Company lists · Data refreshed September 2026

Top 22 Investment platforms based in Atlanta, United States

RevenueBase identified 54 investment platforms headquartered in 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 (477 companies); Atlanta has 54.

This list covers investment platforms headquartered in Atlanta, 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
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 investment platforms based in Atlanta, 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 platforms: 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
1Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20265,001-10,000683 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20265,001-10,000156 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5039 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“Private markets are no longer just about access.”

Source: RevenueBase Database · checked Sep 28, 2026
5Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-107 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

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

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

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
15Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Cryptocurrency investment fund manager.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
22Strong evidenceAtlanta, GA, United StatesHQ checked Sep 28, 20261-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

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

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment platforms, 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 Atlanta, United States whose own description of what they do matches “investment platforms”. 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 platforms), 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 platforms, and records with no verified work email. Companies headquartered outside Atlanta 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, 222 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 platforms, 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 platforms are there based in Atlanta, United States?

RevenueBase identified 54 investment platforms headquartered in Atlanta, 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?

Oppenheimerfunds, headquartered in Atlanta, tops this list with the largest team on record.

Which city in the United States has the most investment platforms?

New York leads the United States with 477 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 222 verified decision-maker contacts tracked across these 54 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.