Company lists · Data refreshed September 2026

Top 25 Investment companies based in New York, United States

Name: Investment companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 839 companies tracked

RevenueBase identified 839 company matches for investment companies associated with New York, United States as of September 2026 and tracks 284,861 professional contacts across them, including 110,044 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for investment companies 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 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

839Companies

284,861Contacts tracked

110,044Verified emails

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The 25 largest investment companies based in New York, United States

Ranked by team size

Top 25 of 839 company matches for investment companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Jpmorganchase	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	215,533 contacts →
	Exact match “With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions-carrying forth the innovative…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
3	J.P. Morgan Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	4,819 contacts →
	Exact match “At J.P.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Lazard	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	3,912 contacts →
	Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Nylife Securities LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	10001+	3,292 contacts →
	Exact match “NYLIFE Securities is a subsidiary of New York Life Insurance Company and focuses on providing clients with world‐class brokerage services and a wide variety of investment options.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Neuberger Berman	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	2,623 contacts →
	Exact match “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Guggenheim Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,748 contacts →
	Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	IAC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	5,001-10,000	1,615 contacts →
	Exact match “IAC builds companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Mutual Of America Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,064 contacts →
	Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	ALGER	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	722 contacts →
	Exact match “Founded in 1964, Alger is recognized as a pioneer of growth-style investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	AKSIA	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	463 contacts →
	Exact match “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Wealthspire Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Cd&r	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	385 contacts →
	Exact match “Founded in 1978, CD & R is an investment firm with an investment strategy predicated on building stronger, more profitable businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	W Capital Partners	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	n/a	337 contacts →
	Exact match “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Jennison Associates	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	324 contacts →
	Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Lenox Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Tiger Global	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	275 contacts →
	Exact match “Tiger Global is a research-driven investment firm pursuing a long-term approach to partnering with high-quality, innovative companies across different stages of their lifecycle.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Needham & Company	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	250 contacts →
	Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Guggenheim Investments	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1,001-5,000	239 contacts →
	Exact match “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Annaly Capital Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	235 contacts →
	Exact match “Annaly is a leading diversified capital manager with investment strategies across mortgage finance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Convergex	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	201-500	195 contacts →
	Exact match “Convergex is now Cowen!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Pzena Investment Management	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	186 contacts →
	Exact match “Our investment philosophy is simple: we seek to buy good businesses at low prices.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	City National Rochdale	Exact match	New York, NY, United StatesHQ recorded Sep 20, 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 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 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 839 investment companies based in New York, United States

See the full list, filter by size, metro and specialty, and access 110,044 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment companies based in New York, United States at a glance

As of Sep 20, 2026

38.6%Verified-email coverage

339.5Average contacts per company

11-50Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

411

11-50

299

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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.

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 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 110,044 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.

Investment companies 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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 839 company matches for investment companies 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?

Jpmorganchase 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 companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214).

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 110,044 professional contacts with verified work emails tracked across these 839 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.

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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.