Company lists · Data refreshed September 2026
Top 18 Investment research platforms based in Chicago, United States
RevenueBase identified 49 investment research platforms headquartered in Chicago, United States as of September 2026 and tracks 13,257 professional contacts across them, including 6,235 with verified work emails. Across the United States, New York is the largest hub for this category (250 companies); Chicago has 49.
This list covers investment research platforms 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.
The 18 largest investment research platforms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,150 contacts → | ||||
Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 818 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 189 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 183 contacts → | ||||
Strong evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 120 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 119 contacts → | ||||
Indirect evidence “ION Analytics, a leader in services, data, and predictive capabilities for global capital markets, acquired Backstop in late 2021 with a shared desire to help clients break down…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 77 contacts → | ||||
Indirect evidence “Founded at the University of Chicago, CRSP has transformed the world of finance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 57 contacts → | ||||
Strong evidence “KKM is a boutique investment solutions firm that creates research-based financial products.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 26 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 24 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 18 contacts → | ||||
Strong evidence “At Zacks, we've championed independent research since 1978, when our founder, Len Zacks, published a highly influential paper which first detailed his innovative investment…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Partial evidence “In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “Founded in 1996, Greenrock Research is a registered investment research firm serving the RIA community.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Strong evidence “Fundamental Analytics is a research platform focusing on the futures industry, integrating fundamental and technical analysis while offering unparalleled insights into trends in…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “Harvest develops and operates a financial content marketing platform connecting investors with financial firms, products and services on the website hvst.com.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Countercyclical is the definitive market intelligence platform purpose-built for investment research and due diligence teams.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 research 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 research platforms.
- Partial evidence
- Its own public description names part of investment research platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment research 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 18 of 49 investment research platforms based in Chicago, United States
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Investment research platforms based in Chicago, United States at a glance
As of Sep 28, 2026Companies by employee count
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 49 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 research 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 Chicago, United States whose own description of what they do matches “investment research 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 research 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 research platforms, 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, 6,235 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 research 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 research 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 research platforms are there based in Chicago, United States?
RevenueBase identified 49 investment research platforms 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?
Morningstar, headquartered in Chicago, tops this list with the largest team on record.
Which city in the United States has the most investment research platforms?
New York leads the United States with 250 headquartered companies, followed by San Francisco (62) and Chicago (49).
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 6,235 verified decision-maker contacts tracked across these 49 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.
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