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 814 companies tracked

RevenueBase identified 814 investment companies headquartered in New York, United States as of September 2026 and tracks 284,371 professional contacts across them, including 109,898 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review

814Companies

284,371Contacts tracked

109,898Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 814 investment companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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	Jpmorganchase	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	215,533 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
2	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
3	J.P. Morgan Asset Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	4,819 contacts →
	Indirect evidence “At J.P.” Source: RevenueBase Database · checked Sep 20, 2026
4	Lazard	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	3,912 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
5	Nylife Securities LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	3,292 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
6	Neuberger Berman	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	2,623 contacts →
	Strong evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 20, 2026
7	Guggenheim Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,748 contacts →
	Strong evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
8	IAC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	5,001-10,000	1,615 contacts →
	Indirect evidence “IAC builds companies.” Source: RevenueBase Database · checked Sep 20, 2026
9	Mutual Of America Financial Group	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	1,064 contacts →
	Strong evidence “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	837 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
11	ALGER	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	722 contacts →
	Strong evidence “Founded in 1964, Alger is recognized as a pioneer of growth-style investment management.” Source: RevenueBase Database · checked Sep 20, 2026
12	AKSIA	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	463 contacts →
	Strong evidence “Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to…” Source: RevenueBase Database · checked Sep 20, 2026
13	Wealthspire Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	437 contacts →
	Strong evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 20, 2026
14	Cd&r	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	385 contacts →
	Strong evidence “Founded in 1978, CD & R is an investment firm with an investment strategy predicated on building stronger, more profitable businesses.” Source: RevenueBase Database · checked Sep 20, 2026
15	W Capital Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	n/a	337 contacts →
	Indirect evidence “W Capital Partners is a private equity firm that provides secondary liquidity to shareholders in private businesses and growth capital for those companies.” Source: RevenueBase Database · checked Sep 20, 2026
16	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 20, 2026
17	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 20, 2026
18	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
19	Tiger Global	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	275 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
20	Needham & Company	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	250 contacts →
	Strong evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 20, 2026
21	Guggenheim Investments	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	239 contacts →
	Strong evidence “Guggenheim Investments is a global asset management and investment advisory firm with expertise in fixed income, equity, and alternatives strategies.” Source: RevenueBase Database · checked Sep 20, 2026
22	Annaly Capital Management	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	235 contacts →
	Strong evidence “Annaly is a leading diversified capital manager with investment strategies across mortgage finance.” Source: RevenueBase Database · checked Sep 20, 2026
23	Convergex	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	195 contacts →
	Indirect evidence “Convergex is now Cowen!” Source: RevenueBase Database · checked Sep 20, 2026
24	Pzena Investment Management	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	186 contacts →
	Strong evidence “Our investment philosophy is simple: we seek to buy good businesses at low prices.” Source: RevenueBase Database · checked Sep 20, 2026
25	City National Rochdale	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	182 contacts →
	Strong evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 20, 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 companies. 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 companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. 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 814 investment companies based in New York, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 109,898 reachable decision-makers.

Free signup · no credit card

View the full list →

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

As of Sep 20, 2026

38.6%Verified-email coverage

349.4Average contacts per company

11-50Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

399

11-50

290

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, over 814 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 companies, 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 companies”. 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 companies), 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 companies, 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, 109,898 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 20, 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 companies 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 companies, 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 companies are there based in New York, United States?

RevenueBase identified 814 investment companies 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?

Jpmorganchase, headquartered in New York, tops this list with the largest team on record.

Which city has the most investment companies?

New York leads with 814 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 109,898 verified decision-maker contacts tracked across these 814 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 814 investment companies based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment companies by geography

Browse the directory

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.