Company lists · Data refreshed September 2026

Top 16 Investment platform providers based in Chicago, United States

RevenueBase identified 30 investment platform providers headquartered in Chicago, United States as of September 2026 and tracks 1,446 professional contacts across them, including 853 with verified work emails. Across the United States, New York is the largest hub for this category (150 companies); Chicago has 30.

This list covers investment platform providers headquartered in Chicago, 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
30Companies
1,446Contacts tracked
853Verified emails
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The 16 largest investment platform providers based in Chicago, United States

Ranked by team size
Top 16 of 30 investment platform providers based in Chicago, 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 providers: 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
1Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 20265,001-10,000818 contacts →

Strong evidence

“Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 2026201-500189 contacts →

Indirect evidence

“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-200120 contacts →

Strong evidence

“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20069 contacts →

Partial evidence

“Sterling offers trading platforms, OMS and infrastructure solutions and risk and margin tools.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20060 contacts →

Strong evidence

“Sterling Partners is an investment management platform.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5026 contacts →

Indirect evidence

“TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5024 contacts →

Indirect evidence

“Market Rebellion is on a mission to challenge the status quo of trading and investing, by empowering independent investors with trading education, content and tools so that they…”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-20015 contacts →

Partial evidence

“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Kettera Strategies is the operator of Hydra, a platform registered with the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“FranShares is the passive franchise investing platform for the people.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“Direct Access to Private Real Estate, Automated by Machine Learning & Tailored for You.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceChicago, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“We provide Institutional Caliber Investment Research and Investor Education/Training Services to engaged investors of all skill levels.”

Source: RevenueBase Database · checked Sep 28, 2026
14Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“Econody is the Open Finance Platform integrating RWA tokenization, Crypto Exchange and Wealth Management into one ecosystem.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“At Zacks Trade, we offer access to powerful trading platforms, robust research collections, and knowledgeable support staff to take your trading goals to the next level.”

Source: RevenueBase Database · checked Sep 28, 2026
16Strong evidenceChicago, IL, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Uncommon Capital Group is a premier real estate investment platform that connects its private community of family offices, RIAs and high-net-worth individuals with leading real…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 16 of 30 investment platform providers based in Chicago, United States

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Investment platform providers based in Chicago, United States at a glance

As of Sep 28, 2026
59.0%Verified-email coverage
48.2Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
8
51-200
5
201-500
1
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 30 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 providers, 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 Chicago, United States whose own description of what they do matches “investment platform providers”. 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 providers), 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 providers, and records with no verified work email. Companies headquartered outside Chicago 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, 853 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 providers, 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 providers are there based in Chicago, United States?

RevenueBase identified 30 investment platform providers headquartered in Chicago, 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?

Enfusion NOW Cwan, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most investment platform providers?

New York leads the United States with 150 headquartered companies, followed by San Francisco (48) and Chicago (30).

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 853 verified decision-maker contacts tracked across these 30 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.