia is a trusted international software product company.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 51 contacts → | ||||
Exact match “The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 48 contacts → | ||||
Exact match “Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 35 contacts → | ||||
Exact match “Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 27 contacts → | ||||
Exact match “As seen in @forbes @techcrunch @ycombinator @nytimes @fortunemag We're live on the app store https://apps.apple.com/us/app/alinea-insightful-investing/id1554623825” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “Personalized portfolios have arrived to future-proof your practice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “As a registered investment advisor, Participant Capital provides individual investors with access to Class A real estate development opportunities via a suite of investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Utavi is a capital markets infrastructure platform.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “All investors deserve access to institutional-quality financial intelligence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “Intelligent Portfolio Management” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “Q.ai, a Forbes Company, is powering a personal wealth movement, using artificial intelligence and advanced quantitative techniques to revolutionize investment possibilities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “First Rate Ventures is the corporate venture capital and corporate development arm of First Rate, Inc, investing in the future of WealthTech.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Redbridge is passionate about building innovative solutions that advance investing for the digital age.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Track all your wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Through in-house development projects, financing of small-cap real estate developers, and secondary investments in index funds – the firm generates gains from a diversified but…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 6 contacts → | ||||
Exact match “Technology is everywhere.” Recorded in the RevenueBase company graph · Sep 20, 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 app development companies”. 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 109 investment app development companies based in the United States
See the full list, filter by size, metro and specialty, and access 668 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Investment app development companies based in the United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 109 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 the United States whose business descriptions match “investment app development companies” 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 668 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 20, 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.
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 app development companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment app development companies are there based in the United States?
RevenueBase identified 109 company matches for investment app development companies associated with the 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?
Public tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment app development companies?
New York leads with 28 company records, followed by San Francisco (6) and Los Angeles (4).
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 668 professional contacts with verified work emails tracked across these 109 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 109 investment app development companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Investment app development companies by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment app development companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 investment app development companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 109 matching company records for investment app development companies based in the United States, with 1,594 tracked contacts and 668 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment app development companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Publicpublic.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Communifycommunify.comHQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ETNAetnasoft.comHQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sequoiasequoia.biz HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Sequoia is a trusted international software product company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Tradesmith, LLCtradesmith.comHQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lifeworks Advisorslifeworksadvisors.com HQ: Kentwood, MI, United StatesReported employees: 11-50 | Kentwood, MI, United States | 11-50 | Exact match | 48 contacts → |
“Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Autopilotjoinautopilot.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Alinea Investalinea-invest.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“As seen in @forbes @techcrunch @ycombinator @nytimes @fortunemag We're live on the app store https://apps.apple.com/us/app/alinea-insightful-investing/id1554623825” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Capitectcapitect.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 20 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Participant Capitalparticipantcapital.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“As a registered investment advisor, Participant Capital provides individual investors with access to Class A real estate development opportunities via a suite of investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  UTAVIutavi.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Utavi is a capital markets infrastructure platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Atom Financeatom.financeHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  STOICstoic.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 11 contacts → |
“Intelligent Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Flexinvestflexinvest.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Q.aistart.tryq.ai HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 9 contacts → |
“Q.ai, a Forbes Company, is powering a personal wealth movement, using artificial intelligence and advanced quantitative techniques to revolutionize investment possibilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finiatfiniat.com HQ: Mount Dora, FL, United StatesReported employees: 11-50 | Mount Dora, FL, United States | 11-50 | Exact match | 8 contacts → |
“FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  First Rate Venturesfirstrate.comHQ: Arlington, TX, United StatesReported employees: 1-10 | Arlington, TX, United States | 1-10 | Exact match | 8 contacts → |
“First Rate Ventures is the corporate venture capital and corporate development arm of First Rate, Inc, investing in the future of WealthTech.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Finfoliofinfolio.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Redbridge Securitiesrbsecurities.comHQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 7 contacts → |
“Redbridge is passionate about building innovative solutions that advance investing for the digital age.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Exirioexirio.comHQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 7 contacts → |
“Track all your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Toltec Capital, LLCtoltec-capital.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 7 contacts → |
“Through in-house development projects, financing of small-cap real estate developers, and secondary investments in index funds – the firm generates gains from a diversified but…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Advisoryworld Financial Technologyadvisoryworld.comHQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goondergoonder.com HQ: Coral Gables, FL, United StatesReported employees: 11-50 | Coral Gables, FL, United States | 11-50 | Exact match | 6 contacts → |
“Technology is everywhere.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 109 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Investment app development companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
109 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 109 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment app development companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment app development companies did RevenueBase find based in the United States?
The saved snapshot records 109 matching company records, 1,594 tracked contacts and 668 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment app development companies by geography
Cite this list
RevenueBase Data Team. Top 25 investment app development companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-app-development-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment app development companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States
Company intelligence · public preview
Top 25 investment app development companies based in the United States
RevenueBase records 109 matching company records for investment app development companies based in the United States, with 1,594 tracked contacts and 668 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment app development companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Publicpublic.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 434 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Communifycommunify.com HQ: Broomfield, CO, United StatesReported employees: 201-500 | Broomfield, CO, United States | 201-500 | Exact match | 309 contacts → |
“Communify has decades of experience designing and developing game-changing experiences deployed through digital apps and agents.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 183 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ETNAetnasoft.com HQ: Boca Raton, FL, United StatesReported employees: 51-200 | Boca Raton, FL, United States | 51-200 | Exact match | 81 contacts → |
“ETNA is a software development company empowering brokers, dealers, and financial advisors with trading, wealth management, and back-office solutions for 22+ years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Sequoiasequoia.biz HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 52 contacts → |
“Sequoia is a trusted international software product company.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Tradesmith, LLCtradesmith.com HQ: Tampa, FL, United StatesReported employees: 51-200 | Tampa, FL, United States | 51-200 | Exact match | 51 contacts → |
“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lifeworks Advisorslifeworksadvisors.com HQ: Kentwood, MI, United StatesReported employees: 11-50 | Kentwood, MI, United States | 11-50 | Exact match | 48 contacts → |
“Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Autopilotjoinautopilot.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Autopilot is a next-gen trading app and registered investment advisor (RIA) that makes professional-style investing accessible to everyone.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Alinea Investalinea-invest.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 27 contacts → |
“As seen in @forbes @techcrunch @ycombinator @nytimes @fortunemag We're live on the app store https://apps.apple.com/us/app/alinea-insightful-investing/id1554623825” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Capitectcapitect.com HQ: Pasadena, CA, United StatesReported employees: 1-10 | Pasadena, CA, United States | 1-10 | Exact match | 20 contacts → |
“Personalized portfolios have arrived to future-proof your practice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Participant Capitalparticipantcapital.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 14 contacts → |
“As a registered investment advisor, Participant Capital provides individual investors with access to Class A real estate development opportunities via a suite of investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | UTAVIutavi.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 12 contacts → |
“Utavi is a capital markets infrastructure platform.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Atom Financeatom.finance HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 12 contacts → |
“All investors deserve access to institutional-quality financial intelligence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | STOICstoic.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 11 contacts → |
“Intelligent Portfolio Management” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Flexinvestflexinvest.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“FlexInvest is the all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to invest.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Q.aistart.tryq.ai HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 9 contacts → |
“Q.ai, a Forbes Company, is powering a personal wealth movement, using artificial intelligence and advanced quantitative techniques to revolutionize investment possibilities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Finiatfiniat.com HQ: Mount Dora, FL, United StatesReported employees: 11-50 | Mount Dora, FL, United States | 11-50 | Exact match | 8 contacts → |
“FINIAT is a next-generation wealth management technology provider, purpose-built to empower financial advisors with a comprehensive, end-to-end suite of portfolio management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | First Rate Venturesfirstrate.com HQ: Arlington, TX, United StatesReported employees: 1-10 | Arlington, TX, United States | 1-10 | Exact match | 8 contacts → |
“First Rate Ventures is the corporate venture capital and corporate development arm of First Rate, Inc, investing in the future of WealthTech.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Finfoliofinfolio.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 7 contacts → |
“FinFolio makes portfolio management software for investment advisors and professional wealth managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Redbridge Securitiesrbsecurities.com HQ: Plano, TX, United StatesReported employees: 11-50 | Plano, TX, United States | 11-50 | Exact match | 7 contacts → |
“Redbridge is passionate about building innovative solutions that advance investing for the digital age.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Exirioexirio.com HQ: Delaware, DE, United StatesReported employees: 11-50 | Delaware, DE, United States | 11-50 | Exact match | 7 contacts → |
“Track all your wealth.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Toltec Capital, LLCtoltec-capital.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 7 contacts → |
“Through in-house development projects, financing of small-cap real estate developers, and secondary investments in index funds – the firm generates gains from a diversified but…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Advisoryworld Financial Technologyadvisoryworld.com HQ: San Diego, CA, United StatesReported employees: 11-50 | San Diego, CA, United States | 11-50 | Exact match | 6 contacts → |
“AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Goondergoonder.com HQ: Coral Gables, FL, United StatesReported employees: 11-50 | Coral Gables, FL, United States | 11-50 | Exact match | 6 contacts → |
“Technology is everywhere.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 109 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Investment app development companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
109 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 109 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for investment app development companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment app development companies did RevenueBase find based in the United States?
The saved snapshot records 109 matching company records, 1,594 tracked contacts and 668 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment app development companies by geography
Cite this list
RevenueBase Data Team. Top 25 investment app development companies based in the United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/investment-app-development-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment app development companies based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
- Oil and gas companies based in the United States