Company lists · Data refreshed September 2026

Top 25 Investment platform developers based in San Francisco, United States

RevenueBase identified 83 investment platform developers headquartered in San Francisco, United States as of September 2026 and tracks 2,619 professional contacts across them, including 1,196 with verified work emails. Across the United States, New York is the largest hub for this category (268 companies); San Francisco follows with 83.

This list covers investment platform developers 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
83Companies
2,619Contacts tracked
1,196Verified emails
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The 25 largest investment platform developers based in San Francisco, United States

Ranked by team size
Top 25 of 83 investment platform developers 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 platform developers: 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
2Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200173 contacts →

Partial evidence

“InvestorFlow is the leading AI-powered platform for capital formation, deployment and investor engagement in the private markets.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200141 contacts →

Partial evidence

“Mudrex is India’s best crypto trading app and a leading FIU-registered crypto platform built to make crypto investing and trading simple, safe, and accessible for everyone.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-200121 contacts →

Indirect evidence

“MyVest builds enterprise wealth management technology for the digital age.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20087 contacts →

Partial evidence

“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20075 contacts →

Strong evidence

“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20071 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20052 contacts →

Indirect evidence

“Sequoia is a trusted international software product company.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026201-50027 contacts →

Indirect evidence

“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“We believe everyone deserves access to better and smarter ways to manage their money.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5024 contacts →

Strong evidence

“Axevil Capital is a technology-focused private equity platform for professional investors and wealth managers, providing direct access to premium investment opportunities in the…”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5019 contacts →

Partial evidence

“DIBS is creating a vast multi-broker network to facilitate a market for the sale of secondary shares of private companies; DIBS platform provides a complete digitization of the…”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1015 contacts →

Partial evidence

“Fractional is the place for motivated investors to collaborate and co-own investment real estate.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 2026n/a15 contacts →

Partial 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
15Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5014 contacts →

Indirect evidence

“Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5014 contacts →

Indirect evidence

“Invest in your financial future.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1014 contacts →

Partial evidence

“Scaale is a global platform at the intersection of venture building and modern capital markets.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“Goodfin is reimagining private wealth in the era of AI.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“Utavi is a capital markets infrastructure platform.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Francisco, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Trading or investing in crypto need not be any harder than traditional stocks and ETFs.”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceSan Francisco, United StatesHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“A next-generation SaaS investment platform where institutional investors can develop and empower their systematic investment strategies”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Neev Finance is reimagining wealth generation for the modern investor.”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-2009 contacts →

Strong evidence

“RealtyShares is a real estate investment platform that gives investors direct access to quality commercial real estate investment opportunities.”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-2007 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 20261-107 contacts →

Strong evidence

“Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 83 investment platform developers based in San Francisco, United States

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Investment platform developers based in San Francisco, United States at a glance

As of Sep 28, 2026
45.7%Verified-email coverage
31.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
19
51-200
14
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 83 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 platform developers, 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 platform developers”. 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 platform developers), 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 platform developers, 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, 1,196 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 platform developers, 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 platform developers are there based in San Francisco, United States?

RevenueBase identified 83 investment platform developers 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 platform developers?

New York leads the United States with 268 headquartered companies, followed by San Francisco (83) and Chicago (59).

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 1,196 verified decision-maker contacts tracked across these 83 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.