Company lists · Data refreshed September 2026

Top 22 Investment platforms based in Atlanta, United States

RevenueBase identified 54 company matches for investment platforms associated with Atlanta, United States as of September 2026 and tracks 1,166 professional contacts across them, including 222 with verified work emails. Across the United States, New York is the largest hub for this category (516 companies); Atlanta has 54.

This list covers company matches for investment platforms associated with Atlanta, 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 28, 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 28, 2026 How this list was built
54Companies
1,166Contacts tracked
222Verified emails
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The 22 largest investment platforms based in Atlanta, United States

Ranked by team size
Top 22 of 54 company matches for investment platforms based in Atlanta, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20265,001-10,000683 contacts →

Exact match

“Founded in 1959, OppenheimerFunds was an asset management firm serving financial advisors, individual investors and institutions, which specialized in equity, fixed income…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20265,001-10,000156 contacts →

Exact match

“Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202611-5039 contacts →

Exact match

“BIP Capital is a vertically-integrated investment platform that provides direct access to high-quality private equity, venture capital, and private credit strategies and products.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“Private markets are no longer just about access.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-1011 contacts →

Exact match

“With over 25 years in technology and real estate experience, the Yieldi platform and team focuses on only real estate based investments bringing high yields distributed on a…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“At Shadow Ventures our focus is on investing in startups in tech-nascent markets where strategic capital is scarce.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Spectra Holdings is a sustainable investment and development platform designed to connect global investors with niche, sustainable real estate projects, backed by technology and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Boardwalk Capital Management is an independent Registered Investment Advisory firm based in Atlanta, Georgia specializing in values-based investing.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-104 contacts →

Exact match

“Pfotzer Properties LLC is a real estate investment group based out of Atlanta, GA.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“A new-age investment firm focused on stock & options trading while also educating about building generational wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“SDG Advisors provides opportunities for high net worth individuals, family trusts, and other accredited investors to participate in a diversified, institutional-style real estate…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Our mission is to deliver superior returns by investing in successful companies at the forefront of tech, finance, and media.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Wolverine Investment Advisors is an investment advisory firm that offers investment management solutions to maximize portfolio returns while keeping market risk to minimum through…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202611-502 contacts →

Exact match

“Mission Statement: At Dextera Capital, our mission is to democratize alternative investments by leveraging cutting-edge technology and deep market expertise.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Sphere Realty Capital is an innovative crowdfunding platform that provides real estate investment opportunities to accredited investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“The Atlanta Stock Exchange (ASÉ) is a private marketplace founded to connect growing companies and qualified investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Cryptocurrency investment fund manager.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Vesterr is a crowdfunding platform that allows you to invest in commercial real estate.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Tikkun Olam llc provides an actionable platform, so everyday people can see their values represented in ways that they can afford, invest in, and enjoy competitive returns.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“We manage investments ranging from real estate, tradable financial instruments, and alternative assets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Picking your investments shouldn't feel like gambling.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Tradescoop is a cutting-edge social trading platform that empowers users to share and access trading ideas, fostering a community-driven approach to investment.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 22 of 54 investment platforms based in Atlanta, United States

See the full list, filter by size, metro and specialty, and access 222 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment platforms based in Atlanta, United States at a glance

As of Sep 28, 2026
19.0%Verified-email coverage
21.6Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
40
11-50
9
51-200
3
5,001-10,000
2

Email recency for this list is measured across the whole United States list rather than for Atlanta, so it is reported there. Company counts and contact totals on this page are exact for Atlanta, over 54 companies.

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 Atlanta, United States whose business descriptions match “investment platforms” 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 222 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 28, 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.

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

How many investment platforms are there based in Atlanta, United States?

RevenueBase identified 54 company matches for investment platforms associated with Atlanta, 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?

Oppenheimerfunds 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 platforms?

New York leads the United States with 516 company records, followed by San Francisco (162) and Miami (112). Atlanta has 54.

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 222 professional contacts with verified work emails tracked across these 54 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 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 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.