Company lists · Data refreshed September 2026

Top 25 Investment tracking platforms based in the United States

RevenueBase identified 183 investment tracking platforms headquartered in the United States as of September 2026 and tracks 5,743 professional contacts across them, including 2,114 with verified work emails. New York is the largest hub.

This list covers investment tracking platforms headquartered in the 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
183Companies
5,743Contacts tracked
2,114Verified emails
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The 25 largest investment tracking platforms based in the United States

Ranked by team size
Top 25 of 183 investment tracking platforms based in the 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 tracking 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 evidenceMenlo Park, CA, United StatesHQ checked Sep 28, 20261,001-5,0003,771 contacts →

Indirect evidence

“Trade.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202651-200434 contacts →

Partial evidence

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceLos Angeles, CA, United StatesHQ checked Sep 28, 2026201-500209 contacts →

Indirect evidence

“At Investor's Business Daily, our mission is to help our subscribers make more money in the stock market.”

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceChicago, IL, United StatesHQ checked Sep 28, 202651-200183 contacts →

Partial 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, 2026
5Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202651-20072 contacts →

Indirect evidence

“Investors like General Catalyst, Bessemer Venture Partners, and Accel use Standard Metrics to streamline partner meetings, portfolio reviews, LP reporting, valuations processes…”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceWestlake Village, CA, United StatesHQ checked Sep 28, 2026201-50067 contacts →

Indirect evidence

“SRAX is a financial technology company that unlocks data and insights for publicly traded companies.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceTampa, FL, United StatesHQ checked Sep 28, 202651-20051 contacts →

Indirect evidence

“The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceNyc, NY, United StatesHQ checked Sep 28, 2026n/a45 contacts →

Partial evidence

“FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and…”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5043 contacts →

Partial evidence

“Koyfin gives financial advisors one platform for market research, portfolio analysis, and client reporting & proposals.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceStamford, CT, United StatesHQ checked Sep 28, 202651-20032 contacts →

Strong evidence

“Valitana is dedicated to building intuitive, integrated, and customizable platforms for modern investment professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5029 contacts →

Indirect evidence

“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNorwalk, CT, United StatesHQ checked Sep 28, 202651-20027 contacts →

Partial evidence

“Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better…”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSlackhq, United StatesHQ checked Sep 28, 202611-5023 contacts →

Indirect evidence

“Copia’s WealthOS gives wealth owners & managers the ability to analyze, track and engage with all their assets.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5016 contacts →

Strong evidence

“THINKalpha is a forward-thinking investment technology platform that enables investors to generate ideas, test and refine investment thesis and execute their strategies.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“Founded out of Carnegie Mellon University’s Swartz Center in 2019.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceTX, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“TIKR.com serves individual investors.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceDelaware, DE, United StatesHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Navigating crypto taxes like Form 8949 and Schedule 1 can be daunting for investors.”

Source: RevenueBase Database · checked Sep 28, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“All investors deserve access to institutional-quality financial intelligence.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceNew York, NY, United StatesHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“Invest in anything, anywhere.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSan Francisco, CA, United StatesHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“ValueGlance is a personal investing tool that helps you find high-quality stocks for long-term investing.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceAkron, OH, United StatesHQ checked Sep 28, 202651-20011 contacts →

Indirect evidence

“VectorVest provides the only stock analysis software packages that combine the insight of fundamental valuation with the power of technical analysis.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Invo is building the future of trading.”

Source: RevenueBase Database · checked Sep 28, 2026
24Partial evidenceMiami Beach, FL, United StatesHQ checked Sep 28, 20261-1010 contacts →

Partial evidence

“Lucky Trader is an analytics, tools, and content platform that functions as the “on-ramp” to the highway that is modern finance.”

Source: RevenueBase Database · checked Sep 28, 2026
25Strong evidenceMountain View, CA, United StatesHQ checked Sep 28, 20261-109 contacts →

Strong evidence

“Forest System’s reporting platform fully integrates a complete, double-entry general ledger (G/L) accounting system with an investment tracking capability that covers an extensive…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 183 investment tracking platforms based in the United States

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Investment tracking platforms based in the United States at a glance

As of Sep 28, 2026
36.8%Verified-email coverage
31.4Average contacts per company
1-10Median size (employees)
13.7%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
115
11-50
52
51-200
10
201-500
3
501-1,000
1
1,001-5,000
1
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 183 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 tracking 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 the United States whose own description of what they do matches “investment tracking 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 tracking 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 tracking platforms, and records with no verified work email. Companies headquartered outside United States 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, 2,114 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 tracking platforms by metro

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 tracking 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 tracking platforms are there based in the United States?

RevenueBase identified 183 investment tracking platforms headquartered in the 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?

Robinhood, headquartered in Menlo Park, tops this list with the largest team on record.

Which city has the most investment tracking platforms?

New York leads with 25 headquartered companies, followed by San Francisco (15) and Los Angeles (7).

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 2,114 verified decision-maker contacts tracked across these 183 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.