Company lists · Data refreshed September 2026

Top 18 Investment data and analytics companies based in San Francisco, United States

RevenueBase identified 50 investment data and analytics companies headquartered in San Francisco, United States as of September 2026 and tracks 1,664 professional contacts across them, including 701 with verified work emails. Across the United States, New York is the largest hub for this category (196 companies); San Francisco follows with 50.

This list covers investment data and analytics companies headquartered in San Francisco, 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 28, 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 28, 2026 86% judged on-target in blind review
50Companies
1,664Contacts tracked
701Verified emails
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The 18 largest investment data and analytics companies based in San Francisco, United States

Ranked by team size
Top 18 of 50 investment data and analytics companies based in San Francisco, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment data and analytics 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261,001-5,0001,389 contacts →

Partial evidence

“SS & C Advent, a business unit of SS & C Technologies, is helping more than asset managers and asset owners worldwide transform their investment processes to maximize operational…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-50062 contacts →

Indirect evidence

“Sentieo, an AlphaSense company, provides the first financial intelligence platform specifically designed for the research needs of investors.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“Caplight puts venture capital data and deal flow in one place.”

Source: RevenueBase Database · checked Sep 28, 2026
4Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026n/a15 contacts →

Strong evidence

“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“Unlock the Future of Market Intelligence with AlphaStreet!”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20012 contacts →

Indirect evidence

“Founded in 2012, CircleUp is a privately owned company on a mission to empower entrepreneurs with the funding and support that they need to thrive.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-507 contacts →

Indirect evidence

“Blueshift Research is a new fundamental market research approach for investors.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors.”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Finazon is a comprehensive financial data marketplace that seamlessly integrates with personal and commercial products.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-505 contacts →

Partial evidence

“Sagehood's intelligent investment approach harnesses the power of machine learning to provide a holistic understanding of the financial market.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“Finance technology and media company”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Public Comps is a SaaS company that aggregates accurate, clean and timely financial data on public software companies for benchmarking and comps analysis.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-504 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Indirect evidence

“AltX is the go-to intelligence platform for the hedge fund market.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-503 contacts →

Strong evidence

“aVenture is a venture capital research platform bringing data insights to inform better investment decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
17Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“We build and license data products to corporates, academic researchers and investment management firms.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-501 contacts →

Strong evidence

“OUR STORY http://whartonmagazine.com/blogs/data-science-powering-private-equity/ TRANSFORMING INVESTING THROUGH DATA SCIENCE $10+ Billion: Enterprise value of investments closed…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 18 of 50 investment data and analytics companies based in San Francisco, United States

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Investment data and analytics companies based in San Francisco, United States at a glance

As of Sep 28, 2026
42.1%Verified-email coverage
33.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
18
51-200
3
201-500
1
1,001-5,000
1
10001+
1

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 50 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 data and analytics 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 San Francisco, United States whose own description of what they do matches “investment data and analytics 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 data and analytics 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 data and analytics companies, and records with no verified work email. Companies headquartered outside San Francisco 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, 701 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 28, 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.

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 data and analytics 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 data and analytics companies are there based in San Francisco, United States?

RevenueBase identified 50 investment data and analytics companies headquartered in San Francisco, 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?

Ss&c Advent, headquartered in San Francisco, tops this list with the largest team on record.

Which city in the United States has the most investment data and analytics companies?

New York leads the United States with 196 headquartered companies, followed by San Francisco (50) and Boston (37).

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 701 verified decision-maker contacts tracked across these 50 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 28, 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.