Company lists · Data refreshed September 2026

Top 13 Investment platforms based in Houston, United States

RevenueBase identified 52 company matches for investment platforms associated with Houston, United States as of September 2026 and tracks 247 professional contacts across them, including 58 with verified work emails. Across the United States, New York is the largest hub for this category (516 companies); Houston has 52.

This list covers company matches for investment platforms associated with Houston, 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
52Companies
247Contacts tracked
58Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 13 largest investment platforms based in Houston, United States

Ranked by team size
Top 13 of 52 company matches for investment platforms based in Houston, 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 matchHouston, TX, United StatesHQ recorded Sep 28, 202651-20054 contacts →

Exact match

“Pickering Energy Partners (PEP) is an energy focused financial services platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“Corastone is the hyperscaler for private market investing, providing the modern infrastructure that enables straight-through processing for GPs, wealth managers and fund…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-5012 contacts →

Exact match

“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“Save® is the world’s first market-based savings platform.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-507 contacts →

Exact match

“NextSeed is on a mission to connect businesses and individual investors to build vibrant communities across America.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchHouston, TX, United StatesHQ recorded Sep 28, 20261-104 contacts →

Exact match

“369 Funds provides access to unique and cutting-edge investments in energy, technology, infrastructure, manufacturing, housing, and agriculture.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202611-503 contacts →

Exact match

“SageStreet is a best-in-class, technology-focused investment platform that brings targeted commercial real estate and private equity investment deals to our accredited investor…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“In the realm of investment, Dividends360 stands out as a comprehensive, cloud-based software tool tailored for investors seeking to maximize their dividend income efficiently.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchHouston, TX, United StatesHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Our mission is to create and preserve investor wealth through exclusive alternative investments that offer consistent returns with stability and protection from the volatility of…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchHouston, United StatesHQ recorded Sep 28, 20261-102 contacts →

Exact match

“Bayou Bridge Capital is a boutique asset manager focused on long-term value creation.”

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

Exact match

“Hiyil, LLC is a privately-held Houston-based alternative investment company that is committed to generating superior investment returns on the belief of steady moderate growth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchHouston, United StatesHQ recorded Sep 28, 20261-101 contacts →

Exact match

“Alto Lake Capital was founded with a clear mission: to build generational wealth that spans multiple generations.”

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

Showing 13 of 52 investment platforms based in Houston, United States

See the full list, filter by size, metro and specialty, and access 58 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment platforms based in Houston, United States at a glance

As of Sep 28, 2026
23.5%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
15
51-200
2

Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 52 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 Houston, 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 58 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 Houston, United States?

RevenueBase identified 52 company matches for investment platforms associated with Houston, 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?

Pickering Energy Partners 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). Houston has 52.

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 58 professional contacts with verified work emails tracked across these 52 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.

Ready to reach these companies? Verified emails and direct dials for all 52 investment platforms based in Houston, United States. Start with a free account, no credit card.

Download this list →

Related lists

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.