Company lists · Data refreshed September 2026

Top 25 Investment platforms based in San Francisco, United States

Name: Investment platforms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 162 companies tracked

RevenueBase identified 162 investment platforms headquartered in San Francisco, United States as of September 2026 and tracks 2,510 professional contacts across them, including 889 with verified work emails. Across the United States, New York is the largest hub for this category (477 companies); San Francisco follows with 162.

This list covers investment platforms 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

162Companies

2,510Contacts tracked

889Verified emails

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The 25 largest investment platforms based in San Francisco, United States

Ranked by team size

Top 25 of 162 investment platforms 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 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Angellist	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	441 contacts →
	Indirect evidence “AngelList builds the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.” Source: RevenueBase Database · checked Sep 28, 2026
2	Investorflow	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	173 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
3	Mudrex	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	141 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
4	ARC	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	111 contacts →
	Partial evidence “Arc is the cash management and capital markets platform for technology companies.” Source: RevenueBase Database · checked Sep 28, 2026
5	Idealratings	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	104 contacts →
	Partial evidence “At IdealRatings, we specialize in working with investors who want to align their values with their investment goals.” Source: RevenueBase Database · checked Sep 28, 2026
6	BEEM	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	102 contacts →
	Indirect evidence “We're building the Unified Managed Account (UMA) for everyone.Today, UMAs (AKA SMAs) are a $3.7 trillion market, but they require $300K minimums, charge 1-3% annual fees, and…” Source: RevenueBase Database · checked Sep 28, 2026
7	JIKO	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	87 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
8	Jacobi	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	75 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
9	Quantumstreet AI	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	63 contacts →
	Partial evidence “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Source: RevenueBase Database · checked Sep 28, 2026
10	Northgate Capital	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	49 contacts →
	Indirect evidence “Northgate Capital, founded in manages $5bn in venture capital and private equity.” Source: RevenueBase Database · checked Sep 28, 2026
11	Pinegrove Venture Partners	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Strong evidence “Pinegrove is a venture investment platform designed to deliver tailored solutions for fund managers, founders, and limited partners in the venture capital ecosystem.” Source: RevenueBase Database · checked Sep 28, 2026
12	BAY Grove	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Indirect evidence “Bay Grove was formed in late 2007 by Kevin Marchetti and Adam Forste and joined in 2011 by Dave Brandes.” Source: RevenueBase Database · checked Sep 28, 2026
13	Transpose Platform	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Transpose Platform is redefining early-stage investing by backing the next generation of venture structures, accelerators, and the breakout companies they nurture.” Source: RevenueBase Database · checked Sep 28, 2026
14	Headlands Capital	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “Headlands Capital is a boutique investment firm with more than $750 million in AUM, headquartered in San Francisco, with offices in New York, London and Bangalore.” Source: RevenueBase Database · checked Sep 28, 2026
15	FREC	Indirect evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	25 contacts →
	Indirect evidence “We believe everyone deserves access to better and smarter ways to manage their money.” Source: RevenueBase Database · checked Sep 28, 2026
16	Axevil Capital	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	24 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
17	thrv.com	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “thrv (pronounced "thrive") is an independent sponsor making investments in private technology companies.” Source: RevenueBase Database · checked Sep 28, 2026
18	Fundersclub	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “FundersClub is the world's first online venture capital platform.” Source: RevenueBase Database · checked Sep 28, 2026
19	DIBS	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	19 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
20	Sidepocket	Partial evidence	San Francisco, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Sidepocket is a venture-backed deep-tech company and SEC-Registered Investment Advisor built to solve a structural flaw in America's retirement system: self-employed workers…” Source: RevenueBase Database · checked Sep 28, 2026
21	awning.com	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Awning helps you grow your net worth through high-yield rental homes, no matter how busy you are or where you live.” Source: RevenueBase Database · checked Sep 28, 2026
22	Stratifi Technologies INC	Strong evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “StratiFi is an AI-powered platform that streamlines investment workflows for wealth managers by integrating risk management, compliance, and investment strategies into one unified…” Source: RevenueBase Database · checked Sep 28, 2026
23	Fractional	Partial evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	1-10	15 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
24	Perpetuals Group	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	14 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
25	Raseed Invest	Indirect evidence	San Francisco, CA, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Invest in your financial future.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment platforms.
Partial evidence: Its own public description names part of investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 162 investment platforms based in San Francisco, United States

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Investment platforms based in San Francisco, United States at a glance

As of Sep 28, 2026

35.4%Verified-email coverage

15.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

10001+

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 162 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 San Francisco, 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 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, 889 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.

Investment platforms by metro in the United States

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 San Francisco, United States?

RevenueBase identified 162 investment platforms 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?

Angellist, headquartered in San Francisco, 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).

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 889 verified decision-maker contacts tracked across these 162 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.